New chip war: which semiconductor company deserves investment most?
China has been increasing investments in chip development while the US is working on restricting China's growth. The temperature of the US-China tech war is rising. As we all know, the chip is a crucial factor for AI, cloud computing, and other high-tech development. Dominance in chip production might correspond to the prominence of the future. So those semiconductor manufacturers are a good trend for investment.
Texas Instruments, Nvidia Corp., Broadcom Inc, Micron Technology Inc, Qualcomm Inc, Intel Corp., Global Foundries, UMC, Samsung Electronics, and TSMC are the world's top 10 largest chip manufacturers. Under the context of escalating chip war, which one has the best prospect? It would be desirable if you could tell me your thought and reason.![]()
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RDK79 : 54% for tsmc…. ooops…. Ref todays tsmc report
70969186 : Certainly TSMC is further ahead at this point, but when I listen to CEO of Qualcomn they are well positioned in this space. My money sits with AVGO, TSMC, and QCOM. In that order. Why is AVGO left out here?
tickerronOP 70969186: The system of moo only allows for one vote of at most 5 options in one post, so I had no choice but to choose five companies that I think deserve investment most.
dk moo : Chips are different! To put NVIDIA chips with TSMC is like asking Google or Verizon which communication companies is better? NVIDIA vs AMD or TSMC vs SAMSUNG or SK Hynix is a far more interesting survey. Understanding development vs manufacturing are key in evaluating Technology. Even the difference between NVIDIA and AMD chips are "apples and oranges