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Daily U.S. Stock Market News Ticker (Tuesday, March 7)
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2023-01-20 Wrinkle-brain Plays (Mathematically derived options plays)
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If China starts a conflict in Taiwan, will chip stock go up?
Just one example why the stock market is completely irrational.
Just one example why the stock market is completely irrational.
$UMC expecting to report earnings Wednesday good company continuous growth in for the long run🚀
Here is a list of silent killers in my portfolio. These are stocks that have returned slightly red that I’m somewhat 50/50 on keeping into 2022. They haven’t killed me but my portfolio is strong and they are hurting my larger wins.
Understanding discrepancies in various pe/peg ratios for same company
Cheap Stocks To Buy: 5 Stocks To Watch Now - Charles & Colvard Ltd (CTHR), Wipro Ltd Adr (WIT), Entravision Communctns A (EVC), Richardson Electrs (RELL), United Microelectrnc Adr (UMC)
Is WSB not paying attention to $UMC right now?
Is WSB not paying attention to $UMC right now?
Is WSB not paying attention to $UMC right now?
Is WSB not paying attention to $UMC right now?
Is WSB not paying attention to $UMC right now?
Spent thousands on options that instantly went to $0 today... freaking out....
EVERY APE MUST KNOW THIS: How to invest with conviction and find true rockets before they moon
$UMC A good look into the semiconductor shortage
UMC, United Microelectronics, Excellent company below $10.
UMC to the moon! Let’s make it happen. I just put $300,000.
Need APE guidance. $UMC 28% shorted 1.8 short interest ratio/days to cover. Looks like a good long term play too. Thoughts?
Where does a little ape like me go to turn a dime into a dollar? All these post showing HUGE MONEY moves.... what about a chimp like me with $30+ to play with?
I'm looking for advice on where to start? All these post about big players, AND NOTHING ON THE LITTLE GUY!?!?!??
UMC stock. What happen to the support line. We in still?????
UMC Partners with Customers for NT$100 Billion Capacity Expansion at its 300mm Fab 12A P6 in Tainan $UMC 🚀
$UMC has high potential for 80+% gain over the next 6-12 months
Tossing my small-street hat in the ring. No hype, just my moves in my betting account and some commentary, assuming you do better DD on 10k's and Free Level 2 analysis at TD.
No UMC is NOT the next GME.... buuuuutttt....
UMC will be the next TSCM, America and the world needs semiconductors
Mentions
Methodist? If it's UMC you're more religious than they are (And even gayer)
Next play is UMC, what yall think?
not sure why you're being downvoted... UMC only does mature nodes down to 12nm
UMC can't do advanced stuffs, plus it's from Taiwan and suffers the same type of geopolitical risks as TSMC Intel is good enough, at least good enough vs Samsung, and is the only American option
GloFlo and UMC dont do advanced chips. Samsung, TSMC and Intel are only options. Intel is the only US option.
I agreed with almost all your points except this one: >It's also in self interest of those cash rich big techs to keep Intel as a viable alternative to TSMC Tech companies already have alternatives like Samsung, GloFlo, UMC, etc. If a foundry can deliver the needed power, yield and cost than they'll win the business. Other stuff is just fake propaganda.
But it would make more sense if they had an existing contract and just needed to expand their factory with a new one. Right now, its not clear if their toolchain works with Apple, but maybe insiders already know the flow is compatible. UMC, TSMC, Samsung make chips for everyone so they need to have generic libs, but I don't know if Intel is the same since they're main customer is themselves.
Haven’t done spreads personally so I can’t help there. I have sold calls on UMC United Microelectronics with success. Doesn’t have weeklies, but it has enough volatility to generate some premiums. Might actually be a good swing trade stock. And they have positive earnings so it’s not going to tank like a meme stock. Do expect it to drop once in a while and cost you a few months. Maybe save your premiums for the drop and buy extra shares, then wait. It has done nice pops as well.
not confirmation bias but plenty of other consumer companies will join $LULU too. they're early because it's an "UMC" brand and those people go between overspending and underspending.
It's okay friend I also thought UMC was going to be the next TSMC. At least mine pays me good dividend and my only lost maybe 25%... Still likely bounce back up.
TL;DR: Nope! Let's look at the direct Trump quotes (read with Trump voice): > So 100 percent tariff on all chips and semiconductors coming into the United States. But if you've made a commitment to build or if you're in the process of building, as many are, there is no tariff. Okay? If, for some reason, you say you're building and you don't build, then we go back and get — we add it up, it accumulates, and we charge you at a later date. > You have to pay, and that's a guarantee. So, that's a big statement. And I think the chip companies are all coming back home. (source (not affiliated, don't know the poster) https://x.com/Acyn/status/1953207210517119195) > So in other words, we'll be putting a tariff on of approximately 100% on chips and semiconductors. But if you're building in the United States of America, there's no charge even though you're building and you're not producing yet in terms of the big numbers of jobs and all of the things that you're building. If you're building, there will be no charge. (source (not affiliated, don't know the poster) https://x.com/atrupar/status/1953206335652134953) He specifically and repeatedly says that if you have fabs or just *plan* on building fabs on US soil, you'll be exempt on the 100% chip tariffs. So... which chip maker does and doesn't have plans to build in the US? Let's look a the top ten chip manufactures. | Company (ticker) | Plans to build/already in the U.S.? | | ------------------------------- | --------------------------- | | TSMC (TSM) | Yes | | Samsung Electronics (005930.KS) | Yes | | Intel (INTC) | Yes | | SK Hynix (000660.KQ) | Only packaging| | Nvidia (NVDA) | Fabless | | Qualcomm (QCOM) | Fabless | | Broadcom (AVGO) | Fabless | | Micron Technology (MU) | Yes | | Texas Instruments (TXN) | Yes | | AMD (AMD) | Fabless | Uhm... so the biggest players don't seem to be affected by the tariffs. --- Let's look at the top six foundries only then: | Foundry | U.S. Fab Plans? | | ------------------- | --------------- | | TSMC | Yes | | Samsung Foundry | Yes | | SMIC | No (lmao) | | UMC | No | | GlobalFoundries | Yes | | Hua Hong Group | No | Do people here have even heard of UMC? I bet some have heard of SMIC, the Chinese up and coming buster, but they're tightly export controlled, so they sort of don't matter here and now... --- Well, which of these fabs actually does make high tech chips? Which fab actually has has the tech for 7nm process (high tech from 2028) and more sophisticated nodes that are used for the big AI accelerators and high tech equipment? No table needed here: it's only TSMC and Samsung. Both are excluded from the tariffs. --- So why is the market ripping? Because these tariffs are essentially 0% on any player that matters, but we have now thus reduced the uncertainty that Trump would put meaningful tariffs on chips! Enjoy your Doritos tax free!
TL;DR: Nope! Let's look at the direct Trump quotes (read with Trump voice): > So 100 percent tariff on all chips and semiconductors coming into the United States. But if you've made a commitment to build or if you're in the process of building, as many are, there is no tariff. Okay? If, for some reason, you say you're building and you don't build, then we go back and get — we add it up, it accumulates, and we charge you at a later date. > You have to pay, and that's a guarantee. So, that's a big statement. And I think the chip companies are all coming back home. (source (not affiliated, don't know the poster) https://x.com/Acyn/status/1953207210517119195) > So in other words, we'll be putting a tariff on of approximately 100% on chips and semiconductors. But if you're building in the United States of America, there's no charge even though you're building and you're not producing yet in terms of the big numbers of jobs and all of the things that you're building. If you're building, there will be no charge. (source (not affiliated, don't know the poster) https://x.com/atrupar/status/1953206335652134953) He specifically and repeatedly says that if you have fabs or just *plan* on building fabs on US soil, you'll be exempt on the 100% chip tariffs. So... which chip maker does and doesn't have plans to build in the US? Let's look a the top ten chip manufactures. | Company (ticker) | Plans to build/already in the U.S.? | | ------------------------------- | --------------------------- | | TSMC (TSM) | Yes | | Samsung Electronics (005930.KS) | Yes | | Intel (INTC) | Yes | | SK Hynix (000660.KQ) | Only packaging| | Nvidia (NVDA) | Fabless | | Qualcomm (QCOM) | Fabless | | Broadcom (AVGO) | Fabless | | Micron Technology (MU) | Yes | | Texas Instruments (TXN) | Yes | | AMD (AMD) | Fabless | Uhm... so the biggest players don't seem to be affected by the tariffs. --- Let's look at the top six foundries only then: | Foundry | U.S. Fab Plans? | | ------------------- | --------------- | | TSMC | Yes | | Samsung Foundry | Yes | | SMIC | No (lmao) | | UMC | No | | GlobalFoundries | Yes | | Hua Hong Group | No | Do people here have even heard of UMC? I bet some have heard of SMIC, the Chinese up and coming buster, but they're tightly export controlled, so they sort of don't matter here and now... --- Well, which of these fabs actually does make high tech chips? Which fab actually has has the tech for 7nm process (high tech from 2028) and more sophisticated nodes that are used for the big AI accelerators and high tech equipment? No table needed here: it's only TSMC and Samsung. Both are excluded from the tariffs. --- So why is the market ripping? Because these tariffs are essentially 0% on any player that matters, but we have now thus reduced the uncertainty that Trump would put meaningful tariffs on chips! Enjoy your Doritos tax free!
But tsmc is already invested in building a plant in the usa and already began construction years ago. They would likely get an exemption. Marvell technology could be impacted because they are also fabless but they depend a lot on overseas companies like UMC for fabrication of some of their products.
UMC, 2nd Taiwan chip producer after TSMC
Wot did you guise to to UMC reeeee
.... maybe I should close my UMC CSPs... :o
Came here to say this. It was 100x easier finding pirated versions of Cadence, Mentor, and Synopsys tools in 2015 vs. 2005. I'd wager I could find and download a torrent of entire design suites in half a day. The harder part has always been getting the Process Design Kits ('fab design files'), but that's not a problem for 'pirate companies' because they're formally licensing them from TSMC/UMC/Chartered/Samsung, anyway.
wow UMC +20% on 30 day This is because I sold CCs lol
Guise I'm +17% on UMC But unfortunately I sold $7 CCs 
UMC has been hanging tough
Why is UMC not down with the rest of the foreign chip stocks? The one I buy a put on…
Ops poor wording, I'm too poor to sell SPY CCs, I'm selling UMC calls. I bought $7 calls for $0.10 awhile ago and sold them for +250% But now there's tariffs and $7 calls with the same time to expiry are $0.30-0.40 
They are probably gonna cancel the EU fab projects, sell Ireland & Israel fabs, and split the US fabs (Chandler, Rio Rancho, Hillsboro) with UMC (UMC using the 12nm process co-developed with Intel while the rest using Intel's receipt), this the only way I can think of that can make a profit while not get jailed for sharing state secret with non-Taiwanese company.
UMC overnight dump. Should have sold my leaps on that spike, whatever 
Just sold my UMC $7 APR 17th calls for $0.35 (+250%) Keeping the shares (+12.4%)
UMC 🚀🚀🚀 $7 APR 17th calls +1233% today lol 
UMC x GlobalFoundries Taiwán sucking up to Donny, can’t blame them though
TSM +2.5%, UMC +1.26% on Taiwan stock exchange Probably because of China sanctions reducing competition from SMIC etc
It's going to be me when my UMC calls moon 
China tariffs bullish for UMC because leas competition from SMIC 
Forget Canada and Greenland, just make Taiwan the 51st state, nationalize TSMC and UMC and rule the world.
Bullish for UMC / TSMC: https://www.reuters.com/technology/trump-team-seeks-toughen-chip-controls-over-china-bloomberg-news-reports-2025-02-25/
My greens: GOOG, STLA, FUR, TXN, TAC, UMC, TRX, VALE Everything else go fuk
I should have bought more UMC calls 
Talk of Semiconductor tariffs, but UMC still +1.4% today Can't explain ert 
Sure but why would TSMC buy them? It wouldn't be a good match to their portfolio UMC, Samsung, GlobalFoundries, companies that want Intel's foundry tech would be good buyers. TSMC would be inheriting 10k+ employees, billion dollar foundries that would be potentially need to be written down and huge amount of debt. They'd only buy if it was pennies on the dollar book value which would be terrible for Intel stock holders.
This deal makes absolutely no sense whatsoever. This is either false rumour generation or some strong arming by the US gov to push something through. If the 18A fab was good why would TSMC need to buy it? Why not UMC or Samsung or any other fabs that want to expand their portfolio. You'd be inheriting 10s of thousands of employees as well in such a deal. Madness.
The only way this could work is 1. Assets are offered to the new company at 0$ value 2. 80-90% of staff, especially in management, need to go. 3. All non-EUV locations (other than those used by TOWER SEMI and UMC) will need to be shut down. And not to mention the HUGE monopoly issue this could cause, don't get me wrong, I hold sh!t ton of 2330.TW and I will support TSMC no matter what on national security grounds, but this JV is a long-term negative for the whole semi-industry, Intel needs to dig itself out of the hole otherwise the end result would be stagnation for all.
UMC Jan 2025 sales out, 19,806,795, pretty flat: https://www.umc.com/en/IR_Financial/monthly_sales_revenue
Please target Wavetek / UMC GaAs chips. Nothing against them - but for certain domestic users.
UMC, Taiwan’s 2nd biggest chip foundry, has won a big order from Qualcomm for advanced semiconductor packaging of HPC chips used in AI PCs, vehicles and AI servers. -UDN [Link](https://money.udn.com/money/story/5612/8429791?from=edn_maintab_index) UMC stonk up 2.8%.
Why is UMC being sold off so much??
Intel probably won't disappear. But not sure if they regain their dominance that soon or ever again. Maybe top 10. But now you have other fabless chip design companies ahead using TSMC and Samsung. MRVL, QCOM, ARM, AVGO, AMD, NXPI, etc. Maybe they will be like TXN, UMC and GF.
UMC November revenue is out: https://www.umc.com/en/IR_Financial/monthly_sales_revenue
Look, it's easy to poke holes in this and make fun of it. If anyone here hasn't at least once checked some financials and not realized the currency, you're a better trader than me, sir. Even with all the corrections, UMC seems undervalued when compared to NVDA. But so do most things. A P/E of 10 in that space is low for a profitable company. There's a huge US-company-only multiple that comes along with being headquartered in the US right now. Will that last forever, I don't know, maybe someone better at history can shed some light on it. But I remember not that long ago the only thing companies were bragging about was their exposure to China's huge and growing market. It was a point on every earnings call and drove valuations the way saying "AI" does today. Are foreign companies undervalued when compared to their US peers? Probably. Is there a way to play that? Maybe if you want to wait on a correction. We had that mini-China bump a couple months ago. Things will shift, how long do you want to wait? Right now it just seems like there's better places to put your money than waiting for a huge economic shift. Unless you just want to be there first. As always, willing to learn or be corrected on any of the above.
You are not demonstrating a strong analytical capacity with this post. One has a profit margin of 55% and the other 24%, this alone warrants a drastically different valuation. Further, UMC is expected to grow EPS about 5% next year, while NVDA is expected to grow EPS by 50%, so there’s another big reason for valuation difference. Both could be undervalued, both could be overvalued, and in any scenario I would rather own the company growing revenues, EPS, and profit margins than the one that isn’t.
how so do you think their financials look the same? also, UMC is in TWD
Market pricing is not about current or past metrics, it is about metric growth. Also you’re calling the metrics the same…they’re not. The net profit margin for nvidia is double UMC’s. Nvidia is also a cash and margin machine where UMC looks a lot shakier .
# **TLDR** --- **Ticker:** NVDA (and maybe UMC, depending on the context of the "other" company) **Direction:** Up (for NVDA, unclear for the other) **Prognosis:** NVDA is massively overvalued compared to similar companies based on financials alone. The market is hyping it up. **Mystery Company:** The post doesn't specify the second company, making a proper TLDR impossible. More info needed! **Meme Potential:** "When your dating profile picture is 3.5T while your bank account is 17B"
Thinking of buying leaps on some dog shit semiconductor companies like STM and UMC
I don't know much about UMC, why is it so cheap?
What about UMC? PLAB? BP? DAKT? IGT? and endless more companies that are trading lower than 2x maybe even under 1. There’s value out there for the stocks that are ignored.. a shift is needed or perhaps we just sift through for value.. problem is if you’re not with the crowd you’ll just be stuck with your stagnant “smart” picks.
Wot do you guise have against UMC 
UMC approaching undervalued??
UMC approaching undervalued??
There are multiple smaller US stocks supply key military components. Some may be just simulators, submarine systems, torpedo, missile sensors. Not just for Taiwan, Israel, Ukarain. There are also etf for all. One I notice has pltr for cyberwarfare. I will think Tsm, UMC are not the only ones.
I’m surprised how many people don’t know about this. Intel and UMC have a joint venture for a new foundry process. It’s not going to break revenue records but it’s another process node to compete against TSMC and Samsung.
The Taiwan issue will fuck up intel as well. Intel has a partnership with UMC which is a Taiwanese manufacturer. The issue is that your best implies Intel will be the leader coming out of the fallout. But in reality it’ll just be “ruined less” which means it’ll still crap out and is already in bad financial shape
UMC works with intel as well.
Interesting i thought Samsung, global foundry, and what was left of IBM fabs formed an alliance years ago. That was back in 2014. I assume that partnership is gone now. Intel and Samsung fabs joining together would be good but they both compete well. Not all dies need be the latest greatest nodes. Most electronics are below 14nm. Lots of optical, power and rf are at 25nm or higher. This is where global foundries gets alot of their customers. If they do shared research and ip sharing it can make both compete again. I think more of UMC and other chinese companies getting close in the sub 14nm thats getting both of them worried.
Go for ATEC and or UMC for the safer plays out of the 3, Intel is in a very tough spot right now. Basically, one of the highest risk stocks out there and reward is pretty uncertain and upside is probably not that high, as of now it has pretty high debt, lagging behind to almost everybody, low revenue, very little income, highest capital expenditure with very little return in its current state, not to mention the risk that comes with trying to be the bleeding edge, it's called bleeding edge cause it can cut you especially when you stumble. For ATEC or UMC they just don't have that risks, UMC has income and ATEC is seems to have revenue growth, something many is doubtful of in intel.
Intel 7 is crap. Intel 4 is good but expensive. Intel 18a is very competitive if not better than anything TSMC currently has or will have by the time it ramp ups. Intel 14a will use High-NA EUV which Intel has about a year of development lead time on TSMC. TSMC makes most of their money on legacy nodes which Intel never did. Moving forward past 18a Intel will keep nodes running longer. This is an entire new business model so to have the capacity for this, Intel must build and upgrade pretty much every site it has. All those costs are placed solely on their foundry business unit. Because of this it makes it look like they are losing massive amounts of cash when it is really just investment in the future. Ohio sis still happening, Arizona is still happening, The partnership with UMC is still happening.
S&P 500 includes both Googl and Goog equally so the magnificant 7 holding is actually 1 less companies. Bulk momentum from S&P is generated from these 7. If one removes them you have a +2.5% annual growth. If they are growing that is great but some years they return very negatively. In 20 years you will see more country rotation. What startles me is the total market capitalization distribution today has changed so much just within last 15 years. US will have less an influence on economy than before. If one can study identify some countries, etfs or even stocks now before others you will do even better. I discovered CELH, a drink company paid $3. Ditto a chip company UMC paid $1 /s for IC fab and did well. Most requiring reading through pages of earnings, K1 statements. My international is 16% of total portfolio. I like lower volatile funds with beta lower than 1. Sometimes I catch big fish other times my return is lower than some of the indices.
TSM is great, but I like that dividend on UMC. Lol
My take on this is (and that's me being dead serious here assessing the whole situation since years), with these news of a possible split being considered now or the thought of their IFS being IPOd they now entertain the public with … As always bringing their salami tactics and only revealing a bad news only in little slices and little by little e.g. through planted rumors like they have done so ever since – They're just priming the public and share-holders to subconsciously just accept their fabs ending up on the chopping block either way. Since it has become a mess, they themselves can't handle anymore. Since let's face it: Their whole IDM 2.0 was a bad joke and cloud-castle to begin with. Gelsingers plan of salvation and a utter joke to bring 5 nodes in just 4 years (5N4Y), after having stumbled and tried to advance for a decade with utter failure, was some utter joke from the start and everyone informed saw right through the bs. And no, trying to compete with TSMC is outright delusional. as TSMC gets pumped and dumped money on by the whole rest of the industry since years, which Intel can't ever compete against. Just look at TSMC's yearly revenue of $65-75Bn and put that against Intel's few billions. Not even a mere chance on paper. His plan to regain process-leadership was not only delusional from the get-go, but even sacrificing the company's only actually viable still-remaining assets for it (being still able to designing fairly decent IP-designs), was straight-up suicidal. His belief that he could compete with anyone as a foundry (TSMC, Samsung, GloFo, UMC & Co), much less TSMC itself, was utterly delusional and surely **a dangerous proposition to begin with** – That comes of as almost pathologically maniac and psychotic, especially when you consider, that *the complete rest of the semiconductor-industry* is not only helplessly filling up TSMC, Samsung, GloFo and all others with ship-loads of money (well, except *Intel* itself, of course!), but that the industry's biggest heavyweights like Apple, Nvidia, AMD, Qualcomm, MediaTek and so forth even almost drug TSMC up to the eyeballs with cash (for TSMC's own node-advancements), to be the very first at their newest node. Whoever thought (their board!) there would be any greater financial ability this going forward for any greater amount of time (without going ultimately broke), has been insane. Since Intel can't just sustain outsourcing and live off such smaller margins without extremely depleting financially and amass debts en masse or lose easily half of their headcount to avoid bankruptcy. *I mean, who could've possibly thought, shifting most of your inventory towards outsourced contract-manufacturers, would hit their own margins?! The joke is, they're doing it whilst trying to compete with them at the same time (pumping their competitors' CapEx).* Now they're on the brink of bankruptcy and have to hold extension plans, due to money-constrains for staying solvent … I think it was all done on purpose, to elegantly get rid of their fabs in a nice and smooth way, without them being send packing and have ample time to enrich themselves with millions in the meantime. Since so daft and utterly stupid is exactly no-one on God's green earth, being NOT able foreseeing going bankrupt over this from a mile away, it was likely planned to drag it out and fill their pockets. Like *"See?! Now we HAVE to sell our biggest assets, since we're basically broke! How did that happen all of a sudden?!"*. They knew it was time to let go, yet couldn't outright tell the truth for not being replaced with their multi-million salaries.
> if intels foundry business was wrapped up it would not be replaced The foundries, and business, and most employees, would still exist. They would just be managed by better managers. * GlobalFoundries could buy some. * Micron could buy some. * Whomever bought the the former-IBM/former-GlobalFoundries NY fab could buy one. * UMC bought fabs off of Fujitsu, and probably wants to improve on their current 14nm. * TSMC could buy some. * Nanya runs a 10nm fab and could probably manage a former-Intel fab. * Samsung could buy one. Or Intel could just spin it off into a fab business, like AMD did. AMD kinda proved that instead of Intel's "tik-tok", it worked better to have one company continually ticking and the other company continually tocking.
It isn't a sole dependency on TSMC, but Taiwan in general. UMC is the third largest semiconductor manufacturer by output and they are also Taiwan based.
GlobalFoundries has given up on advanced nodes. Their smallest node is 12nm. They mainly compete with UMC or SMIC, not the 3 big boys.
UMC couldn’t get FinFETs to work which is why they are partnering with Intel for a new process node.
I'm not familiar with UMC, so can't comment. It is a nice dividend though. I think industrial applications is a nice bet. Especially if there's a Trump win which to many means more infrastructure spending.
UMC is a well run company and earns a shit ton of money with legacy nodes. Decent value and a huge dividend. Lacks the AI factor though and is way more cyclical due to its large exposure to consumer electronics and industrial applications.
Curious to know people’s thoughts on UMC
I started looking into UMC lately. Not sure where it’ll go but it seems like it’s in good financial health.
This is about UMC? I’m not familiar with that company.
UMC working with INTC on chip production too
I don't disagree, but the only redeeming value of Taiwan is their semiconductor value chain. Once we force their big players from TSMC to UMC out of that island, the rest is all up for negotiation with China.
I'm saying that the chipmakers(TSMC, UMC, GF, Intel, Samsung) have all said that they're seeing significantly less chip sales and general slump. The exception, of course, is with Ai based chips. AMD only maintained it's revenue because of massive price cuts to Epyc and Ryzen chips, and Broadcoms revenue has been boosted primarily from the VMWare acquisition. ASML and TSMC are both up because they make the advanced processes for Ai, which is where Nvidia lies, and Advanced materials has seen a bit of a slump despite massive demand for Ai. Ai is driving revenue, but everything else is down. Embedded, mobile, automotive, server, consumer. Pretty much everything that isn't Ai related.
Hopefully the move to being a tsmc like fab company works, I don't think it will have the same margins as selling x86 though. They're going to compete with tsmc, Samsung, GlobalFoundries, UMC, and SMIC. I don't really follow this subject, but I bet there are a number of Chinese fabs coming online to make ARM and RISC V also. It's a race to the bottom. On the bright side, the US needs a fab company for national security, so they'll keep throwing money at US fabs like Intel.
They are ahead of their competition but it’s not as if Samsung, Global Foundries, UMC and SMIC are awful. Intel is looking better too. The others are years behind, but TSMC still has to be competitive to get business. And they’ve earned their lead through investment from partners (apple bank rolling new nodes). If they were to just switch to extract as much money as possible the money flowing through TSMC could find other avenues and help competitors catch up.
Here's the list of Taiwanese AI GPU shovel makers Jensen's mentioned (they make shovels for the shovel maker). Or just invest in Taiwan index fund. AAEON 研揚 6579 Acer 宏碁 2353 ADLINK 凌華 6166 ADVANTECH 研華 2395 ASE 日月光投控 3711 ASRock 華擎 3515 ASUS 華碩 2357 AVerMedia 圓剛 2417 Axiomyek 艾訊 3088 Chenbro 勤誠 8210 COMPAL 仁寶 2324 Coretronic 中光電 5371 DELTA 台達電 2308 EDOM 益登 3048 EverFocus 慧友 5484 Foxconn 鴻海 2317 GIANT 巨大 9921 GIGABYTE 技嘉 2376 GMI 弘憶股 3312 Inventec 英業達 2356 InWin 迎廣 6117 KENMEC 廣運 6125 KYEC 京元電 2449 Lanner 立端 6245 Leadtek 麗臺 2465 LITEON 光寶科 2301 MediaTek 聯發科 2454 MiTAC 神達 3706 MSI 微星 2377 Neousys 宸曜 6922 NEXCOM 新漢 8234 onyx 醫揚 6569 PEGATRON 和碩 4938 Quanta 廣達 2382 SOLOMON 所羅門 2359 TRI 德律 3030 Thermaltake 曜越 3540 TSMC 台積電 2330 UMC 聯電 2303 Unimicron 欣興 3037 Wistron 緯創 3231 Wiwynn 緯穎 6669 YUAN 聰泰 5474 https://preview.redd.it/nps7i1fan64d1.jpeg?width=640&format=pjpg&auto=webp&s=ab348219c2cb5184737194bf6504373fad92c746
probably, but they wont die. Keep in mind that the entirety of asia has foundries (UMC, GF...) and OSAT (UTAC, ASE, JCET...) scattered all around Thailand, Singapore, Philippines... and they can one day become a good alternative if TSMC falls. Source : i work in one of them
AAEON 研揚 6579 Acer 宏碁 2353 ADLINK 凌華 6166 ADVANTECH 研華 2395 ASE 日月光投控 3711 ASRock 華擎 3515 ASUS 華碩 2357 AVerMedia 圓剛 2417 Axiomyek 艾訊 3088 Chenbro 勤誠 8210 COMPAL 仁寶 2324 Coretronic 中光電 5371 DELTA 台達電 2308 EDOM 益登 3048 EverFocus 慧友 5484 Foxconn 鴻海 2317 GIANT 巨大 9921 GIGABYTE 技嘉 2376 GMI 弘憶股 3312 Inventec 英業達 2356 InWin 迎廣 6117 KENMEC 廣運 6125 KYEC 京元電 2449 Lanner 立端 6245 Leadtek 麗臺 2465 LITEON 光寶科 2301 MediaTek 聯發科 2454 MiTAC 神達 3706 MSI 微星 2377 Neousys 宸曜 6922 NEXCOM 新漢 8234 onyx 醫揚 6569 PEGATRON 和碩 4938 Quanta 廣達 2382 SOLOMON 所羅門 2359 TRI 德律 3030 Thermaltake 曜越 3540 TSMC 台積電 2330 UMC 聯電 2303 Unimicron 欣興 3037 Wistron 緯創 3231 Wiwynn 緯穎 6669 YUAN 聰泰 5474
Currently Ti is transferring many products to new 300mm fabs with substantially better cost per a part. If they stop their old 150 and 200mm (wafer size) fabs will eventually have to be mothballed. Which means they need to start outsourcing to vanguard semi, tower, UMC and TSMC. But that will lose them their current cost and controls advantages. And lead to them getting stuffed of their is a supply squeeze again. Anyway - as a customer I really hope they don’t do this. Would make them more like a Onsemi than what they are now.
>The west also has a ton of replacements for UMC and others (example: GFS). The CHIPS act was created to help them build out asap. GFS has lagged behind (read: gave up) in sub-10nm nodes. I don't know if they're a plug and play option to "replace" anyone at this point. Further, it could be argued GFS is in a bit of trouble right now as customers have been leaving them for sub-10nm foundries. In addition, there \*may\* be geopolitical considerations at play when it comes to how willing the US Gov is to engage with GFS. Should be interesting to see how it all unfolds.
AZ capacity will be 30,000 12-inch equivalent wafers per month. Taiwan based TSMC output is 2.2 million 12-inch equivalent wafers per month. Not to mention all the other non-TSMC fabs in Taiwan. UMC is also Taiwan based, and the third largest contract fab company by output.
$ FTEL $ GAU $ IBRX $ JAGX $ POAI $ UNIT $ UMC $ ZVSA * As always... do your own research, but here's a few that have treated me well this week... obviously, that means nada for next week. They have all moved well this week... There's many more. This week was slower though for sure. I'm sure somebody out there killed it!! Good luck to all. Be Smart! There is always another stock! 👍👊🤘😈
When I simply asked if anyone held UMC i was shuttered , Shuttered,!
Fabs do not take 4-5 years to start producing. Depending on many factors, maybe 2.5 years to start running wafers, 3 years to start ramping actual product. 5 years to be fully ramped. A fully ramped fab is printing money like it’s going out of fashion, especially once everything is depreciates. Intel, since they were not a foundry, would after a few years throw away (down ramp) a process while ramping up a new one. So they never got to enjoy a fully depreciated fab for years like TSMC did. With the new foundry model coming online with 18a and the new partnership with UMC we will begin to see production lines running for long time (hopefully longer than 14+++++++++++^100 ) .