What's the best part of the Semi supply chain to invest in?

Long_Equity
10-25

What's the best part of the semiconductor supply chain to invest in?

I ran some quality growth metrics for each part. Here are some helpful findings:

- CAPEX: The highest capital expenditure is found in the fabs (so $Taiwan Semiconductor Manufacturing(TSM)$ $GLOBALFOUNDRIES Inc.(GFS)$ ). Although high levels are also found with chip designers.

- SBC: High levels are found particularly with the EDAs (so $Cadence Design(CDNS)$ and $Synopsys(SNPS)$ ), and also some of the designers ( $NVIDIA Corp(NVDA)$ ).

- ROC: High levels are found with the EDAs and equipment manufacturers.

- Growth: High rev growth found primarily with Logic & GPU designers (so NVIDIA).

For me personally, I continue to hold NVIDIA, Cadence, $Applied Materials(AMAT)$ and $KLA-Tencor(KLAC)$ .

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TSM Enters $1Trln Club: Does the Foundry Has Potential to Double Again?
TSM's net profit rise to T$325.3 billion ($10.11 billion), beating the estimate of T$300.2 billion. Prompted by the stellar earnings, TSMC entered $1trln market club and hit $212. So far, the stock nearly doubled in 2024. -------------- Will the foundry giant has potential to double again? Will you take profit or chase high?
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