From How Chips are made to Why we face Chip Shortages, Fund Manager – Raunak Onkar introduces us to the economics of The Global Semiconductor Industry.
Business, Cyclical Business, Industry, Knowledge, Technology
Understanding The Global Semiconductor Industry
Raunak Onkar
Raunak tracks the Technology, Pharma & Media sectors at PPFAS Mutual Fund among others. Apart from his primary areas of research he has a wide variety of interests spanning across sectors & industries. Through his presentations he has covered diverse topics from Media, Pharma, Technology, Retail (online & offline), Telecom to topics like Disruption & Business Failures which synthesizes his reading interests. He brings in his observational style to the presentations which make them engaging & provide lots of resources for further research.
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Your presentation on semiconductor industry is very helpful and good.