2 Top Small Cap Semiconductor Stocks For 2024 and Beyond?
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- เผยแพร่เมื่อ 15 พ.ค. 2024
- Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" 👉 • AI Supercycle: Your Ul...
In this episode of Chip Stock Investor, Nick and Kasey cover two small cap (by our definition) companies in the semiconductor industry: Silicon Motion (SIMO) and Onto Innovation (ONTO).
Silicon Motion was the object of a merger with MaxLinear (MXL), before MXL walked away last year. And we think that’s a good thing. Silicon Motion designs memory controllers for devices like PCs, smartphones, and autos. Despite facing notable competition, the company's high performance chips give it a competitive advantage, and they predict a new growth cycle is starting in 2024.
Onto Innovation, which falls in the semiconductor wafer manufacturing equipment space, is a smaller player in the metrology space. It competes with industry giants like Applied Materials (AMAT) and KLA Corp (KLAC). But after its revenue decline in 2023, we are starting to see positive upward momentum that has been driving the stock higher. The company's innovative product portfolio, strong cash position, and potential for future acquisitions appear promising.
Stay tuned for our cybersecurity video and manual on the industry later this week!
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Nick and Kasey own shares of Silicon Motion and Onto Innovation.
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I’ve been considering ONTO since your first presentation. I appreciate this update!
great insight. I own ASML and LRCX, have AMAT as a priority to enter a position, but have ONTO on my watchlist.
Love your videos - you mention another video 1month ago that you have pause on Synopse but you mention Synopse at 09:01, did you buy more Synopse? Thanks!!
I’ve not used your information to buy something I didn’t already own. This time I may consider one of them with a small position and watch it over the next year. I would love to see a market pull back, but we’ll see.
Thank you so much
What do you think about CAMT for 2024. Thanks
Hello, thank you for your channel.
I have a smaĺl position in other small stock, HIMX. Bought it for its dividend a couple years ago. Have you ever looked into it? Would love to hear your insight. Is it any chance for recovery in 2024?
All the best.
what about ALAT semiconductor a new startup tech giant based of saudi arabia that opens this year. can you take a look at that? thanks!
Thanks you!👍
Thanks for supporting the channel!
Hi Kasey & Nick, a few months ago you uploaded another video about a pair of small caps, one was ONTO again, and the other one was SKYT. A follow-up commentary on SKYT performance (they reported just yesterday) would be much appreciated, if you believe there is anything significant to draw attention to. Thanks for sharing your insight! Looking forward to your upcoming cyber-security video!!!
Always enjoying your objective analysis Kasey and Nick, agree would love to have your thoughts on the latest earnings call on SKYT
Hey @gipatilis @Mr1978Darren thanks for watching! We hope to get an update out on SKYT in the next couple of weeks. We appreciate it!
Can you guys do a video on Photronics (PLAB) and your take on it?
No change in our view since this video: th-cam.com/video/cqJecF7nmF8/w-d-xo.html
Thanks :)@@chipstockinvestor
possible to take a look at PLAB?
We wrote an update at the end of December, if this is helpful: www.fool.com/investing/2023/12/31/worried-about-risks-to-asml-in-2024-dont-overlook/
Hey thanks for your videos they are very informative!
Could you do a comparison between lattuce Semiconductor and Onto Innovation?
Thank you, glad you find the videos helpful! What kind of comparison are you looking for? Lattice and Onto are very different companies and don't compare very well.
@@chipstockinvestor I wanted to invest in one semiconductor as a Alround play I thought about Applied Material but I wanted a small cap Stock what do you guys think?
Do you know Alphawave ?? Your main subject is Chip ? Any comments on Alphawave ?
What about camtek?
Working on a fab equipment overview manual and video, Camtek will be in there