Will Semiconductor Capacity Breakthrough in the New Year of 2024? [Doubt]  [Doubt]  [Doubt]  [Doubt]  [Doubt]   Global semiconductor capacity is projected to surge by 6.4% in 2024, crossing the 30 million wafers per month (wpm) milestone for the first time, following a 5.5% increase to 29.6 wpm in 2023, as reported in the World Fab Forecast by SEMI. The growth is attributed to capacity expansions in advanced logic and foundry, applications like artificial intelligence and high-performance computing, and recovering chip demand. Increased global attention to semiconductor manufacturing's strategic importance for national and economic security, coupled with resurgent market demand and government incentives, is driving a rise in fab

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Semiconductors have had a great year, with the $Philadelphia Semiconductor Index(SOX)$ soaring 63% to a record high! $NVIDIA Corp(NVDA)$ has soared 237%, with a market cap of over US$1.2 trillion!After the surge, where will semiconductors go next year?From the fundamental perspective, AI demand remains robust.Limited by production capacity, Nvidia's GPU remains in short supply. Analysts predict that the company's revenue growth for fiscal year 2025 (ending January 31, 2025) will still be as high as 56.4%.$Advanced Micro Devices(AMD)$ expects its AI GPU revenue to reach US$2 billion in 2024, and Intel will also launch its AI chip Gaudi 3 to compete with Nvidia's H10

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$Advanced Micro Devices(AMD)$ I wanted to post on AMD today as it recently made news for challenging $NVIDIA Corp(NVDA)$ 's control over the market. Looking at the weekly chart, it appears clear to me we are coming to the end of this move up that started in July 2015. Thats over 8 years' worth of price action that is about to begin consolidation. The retrace could last as short as a couple years to a couple decades. Due to this being with-in a wave ((3)), I imagine it will be on the shorter side. This still means we will be in a corrective move downward for a couple years at minimum IMHO.Check out how low I am predicting this thing can go. No, I don't think it will drop that low,

$Advanced Micro Devices(AMD)$ Naz -0.03%, $NVIDIA Corp(NVDA)$ +0.21%, $Intel(INTC)$ -0.73%, $Advanced Micro Devices(AMD)$ +1.84% (broke 150 intraday) closed at $148.76 today.It seemed many people began to realize Amd's AI upside potential is tremendous and are waiting sidelines looking for opportunities to get in!Shorts still trying to use the current high PE as an excuse to knock it down. Not sure what will happen before Q4 ER in late January?Will it pull back some because of the over-bought situation, or the continuous buying will test the ATH of $164.46?If Q1 guidance further confirms the sharp

$Advanced Micro Devices(AMD)$ Maybe, AMD will pull back. Nothing goes straight up. Longs know that. Pullbacks are natural. Eventually, over time, AMD trends upward and longs will make money without having to stress over one minute candles. It’s not worth the stress. AMD is a great company. With great leadership in Lisa Su and executive management. They have great products. The have a great product roadmap. They have an outstanding balance sheet. Oh, and they happen to be in an industry that will be growing exponentially over the next several years. Until that narrative changes, longs will prosper.[Miser][Miser][Miser]

$Intel(INTC)$ 's EPS will be ramping over the next several years.I consider Intel the best long term investment.Long term defeats the Algos.eWhat’s more, Argus research corrected their 12 month target price to $60.[Cool][Cool][Cool]Eventually, Argus Research will probably need to double the target price in a few years based on earnings. Intel could hit triple digits earlier based on momo.Intel Stock Analysis | MOBILEYE | Stocks to Buy Now | INTC Stock - YouTube

$Intel(INTC)$ Northland Capital Markets analyst (top 1 %) increased Intel's target price to $68.Argus Research analyst increased $Intel(INTC)$ 's target price to $60.Which analyst will be next ? My target price is triple digits long term (years).Long term will include Intel building 6 new fabs and 1 new fab expansion, at the leading edge,Opening and operating over the next few years. Intel will own and operate 21 fabs including 6 newbuilds. Majority of Intel's fabs located in the US.[Miser][Miser][Miser]

Next year (2024), one of the technology trend I shared in my earlier article is AI advancements Increases. Stocks To Trade Around Top Technology Trends In 2024! Organizations will be shifting from table top planning to actual implementation. In order to have a better and more efficient Generative AI model, large language models, or LLMs would be run. We should be seeing lesser developers running smaller workloads with $NVIDIA Corp(NVDA)$ GPU chips either on the cloud or on their personal computing devices. AMD newly unveiled Instinct MI300X accelerator and the Instinct M1300A accelerated processing unit (APU), is said to has 1.5 times more memory capacity than the previous M1

AI will drive demand in semiconductors related stocks

Semi always shines. Calls on calls