Intro

This chapter explores the pivotal role of semiconductors in modern technology, tracing their historical evolution from military applications to today's complexities. It also highlights SANS Capital's investment strategies, particularly focusing on Integris as a promising investment in the semiconductor industry.

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Episode notes

You’ll find semiconductors in just about every device with a plug, a power button, or a battery. In this episode of What Matters Most, Sands Capital research analyst Daniel Pilling explains why Entegris, a critical player in the global semiconductor industry, is seeing rapid growth as the demand for artificial intelligence (AI) and machine learning intensifies.

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(00:01:37) From vacuum tubes to artificial intelligence (AI) in 80 years—a quick history of semiconductors (00:04:51) How small is a nanometer really? Moore’s Law in action, shrinking chip circuitry. (00:07:33) Exponential complexity in chipmaking. Skyscrapers and bread? (00:09:00) But actually, how do you make a semiconductor? (00:15:18) Entegris: chemicals or technology analysts? Who covers it and why? (00:18:56) “One throat to choke”? And the chokepoint explained. (00:26:28) Why consumables have less “lumpy” capital expenditures (00:26:51) Chips that power EVs [electric vehicles] (00:30:22) Don’t bet on the winner in this market, and what to do instead. (00:33:57) Advantages and industry talent finding an employer of choice (00:40:32) The iPhone moment and where AI is going from here (00:42:17) Outlook for Entegris and semiconductor growth

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