Micron

I'm quite curious how they'll manage to pull off that TSM lead. I've been reading some analysis on the new machines from ASML and it looks like they're more expensive to produce than the ones TSM is currently using and they can't manage to produce everything they have planned for 2030. Even if Intel delivers what they've been promising for a few years now, it's quite possible they'll make less profit on it than TSM. Factoring in the cost of human labor in Taiwan, they're not going to have an easy time getting to their original margins.

I've sold Intel and Micron and only hold TSM with ASML in semis anymore.

I have the same approach as Matthias. It's definitely an interesting stock, but I probably don't need it in my portfolio.

Micron Technology has announced plans to invest up to $825 million in a new semiconductor assembly and test facility in Gujarat, India. The factory will be built in Sanand, near Ahmedabad in Gujarat.

The investment is part of the Indian government's efforts to strengthen the country's semiconductor manufacturing capabilities. The government has offered Micron a number of incentives, including 50% fiscal support of the total project cost and incentives representing 20% of the total project cost from the state of Gujarat.

The new factory is expected to create up to 5,000 new direct jobs at Micron and 15,000 jobs in the community over the next few years. Operations are scheduled to begin in 2025.

...That doesn't look bad. Having the government of India on your side is nice.

I had a long time ago, took a profit of about 30% and walked away.

I don't have shares either, but I'm interested in the results.