【Thursday Special】The Impact of AI on the Semiconductor Industry

MillionaireTiger
2023-03-30

Welcome to this week's Thursday Special!

Even though the banking crisis is not quite over, there is always good news on the horizon. Big tech pulls the market higher.

Benefiting from the rise of AI, semiconductor stocks are up more than expected. The chart below shows the performance of semiconductor stocks since YTD:

Time as of Mar 30

Today, let's talk about the semiconductor stocks you are bullish on.

For example, you can share valuations, P/E ratios, the product itself, upstream and downstream demand, risks, technical analysis, or any industry research you've done.

Everyone who shares stock with the reason will be rewarded.

No coins for the exact same insights.

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.

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LMSunshine
·2023-03-31
Im most bullish about $Semiconductor Bull 3X Shares(SOXL)$ It’s a 3X Bull leveraged ETF. Semiconductor stocks are cyclical so the share price of majority of the stocks should rise together. Under SOXL, we gain exposure to all, if not many of the top chips stocks listed as the top beneficiaries of AI❣️Thanks loads @MillionaireTiger for this IMPT post❣️Friends,coins🥰 No coins for the same insight so read comments first❗️ @SR050321 @CYKuan @HelenJanet @rL @Universe宇宙 @Jadenkho @melson @Mrzorro @GoodLife99 @SPOT_ON @Kaixiang @BenjiFuji @RDPD富爸穷爸 @SirBahamut @b1uesky @MHh @PJoo @Pepermintpat @RiciaYang @jat @Omega88 @爱上投资学 @Zeniv @Elon2 @Yonhuat @Joker_Smile @grizzlylee @FrankieRed @spkek @snoopy123 @psk @pekss @amroui @Ericdao @StickyRice @StarLuck @Shyon @Success88 @kungpao @CL Wong @Derrick 1234 @MeowKitty @Thonyaunn @紫南 @Zarkness @Ah_Meng @Ratt @Tigress02 @Viv22 @aunteenat @airui @0QH @Cris0 @Brocco @AhGong @deal2deal @Ccl2 @Lcc73 @HLPA @WanEH @markele @pipiso
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- BenjiFuji:
  Thanks
  2023-04-02
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- Universe宇宙Replying toLMSunshine:
  [Like] [ShakeHands]
  2023-04-02
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- Ah_MengReplying toLMSunshine:
  Thanks for the reminder
  2023-04-02
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LMSunshine
·2023-03-31
Friends,coins🥰 No coins for the same insight so read comments first❗️ @hlw8888 @Huiz84 @Kingcat @Jo_Tan @RedpillBluep @Furore @breAkdaWn @boardy @Cory2 @Soyabean89 @ngph @KYHBKO @Lionel8383 @Downton @SanWangtikup @Setia100 @th0mastan @LesterTan @IAS @HSTew @Kerrisdale @PhilipChow @alylady @moliya @maricel @Sonoma @LuckyPiggie @Doge2theMoon @equitygenius @StayHome @SGboy @Sandyboy @Stayclose @DMTrader @BettyT @Bunta @tigjun21 @JohnL @jace0777 @DoreamonGo @TTrade @VonCat @boonk @Trevelyan @jgaldon @fxaw @Kok @Agxm @Dodonan @BubTigger @Niskil @OddEyeCircle @StarAce @zerolih @WuDi @Asphen @MasterStonker @MoneyCub @MiniAce @StayCalm @ee244c @Huangyulee @tarotsgirl @Lord_Kuberan @ShengSoon @Decromer @jllwang @Shiella @cristine @Gunawanh @WLing @Zash @Snoopymint @GrumpyDino @YTGIRL @VivianChua @MSJYJ @YJ13 @Bons @bernardtayet @Kindryl @angyenyen @KBWSG @JazzyTizzy @icycrystal @KryZ @Alupigus @aiyoh79 @drandy @eeth @Zack44 @Cyberguard @kaite @BlueDragon @Tonyoh @AlfonsoDex @nerdbull1669
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- Elon2:
  Thank you Sunshine [love you][love you]
  2023-04-02
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- BonsReplying toLMSunshine:
  one block could be see in a lot of different views
  2023-04-02
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- LMSunshineReplying toBons:
  Just share a different perspective😉 No harm trying🥰
  2023-04-02
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Alubin
·2023-03-30
TOP
while not in the top 10, $Micron Technology(MU)$ has been expanding even during high interest rate enviroment. this might position it in the future if its investment is in AI.
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- WinifredAnn:
  Yep, MU is still quite competetive
  2023-04-02
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- Rick13:
  ol
  2023-03-30
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Joker_Smile
·2023-03-31
TOP
when it comes to AI and Semiconductor, the first choice will definitely be Nvidia. I am also looking at dark horses such as Intel, or maybe even TSM to come into the fray and earn some bucks from it.
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- ALLinOne:
  i have my confidence in TSM, nearly all of high-end chips is relevant to it
  2023-04-02
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- lindsay877:
  special area is suitablr for special Semi industries nevertheless it is globalisation nowdays
  2023-04-02
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b1uesky
·2023-04-02
Now we are our economy going downward or sideway, and we are using at least one electronic stuff, handphone and computers using for offices. I am still bullish on $Taiwan Semiconductor Manufacturing(TSM)$ as they are the biggest chip makers. As technology is evolving, we still rely on the electronic stuff to power the economy.
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- b1ueskyReplying toMalcolmEmily:
  The act will have a long-term impact on most chip manufacturers too. The revenue parts will be lower compared to the past, but it is a Chinese company. I think they will find ways to cut cost and save money.
  2023-04-02
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- b1ueskyReplying toGriseldaBrown:
  thk for reading
  2023-04-02
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- b1ueskyReplying toAprilBridges:
  materials shortage will be long-term, which most companies and countries will have to face.
  2023-04-02
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Shyon
·2023-04-02
My choice will be $Kulicke & Soffa(KLIC)$. I guess not many people know about this company. But it's the world leader for wire bonders machine, which accounts around 85% of the market shares for it's high performance range machine. A total dominant and wire bonding is still a very economy and common solutions for most of the IC chips. As long as there's increase in chips demand, the company will sell more wire bonding machine to feed the market requirement. The demand slows down by a lot due to semiconductor headwinds these few months but it will rebound strongly when another wave comes!

@Aqa @Universe宇宙 @LMSunshine @rL @GoodLife99 thanks for your likes and comments ya
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- ShyonReplying toLMSunshine:
  Not, different line, the customers is the suppliers for NVDA amd tsm, like ase, micron, huatian, etc... Is totally a different tier and different phase of a chips production.
  2023-04-05
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- Shyon:
  Gogogoog
  2023-04-05
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- Universe宇宙:
  [Like] [ShakeHands]
  2023-04-02
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Mrzorro
·2023-04-01
TOP
My choice is $Advanced Micro Devices(AMD)$. Although it Low to no growth this year and earnings estimates falling make this stock look very top heavy. But I still think it is a potential stock.
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- pjekn:
  short voltile stock value cannot resist ramping up in the long run
  2023-04-03
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- BrianWashington:
  Long investment about this stock is profitable definitely
  2023-04-03
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Bensonhyk
·2023-04-01
TOP
Ai needs chips so semiconductors ,however it takes time to design data models and make a valuation on these companies. A safe play would be to buy the SOXX semiconductor etf that is highly liquid and performed well. look at support levels to go in on retracements and corrections. Good to hold and invest for the long term.
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- Bensonhyk:
  thanks just my humble opinion
  2023-04-02
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- BrianWashington:
  Highly liquid and performed well, i am gonna to try it
  2023-04-02
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- KennethLong:
  a very nice recommendation
  2023-04-02
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highhand
·2023-03-31
TOP
$Palantir Technologies Inc.(PLTR)$ the company that everyone is uninterested now, with all the stock compensation and slower growth. guess what, they are software giants, they are saving the world, they are profitable this quarter.
they are ready for AI....
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- StevenHarris:
  all Tech companies have their eyes on AI nowdays, no matter whether fit or not
  2023-04-02
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- WillHenry:
  something is NOT suitable for this age, perhaps
  2023-04-02
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Zarkness
·2023-03-31
TOP
Time for $Taiwan Semiconductor Manufacturing(TSM)$ to come to play too. Its actually a very independent yet very dependent for all chips!! Come to any chips and u will get tsm also inside high end chips. So this one reason will be enough to buy !! Thanks all 💕😘
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- Zarkness:
  Yes its a premium good chip stock worth looking
  2023-04-03
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- Zarkness:
  I totally agree !! 🙏🏻😘
  2023-04-03
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- pjekn:
  yep, it doesn't falled into dip abruptly, it is worthg of investing it
  2023-04-02
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aiyoh79
·2023-03-31
TOP
Nvidia is currently the market leader but I think the share price already factor this. Intel is underdog and will continue to be for next 2-3 years as they only plan to release their next gpu on 2025.
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- KennethLong:
  NVDA vs Intel, what classic game it is
  2023-04-02
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- StevenHarris:
  the news is nearly dominated by NVDA in past three month
  2023-04-02
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airui
·2023-03-31
TOP
Looking to buy some put options for $NVIDIA Corp(NVDA)$ as i think it is still overbought. Went up too high, should have some pullback in the coming weeks. Hope the hype will die down so i can sell some put options for $Micron Technology(MU)$
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- FrankCollins:
  it is reasonable to put all eggs into several plates
  2023-04-02
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- DanielWilson:
  Hype, such term is my newly verb from Economist, it is very impressive term to describe such situation about AI
  2023-04-02
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StickyRice
·2023-03-31
NVDA$NVIDIA Corp(NVDA)$ has chosen to participate in the ongoing ChatGPT and AI hype, by unveiling its NVIDIA DGX Cloud supported by Oracle Cloud Infrastructure (ORCL), Alphabet's Google Cloud (GOOG), and Microsoft's Azure (MSFT), amongst others. As highlighted by the company, the AI service will also be an extension of its cloud partners' existing storage/ networking/security offerings. As long as NVDA maintains its cutting-edge technology, the tailwinds for long-term adoption and growth may be massive. This also builds upon its other SaaS offerings, such as the Omniverse, NVIDIA RTX, NVIDIA Drive Orin, and GeForce NOW cloud gaming service, amongst others.
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- Winston:
  NVDA is still a strong buy which is apparent now
  2023-04-02
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- ALLinOne:
  generative AI has shifted the way Tech walked before
  2023-04-02
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Ericdao
·2023-03-31
TOP
Semicon will definitely benefit from the protective bill n with the advance of AI. EV usage of chips is also on the rise. There's is a great potential in this sector
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- WillieSenior:
  although i have a little attention in this stock, its trend is good
  2023-04-02
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- WinifredAnn:
  renewable car industry is promising, so does its attached companies are
  2023-04-02
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Sandyboy
·2023-03-31
TOP
I prefer $ON Semiconductor(ON)$ which has P/E in range of 19. Though they are not a chip maker, they design and do foundry services. They are relatively unknown so i have some position in them!
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- WinfredBill:
  i will also wanna to pick ON up, thank for your recommendation
  2023-04-02
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- FrankCollins:
  it is right that we could not cherish hype stock all the time
  2023-04-02
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ZhongRenChun
·2023-04-01
TOP
I am most bullish on TSM $Taiwan Semiconductor Manufacturing(TSM)$ because they make all AI chips. no matter whether it's Nvidia Intel AMD, all of them are made on TSM process. TSM is the world number one chipmaker
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- KennethLong:
  the reputation of TSM definitely matches his capacity
  2023-04-03
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- StevenHarris:
  more high-end chips have been producting by TSM than others👍👍👍
  2023-04-03
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0QH
·2023-03-31
TOP
I think $Intel(INTC)$ is the least popular amongst investors but I still like it. they have a longer runway compared to other semiconductor companies. could be a good long term investment.
check out my post here https://tigr.link/1wsN0H
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ee244c
·2023-03-31
TOP
My pick is $Qualcomm(QCOM)$ , AI will drastically improves communication thus benefitting mankind and the world.
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- PUSHo:
  i hardly listen to some astonishing news about AI of this stock, the next move is apaque. of course, perhaps i omitted some important thing😂😂😂
  2023-04-03
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- pjekn:
  QCOM is good also, but it has little profit i think compared to other companies
  2023-04-03
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TTrade
·2023-03-31
Semiconductor still very strong in demand given the push for AI, Cloud Computing
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- PUSHo:
  generative AI is a booster for nearly 100% Tech companies
  2023-04-02
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- pjekn:
  yep ,but market involving chips is so eeextremly competetive 😁😁😁
  2023-04-02
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LMSunshine
·2023-03-31
TOP
Friends,coins🥰 No coins for the same insight so read comments first❗️ @InvisibleTig @AlanTiger @kwk @InvisibleP @miaomiao007 @TigerHulk @MGOH @Alconies @justforcoins @cubinvestor @我i168 @Zacv @ZeroG @JennyChiang @Star0331
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