Investment Strategy Architectures
Over which horizons is the sector analysed?
Chapter summary
Analysis is organised by tactical (3–12 months), strategic (1–3 years) and thematic (3–5+ years) horizons, with attention to customer concentration.
Key takeaways
- 1
Three time horizons structure the analysis.
- 2
TSMC, Samsung and Intel together account for 40–50% of equipment demand.
- 3
Customer concentration is a core risk for suppliers.
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