Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

avatarShayBoloor
07-27

What's the AI Miracle?

Hello everyone! Today i want to share some ai trading ideas with you! 1 $NVIDIA(NVDA)$ has launched the Open Secure AI Alliance with $Palantir Technologies Inc.(PLTR)$, $SpaceX(SPCX)$, $CrowdStrike Holdings, Inc.(CRWD)$, $Palo Alto Networks(PANW)$, $Cloudflare, Inc.(NET)$,$SK hynix(SKHY)$, $IBM(IBM)$ and dozens of other tech lea
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What's the AI Miracle?
avatarShayBoloor
06-09

AI Story Continued

1 $Amazon.com(AMZN)$ announced a multibillion-dollar deal with $Corning(GLW)$ to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling 2 $Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize. 3 Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of
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AI Story Continued
avatarNAI500
03-24

It’s Not NVIDIA — This Chipless Company Is the Biggest Winner of the AI Boom

💬 Hot Take: NVIDIA gets all the hype, but TSMC makes EVERY AI chip possible. Are you bullish on TSM? While the world fixates on NVIDIA’s dominance in AI chip design, a deeper industry truth often goes unnoticed: no matter how advanced an AI chip’s architecture may be, it must still be physically manufactured. And in this critical space, one company that designs zero chips controls the entire physical backbone of the global AI industry — $Taiwan Semiconductor Manufacturing(TSM)$ 72% Market Share: An Invisible Monopoly As of Q3 2025, TSMC held an astonishing 72% of the global pure-play foundry market. Its closest rival, Samsung Electronics, captured just 7%. This is not merely leadership — it is total domination. Even more critically,
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It’s Not NVIDIA — This Chipless Company Is the Biggest Winner of the AI Boom
avatarSemi_Dig
03-12

Full Semiconductor Sector Roundup | Earn Tiger Coins with Your Take

Hey fellow traders! 👋 Today we’re diving into the semiconductor sector—your one-stop shop for all the latest market moves, stock trends, and investment clues.Drop a comment with your take on today’s semiconductor hotspots, and you’ll get 🐯 Tiger Coins as a reward! Let’s jump into the action with today’s top updates.Upstream Equipment/Materials$Applied Materials(AMAT)$ : +1.5% – Strong demand for AI chip manufacturing equipment is driving growth, making it a key beneficiary of the AI boom.$ASML Holding NV(ASML)$ : +0.24%– EUV lithography machine orders remain robust, with no signs of slowdown in demand for advanced chip manufacturing tools.$Lam Research(LRCX)$ : +
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Full Semiconductor Sector Roundup | Earn Tiger Coins with Your Take
avatarSemi_Dig
03-11

Deep Dive into the Semiconductor Supply Chain

Hey traders and tech investors! The semiconductor supercycle is heating up — memory prices are surging, AI demand is off the charts, and every corner of the chip chain is moving. Let’s break down the full ecosystem, top players, and how you can position for the cycle ahead. 🔬 Full Semiconductor Supply Chain Analysis 🏭 Upstream: Equipment & Materials Let's see the equipment leaders[Happy] $Applied Materials(AMAT)$ Partnering with Micron for next-gen DRAM development Booming demand for AI chip manufacturing equipment YTD gain: +28% $Lam Research(LRCX)$ Leader in etching equipment Key beneficiary of memory expansion cycles YTD gain: +32%
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Deep Dive into the Semiconductor Supply Chain
avatarTiger_chat
03-11

Intel CEO: Memory Price Hikes to Persist Through 2028

Hi Everyone! The big day is coming! Memory prices soaring till 2028? Already eyeing Micron but worried about timing—anyone here holding cyclical chip stocks and planning when to sell? Cathie Wood is doubling down on NVIDIA again! I’ve followed her picks before and had mixed results—do you think this is a smart contrarian play or just chasing the AI hype? Follow me ! 1. Hot Take: $Intel(INTC)$CEO Pat Gelsinger predicts the ongoing memory price surge will extend all the way to 2028—signaling a prolonged upcycle for the storage chip sector. Now we collect some 💰 Trading Insights: Storage chips are in a super cycle with strong momentum $Micron Technology(MU)$and Samsung stand to
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Intel CEO: Memory Price Hikes to Persist Through 2028
avatarShayBoloor
2025-10-16

TSM Has Become the AI Factory of the New Digital Economy

1. $Taiwan Semiconductor Manufacturing(TSM)$ plans to acquire a second major site in Arizona for up to six fabs as Phase 2 moves to 2-nanometer production.That would make the U.S. home to TSMC’s most advanced node for the first time.Serious scale coming.Industrial facility exterior with large beige and gray building featuring TSMC logo on side multiple tall green cacti in foreground red sign reading TSMC Arizona Corporation Fab 21 on black base surrounded by desert shrubs yellow flowers and chain-link fencing under clear sky2.DELIVERED 😏• Sales $33.1B vs Est. $31.5B• EPS $2.92 vs Est. $2.59• Gross margin 60% vs Est. 59%• Net income $15.1B vs Est. $13.9B• Advanced nodes (≤7nm) were 74% of wafer revenueQ4 Guidance • Sales $32.8B vs Est. $32.0B• Gross
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TSM Has Become the AI Factory of the New Digital Economy
avatarShayBoloor
2025-10-07

WHAT A DAY FOR AMD SHAREHOLDERS

$Advanced Micro Devices(AMD)$ The story is not just that OpenAI agreed to buy AMD chips. It is how the deal was set up. Instead of paying billions upfront for GPUs it will not need for years, OpenAI secured the right to buy about ~10% of AMD stock at almost no cost if it follows through on the orders. That structure ties the two companies together and finally gives AMD the kind of long-term visibility it has never had in its data center business. It also puts OpenAI inside the loop on AMD’s ROCm software, which should push it to mature far faster than it would have on its own.If ROCm can prove it can run OpenAI’s largest models in live production, it signals to the rest of the market that AMD is no longer just a fallback supplier. It becomes a cred
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WHAT A DAY FOR AMD SHAREHOLDERS
avatarEliteOptionsTrader
2025-10-07

AMD: No One Wanted It At $100, Everyone Wants It At $200 🤡

$Advanced Micro Devices(AMD)$ When $AMD was trading around $100 earlier this year, sentiment was dead. Fast forward a few months it’s back above $200, up 130% off the lows, and just printed new 52-week highs. Every dip since April has been bought aggressively, and with a clean breakout through $187, the chart now opens up toward $250 next and potentially $300 into 2026.Recent DevelopmentsOpenAI Partnership: AMD secured a multi-year AI chip supply agreement with OpenAI to power their upcoming training clusters, positioning Instinct GPUs as a direct alternative to NVIDIA’s lineup. This could be AMD’s most significant enterprise AI win yet.AI Server Demand: MI325X chips are selling out as cloud and enterprise orders continue to accelerateTSMC 3nm Capa
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AMD: No One Wanted It At $100, Everyone Wants It At $200 🤡
avatarOguzO Capitalist
2025-09-10

TSM: One of the Most Undervalued Stocks

$Taiwan Semiconductor Manufacturing(TSM)$ is one of the most undervalued stocks relative to its performance and potential.They effortlessly delivered 33% YoY revenue growth last month.Their yields in 2nm are 40% higher than the closest competitor, Samsung.They are the only foundry having started the development of 1nm process and they expect to start manufacturing on 1nm nodes in 2030. Regardless of who designs the best chips, TSM will be the one manufacturing it.Long $Taiwan Semiconductor Manufacturing(TSM)$ .A document titled "TSMC August 2025 Revenue Report" with a TSMC logo at the top. Text includes revenue figures for August 2025, showing NT$335,772 million, and comparisons to July 2025 and August 2024
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TSM: One of the Most Undervalued Stocks
avatarOguzO Capitalist
2025-09-01

Long ET& TSM

1. $Taiwan Semiconductor Manufacturing(TSM)$ is still relatively cheap given its potential and market position.It managed to expand its market share by 3% YoY despite already dominating the market with 67.6% revenue share last year.This won’t change anytime soon.Its yields in 2nm are 40% higher than Samsung and it’s the only foundry having started the development of 1nm process.Regardless of who designs the most advanced chips in the next 5 years, $TSM will be the one manufacturing them.Still relatively cheap at 19 times forward earnings.Long $Taiwan Semiconductor Manufacturing(TSM)$ .Image2.The real AI play is energy.Cutting edge GPU racks consume 80-130 kW as apposed to 25-30 kW for a CPU rack.Result? Eme
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Long ET& TSM
avatarShayBoloor
2025-08-23

MY THOUGHTS AHEAD OF NVIDIA EARNINGS

$NVIDIA(NVDA)$ has become the gravity point of this entire market. That’s why next week’s earnings aren’t just about one company -- they’re about whether the AI cycle still has the strength to carry $Invesco QQQ(QQQ)$ & $SPDR S&P 500 ETF Trust(SPY)$ higher.The stock has already returned 15x since the 2022 bottom & that kind of run naturally invites the “bubble” label. The real question now is whether the fundamentals can keep matching the price.Here’s what I’ll be watching 👇🧵1. What the Bears Are Getting WrongThe way I’m looking at $NVIDIA(NVDA)$ heading into earnings is less about whether they “beat” and more
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MY THOUGHTS AHEAD OF NVIDIA EARNINGS
avatarInvestKaki
2025-07-20

The Nvidia-TSMC Connection

Well, $NVIDIA(NVDA)$ just got a BIG news this week.Donald ‘Tariff’ Trump has agreed to let Nvidia export its chips to China. And that could be huge for Nvidia, and other countries that are closely related.And by closely-related, I mean $Taiwan Semiconductor Manufacturing(TSM)$ , which supplies a lot of the chips to Nvidia.This week, we take a look at these developments and how Nvidia and TSMC could be on the cusp of a meteoric rise.Do you know what’s the surprising thing?About 18% of Nvidia’s revenue comes from Singapore, with 13% and 16% coming from China and Taiwan respectively.I am sure you all would have heard about the fact that the Trump has allowed Nvidia to sell its chips to China again.While we ha
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The Nvidia-TSMC Connection
avatarOguzO Capitalist
2025-07-17

Here is my Full ASML Investment Thesis

$ASML Holding NV(ASML)$ was once a market darling, but now it gets garbage treatment.Yet, its order book has reached all-time highs, the business is still growing fast, and it's heavily buying back stock.Here is my full ASML investment thesis: 🧵1/ASML is a pure blood monopoly.It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips.Foundries like $Taiwan Semiconductor Manufacturing(TSM)$ use these machines to embed microscopic circuits into silicon.2/ ASML controls %100 of the global EUVL market.ASML started in collaboration with Intel back in the 1990s.It took 20 years to make a working prototype.An EUVL machine takes: - Four months. - 1
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Here is my Full ASML Investment Thesis
avatarEliteOptionsTrader
2025-07-16

$200 In Bound With $225 Price Target Update!

$NVIDIA(NVDA)$ NVIDIA was trading near $140 when I first set a price target of $200 just a few weeks ago. Since then, we’ve broken above $150 and surged toward $175. A clean breakout above $175 sets the stage for a swift move to $200 and if earnings come in strong, we could squeeze to $225 before year end That would push NVDA to a $5.5 trillion market cap.NVDA Selling To China - MAJOR Update:Nvidia just confirmed it expects its H-20's will soon be cleared for sale in China, despite prior export restrictions. That’s huge. Not only does this open the door for regained China revenue, it hints that a broader U.S.–China chip deal may be on the horizon. If sanctions ease further, NVDA could reclaim one of its most lucrative markets at scale.Earnings Aro
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$200 In Bound With $225 Price Target Update!
avatarThomas Flynn
2025-06-19
$NVIDIA(NVDA)$ Should already be trading 170-200. Strong products and upcoming NPIs, strong revenue and marketing, great CEO. Seems like it's being held down for some reason. Nvda has been on one trajectory since April 9th!!I am the long bull of it!!!
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avatarMarian Horace
2025-06-16
$Intel(INTC)$ Raytheon, who is behind lots of the military tech used by Israel and the US in anti-missile systems, is fabless and uses GlobalFoundries for a lot of their chips, as well as has secret deals with 3rd party foundries. It’s not far fetched to believe that in the future they will anlso contract Intel, which can make more advanced, power efficient and high performance chips for military applications. Intel already has contracts with DoD for their new 18a and 14a processes.[Smart][Smart][Smart]
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avatarThomas Flynn
2025-06-03

🔥 ​​Why NVDA Owns Your Future (and Your Gaming Rig)​​

$NVIDIA(NVDA)$ ​​​​The ​​”AI Tax” Enforcer™​**​​​95% market share​​ in the ​​”Make ChatGPT Less Dumb”​​ sector—charging $40K/H100 like it’s a Vegas bottle service.​​DGX SuperPods​​: ”A $1B disco ball for data centers—strobe lights sold separately.”​​Software Moats & Meme Magic​​​​CUDA Cult​​: 5M+ devs trapped coding for NVIDIA—”Stockholm Syndrome with better stock options.”​​Grace Hopper Superchips​​: ”Ate AMD’s MI300 for breakfast. Then took its lunch money.”​​Supply Chains? Nah, ​​Supply Chokes​​ 💀​​Blackwell GPUs sold out through ​​2026​​—”Demand so hot, TSMC fabs spontaneously combust.”CEO ​​Jensen Huang’s jacket​​: Allegedly woven from recycled FOMO.
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🔥 ​​Why NVDA Owns Your Future (and Your Gaming Rig)​​
avatarThomas Flynn
2025-05-28
$NVIDIA(NVDA)$ Since $Apple(AAPL)$ became the largest company in the world in 2012, the stock has gone 10x. 👀I think the next decade will be for NVDA.The 2 biggest current trends?AIAutonomous driving.After that: robots like $TSLA's Optimus? $NVIDIA(NVDA)$ is important in all of these areas.
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avatarAbbott Cook(e)
2025-05-28
$Microsoft(MSFT)$ Virtually every successful company (except BRK) splits their stock. For MSFT, it's not a matter of "if"---it's a matter of "when". And yes, I would rather have four $100 shares than one $400 share.[Great][Great][Great]Hope is not a strategy. Just hold MSFT for at least another year or 2 and you will be rewarded! MSFT Long and Strong!
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