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Thursday, November 18, 2021

Chips -- November 18, 2021

Overview of the top five foundry companies: link here, October 1, 2021.

  • TSMC
  • Samsung
  • United Microelectronics Corporation (Taiwan) (UMC)
  • Global Foundries
  • China's Semiconductor Manufacturing International Corporation (SMIC)

EVs -- tracked here. EVs need three basic components:

  • hardware manufacturer; assembly line; huge facility;
  • chips, semiconductor: outsourced to foundries
  • software development: in-house, outsourced, combination

Foundries vs Designers

ASML: link here.

Foundries:

  • INTC
  • Samsung
  • TSMC (wiki here)
  • GlobalFoundries (wiki here)
    •  long history; fourth largest in 2021
    • IPO: October, 2021 
  • at this site, only four foundries as noted above (Intel, Samsun, TSM, Global)

The "chip" companies of interest:

  • Nvidia: best "chip" company -- Jim Cramer
    • architecture history;
    • on 13 September 2020, it was announced that Nvidia would buy Arm from SoftBank for $40 billion, subject to regulatory approval, with the latter acquiring a 10% share in Nvidia [Later: the deal never went through.]
      • more and more, the tea leaves suggest this deal will not go through; US DOJ will fight this; [Later: the deal never went through.]
      • tea leaves: it doesn't matter; in fact over time, it might be better for Nvidia not to buy Arm, Ltd, except to prevent some other chip company from buying it
  • Arm, Ltd: owned by SoftBank Group
  • AMD
    • had planned to close on XLNX by end of CY21
      • looking more and more likely that could be delayed 
      • was completed; no more XLNX; shortly after deal closed, semiconductor market collapsed; still beat down in earl 2023, with little sign of early rebound;
  • XLNX
    • see AMD
  • Qualcomm
    • the break from Apple, when first announced, shocked the community
    • November, 2021: after recovering, set all-time highs 
    • January, 2023: both Broadcom and Qualcom downgraded with news that Apple reiterates goal to separate ties with AVGO and QCOM.
  • AAPL
    • tracked here;
    • with introduction of the "Silicon" chip, AAPL became a "chip" company
      • some day it's possible AAPL will be valued like a "chip" company
  • INTC: across the board, most feel this company has significant challenges

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.

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