Mrzorro
2023-11-06

AI chip market ( Chip War that worth investing!)

AI chip market will be one of the top growing markets, with a 50% CAGR to ~$300B by 2030 -- let's delve into the world of semiconductors, exploring the competitive moats of each top player & examining where they stand based on the NTM P/E ratio 👇


$Advanced Micro Devices(AMD)$ (Advanced Micro Devices)

• Competitive Advantage: Their key innovator in high-performance computing and graphics technologies, leveraging their Ryzen and EPYC processors to disrupt the market with high-caliber performance that captures increasing market share.


$NVIDIA Corp(NVDA)$ (NVIDIA)

• Competitive Advantage: Their pioneering status in GPUs extends beyond gaming into AI, professional visualization, and data centers, bolstered by their CUDA platform, solidifying their indispensability in parallel processing applications.


$Intel(INTC)$  (Intel)

• Competitive Advantage: They command the industry with its comprehensive microprocessor technologies and manufacturing prowess, powering a vast array of personal computing devices and servers. Its strength is sustained by its sizeable R&D investments and full-stack manufacturing capabilities, ensuring its prominence in the CPU market.


$Taiwan Semiconductor Manufacturing(TSM)$ (Taiwan Semiconductor)

• Competitive Advantage: They dominate the foundry space as the principal manufacturer for companies lacking in-house production capabilities, wielding unparalleled process technology that is instrumental for advanced ICs.


$ASML Holding NV(ASML)$  (ASML Holding)

• Competitive Advantage: Their unique and unrivaled EUV lithography machines are pivotal in producing the most sophisticated semiconductors, firmly establishing them as a linchpin in the advancement of microchip technology.


$Marvell Technology (MRVL.US)$ (Marvell Technology Group)

• Competitive Advantage: They stand out with its tailored semiconductor solutions addressing the data infrastructure sector's needs, critical for data storage, movement, and processing in the cloud, enterprise, and automotive markets.


$Texas Instruments (TXN.US)$ (Texas Instruments)

• Competitive Advantage: Their stronghold lies in its extensive catalog of analog chips and embedded processors, providing essential components for various electronics, with entrenched positions in industrial and automotive sectors, supported by time-tested customer relations and engineering acumen.


$Lam Research (LRCX.US)$ (Lam Research)

• Competitive Advantage: Their expertise in semiconductor fabrication equipment, particularly for etching and deposition, is crucial for the production of integrated circuits, making them a cornerstone in the chipmaking industry.


$Analog Devices (ADI.US)$ (Analog Devices)

• Competitive Advantage: They excel in high-performance analog, mixed-signal, and digital signal processing (DSP) integrated circuits (ICs), playing a critical role in converting real-world phenomena into actionable data across diverse industries. Their leadership in data conversion and signal processing solidifies their position in markets ranging from automotive to instrumentation and aerospace.


$KLA Corp (KLAC.US)$ (KLA Corporation)

• Competitive Advantage: Their process control and yield management technologies are imperative for semiconductor manufacturing, enabling chipmakers to optimize complex production processes and ensure high-quality outputs.


$Broadcom (AVGO.US)$ (Broadcom)

• Competitive Advantage: Their diversified portfolio in both hardware and software, ranging from data center networking to infrastructure software solutions, underpins their significance in global data and enterprise network operations.


$Applied Materials (AMAT.US)$ (Applied Materials)

• Competitive Advantage: They're foundational to the semiconductor production ecosystem, supplying advanced equipment, services, and software that are vital for the fabrication of modern chips.


$NXP Semiconductors (NXPI.US)$ (NXP Semiconductors)

• Competitive Advantage: Their prominence in the automotive and secure connectivity realms comes from its deep-seated expertise in delivering complex mixed-signal circuits, positioning it as an essential player in the burgeoning areas of smart automotive technology and IoT.


$Qualcomm (QCOM.US)$ (Qualcomm)

• Competitive Advantage: Their stronghold in wireless technology and a vast array of patents, especially in SoCs and mobile modems, makes it a cornerstone of global mobile communications, with 5G technology cementing its competitive advantage.



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Chip War: Is Semi sector worth investing or not?
Recently, semiconductor companies $Texas Instruments(TXN)$, $ON Semiconductor(ON)$, $Advanced Micro Devices(AMD)$ fell after they released lateset earnings. ---------------- What's wrong with semiconductor stocks? Is Semi sector worth investing or not? Will AI help semiconductor go higher? Good time to bottom or sell before more declines?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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