Also wrong order of things for semiconductors. ASML/AM/etc, on top of that TMSC/GF/…, on top of that the EDA companies. We should also not forget about the major non-cutting-edge semiconductor manufactuers + discrete components like Infineon, Nexperia (which caused the recent meltdown of some automotive supply chains), TI, Analog Devices, ST, NXP, etc.. (which also were involved in the COVID chip shortage)