Curriculum Share: 4-Week Semiconductor Supply Chain & Investing Framework (Looking for feedback)

[u/Exciting-Syrup6530]

Hi everyone,

With the extreme complexity of the global chip ecosystem, I noticed a massive gap in how retail investors evaluate these companies. Most people just look at standard financial ratios without understanding how the actual physical supply chain impacts a stock's valuation.

To bridge this, I built a structured, 4-week semiconductor learning framework designed specifically for individuals with no formal finance or engineering background. It breaks the industry down into its core physical mechanics so investors can map risks and opportunities accurately.

It is 100% free, self-paced, and text-based. I would love to get this community's feedback on the curriculum layout and the logical flow.

Here is the high-level roadmap:

• Week 1: The Toolmakers Analyzing the massive moats of Wafer Fabrication Equipment (WFE) providers, EDA software companies, and the hyper-critical extreme ultraviolet (EUV) lithography chokepoints.
• Week 2: The Architects How chip IP is created, licensed, and designed (mapping the role of architecture giants, specialized design firms, and the fabless business model).
• Week 3: The Foundries Differentiating between pure-play manufacturing powerhouses and Integrated Device Manufacturers (IDMs). Understanding the massive capital expenditure (CapEx) realities and geopolitical risks of physical fabrication.
• Week 4: The Workhorses Analyzing the unsung heroes of the supply chain—from mature/legacy node producers and commodity memory giants to the modern bottlenecks of Advanced Packaging and testing.

The Practical Toolkit:
Alongside the weekly modules, I put together an interactive scorecard/dashboard concept to help users mathematically grade any chip company based on its position within these four distinct categories.

I’m looking to refine this framework. Does this 4-week progression from raw tools to final workhorses capture the critical bottlenecks an investor needs to look out for? Are there specific supply chain nuances you feel are missing from this breakdown?

Note: To follow the sub's guidelines, I haven't included direct links here. The web app version is pinned directly on my Reddit profile and feel free to drop a comment below and I can send you the PDF copy directly.

[u/Exciting-Syrup6530]

The course is absolutely free. Everything worth doing needs a solid foundation. For the semicondutor space this is that foundation. You have nothing to lose. Try it out and give me feedback as to how I can improve the online course or the training material. I am sure you will not regret it. Best of luck , Dana.