This episode is based on the idea of industry analysis is to give you in depth insights on the Semiconductor Landscape. Multiple books, articles, research reports and conversation with friends in Semicon space were used to make this. Hopefully, you will get a perspective on the industry. If there are any mistakes, kindly gently point them out. Our mentor is a non tech guy who loves to study industries. We hope you find value in this episode. Parts- 1. Intro 2. What is a Semiconductor? 3. Value Chain 4. Profitability Analysis 5. Geopolitics 6. Semiconductor Stocks in India 7. Conclusion