Taiwan Semiconductor Manufacturing Co. Ltd. (ADR
The worst recession of the past half-century is in full swing. Construction is nearly non-existent and therefore contractors, equipment and materials are a bargain. Do you a) hunker down and wait for the light to appear, just in case? or b) screw up your courage and make your biggest bet ever on new facilities and capabilities?
The Ordinary Logic might be wrong
Most of us pick a) definitely the less more »
We are living in an era of "hyperinvention." We all want our PCs (and tablets) to operate faster and perform a greater number of tasks simultaneously. There's no doubt in my mind that demand for faster microprocessors will increase exponentially over time. There's one service company whose sole role in life is to make sure that production lines are flawless, and that microprocessors are manufactured at top speed more »
My Friend, My Enemy
A decade or so ago, Apple partnered with Samsung (NASDAQOTH: SSNLF) to get parts for its new music player, the iPod. That proved beneficial for both companies as demand for the device exploded. As Apple moved on to the iPhone, Samsung went along for that ride more »
Investing in the smartphone manufacturers hasn’t been the most glamorous venture. Over the past year alone, almost every major handset manufacturer experienced a rapid decline in value.
Investors who don’t want to pick winners and losers in the space, or aren’t certain of the market saturation at the high- or low-end may do better by investing further upstream.
How to position
Investing in the phone more »
Everyone finds it easy to point the finger at Ben Bernanke for the recent turn of events in the stock market. It’s extremely difficult to feel any sense of empowerment when both stocks and bonds are falling or rising in tandem.
Market momentum is hard to determine
So, who is Intel (NASDAQ: INTC) trying to fool, stating that the future of its growth is in wearable computing. Somehow, it seems like Intel has forgotten that it has no real competitive advantage in microprocessors on the mobile level unless the operating system is Windows-based.
There’s wrist, ear and eye,” Krzanich said, predicting activity in smart watches, earbuds and glasses–some of them acting independently and more »
When looking for a new computer, there are certain terms that are common. Intel (NASDAQ: INTC) is one of them. I mean Mac and Windows run on Intel processors today. When looking for smartphones, ARM Holdings (NASDAQ: ARMH) is the equivalent, but the brand is not as visible. Taiwan Semiconductor Manufacturing (NYSE: TSM) is the puppeteer behind the previous two.
You are the king
Despite having reported a decline in more »
Noam Gottesman took the knowledge he gleaned from the halls of Lehman Brothers and Goldman Sachs and co-founded his own fund, GLG Partners, in 1995. Since then, the fund’s AUM has reached into the ten-figures, as has Gottesman’s personal wealth. Similar to quarters past, the fund is required by the SEC to release its positions four times a year in a document known as a 13F filing. We more »
It almost never happens that both bonds and stocks take on a significant decline in valuation within a single session. Investors are currently fleeing into cash, and while it makes logical sense over the short-term, I maintain my optimism in equities over the long-term.
What is going on?
The market economy takes a lot of twists and turns. The FOMC's recent statement wasn't exactly the easiest bit of more »
NVIDIA (NASDAQ: NVDA) is definitely on its way to becoming more profitable as the company announced in a recent press release that it would be licensing its GPU cores, and visual computing patent portfolio to device manufacturers.
The likely beneficiaries are the device manufacturers, NVIDIA, and pure-play foundries like Taiwan Semiconductor Company (NYSE: TSM).
Growing gross margins for NVIDIA
Over the past ten-years, NVIDIA has been able to more »
Intel (NASDAQ: INTC) has been left out of the spotlight. The blog sphere is alive with talk that the PC is dead, but there is healthy amount of hyperbole in that statement. While research firms are predicting that tablet sales will exceed PC sales, IDC still expects 333 million PCs to be sold in 2017. Dominating a market with 333 million unit sales is not a shabby prospect.
The Mobile more »
Microchip Technology (NASDAQ: MCHP) is getting ready to ramp up production to meet increasing demand in the chip sector. That's good news for companies like Microchip, United Microelectronics (NYSE: UMC), and Taiwan Semiconductor Manufacturing (NYSE: TSM).
A good call
Early in the year, Microchip Technology CEO Steve Sanghi said, “We believe the December quarter was the bottom of this cycle for Microchip...” Almost half way into the year, it more »
One of the greatest difficulties in the smartphone market is making a product that can sell in enough quantity to be profitable. After all, smartphones have to operate at greater economies of scale in order to be able to be sold at all.
Understanding the ecosystem
First and foremost, you need to order enough chips from semiconductor manufacturers to make it worthwhile for them to ship any products to you more »
Intel (NASDAQ: INTC) is a company I honestly respect. After all, the back-bone of a strong computer is a strong processor. The x86 chip is a marvelous invention and continues to be improved upon with changes in architecture, shrunken die sizes (16nm), and additional cores (eight-core processors). In this day and age, it’s all about making the chips pack more power by increasing the amount of transistor on an more »
Russ Koesterich, BlackRock's chief investment strategist, believes that technology stocks offer good long-term value. To find investment ideas in the sector, I reviewed the latest semi-annual report for BlackRock Global Dividend Income Fund. Microsoft (NASDAQ: MSFT), Taiwan Semiconductor (NYSE: TSM), and Canon (NYSE: CAJ) were the only names that made the grade.
Koesterich believes investors have been pushing up the prices of defensive names for so long more »
With big brother Taiwan Semiconductor getting all the investors’ love, little brother United Micro might be the better investment choice.
While Taiwan Semi’s stock is close to reaching its all-time historic high of $22 once again, United Micro’s stock has been moving into the opposite direction ever since both stocks had touched historic record highs and started drifting apart thereafter back in 2002.
United Micro’s constant more »
Apple (NASDAQ: AAPL) is in a tough spot. While Steve Jobs, the company’s founder, could easily be the greatest consumer product innovator the U.S. has ever seen, the legacy of his business strategy is forcing the company to make a decisive move in today’s competitive mobile phone marketplace.
Apple’s premium product strategy
Jobs’ vision for Apple was always to create a premier product and charge a more »
Semiconductors, chips, and processors. In this industry you have got to be really big in order to actually succeed. With the decline of the PC and the rise of smartphones and tablets, the scenario is somehow reorganizing. We will look into some of the main companies in the sector -- Intel (NASDAQ: INTC), ARM Holdings (NASDAQ: ARMH), and Taiwan Semiconductor Manufacturing (NYSE: TSM) -- in order to analyze how they will perform more »
Advanced Micro Devices (NYSE: AMD) has distinguished itself over years as Intel’s (NASDAQ: INTC) sole rival in the PC microprocessor market. Despite never overtaking the chip giant, AMD has managed to keep its own share of desktop and server sales. Over the last decade, it has gone through massive transformations and continues to expand its businesses to remain competitive. The company now faces a more volatile future as mobile more »
In the midst of earnings season it is easy to bypass those companies with strong fundamental performance. Often we see those that trade considerably higher and assume that it was due to incredible fundamental performance. Sometimes this is incorrect, and in this piece I am looking at three under-the-radar companies that look attractive following earnings.
This Stock May be Expensive, but it’s Worth it!
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