as we know there’s a new phase ahead in the semiconductor sector that will have major impact t the market dynamics in the semiconductor sector.
NVDA result just came out. AI, crpyto, gaming, data-centres, etc. gaming sector down substantially. could be great value once the stock settles down.
ASML will be subject to very little geopolitical risk and is basically a monopoly for european market.
INTC is reasonably priced but i think it’s a value trap. another possible catalyst is the CHIPS act may give them a boost.
TSM. fall 32% since beginning of year. Both Samsung and TSMC have 3-nm technology. it also expects to produce 2-nm in 2023. dividend yield is 2.1%. more importantly TSM owns 50% of the market and 85% of the high end.
Leave a Reply