Semi equip stock, $Lam Research(LRCX)$ , announces a stock buyback and a 10 for 1 stock split. hey must have gotten tired of watching the stocks of semi equip peers $KLA-Tencor(KLAC)$ & $Applied Materials(AMAT)$ outperforming theirs'. $VanEck Semiconductor ETF(SMH)$ @TheBon_Scott@TheBon_Scott@TheBon_ScottSource: https://x.com/TheBon_Scott/status/1792882728766963865

$Taiwan Semiconductor Manufacturing(TSM)$ reported strong earnings, potentially signaling another dominant earning season for the semiconductors -- let's see how they comp to one another based on current valuation.@StockSavvyShay $Marvell Technology(MRVL)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $Analog Devices(ADI)$ $NVIDIA Corp(NVDA)$ $Texas Instruments(TXN)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$

The semiconductor capital equipment space is fascinating. These companies provide the equipment necessary for semiconductor manufacturing, large players include $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ and Tokyo Electron. Over the last 40 years, the industry has consolidated to the point where most of these companies operate as a monopoly or duopoly in their vertical. Each step of the semi value chain has 40-50% gross margins. This results in numerous companies with high market share, wide moats, strong margins, and a good growth profile. These companies also return signif

$Intel(INTC)$ just unveiled its new AI accelerator processor called Gaudi 3 Intel says the accelerator delivers "50% on average better inference and 40% on average better power efficiency than Nvidia H100 – at a fraction of the cost".ImageAt the Intel Vision 2024 conference in Arizona, USA, chip giant Intel released the most powerful new generation Gaudi3 AI acceleration chip, as well as the new next generation Intel Xeon 6 processor and other products.Among them, the Intel Gaudi 3 AI chip uses TSMC’s 5nm process and supports 128GB HBMe2 memory. Compared with the previous generation product, Intel Gaudi 3 brings 4 times (400%) improvement in BF16 AI computing power, 1.5 times memory bandwidth and 2 times improvement in network bandwidth.Intel says

KeyBanc raised its price target on $NVIDIA Corp(NVDA)$ to $180 from $130 and on $Micron Technology(MU)$ to $165 from $160. $Micron Technology(MU)$ 's stock rose in Wednesday's trading session. On Tuesday, Keybanc maintained its overweight rating for the stock and raised its target price from $160 to $165. With the ongoing artificial intelligence boom, Micron's share price has increased by more than 50% so far this year. Micron produces memory chips that support AI server GPUs, which are currently in high demand in data centers and generative AI applications. $Micron Technology(MU)$ 1 year return vs. Other Semiconductor Stocks:

Data center market share across $NVIDIA Corp(NVDA)$, $Intel(INTC)$, $Advanced Micro Devices(AMD)$. GPU demand continues to be the driving force in the industry. Demand should begin to stabilize as AMD releases their MI300 and demand for AI applications becomes clearer. Additionally, the hyperscalers are hoping the MI300 will be competitive to $NVIDIA Corp(NVDA)$'s offerings. This gives them a more diversified supply chain and negotiating power with Nvidia.Image$NVDA revenue by segment:ImageQuarterly Revenue by Segment for $Advanced Micro Devices(AMD)$ ImageSource: https://twitter.

Top global processor suppliers $NVIDIA Corp(NVDA)$ ,$Advanced Micro Devices(AMD)$ , and $Intel(INTC)$ are unveiling their AI chips.Nvidia, AMD, and Intel GPU battleIntel's Latest Release:Following NVIDIA and AMD's AI chip launches on June 3rd and 4th, respectively, Intel also unveiled its new AI chip on June 4th, keeping pace with its competitors.At Computex 2024, Intel CEO Pat Gelsinger announced the Intel Xeon 6 processor with efficient cores, pricing for the Gaudi 2 and Gaudi 3 AI accelerator packages, and the groundbreaking Lunar Lake client processor architecture. The Lunar Lake, set to launch in Q3 2024, will support over 80 new AI PC designs from more than

The $Advanced Micro Devices(AMD)$ company has decided to launch the largest design centre in #India which will push the semiconductor hub. $Advanced Micro Devices(AMD)$ design centre puts India on way to the top of chip value chain.The vast pool of skilled and English-speaking talent makes India the third largest startup destination in the world. It has witnessed significant growth, especially in the wake of the pandemic. As of May 31, 2023, India was home to over 99,000 startups. This has helped attract companies like $Apple(AAPL)$ and $Advanced Micro Devices(AMD)$ to India to set up tech hubs.It is understood that