Eric Gregg (Four Tree Island Advisory) on Semiconductors & WFE

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This week, we sat down with Eric Gregg, founder/PM of Four Tree Island Advisory to get into the nuts and bolts of semiconductors and wafer fabrication equipment (WFE). Although WFE is less followed and certainly less research, Gregg encourages active investors to pay attention to these underlying semi components and their manufacturers. Increased computation, memory, and storage needs in every industry from automotive to telecommunications to military technology will mean increased demand for semiconductors. WFE is the number one capital expenditure for all major chipmakers and the WFE industry is largely US-centric. Wafers are a critical piece of the semiconductor supply chain, which according to Gregg has become as nationally important as oil. Please find Gregg's original research on Applied Materials and Lam Research on SumZero and the Four Tree Island Advisory profile on our Cap Intro platform.