Fabless semiconductor companie

Fabless semiconductor companies will soon losing out in the next 5 years. [Cry][Cry][Cry]Their end customers will soaked out. As they will soon design their own chipset and build by wafer foundries. These fabless companies will soon losing their customers and margin will drop drastically.

Baba, Baidu, Meta, AAPL, IBM, OpenAi, Tesla, Goog, AMZN and etc will have their own patent or pay licensing and seek $Taiwan Semiconductor Manufacturing(TSM)$ , $Intel(INTC)$ or $Samsung Electronics Co., Ltd.(SSNLF)$ to build wafers for them.

$Advanced Micro Devices(AMD)$ especially No.2 or follower without so many patents will the first to collapse in the next 3 to 5 years.[Speechless][Speechless][Speechless]

AMD Plunge: Chip Stocks Start to Pull Back?

AMD fell 10% in after-hours trading. While AMD's fourth-quarter financial report exceeded analysts' revenue expectations, the guidance for the first quarter fell short of expectations. Affected by AMD's earnings, other semiconductor stocks also fell in the after hour trading. ------------- Will chip stocks start to pull back following AMD's earnings? Are you bullish or bearish on QCOM's earnings? Which chip stock is a better choice to invest in AI?

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[Cry][Cry][Cry]Their end customers will soaked out. As they will soon design their own chipset and build by wafer foundries. These fabless companies will soon losing their customers and margin will drop drastically.Baba, Baidu, Meta, AAPL, IBM, OpenAi, Tesla, Goog, AMZN and etc will have their own patent or pay licensing and seek <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v> , <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v> or <a data-mention-id=\"SSNLF\" class=\"teditor-mention\" data-mention-name=\"Samsung Electronics Co., Ltd.\" href=\"https://ttm.financial/S/SSNLF\">$Samsung Electronics Co., Ltd.(SSNLF)$</a> <v-v data-views=\"1\"></v-v> to build wafers for them. <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"0\"></v-v>especially No.2 or follower without so many patents will the first to collapse in the next 3 to 5 years.[Speechless][Speechless][Speechless]</body></html>","htmlText":"<html><head></head><body>Fabless semiconductor companies will soon losing out in the next 5 years. [Cry][Cry][Cry]Their end customers will soaked out. As they will soon design their own chipset and build by wafer foundries. These fabless companies will soon losing their customers and margin will drop drastically.Baba, Baidu, Meta, AAPL, IBM, OpenAi, Tesla, Goog, AMZN and etc will have their own patent or pay licensing and seek <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <v-v data-views=\"1\"></v-v> , <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <v-v data-views=\"1\"></v-v> or <a data-mention-id=\"SSNLF\" class=\"teditor-mention\" data-mention-name=\"Samsung Electronics Co., Ltd.\" href=\"https://ttm.financial/S/SSNLF\">$Samsung Electronics Co., Ltd.(SSNLF)$</a> <v-v data-views=\"1\"></v-v> to build wafers for them. <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"0\"></v-v>especially No.2 or follower without so many patents will the first to collapse in the next 3 to 5 years.[Speechless][Speechless][Speechless]</body></html>","text":"Fabless semiconductor companies will soon losing out in the next 5 years. [Cry][Cry][Cry]Their end customers will soaked out. As they will soon design their own chipset and build by wafer foundries. These fabless companies will soon losing their customers and margin will drop drastically. Baba, Baidu, Meta, AAPL, IBM, OpenAi, Tesla, Goog, AMZN and etc will have their own patent or pay licensing and seek $Taiwan Semiconductor Manufacturing(TSM)$ , $Intel(INTC)$ or $Samsung Electronics Co., Ltd.(SSNLF)$ to build wafers for them. $Advanced Micro Devices(AMD)$ especially No.2 or follower without so many patents will the first to collapse in the next 3 to 5 years.[Speechless][Speechless][Speechless]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/269047045820424","repostId":0,"isVote":1,"tweetType":1,"viewCount":644,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC","TSM","AMD","SSNLF"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":601,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/269047045820424"}