Locator: 47110TECH.
After spending quite a bit of time on Broadcom yesterday (research), it appears that to a great degree all of these "chip companies" -- designers, fabricators -- have a monopoly in their "narrow" sector of the "semiconductor" market.
The chip companies that appear to be benefiting from this:
- NVDA -- GPUs
- AMD (XLNX) -- FPGAs
- TSM -- fabricator
- AVGO -- AISCs
- MU -- memory
- ASML -- foundries
- LRCX -- equipment
Fabs vs foundries: there is a difference.
Cloud:
- many competitors but the pie is getting exponentially bigger
- Zeck suggests the cloud is well under-utilized
- requires lots of chips
Next big thing: not really "next." It's already here: ad-supported streaming. Huge new beneficiary:
- Netflix
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