$Intel(INTC)$, $Qualcomm(QCOM)$, $NVIDIA Corp(NVDA)$, $Advanced Micro Devices(AMD)$, $Taiwan Semiconductor Manufacturing(TSM)$ lead the way.
$Intel(INTC)$ has spent over $100B in R&D over the last decade.
Despite that, they have the 2nd lowest shareholder return of all these companies (see the chart below).
$Intel(INTC)$ has generated $52.9B in revenue over the last twelve months. A decade ago, $Intel(INTC)$ generated $52.4B in revenue. An important cautionary tale for investors: R&D doesn't guarantee growth.
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Semis ranked by Total Share Holder Return:
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@AITechInvesting: Looks like they're relying pretty heavily on Intel Foundry Services paying off
Semiconductor Companies & Industry DIG
The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics.
What companies in your watchlist? Do you have special comments to share?
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Comments
Although R&D doesn't guarantee growth, it's still one of the precursors to a company's ability to thrive.
Growth is more tied to where a company starts, the sector it is in, and the governance.
Thanks. Think of it another way, if Intel hadn't invested so much it might have just faced a loss.
I've always been bullish on NVIDIA and AMD. đ
R&D has its own risk.