Nvidia, Marvell, Micron, Broadcom Among Top Semiconductor Stocks at UBS

Seeking Alpha2022-07-11

Nvidia (NASDAQ:NVDA), Marvell Technology (NASDAQ:MRVL), Micron (NASDAQ:MU) and Broadcom (NASDAQ:AVGO) are listed among investment firm UBS's favorite semiconductor stocks, even as weakening consumer ...

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Comments

Firebolter
2022-07-12
Firebolter
Nice
Jean0031
2022-07-11
Jean0031
Like
NPC69
2022-07-11
NPC69
K
K3nia
2022-07-11
K3nia
Cool
K20
2022-07-11
K20
Like
davidmingwei
2022-07-11
davidmingwei
Ok

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And while it may be too early to turn positive on the sector as a whole and valuations could still go lower, there are some companies that are poised to do better than others.The analyst noted that consumer markets have \"rapidly weakened,\" but the data center demand is still strong, even as companies like Nvidia (NVDA) slow the pace of their operating expenses. The spending outlook is still favorable due to workload growth, the continued shift to artificial intelligence and new CPU product cycles. There are also positives for other sectors, as the launch of a new iPhone later this year could help the smartphone market, which has been beleaguered by Chinese weakness. 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downside protection.\"Others that are viewed favorable include Analog Devices (ADI) and to some extent Intel (INTC), as Arcuri notes it is starting to \"close the competitive gap\" on Advanced Micro Devices (AMD) for process technology, but a weak PC environment and lack of government subsidies could force Intel to burn a \"substantial\" amount of cash in 2022 and 2023.Last month, investment firm Morgan Stanley restarted coverage on Advanced Micro Devices (AMD) shares, noting it is in a position to gain market share in both cloud servers and 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