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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Nvidia Rebound: Still a Long Term Bet?
Nvidia drop 2% despite exceeding expectations for the third quarter and providing strong guidance. Nvidia posted 81 cents in adjusted earnings per share and $35.08 billion in revenue. Analysts surveyed by LSEG were expecting 75 cents in earnings per share and $33.16 billion in revenue. ----------------- What's your target price for Nvidia? Head to $130 or $140 this week?
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