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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (76938)1/13/2025 10:13:09 PM
From: Elroy1 Recommendation

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Sisyphus

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How would one know at the time that AMAT's machines would be used in every semiconductor Fab around the world.

Actually, I think that was already well known in 2012. The issue had always been where you are in the cycle of capital spending, and also how will the customer concentration affect the business as more and more semi companies go fabless and rely on foundries.

But AMAT's dominance was known in 2012. It has been known since at least a decade before that.
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