Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (76938)	1/13/2025 10:13:09 PM
From: Elroy	1 Recommendation Recommended By Sisyphus Read Replies (1) \| Respond to of 78958

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.