Welcome to Handsoff’s Newsletter by me, Handsoff Investor. Long term compounder buying great companies at bargain price Sign up now so you don’t miss the first issue. In the meantime, tell your friends! Semiconductor Capital Equipment Overview Semiconductor revenue is expected to touch $1 trillion in 2030 compared to $450 billion in 2020 at a CAGR of 8%. This should boost the capital equipment spending which is at 13-14% of semiconductor revenue.