Intel will be a beast in 2030 and beyond.. Also, if you can educate the public on the assets and liabilities of these semiconductor companies. Which is a very big part of long-term investing.. It was just a thought..😊
I loaded up on intel in mid 20s because the market was way too pessimistic compared to the numbers and the science, and acted like the company was going out of business.
Another great episode, I always look forward to new episode. Out of the Fab 5 I own ASML and KLAC. I am considering selling out of KLAC and opening a position in LRCX or TOELY. Any thoughts on TOELY? Could we possibly see an episode focused on them? Also, love the analysis, but want to point out that KLAC has better, and stellar, Return on Equity (ROE); Return on Assets (ROA); gross margins, operating margins and net margins. Lam also has great fundamentals but KLA is a particular standout. That said, given estimates for growth over the next few years, I agree Lam looks like the better investment choice.
Hey there, great comments @cbpolitico! KLAC's shareholder returns have been as spot-on as their metrology equipment. We certainly will take nothing away from them, and we're happy to keep holding the position we have. As for TOELY, it's been a while since we did an update. We're getting lots of questions on process steps, so we may address them again soon. The only reason we don't have it out of the "fab 5" is because we don't want to deal with currency exchange rate stuff and thus have a bias towards the US cos. That's really it, TOELY and some of the other Japanese fab equipment companies are top notch.
Iam confused by their future programmable chip spin off. So are they focusing strictly on manufacturing or is the future ipo strictly different type of semiconductor
Good question. The PSG (programmable) segment are FPGAs they acquired from Altera in 2015. It competes with AMD/Xilinx, Lattice Semi, and some others. It will be spun off as an independent chip design segment at some point in the next few years. Intel is doing this to raise cash to build its manufacturing (IFS) segment.
@@chipstockinvestor I see seems that spin off may be more profitable then the foundry if u look at chip growth rate stocks like nvidia, amd, marvel etc vs tsm. Iam kinda fed up with intel cuz I bought too much and had too high expectations and now confused since they are all over the place with spin offs and what they are trying to do. Now they have that articul8 spin off, mobileye spin off, now chip spin off. I think iam going to sell most as soon as I can break even
They certainly could! The metrology segment of fab equipment seems to be the ripest for consolidation, given how many companies are in this part of the sub-industry.
Tired of the AI buzzword. Im pretty sure Intel just means machine learning. As i dont see why you want to implement mimicing human behavior in this context.
Same here, all the AI talk is doing the market a huge disservice. These companies need to talk more about what their chips are actually DOING, not that they're for "AI."
Great insight. I own ASML and LRCX and plan to keep long term. Always watching AMAT if a good entry point happens, but since I have good exposure to the equipment companies, my higher priority would be to own SNPS or CDNS for exposure to the EDA part of the semiconductor flow chart.
They certainly could pivot, and in the last year they've finally gotten serious about it. But it takes time. We are simply here explaining the business model and tech, and whether it meets our personal criteria or not.
I want to get in a position with lam....missed this last run up i focused on nvda. But i have a 25 year time line here. I want to just buy and forget is now a good time? This stocks a monster.
Did you see our last update on Lam? We also posted our latest article on the community board too. www.fool.com/investing/2024/02/03/1-chip-manufacturing-equipment-stock-im-buying-now/
@user-io1qq9kh1d haha i mean things like how a block of silicone turned into a chip. Like the stages one by one. E.g. it's sliced and this is called x. Then lithography, etching etc and tbe machines and devices and options involved
Interesting video. I was planning on buying some Intel stock if it goes down a little farther. But after watching your video I may hold off until the second half of the year.
Well, we could certainly be wrong, we were merely explaining why Intel doesn't meet our criteria. If it meets yours, that's ok! Differing views are what create value in the market.
Intel will be a beast in 2030 and beyond.. Also, if you can educate the public on the assets and liabilities of these semiconductor companies. Which is a very big part of long-term investing.. It was just a thought..😊
It could be, they have quite the hole to dig out of, and it's going to take time. We agree, it will take more than just a few years time.
The competitors are way way ahead using 3 to 4 nm nodes and do you expect them to be sleep on that competitive edge?
Intel reminds me of Microsoft back in the early 80's...
I loaded up on intel in mid 20s because the market was way too pessimistic compared to the numbers and the science, and acted like the company was going out of business.
The market pendulum always keeps swinging back and forth
Another great episode, I always look forward to new episode. Out of the Fab 5 I own ASML and KLAC. I am considering selling out of KLAC and opening a position in LRCX or TOELY. Any thoughts on TOELY? Could we possibly see an episode focused on them? Also, love the analysis, but want to point out that KLAC has better, and stellar, Return on Equity (ROE); Return on Assets (ROA); gross margins, operating margins and net margins. Lam also has great fundamentals but KLA is a particular standout. That said, given estimates for growth over the next few years, I agree Lam looks like the better investment choice.
Hey there, great comments @cbpolitico! KLAC's shareholder returns have been as spot-on as their metrology equipment. We certainly will take nothing away from them, and we're happy to keep holding the position we have.
As for TOELY, it's been a while since we did an update. We're getting lots of questions on process steps, so we may address them again soon. The only reason we don't have it out of the "fab 5" is because we don't want to deal with currency exchange rate stuff and thus have a bias towards the US cos. That's really it, TOELY and some of the other Japanese fab equipment companies are top notch.
Thanks for the good work.
I bought some intel stock at the end of 2023 to see what happens, do you think i should hold on to it ?
Very interesting! With my "luck" I sold the better once in 2022 and hold on TER
Bummer! It happens, it's ok. Always time to pivot
Iam confused by their future programmable chip spin off. So are they focusing strictly on manufacturing or is the future ipo strictly different type of semiconductor
Good question. The PSG (programmable) segment are FPGAs they acquired from Altera in 2015. It competes with AMD/Xilinx, Lattice Semi, and some others. It will be spun off as an independent chip design segment at some point in the next few years. Intel is doing this to raise cash to build its manufacturing (IFS) segment.
@@chipstockinvestor I see seems that spin off may be more profitable then the foundry if u look at chip growth rate stocks like nvidia, amd, marvel etc vs tsm. Iam kinda fed up with intel cuz I bought too much and had too high expectations and now confused since they are all over the place with spin offs and what they are trying to do. Now they have that articul8 spin off, mobileye spin off, now chip spin off. I think iam going to sell most as soon as I can break even
Reminds me of the US military in 1940. By 1944 battleships were sliding into the sea every hour or so.
Do you think KLA will buy CAMT or NVMI ? They bout ORBK few years ago
They certainly could! The metrology segment of fab equipment seems to be the ripest for consolidation, given how many companies are in this part of the sub-industry.
@@chipstockinvestor thanks. What do you think about NVMI earnigs report.
Thanks you
You're welcome!
Thanks!
Thanks so much!
Is interesting Chaikin analytics registers intel as very bullish but Predictive alpha as neutral at least for 21 days
It's quite the battleground stock
What crisis I’m chilling. Rhetorical question. ✌️
No worries here either, just a long-term risk we think everyone should carry in the back of their mind as this bull market warms up
I lalalalala like it.
how about qualcomm?keeps trashing.
Where you see that. It is 52 week high
Sell it then bro
Tired of the AI buzzword. Im pretty sure Intel just means machine learning. As i dont see why you want to implement mimicing human behavior in this context.
Same here, all the AI talk is doing the market a huge disservice. These companies need to talk more about what their chips are actually DOING, not that they're for "AI."
Even the phrasing AI is so broad. There are different types of artificial intelligence.
I own SHM SOXX. That’s enough for me.
For sure, SMH is a good way to get exposure to the industry
Do Texas Instruments next 🙏🏽
SMCI: maybe boring for you but SMCI is 555usd , you where so wrong, sorry but this is the truth !
intel comeback doesn't start until 20A
Seems about right!
All I needed to hear was that we hit the inventory low. 2024 should be good year for semi. Unless ice scream man doesnt screw something
Inventory low appears to have been Q3 2023, so initial '24 guidance looks all clear from a financial perspective
Great insight. I own ASML and LRCX and plan to keep long term. Always watching AMAT if a good entry point happens, but since I have good exposure to the equipment companies, my higher priority would be to own SNPS or CDNS for exposure to the EDA part of the semiconductor flow chart.
Those two choke points (EDA and semi equipment) are host to some awesome businesses. Stay patient, you'll find that great entry point Geordie!
I can't help but feel somehow attached to Intel. But thanks for the detailed position-taking 😁😁
Inventory low is driving Intel apparently. This should affect amd Nvidia micron too. In fact they are quite up
Hope it helped!
I want to invest Intc for its bottom price . MK 186B , Annual sale :60B
For years now, AMD has been crushing the market. Nvidia has been crushing it for a few quarters. Why can't Intel pivit?
They certainly could pivot, and in the last year they've finally gotten serious about it. But it takes time. We are simply here explaining the business model and tech, and whether it meets our personal criteria or not.
I want to get in a position with lam....missed this last run up i focused on nvda. But i have a 25 year time line here. I want to just buy and forget is now a good time? This stocks a monster.
Did you see our last update on Lam? We also posted our latest article on the community board too. www.fool.com/investing/2024/02/03/1-chip-manufacturing-equipment-stock-im-buying-now/
This info is so helpful to me, thank you!
Can you do a video on the process of chip production. Covering all the processes
Didn't they make a video covering the entire supply chain already?
@user-io1qq9kh1d haha i mean things like how a block of silicone turned into a chip. Like the stages one by one. E.g. it's sliced and this is called x. Then lithography, etching etc and tbe machines and devices and options involved
Interesting video. I was planning on buying some Intel stock if it goes down a little farther. But after watching your video I may hold off until the second half of the year.
Well, we could certainly be wrong, we were merely explaining why Intel doesn't meet our criteria. If it meets yours, that's ok! Differing views are what create value in the market.
love this channel
The FPGA business is inside DCAI called PSG, not NEX which is very weak as well
We understood that PSG was spread across several lines of biz. Thank you for bringing this up.
You guys do such a good job. I learn so much from watching your channel.
Awesome, thank you for watching, we appreciate it!
You guys are software engineers ? You have a great knowledge of entire tech industry !
Hard pass on LAM, China isn’t going to give up
Nice work here, greatly appreciated!
Thank you!
Are you affiliated with the motley fool ?
Internet says to not feed the trolls but you seem to have slammed your keyboard qwerty. So here's a cookie anyway.
@@sebasvis537 huh ? What kind of language is that ? I think he used to be affiliated with either the motley fool or seeking alpha
Thank you for doing such a great job!!!
Thank you for being here and commenting!