EP: 240 #askmoneypurse

102.0K views · Sep 21, 2025 · 41:13 min · Watch on YouTube ↗

Takeaway

PE alone is misleading - growth rate justifies higher multiples; avoid blindly buying semiconductor hype stocks where management transparency is lacking.

Summary

MosChip Technologies analysed: founded 1989, acquired 2017 by Mayuka Holdings (Nimmagadda Prasad's Matrix group), now driven by CEO K Srinivas - 80% revenue from silicon engineering, 600+ tape-outs designed, 180nm-2nm chip design capability.
Warns on semiconductor stocks: too early for retail investors - lack of management interaction, no quarterly con-calls, no presentations make valuation difficult; safer to play CG Power with strong promoter backing.
Discusses semiconductor value chain four stages: chip design (Qualcomm, AMD type), fabrication (TSMC dominant), assembly/testing/packaging, system+software integration.
Suggests playing semiconductor manufacturing equipment suppliers (mentioned ASM Technologies) as a safer adjacent opportunity vs hyped chip stocks.

semiconductorMosChipstock analysis

Original description

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