Next week will be very interesting in terms of company results. I will be most interested in the results of $BAC-1.1% and $ASML0.4%, as I have these stocks in my portfolio. But I will also be interested in the results of $TSM0.4%, $UNH-0.1% and $NFLX-0.2%.
Which companies will you be most interested in next week?
Taiwan Semiconductor Manufacturing's $TSM0.4%sales rose 45% in July, accelerating the pace of growth from the June quarter and boosting hopes for continued strong demand for artificial intelligence chips from companies such as Nvidia Corp.
Are you investing in $TSM0.4% or are the risks associated with China the big bogeyman?
There are some risks, but I was thinking of putting it in the portfolio. What price would you buy in at?
The future in semiconductors!💡
Semiconductors are an essential part of our modern life. They power not only our computers, but also our cars, smartphones, and even smart fridges and washing machines. Shares of semiconductor companies are seeing phenomenal growth. 📈
With the spread of artificial intelligence (AI) semiconductors have become even more important. Here are seven...
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Super summary! I agree that most of these and similar companies. It's just the future.
🗓️Zajímavosti of the coming week!
Here is a summary of the interesting events that await us in the week ahead.
Monday: Fed Chairman Powell's speech 🗣️Jerome Powell will speak about the current state of the economy and USmonetary policy . His words may influence markets around the world.
Tuesday: US Retail Sales 🛒 The retail sales report will provide insight into consumer spending...
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I will definitely be interested in $BAC-1.1%, $ASML0.4%, $UNH-0.1% and $NFLX-0.2%.
📈 💻AMD vs Intel and new competition!
Advanced Micro Devices $AMD-0.4% is a global manufacturer of semiconductor components, primarily focused on the development of high-performance processors and graphics cards. In recent years, the company has gained significant market share with its high-end products such as theRyzen series of processors and Radeon graphics cards . In this way ,...
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I appreciate that it says how Intel is just trying to narrow the gap with TSM. 18A is supposed to be comparable to N3P and Intel will have nothing to respond to N2 planned for 2025. Betting on INTC now is a pretty risky choice in my opinion, that's why I prefer to stick to the current cutting edge, which is hardly something everyone will run away from just because someone else builds fabs and recruits a team of marketers. The idea that competitors in the form of AMD or NVIDIA will manufacture at INTC is hard to believe, in the same way Apple will find it hard to think about handing over their know how to someone who makes their own chips.
So what I've been watching the last couple of years, TSMC despite being the leader is still growing revenues and profits nicely because they have a lot of pricing power due to their manufacturing technology. Intel adopted EUV pretty late, probably will have much worse yields than TSM and probably Samsung, i.e. smaller margins (+large CAPEX). Shareholders are looking at a paltry dividend that just won't get to the original values and capital appreciation is also very uncertain.
🌟 Onsemi's big investment in the Czech Republic: a game changer for the semiconductor industry!
US chip manufacturing giant Onsemiconductor $ON-0.4% has announced a historic investment of up to $2 billion in a Czech semiconductor manufacturing plant. This project represents the largest single foreign direct investment in our country and is a significant step towards strengthening Eu...
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Taiwan Semiconductor Manufacturing: a key chip manufacturer
Basic Information:
- Company:Taiwan Semiconductor Manufacturing $TSM0.4%
- Market capitalization: $795 billion
- Major Customers: Nvidia and other leading chip companies
Financials:
- Net profit for the past year: $27 billion
- Sales for the past year: $71 billion
- High margins: Enable expansion of manufacturing...
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Personally I see good future for $TSM0.4% . It's a great company, already got about 50% profit on the shares I own. I am however a little worried about the situation with China invading Taiwan as they declared doing so before 2030. This could have a big negatice impact on the company. Taking this into consideration I am still holding some shares and if we have a little ''sale'' on shares, I will consider buying more!
🚀 Arm Holdings is heading for a revolution with AI chips! 🧠
According to information from Nikkei Asia we have a revolutionary new product on the horizon from the company Arm Holdingswhich is going to launch AI chips in the year 2025! 🌟 This British company, part of the SoftBankis heading into the world of artificial intelligence and plans to launch its first products in 2025....
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Great news! Definitely good to follow this company. Now it's about not being too late in 2025. Or it like probably never will be, but that's how AI is already being addressed a lot and I believe it will be somewhere else again in a year. Anyway Arm is on my watchlist. 😊
The Biden administration is trying to give the chip industry a boost, not only with grants to factories, but also by turning semiconductor research into an attractive and interesting field for Americans. The law The Chips and Science Act of the 2022 allocates $11 billionto USA maintain its leadership in research and development. The goal is to create new electronic components...
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TSMC reported results today that were quite positive. I don't have shares of $TSM0.4% in my portfolio, but a fine company for me.
At what price are you buying $TSM0.4%stock ?
🚀 This week will be very exciting in the markets!
The whole week will be accompanied by an unpleasant situation on the Middle Eastnamely the attack Iran on Israel and the possibility of further conflict. The White House wants to calm the situation to avoid escalation. This conflict could significantly affect the price of oil.
However, let us look at the key events that will bring...
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🚀 News in the chip world! 🚀
On Monday , theU.S. governmentannounced that it will contribute $1.5 billion to GlobalFoundries $GFS under the Chip Act, boosting domestic manufacturing. Intel $INTC also finds itself in the game with possible subsidies in excess of $10 billion! 💰
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.
We have an interesting week ahead of us full of opportunities and important numbers. 📊🌐
🗓️ Monday: We honor Martin Luther King Jr. therefore the US markets will remain closed. So we will have time to prepare for what is to come in the days ahead. 💡📚
🏦 Tuesday: Morgan Stanley $MS-0.6% and Goldman Sachs $GS-0.6% will reveal their earnings before the markets open. China's National Bureau of...
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I was a little bummed about $ASML0.4%, but it's still a great company and it doesn't change my opinion of the company.