Chip Industry Adjacent Stocks (Industrial Gases and Lithium): The Next Big Growth Opportunity? скачать в хорошем качестве

Chip Industry Adjacent Stocks (Industrial Gases and Lithium): The Next Big Growth Opportunity?

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-... Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" 👉    • AI Supercycle: Your Ultimate Guide To Inve...   The semiconductor industry is booming, and with it, demand for base material suppliers and other industrial equipment is going up too. Semiconductor industry adjacent stocks are companies that provide products and services that are essential to the semiconductor industry, but are not actually semiconductor companies themselves. These businesses can include equipment manufacturers, materials suppliers, and software providers. The semiconductor adjacent market is expected to grow significantly in the coming years, as the demand for semiconductors and domestic manufacturing continues to rise. The U.S. CHIPS Act, U.S. Inflation Reduction Act, and the European Chips Act are helping fuel investment into these areas. This growth is being driven by a number of factors, including the increasing adoption of new technologies, such as artificial intelligence (think ChatGPT), and the electrification of vehicles and the energy grid with materials such as lithium and silicon carbide. In this video, Nick and Kasey will discuss some semiconductor adjacent markets, and the companies that are best positioned to benefit from its growth. The companies compared are Albemarle (ALB) vs Sociedad Química y Minera de Chile (SQM), Linde (LIN) vs Air Products and Chemicals (APD), and On Semiconductor (ON) vs Wolfspeed (WOLF) and STMicroelectronics (STM). Find out which companies we are choosing for our portfolio! #albemarle #sqm #airproducts #linde #wolfspeed #onsemiconductor #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #semiconductor #semiconductors #stockmarket #chipstockinvestor #chipmanufacturing #semiconductormanufacturing #semiconductorstocks #automotivetechnology #electricvehicle #iot #lithium #siliconcarbide #ai Chapters: 0:00 Intro 01:30 Where Do These Semiconductor Adjacent Companies Fit In the Chip Industry? 03:18 Air Products (APD) 10:33 Linde (LIN) 18:26 Air Products vs Linde 20:13 Albemarle (ALB) 26:00 The Lithium Market 35:05 Sociedad Química y Minera (SQM) 41:35 Albemarle vs SQM 44:05 On Semiconductor (ON) vs Wolfspeed (WOLF) and STMicroelectronics (STM) In this video we used data, charts and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscripti... Thank you for watching and please hit the subscribe button for more great content like this! 👇    / @chipstockinvestor   👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our YouTube channel:    / @chipstockinvestor   Support them on Ko-Fi: https://ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop. Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas Rossolillo owns shares of Albemarle and On Semiconductor.