1 Monster Opportunity in the Global Chip Shortage

Motley Fool2023-03-15

The COVID-19 pandemic triggered a global chip shortage in 2020 as increased demand for tech strained an already burdened industry. Semiconductor chips are crucial components for consumer electronics ...

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KPTan
2023-03-15
KPTan
Tq for sharing
kong1509
2023-03-15
kong1509
Ok
Longs
2023-03-15
Longs
👌🏼🙏🏼
LimBT
2023-03-15
LimBT
Ok
LimBT
2023-03-15
LimBT
Ok
Andy Fong
2023-03-15
Andy Fong
Ok

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Semiconductor chips are crucial components for consumer electronics ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/14/1-monster-opportunity-in-the-global-chip-shortage/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0082616367.USD","symbol_name":"摩根大通美国科技A（dist）","start_time":0,"source_url":"https://www.fool.com/investing/2023/03/14/1-monster-opportunity-in-the-global-chip-shortage/","article_id":"2319888974","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2319888974","pubTimestamp":1678852267,"columns":[],"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Advanced Micro Devices will likely have a fruitful long-term future, and now would be an excellent time to buy shares.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU0080751232.USD":"富达环球多元动力基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4525":"远程办公概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","NVDA":"英伟达","LU2063271972.USD":"富兰克林创新领域基金","BK4543":"AI","BK4577":"网络游戏","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4550":"红杉资本持仓","BK4588":"碎股","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4581":"高盛持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4512":"苹果概念","BK4504":"桥水持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4548":"巴美列捷福持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4528":"SaaS概念","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","MSFT":"微软"},"translate_title":"全球芯片短缺中的1个巨大机会","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":0.9,"NVDA":0.9,"MSFT":0.9,"GFS":0.9},"content_text":"The COVID-19 pandemic triggered a global chip shortage in 2020 as increased demand for tech strained an already burdened industry. Semiconductor chips are crucial components for consumer electronics such as smartphones, computers, and cars, where they are necessary for everything from power steering to entertainment systems. As a result, chip demand has soared in recent years, and the pandemic pushed the market over the edge.The shortage began easing in the second half of 2022 as high inflation led to decreasing tech sales, which helped shift the supply-and-demand situation closer to balance. However, the shortage of automotive chips continues, and is unlikely to improve until 2024, according to research from J.P. Morgan.As one of the world's leading semiconductor companies, Advanced Micro Devices  was hit hard first by the shortage and then by the decrease in demand. The company's stock price fell by 55% in 2022. However, AMD continues to have an excellent long-term outlook, and at this point, its stock presents a monster opportunity for investors.The importance of a long-term perspectiveWith the worst of the chip shortage seemingly in the past, AMD's stock has risen 27% since Jan. 1. However, it remains down 20% year over year, suggesting it still has plenty of room for growth.As with any stock investment, AMD's shares are best as a long-term buy, thanks to its crucial role in multiple high-growth markets. For example, in 2022, the company's data center segment reported a 63.6% year-over-year increase in revenue to $6.04 billion, as operating income rose 86% to $1.8 billion. That growth was largely driven by the booming cloud market, which uses data centers to power platforms like Amazon Web Services and Microsoft's Azure.According to Grand View Research, the cloud market -- which was worth $483.98 billion in 2022 -- will expand at a compound annual rate of 14.1% through 2030. AMD is well-positioned to profit from that growth.Moreover, in 2022, the company's embedded segment revenues soared by more than 1,700% to $4.6 billion while operating income climbed by 5,000% to $2.3 billion. AMD owed that steep gain primarily to its acquisition that year of Xilinx, a company focused on producing processors for specialized uses in aerospace and defense, space, artificial intelligence, and more.AMD stumbled over the last few years as it faced unavoidable headwinds. However, it likely has a lucrative long-term future because of its strong position in data centers and embedded products.AMD's strength is its diversificationAMD is often compared to its chipmaking peer Nvidia (NVDA). Both companies are active in the consumer graphic processing unit (GPU) market. However, AMD's stock is the more compelling investment due to its diversification. In addition to GPUs, the company is a leading name in processors and semi-custom products that power consumer devices such as Sony's PlayStation 5, Microsoft's Xbox Series X|S, and multiple virtual reality headsets.The tech giant's varied business kept it growing in 2022 despite reductions in consumer demand, with its revenue rising 43.6% to $23.6 billion. Its data center and embedded segments were able to compensate for the decline of its client segment, which was hit by the slowdown in the PC market.Worldwide desktop GPU shipments fell by 42% in 2022. Nvidia's 88% market share in the industry led its revenue to rise 2% year over year in its fiscal 2023, which ended Jan. 29. Meanwhile, AMD's 8% market share spared it from the worst of the market's declines.AMD has a long future ahead in a variety of industries, with its powerful chips able to run and develop software in cloud computing, artificial intelligence, virtual reality, and more. As the chip shortage shows signs of easing, now is the perfect time to consider investing in this tech titan.Additionally, AMD's forward price-to-earnings ratio of 27 has declined 9% over the last year as its stock has increased in value. And compared to Nvidia's forward price-to-earnings ratio of 52, AMD's stock is a monster opportunity in the global chip shortage.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9949478101,"gmtCreate":1678861873203,"gmtModify":1678861876609,"author":{"id":"4089242101506430","authorId":"4089242101506430","name":"KPTan","avatar":"https://static.tigerbbs.com/6d16c608c834afdaf5cdb810b6196a28","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4089242101506430","authorIdStr":"4089242101506430"},"htmlText":"Tq for sharing&nbsp;","listText":"Tq for sharing&nbsp;","text":"Tq for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949478101","repostId":2319888974,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9949471284,"gmtCreate":1678861335348,"gmtModify":1678861339108,"author":{"id":"4112855949003692","authorId":"4112855949003692","name":"kong1509","avatar":"https://community-static.tradeup.com/news/5c7779ca51cd488037d326183dfd5994","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4112855949003692","authorIdStr":"4112855949003692"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949471284","repostId":2319888974,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9949473246,"gmtCreate":1678860604786,"gmtModify":1678860607426,"author":{"id":"4115290449563752","authorId":"4115290449563752","name":"Longs","avatar":"https://community-static.tradeup.com/news/824b5073731ab909a8d4e129caa8d995","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"4115290449563752","authorIdStr":"4115290449563752"},"htmlText":"👌🏼🙏🏼","listText":"👌🏼🙏🏼","text":"👌🏼🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949473246","repostId":2319888974,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9949447183,"gmtCreate":1678858491643,"gmtModify":1678858494209,"author":{"id":"4134278158747952","authorId":"4134278158747952","name":"LimBT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4134278158747952","authorIdStr":"4134278158747952"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949447183","repostId":2319888974,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9949444409,"gmtCreate":1678858291102,"gmtModify":1678858294689,"author":{"id":"4134278158747952","authorId":"4134278158747952","name":"LimBT","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4134278158747952","authorIdStr":"4134278158747952"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949444409","repostId":2319888974,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9949444384,"gmtCreate":1678857094848,"gmtModify":1678857097639,"author":{"id":"4102500744621190","authorId":"4102500744621190","name":"Andy Fong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4102500744621190","authorIdStr":"4102500744621190"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949444384","repostId":2319888974,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":120,"commentSize":13,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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