$Taiwan Semiconductor Manufacturing(TSM)$ 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 $Marvell Technology(MRVL)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $Analog Devices(ADI)$ $NVIDIA Corp(NVDA)$ $Texas Instruments(TXN)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$

$Intel(INTC)$ 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

$NVIDIA Corp(NVDA)$ another new high print. Still strong momentum holding trend support.ImageAnalysts are forecasting $NVIDIA Corp(NVDA)$ 's annual revenue will jump to $131 billion by 2026, more than double the $61 billion recorded in the fiscal year that just ended. Impressive growth for $NVIDIA Corp(NVDA)$ indeed! It's interesting to see how AI advancements are driving this sector.This strategy enters long on a close above the 15M opening range high with an exit of +1.5% or -0.5% $NVIDIA Corp(NVDA)$ yields the highest return, $Apple(AAPL)$ has the most wins, and

Chips are a high-investment, long-term, and high-barrier industry.Because chip R&D and manufacturing are so expensive, it is difficult for ordinary small businesses to invest enough funds. Without money investment, it is difficult to innovate and be truly competitive. Especially on core technologies and advanced technologies.As chip technology progresses, there's a noticeable trend of the strong getting stronger in chip companies.1. Leaders in chip companies are strongerRecently, well-known organizations released a list of the world's top 25 semiconductor companies, showing that market share is increasingly concentrated among leading companies.ICinsightsThe top 25 companies generate over 50% of industry sales. Smaller businesses, numbering in tens or hundreds of thousands, can't match

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

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

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.

$Taiwan Semiconductor Manufacturing(TSM)$ , the world's largest chip producer, has signaled the downturn in semiconductor demand could end and possibly bottom in 2024. On a conference call with investors on Thursday, TSMC Chief Executive C.C. Wei told Morgan Stanley's Charlie Chan, "As I said, we do observe some early signs of demand stabilization in PCs and smartphone end market. Those two segments are the biggest segments for TSMC's business." Chan asked TSMC executives when they believed the chip cycle was bottoming out."We want to say that 2024 will be a very healthy growth, but right now, did we see the bottom? Very close, very close. We want to -- I cannot give you a number, but it's -- because it's too early to call it a sharp rebo