Shouldn't Ben be on top of the ships?
Discussion
Also wrong order of things for semiconductors. ASML/AM/etc, on top of that TMSC/GF/…, on top of that the EDA companies.
We should also not forget about the major non-cutting-edge semiconductor manufactuers + discrete components like Infineon, Nexperia (which caused the recent meltdown of some automotive supply chains), TI, Analog Devices, ST, NXP, etc.. (which also were involved in the COVID chip shortage)
I was blown away by how much Infineon was in everything automotive. Their stuff is SOOO locked down in my brief experience. I'm not familiar with Nexperia
They mostly make discrete components like transistors etc. The main pain is requalifying parts…