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  • Brett Schafer

Deep Dive: Chris Seifel Discusses Kulicke and Soffa Stock (Ticker: KLIC)

Listen On:

  1. Spotify

  2. Google Podcasts

  3. Apple Podcasts

Show Notes

It was a pleasure to have Chris back on the show to discuss Kulicke and Soffa. Chris is a semiconductor industry analyst, so we learned a ton about how this company relates to one of the most important parts of the global economy. Here are some questions we asked Chris on the show:

  1. Most investors are unaware of anything in semiconductors besides the fact that they power computing devices. What role does K&S play in the semiconductor industry? Who are their customers?

  2. What is your overall thesis on the stock?

  3. Who are their competitors? How hard is it to get into this business?

  4. What gives K&S operating leverage?

  5. How important is the mini-LED business line? What potential does that have for K&S?

  6. What will the transition of the automotive industry to electric vehicles be on K&S?

  7. Thoughts on management/capital allocation?

  8. What important metrics are you following to evaluate K&S’s performance? (And valuation)

  9. A big question for semiconductors is whether a demand shock is coming. How are you thinking about that risk? Is cyclicality a big concern here?

  10. Any other risks to the business?

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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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