Forget Intel, Buy These 2 Semiconductor Stocks Instead

Motley Fool2021-05-03

Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

207

Report

Comment（68）

Sweatheart
·2021-05-05
Intel got overtaken by AMD and Nvidia. Personally prefer Nvidia, no idea still not a fan of AMD although i know they are getting better and stronger compared to Intel.
Reply
1
Report
Fold Replies
- KePohChi:
  over price
  2021-05-08
  Reply
  Report
- CY_Ng:
  amd still can geh. now chips shortage
  2021-05-07
  Reply
  Report
- KePohChi:
  everyone know what you know
  2021-05-06
  Reply
  Report
View more 1 comments
HuatRocket
·2021-05-04
Dyodd
Reply
Like
Report
kitlim
·2021-05-04
Both are great
Reply
Like
Report
wishingstar
·2021-05-04
Tsm a stable co
Reply
3
Report
Hunter88
·2021-05-04
AMD & TSM both are great
Reply
1
Report
Jeanp14
·2021-05-04
Both stocks are trending down though ?
Reply
Like
Report
CY_Ng
·2021-05-04
Agreed. Future chips will dominate by ARM and Intel is owning x86 model.Nvdia propose to buy over ARM and if this is successful, it will give Nvdia sharr price boost. AMD is eatting Intel notebook and Server chips market share.This 2 reason put Intel in very bad position, but good thing is US gov is supporting Intel.
Reply
9
Report
一心只想投资赚点生活费
·2021-05-04
That’s true
Reply
3
Report
Fold Replies
- Mich77:
  liked
  2021-05-04
  Reply
  Report
ccwee
·2021-05-04
good article
Reply
2
Report
Fold Replies
- ccwee:
  liked
  2021-05-04
  Reply
  Report
HKhin
·2021-05-04
AMD target price?
Reply
2
Report
SalTheFun
·2021-05-04
AMD dividend is good and stock is picking up
Reply
Like
Report
Lionel_yp
·2021-05-04
Amd for the future
Reply
1
Report
WeiChyi
·2021-05-04
Sure?
Reply
Like
Report
cassan
·2021-05-04
Really?
Reply
1
Report
Fold Replies
- cassan:
  Reply
  2021-05-04
  Reply
  Report
arachno73
·2021-05-04
I Agee.. these 2 stocks are the future..Intel is loosing it's edge.
Reply
1
Report
imteng87
·2021-05-04
Like and comment pls. Thanks.
Reply
3
Report
Fold Replies
- Glenna:
  thx pls help me the samw
  2021-05-04
  Reply
  Report
- Nebhol:
  Like and comment please
  2021-05-04
  Reply
  Report
- CharlesKing:
  Please Respond on my comment Thank You????
  2021-05-04
  Reply
  Report
heyYeah
·2021-05-04
Intel not good performance recently.. hopefully, the 2 semiconductor stocks are not disappointed.
Reply
1
Report
bzlim
·2021-05-04
Like I always say, semiconductor is here to stay for at least a decade or two.
Reply
6
Report
Fold Replies
- bzlim:
  Comment reply. Have a good day!
  2021-05-04
  Reply
  Report
- imteng87:
  comment pls. Thanks.
  2021-05-04
  Reply
  Report
- elite:
  chips are in demand
  2021-05-04
  Reply
  Report
DesmondChin
·2021-05-04
Yea focus on what u r good at and leave the manufacturing to another pro...
Reply
Like
Report
Six six six
·2021-05-04
Yes! Ok
Reply
2
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2132525597?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-05-03 22:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2132525597","market":"us","top_or_hot":-1,"title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","media":"Motley Fool","content":"<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03086","symbol_name":"华夏纳指","start_time":0,"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","article_id":"2132525597","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","pubTimestamp":1620051420,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"The chipmaking giant's stock is cheap for obvious reasons.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"translate_title":"忘了英特尔，买这两只半导体股票吧","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03086":0.9,"09086":0.9},"content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":102830234,"gmtCreate":1620191199028,"gmtModify":1704339999904,"author":{"id":"3575840373160417","authorId":"3575840373160417","name":"Sweatheart","avatar":"https://community-static.tradeup.com/news/16afb92d50403d17c75bccc5986bd97b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575840373160417","authorIdStr":"3575840373160417"},"htmlText":"Intel got overtaken&nbsp;by AMD and Nvidia. Personally prefer Nvidia, no idea still not a fan of AMD although i know they are getting better and stronger compared to Intel.&nbsp;","listText":"Intel got overtaken&nbsp;by AMD and Nvidia. Personally prefer Nvidia, no idea still not a fan of AMD although i know they are getting better and stronger compared to Intel.&nbsp;","text":"Intel got overtaken by AMD and Nvidia. Personally prefer Nvidia, no idea still not a fan of AMD although i know they are getting better and stronger compared to Intel.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/102830234","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4258746,"gmtCreate":1620438313930,"gmtModify":1680787552351,"authorId":3576486919019001,"author":{"id":3576486919019001,"idStr":"3576486919019001","authorId":3576486919019001,"name":"KePohChi","avatar":"https://static.tigerbbs.com/3b489516014133ba7e0540fda7a8ec05","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":102830234,"type":1,"supId":4252641,"prevId":0,"content":"over price","text":"over price","html":"over price"},{"id":4252641,"gmtCreate":1620385977281,"gmtModify":1680787457761,"authorId":3562206499105387,"author":{"id":3562206499105387,"idStr":"3562206499105387","authorId":3562206499105387,"name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","vip":2,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.51%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":102830234,"type":1,"supId":0,"prevId":0,"content":"amd still can geh. now chips shortage","text":"amd still can geh. now chips shortage","html":"amd still can geh. now chips shortage"},{"id":4236655,"gmtCreate":1620264581823,"gmtModify":1680787210436,"authorId":3576486919019001,"author":{"id":3576486919019001,"idStr":"3576486919019001","authorId":3576486919019001,"name":"KePohChi","avatar":"https://static.tigerbbs.com/3b489516014133ba7e0540fda7a8ec05","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":102830234,"type":1,"supId":4232346,"prevId":0,"content":"everyone know what you know","text":"everyone know what you know","html":"everyone know what you know"},{"id":4232346,"gmtCreate":1620227196070,"gmtModify":1680787147555,"authorId":3562206499105387,"author":{"id":3562206499105387,"idStr":"3562206499105387","authorId":3562206499105387,"name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","vip":2,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.51%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":102830234,"type":1,"supId":0,"prevId":0,"content":"why nvidia price dont drop....","text":"why nvidia price dont drop....","html":"why nvidia price dont drop...."}],"langContent":"EN"},{"id":106185122,"gmtCreate":1620093580266,"gmtModify":1704338545832,"author":{"id":"3573684056944075","authorId":"3573684056944075","name":"HuatRocket","avatar":"https://community-static.tradeup.com/news/96f83f4d280b89b81386745f0a7b9d8d","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":1,"idStr":"3573684056944075","authorIdStr":"3573684056944075"},"htmlText":"Dyodd","listText":"Dyodd","text":"Dyodd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106185122","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106131406,"gmtCreate":1620092204205,"gmtModify":1704338515049,"author":{"id":"3561696423816116","authorId":"3561696423816116","name":"kitlim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3561696423816116","authorIdStr":"3561696423816116"},"htmlText":"Both are great","listText":"Both are great","text":"Both are great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106131406","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106133856,"gmtCreate":1620092117775,"gmtModify":1704338513108,"author":{"id":"3569924645980570","authorId":"3569924645980570","name":"wishingstar","avatar":"https://static.tigerbbs.com/33d7b13f080980449224c22c62e34653","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3569924645980570","authorIdStr":"3569924645980570"},"htmlText":"Tsm a stable co","listText":"Tsm a stable co","text":"Tsm a stable co","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106133856","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106351489,"gmtCreate":1620089654241,"gmtModify":1704338448475,"author":{"id":"3568465315215545","authorId":"3568465315215545","name":"Hunter88","avatar":"https://static.tigerbbs.com/86703ca12fc27292ee7240b13fa4e166","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3568465315215545","authorIdStr":"3568465315215545"},"htmlText":"AMD &amp; TSM both are great","listText":"AMD &amp; TSM both are great","text":"AMD & TSM both are great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106351489","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106329812,"gmtCreate":1620089163636,"gmtModify":1704338431492,"author":{"id":"3581474862059346","authorId":"3581474862059346","name":"Jeanp14","avatar":"https://static.tigerbbs.com/d00dab9c572cde422dc929a92e26b806","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3581474862059346","authorIdStr":"3581474862059346"},"htmlText":"Both stocks are trending&nbsp;&nbsp;down though ?","listText":"Both stocks are trending&nbsp;&nbsp;down though ?","text":"Both stocks are trending down though ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106329812","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106382074,"gmtCreate":1620088513698,"gmtModify":1704338410441,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","vip":2,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":1,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"htmlText":"Agreed. Future chips will dominate by ARM and Intel is owning x86 model.Nvdia propose to buy over ARM and if this is successful, it will give Nvdia sharr price boost.&nbsp;AMD is eatting Intel notebook and Server chips market share.This 2 reason put Intel in very bad position, but good thing is US gov is supporting Intel.","listText":"Agreed. Future chips will dominate by ARM and Intel is owning x86 model.Nvdia propose to buy over ARM and if this is successful, it will give Nvdia sharr price boost.&nbsp;AMD is eatting Intel notebook and Server chips market share.This 2 reason put Intel in very bad position, but good thing is US gov is supporting Intel.","text":"Agreed. Future chips will dominate by ARM and Intel is owning x86 model.Nvdia propose to buy over ARM and if this is successful, it will give Nvdia sharr price boost. AMD is eatting Intel notebook and Server chips market share.This 2 reason put Intel in very bad position, but good thing is US gov is supporting Intel.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106382074","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106381814,"gmtCreate":1620088384638,"gmtModify":1704338406881,"author":{"id":"3572494811830247","authorId":"3572494811830247","name":"一心只想投资赚点生活费","avatar":"https://static.tigerbbs.com/5437c27ca4df78484ade1d95f574d7ba","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572494811830247","authorIdStr":"3572494811830247"},"htmlText":"That’s true&nbsp;","listText":"That’s true&nbsp;","text":"That’s true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106381814","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4214495,"gmtCreate":1620088462319,"gmtModify":1680786863491,"authorId":3581849551321020,"author":{"id":3581849551321020,"idStr":"3581849551321020","authorId":3581849551321020,"name":"Mich77","avatar":"https://static.tigerbbs.com/e68e0beedd6e067e59c605653c639699","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106381814,"type":1,"supId":0,"prevId":0,"content":"liked","text":"liked","html":"liked"}],"langContent":"EN"},{"id":106380096,"gmtCreate":1620088285515,"gmtModify":1704338402006,"author":{"id":"3581829959470650","authorId":"3581829959470650","name":"ccwee","avatar":"https://static.tigerbbs.com/652d99331e3c23c682d7e58cfc9f6544","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581829959470650","authorIdStr":"3581829959470650"},"htmlText":"good article&nbsp;","listText":"good article&nbsp;","text":"good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106380096","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4214435,"gmtCreate":1620088295584,"gmtModify":1680786860611,"authorId":3581829959470650,"author":{"id":3581829959470650,"idStr":"3581829959470650","authorId":3581829959470650,"name":"ccwee","avatar":"https://static.tigerbbs.com/652d99331e3c23c682d7e58cfc9f6544","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.84%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106380096,"type":1,"supId":0,"prevId":0,"content":"liked","text":"liked","html":"liked"}],"langContent":"EN"},{"id":106334961,"gmtCreate":1620087827753,"gmtModify":1704338386152,"author":{"id":"3571009840536733","authorId":"3571009840536733","name":"HKhin","avatar":"https://static.tigerbbs.com/315ef1291b235114bbffd11981704437","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571009840536733","authorIdStr":"3571009840536733"},"htmlText":"AMD target price?","listText":"AMD target price?","text":"AMD target price?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106334961","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106977651,"gmtCreate":1620086807773,"gmtModify":1704338348377,"author":{"id":"3579809773434763","authorId":"3579809773434763","name":"SalTheFun","avatar":"https://static.tigerbbs.com/69c72146aa04d3efddd999f936505379","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"3579809773434763","authorIdStr":"3579809773434763"},"htmlText":"AMD dividend is good and stock is picking up","listText":"AMD dividend is good and stock is picking up","text":"AMD dividend is good and stock is picking up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106977651","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106978274,"gmtCreate":1620086640498,"gmtModify":1704338341905,"author":{"id":"3581593350988898","authorId":"3581593350988898","name":"Lionel_yp","avatar":"https://static.tigerbbs.com/48015e61aaaedeb86cb8b0ed85a7b0af","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581593350988898","authorIdStr":"3581593350988898"},"htmlText":"Amd for the future","listText":"Amd for the future","text":"Amd for the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106978274","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106970397,"gmtCreate":1620086455619,"gmtModify":1704338336158,"author":{"id":"3582053708073909","authorId":"3582053708073909","name":"WeiChyi","avatar":"https://static.tigerbbs.com/1215c6c4b4962560ae3ef6fe8d752a11","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582053708073909","authorIdStr":"3582053708073909"},"htmlText":"Sure?","listText":"Sure?","text":"Sure?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106970397","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106927247,"gmtCreate":1620085472289,"gmtModify":1704338309733,"author":{"id":"3562891229203554","authorId":"3562891229203554","name":"cassan","avatar":"https://static.tigerbbs.com/2f12a58ed338611b5e581e7f21ac579b","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3562891229203554","authorIdStr":"3562891229203554"},"htmlText":"Really?&nbsp;","listText":"Really?&nbsp;","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106927247","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4213595,"gmtCreate":1620085549725,"gmtModify":1680786846329,"authorId":3562891229203554,"author":{"id":3562891229203554,"idStr":"3562891229203554","authorId":3562891229203554,"name":"cassan","avatar":"https://static.tigerbbs.com/2f12a58ed338611b5e581e7f21ac579b","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106927247,"type":1,"supId":0,"prevId":0,"content":"<u>Reply</u>","text":"<u>Reply</u>","html":"<u>Reply</u>"}],"langContent":"EN"},{"id":106927682,"gmtCreate":1620085469246,"gmtModify":1704338309411,"author":{"id":"3581334744371071","authorId":"3581334744371071","name":"arachno73","avatar":"https://static.tigerbbs.com/863498a76b71cd34c7beeb14e7e8e66f","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3581334744371071","authorIdStr":"3581334744371071"},"htmlText":"I Agee.. these 2 stocks are the future..Intel is loosing it's edge.","listText":"I Agee.. these 2 stocks are the future..Intel is loosing it's edge.","text":"I Agee.. these 2 stocks are the future..Intel is loosing it's edge.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106927682","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106925958,"gmtCreate":1620085382274,"gmtModify":1704338306503,"author":{"id":"3567166157226906","authorId":"3567166157226906","name":"imteng87","avatar":"https://static.tigerbbs.com/85b7b030b8b0786177d474964394bab4","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3567166157226906","authorIdStr":"3567166157226906"},"htmlText":"Like and comment pls. Thanks.","listText":"Like and comment pls. Thanks.","text":"Like and comment pls. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/106925958","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4213549,"gmtCreate":1620085442696,"gmtModify":1680786851890,"authorId":3570769377369254,"author":{"id":3570769377369254,"idStr":"3570769377369254","authorId":3570769377369254,"name":"Glenna","avatar":"https://static.tigerbbs.com/8cb1540811be40c4d05341502c35498c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106925958,"type":1,"supId":0,"prevId":0,"content":"thx pls help me the samw","text":"thx pls help me the samw","html":"thx pls help me the samw"},{"id":4213569,"gmtCreate":1620085495316,"gmtModify":1680786848198,"authorId":3567411499210880,"author":{"id":3567411499210880,"idStr":"3567411499210880","authorId":3567411499210880,"name":"Nebhol","avatar":"https://static.tigerbbs.com/b0bfc2a45b91e41a283614268857b3a5","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.67%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106925958,"type":1,"supId":0,"prevId":0,"content":"Like and comment please ","text":"Like and comment please ","html":"Like and comment please "},{"id":4213561,"gmtCreate":1620085466896,"gmtModify":1680786847353,"authorId":3579391265651951,"author":{"id":3579391265651951,"idStr":"3579391265651951","authorId":3579391265651951,"name":"CharlesKing","avatar":"https://static.tigerbbs.com/d8fbdcf3295ba7f84c1f2205610ea968","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106925958,"type":1,"supId":0,"prevId":0,"content":"Please Respond on my comment Thank You????","text":"Please Respond on my comment Thank You????","html":"Please Respond on my comment Thank You????"}],"langContent":"EN"},{"id":106961490,"gmtCreate":1620084826110,"gmtModify":1704338290460,"author":{"id":"3581503277949679","authorId":"3581503277949679","name":"heyYeah","avatar":"https://static.tigerbbs.com/98981d48028d7586b093c22f79dac4ff","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581503277949679","authorIdStr":"3581503277949679"},"htmlText":"Intel not good performance recently.. hopefully, the 2 semiconductor stocks are not disappointed.&nbsp;","listText":"Intel not good performance recently.. hopefully, the 2 semiconductor stocks are not disappointed.&nbsp;","text":"Intel not good performance recently.. hopefully, the 2 semiconductor stocks are not disappointed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106961490","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106987836,"gmtCreate":1620084586625,"gmtModify":1704338284129,"author":{"id":"3572436349218639","authorId":"3572436349218639","name":"bzlim","avatar":"https://static.tigerbbs.com/3b2aafaf14823285f7393917b6ff4f54","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3572436349218639","authorIdStr":"3572436349218639"},"htmlText":"Like I always say, semiconductor is here to stay for at least a decade or two.&nbsp;","listText":"Like I always say, semiconductor is here to stay for at least a decade or two.&nbsp;","text":"Like I always say, semiconductor is here to stay for at least a decade or two.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/106987836","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4215011,"gmtCreate":1620090359415,"gmtModify":1680786872067,"authorId":3572436349218639,"author":{"id":3572436349218639,"idStr":"3572436349218639","authorId":3572436349218639,"name":"bzlim","avatar":"https://static.tigerbbs.com/3b2aafaf14823285f7393917b6ff4f54","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106987836,"type":1,"supId":4213537,"prevId":0,"content":"Comment reply. Have a good day!","text":"Comment reply. Have a good day!","html":"Comment reply. Have a good day!"},{"id":4213537,"gmtCreate":1620085399254,"gmtModify":1680786853852,"authorId":3567166157226906,"author":{"id":3567166157226906,"idStr":"3567166157226906","authorId":3567166157226906,"name":"imteng87","avatar":"https://static.tigerbbs.com/85b7b030b8b0786177d474964394bab4","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106987836,"type":1,"supId":0,"prevId":0,"content":"<p>comment pls. Thanks.</p>","text":"<p>comment pls. Thanks.</p>","html":"<p>comment pls. Thanks.</p>"},{"id":4213529,"gmtCreate":1620085347443,"gmtModify":1680786852750,"authorId":3555312962232191,"author":{"id":3555312962232191,"idStr":"3555312962232191","authorId":3555312962232191,"name":"elite","avatar":"https://static.tigerbbs.com/2601d446a3f18f0e9bf7927e9dc30a0e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106987836,"type":1,"supId":0,"prevId":0,"content":"chips are in demand","text":"chips are in demand","html":"chips are in demand"}],"langContent":"EN"},{"id":106986273,"gmtCreate":1620084373292,"gmtModify":1704338279606,"author":{"id":"3578983795474363","authorId":"3578983795474363","name":"DesmondChin","avatar":"https://static.tigerbbs.com/b90cb6b6a6c328ac8d02a829e5e7c835","vip":1,"hat":"https://static.tigerbbs.com/46b6808e1ba3716fb9c53339adffa3c5","crmLevel":3,"crmLevelSwitch":1,"idStr":"3578983795474363","authorIdStr":"3578983795474363"},"htmlText":"Yea focus on what u r good at and leave the manufacturing to another pro...","listText":"Yea focus on what u r good at and leave the manufacturing to another pro...","text":"Yea focus on what u r good at and leave the manufacturing to another pro...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106986273","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106986920,"gmtCreate":1620084340760,"gmtModify":1704338278796,"author":{"id":"3578811630063082","authorId":"3578811630063082","name":"Six six six","avatar":"https://static.tigerbbs.com/a429371bb24bda566d0683ea0cc712b7","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3578811630063082","authorIdStr":"3578811630063082"},"htmlText":"Yes! Ok&nbsp;","listText":"Yes! Ok&nbsp;","text":"Yes! Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106986920","repostId":2132525597,"repostType":4,"repost":{"id":"2132525597","pubTimestamp":1620051420,"share":"https://ttm.financial/m/news/2132525597?lang=&edition=fundamental","pubTime":"2021-05-03 22:17","market":"us","language":"en","title":"Forget Intel, Buy These 2 Semiconductor Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2132525597","media":"Motley Fool","summary":"The chipmaking giant's stock is cheap for obvious reasons.","content":"<p><b>Intel</b>'s (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&amp;D issues.</p>\n<p>Intel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>Intel also postponed the launch of its long-delayed 7nm chips to&nbsp;2023, which indicates it will fall further behind <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM) and <b>Samsung</b> in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.</p>\n<p><img src=\"https://static.tigerbbs.com/706199d620f92119d9c0d4ef4ec01cc6\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Factoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.</p>\n<p>Instead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or <b>NVIDIA </b>(NASDAQ:NVDA) as their main semiconductor plays instead.</p>\n<h2>1. AMD is catching up to Intel again</h2>\n<p>AMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.</p>\n<p>As Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.</p>\n<p>As a result, AMD's share of the x86 CPU market rose from 20.2% to&nbsp;38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/7602af9e87188b7a658b56b0d21628b0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>AMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it <a href=\"https://laohu8.com/S/AONE\">one</a> generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.</p>\n<p>AMD's revenue rose 45% to&nbsp;$9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.</p>\n<p>Wall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.</p>\n<h2>2. NVIDIA is becoming a disruptive superpower</h2>\n<p>Like AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.</p>\n<p>NVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of&nbsp;Mellanox expands its data center business with sales of networking equipment.</p>\n<p>NVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.</p>\n<p>Analysts expect NVIDIA's revenue and&nbsp;earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate <b>SoftBank</b> (OTC:SFTBF).</p>\n<p>That proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.</p>\n<h2>The bottom line</h2>\n<p>AMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.</p>\n<p>Value-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Intel, Buy These 2 Semiconductor Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget Intel, Buy These 2 Semiconductor Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/05/03/forget-intel-buy-these-2-semiconductor-stocks-inst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132525597","content_text":"Intel's (NASDAQ:INTC) stock recently slumped after the chipmaker posted its first-quarter earnings report. Its revenue and earnings surpassed Wall Street's conservative estimates, but its guidance indicated its slowdown would continue as it grappled with its chip shortage and R&D issues.\nIntel's manufacturing plans, which include investments in new plants and the launch of a new foundry unit for third-party chipmakers, also defied calls for the company to become a fabless chipmaker like Advanced Micro Devices (NASDAQ:AMD).\nIntel also postponed the launch of its long-delayed 7nm chips to 2023, which indicates it will fall further behind Taiwan Semiconductor Manufacturing (NYSE:TSM) and Samsung in the \"process race\" to manufacture smaller and more advanced chips. Intel will also reportedly rely on TSMC's plants to produce those 7nm CPUs.\n\nImage source: Getty Images.\nFactoring in all these challenges, Intel expects its adjusted revenue and earnings to decline 7% and 13%, respectively, for the full year. Intel's stock might look like a bargain right now at 13 times forward earnings while paying a forward dividend yield of 2.4%, but it's cheap for obvious reasons.\nInstead of waiting for Intel's glacial turnaround efforts to possibly bear fruit, investors should simply buy AMD or NVIDIA (NASDAQ:NVDA) as their main semiconductor plays instead.\n1. AMD is catching up to Intel again\nAMD is a fabless chipmaker that outsources the production of its chips to third-party foundries like TSMC. Intel manufactures most of its chips internally, but its own foundries struggled to make the more efficient chips that TSMC specializes in.\nAs Intel postponed its latest chips and struggled with shortages, AMD pulled ahead of Intel in the process race by using TSMC's superior plants. Many PC makers then started using AMD's chips instead of Intel's.\nAs a result, AMD's share of the x86 CPU market rose from 20.2% to 38.4% between the second quarters of 2017 and 2021, according to PassMark Software. Intel's share dropped from 79.7% to 61.5%.\n\nImage source: Getty Images.\nAMD's latest Ryzen and EPYC CPUs are built on TSMC's 7nm process, putting it one generation ahead of Intel, even though Intel claims its 10nm node is comparable to TSMC's 7nm node. But AMD will likely launch its new 5nm CPUs later this year, which will put it firmly ahead of Intel's 10nm chips.\nAMD's revenue rose 45% to $9.76 billion last year. Its computing and graphics revenue rose 37% to $6.43 billion, fueled by robust demand for its Ryzen CPUs and Radeon GPUs. Its EESC (enterprise, embedded, and semi-custom) revenue soared 65% to $3.33 billion as it sold more EPYC server chips and custom chips for new gaming consoles. Its adjusted earnings more than doubled.\nWall Street expects AMD's revenue and earnings to rise another 48% and 67%, respectively, this year, as it continues to gain ground against Intel in the PC and data center markets. It will also likely keep pace with NVIDIA in the high-end GPU market, which should benefit from the launches of new games and demand for new cryptocurrency mining cards.\n2. NVIDIA is becoming a disruptive superpower\nLike AMD, NVIDIA is a fabless chipmaker that relies on TSMC and Samsung instead of manufacturing its own chips.\nNVIDIA's brand is often associated with gaming GPUs, but it also supplies high-end GPUs to data centers for AI and machine learning tasks. Its smaller Arm-based CPU business sells Tegra CPUs for embedded systems and Grace CPUs for servers, while its recent takeover of Mellanox expands its data center business with sales of networking equipment.\nNVIDIA's revenue surged 53% to $16.7 billion in fiscal 2021, which ended this January, as its adjusted earnings soared 73%. Its strong sales of GPUs for gaming PCs and data centers offset softer sales of its professional visualization and automotive chips throughout the pandemic.\nAnalysts expect NVIDIA's revenue and earnings to rise 34% and 35%, respectively, this year. But those estimates likely haven't factored in its planned $40 billion purchase of Arm Holdings, the U.K.-based chip designer that provides the architecture for nearly all of the world's mobile devices, from the Japanese conglomerate SoftBank (OTC:SFTBF).\nThat proposed takeover faces a lot of regulatory challenges, but it could transform NVIDIA into a semiconductor superpower, for two reasons. First, all of the world's Arm-based chipmakers would need to pay NVIDIA high-margin royalties and licensing fees. Second, it could design and manufacture new high-end Arm chips -- like its new Grace CPU -- to challenge Intel and AMD in the PC and data center markets.\nThe bottom line\nAMD and NVIDIA trade at about 30 and 40 times forward earnings, respectively. AMD doesn't pay a dividend, while NVIDIA pays a tiny forward dividend yield of 0.1%.\nValue-seeking investors might shy away from those higher valuations and stick with Intel, but that would be a mistake. AMD and NVIDIA deserve their premium valuations, and they should continue to grow as Intel struggles to undo years of bad management decisions.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":207,"commentSize":68,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}