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Tuesday, April 30, 2024

Tech Note -- April 30, 2024

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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