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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
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 ) .
MU had recently announced wafer needs is gonna increase tremendously as more memory added to Blackwell. And major product for UMC is wafers, niice. Will look more into this. Thanks for the dd!!
When I was at Intel we outsourced a not significant amount to UMC, basically parts behind leading edge. Not a bad play and trailing nodes do still make significant margin but it's not going to be as flashy as TSMC because they don't have a leading node. Geopolitical risk still remains, as does a general market slowdown for things such as cars and industrial equipment. The nodes UMC has are also produced by China, so China subsidies could undercut UMC.
Taiwan is irreplaceable, at least within the current decade or two. It would cost **trillions** of dollars to replace Taiwan. The TSMC fabs being built in AZ, for example, will have a monthly output of 30,000 12-inch equivalent wafers. TSMC Taiwan based monthly output is over 2.2 million 12-inch equivalent wafers. Not to mention that the AZ fabs will be two generations behind what Taiwan has by the time they open. Not to mention also the other semiconductor companies based in Taiwan, like UMC which is the 3rd largest fab company in the world by output.
Nobody could cover Taiwan's output. Keep in mind, UMC is the third largest semiconductor company in the world by output and they are also Taiwan based.
UMC runs 300nm fabs which are easy as fuck to replicate in today's day and age. SMIC can pump out 300nm like your backside after a spiceful meal. UMC is not in the same field of discussion as ARM.
UMC is up, also up in after hours. HIMX is up, but is giving some gains back in after hours.
A few updates I’ve seen so far and will update when I can: - [TSMC, UMC, other chip makers have had earthquake trip switches in place for years to ensure machines shut down to keep damage to chips in production to a minimum. We'll know soon. And yes, restarting takes time. Safety checks, damage checks, etc](https://x.com/dnystedt/status/1775361955903181246?s=46&t=yTuqWHcxCuGnMzHlm-HdGw) - [On map: The small blue star to the right of Taiwan is the epicenter (East Coast). The main semiconductor production areas are to the left, the West, where there are no reports of major damage as of now.](https://x.com/dnystedt/status/1775361258226856114?s=46&t=yTuqWHcxCuGnMzHlm-HdGw) - [The world’s biggest maker of advanced semiconductors, TSMC, said it evacuated some of its factories, called fabs. The company said its safety systems were operating normally and that it was still assessing the impact. TSMC’s fabs are clustered along Taiwan’s west coast, away from the epicenter of the earthquake. Still, chip production is highly precise and even short shutdowns can cost millions of dollars.](https://www.nytimes.com/live/2024/04/03/world/taiwan-earthquake-japan-tsunami/73ffe2a6-68aa-5704-bb1e-909dff02a9c8?smid=url-share)
At least it’s not UMC. That is the shittiest performing Taiwan Semi stock.
UMC is the INTC of Taiwan.
I don’t know shit about chips and tech in general. This sector isn’t my forte but I’ve been eyeing UMC and lost on how they are trading at 8 dollars a share and have been around for a long time. Are they carrying massive debt? I like their dividend even though it’s annual. do you think it’s a buy? besides DGRO and VOO I’m not holding any individual tech/chip stocks.
UMC. $8 Has some debt but it hasn’t run up at all which is mind boggling as the 3rd largest chipmaker. They are on 7nm. People seem to think that the most cutting edge silicon is what will power this AI revolution. But the reality is there will be a massive demand for all chips. Especially ones that are more affordable to actually be used in consumer use cases.
UMC join the AI rally already!
What's secret about UMC deals with same geopolitical issues as tsm
Puts on Apple. Apples crazy margins and war chest were built on shitty practices. 30% charge to subscribe to a 3rd party subscription service? Brainwash people to think android users are lepars. Lightening cables. And that’s just iPhone. Don’t get me started on MacBooks and their 8gb of ram and base SSD storage from 2013 still going strong. They are a lost company in this new age of computing and there is no Steve Jobs to bring them back this time. In on MU and loading up on UMC while it’s still a secret ;)
Is UMC undervalued? They recently partnered with Intel for chip production in Arizona. 1/16/26 calls are really cheap. Idk what I'm doing
First chipmaker in Taiwan. 44 years old. #3 globally. Something needs to power consumer AI, and not every company can afford cutting edge process modes. And the founder wears a freaking bullet proof vest. UMC is a sleeping giant. https://en.m.wikipedia.org/wiki/Robert_Tsao
UMC a decent play? Seeing Micron pop, super micro.. UMC hasn’t really yet.
I agree but if intel pulls through, they will overtake UMC and UMC will go from 2nd to 3rd. They want to overtake TMC while UMC doesn’t even have ambitions to be on par with TMC.
UMC lol you might as well put BS on your tracker
https://preview.redd.it/mtxi0ki66lpc1.jpeg?width=581&format=pjpg&auto=webp&s=2c5b19d2e6b9eaed231f97ea7df6758f7cef6e5a Anyone else holdin amkor or UMC calls
why UMC? Also LRCX, TOELY and to a lesser extend Western Digital, whatever their ticker is.
UMC? explain. That’s really on no one’s radar
MU, AMAT, ARM, UMC. Put those on your tracker.
Let's see.... Samsung UMC GF SMIC INTC
Look at that line with Intel net assets: $110 billion. Intel didn't get that fat wad of cash by not doing nothing. That's all IP from the 2000's to 2018. During that era Intel had the best manufacturing tech, processes, and chip architecture (in general). That IP is exactly why Intel is able to spend like crazy on massive CAPEX for their future instead of being worried about things like selling off assets or bankruptcy. One way to look at the semiconductor manufacturing market is to seperate it into 3 tiers. * Tier 1 * Cutting edge tech, high IP, very high CAPEX in R&D to maintain. Very high profit margin. Think TSMC right now. * Tier 2 * 2nd tier - close to cutting edge. Still decent margins, but a lot of competition and you're kind of playing the "TSMC is out of fab capacity so lets go to them" - this is Samsung and Intel right now. Arguably, Samsung is ontop of Intel in this segment too. * Tier 3 * Commodity. This is the UMC's, GloFlo, Infineon, STMicro, etc. TSMC and Samsung also have some fabs at this low margin area. * Each of these companies may have some cutting edge packaging tech and materials tech in their own specific niche, but in general, they are competing are cheap wafers. * For example, Infineon makes a fat margin on their SiC and GaN products and UMC does every type of packaging imaginable. GloFlo is a lost child here, they have little to offer - which is why they're chasing that government money. maybe that's their niche in the future.
UMC? Bad time to buy? I know it’s well behind TSM but wondering if anybody thought this would be a good investment.
Have to keep it real? $UMC calls! All day, January 2025 calls are cheaper than October 2024 calls. Which mean… the are undervalued. https://preview.redd.it/vd5jjufa45nc1.jpeg?width=1674&format=pjpg&auto=webp&s=1c18caa61b369cb5b028479a317e3e9cb8f43fdb
monthly revenue tomorrow and UMC a shit tier fab just turned around revenue growth for the first time in two years. Extremely bullish for TSM which always vastly outperforms it
Also looking into UMC right now for similar play still deciding
TSMC reports monthly revenue friday and will pump even harder, watch. UMC a vastly inferior foundry that makes trailing edge shit and has way lower pricing power just posted revenue growth for the first time in two years. Big time read through for TSM. 
ALL IN UMC 
UMC gonna moon? 
maybe UMC will come around... the dividend is not bad... i currently hold ASX on yahoo 'finance', UMC is fairly valued with a good dividend...7.44%... ASX is undervalued with a lower dividend.. 5.68%... HIMX is undervalued with the highest dividend... 8.14%... of course yahoo's dividend stats aren't always accurate.. maybe dividendinvestor would tell a more detailed/accurate story.. [https://www.dividendinvestor.com/dividend-quote/asx/](https://www.dividendinvestor.com/dividend-quote/asx/) [https://www.dividendinvestor.com/dividend-quote/umc/](https://www.dividendinvestor.com/dividend-quote/asx/) [https://www.dividendinvestor.com/dividend-quote/himx/](https://www.dividendinvestor.com/dividend-quote/asx/) outside of dividends, ASX has had a pretty good month...
Any idea why UMC and GFS both have declining earnings?
https://en.m.wikipedia.org/wiki/List_of_semiconductor_fabrication_plants UMC, GFS, and of course Intel and TSM. All long term plays.
Don’t forgot about the foundry partnership with UMC.
Don’t listen to him. I saw your other post about UMC and thought it was decent advice but now that you said these things I don’t trust anything you say. 
How come everyone only sees the big player only and based on the hype, where is the TA to backup all these hypes? Get UMC, TA is looking good (Not financial advice, I'm just sharing my PoV). Good luck everyone
Going long on ARKF, AMKR, APLD, IONQ, and UMC Data Centers, Quantum Physics, and Chip Manufacturers These are all at entry level positions poised for bigs gains in the year(s) ahead.
these are all kind of pennystock adjacent, but in addition to MX, maybe check out companies like UMC, HIMX, and ASX... smallish Taiwanese fabs with existing earnings, and paying a dividend. MX could rocket though... MX does have some cash, and almost no debt, but their cash flow is bad. they do have almost $9 of book value...
How about United Microelectronics Corporation? $UMC Taiwan Semiconductor's little brother.
Intel is working with TSMC and UMC
UMC only makes as high as 7nm chips as far as I know. Could be wrong on that. In any case TSMC's 4nm process is in the H100 and with the H200 coming I don't see how UMC helps in any way when they cant make the 4nm nodes Nvidia uses. Maybe they fill a role somewhere in the Nvidia product line but this play makes no sense to me. Nvdia needs TSMC to scale in order to print those chips my dude. Do your research here to make sure but seems like a monke brain idea.
Anyone know anything about $UMC ? Are they a underground stock waiting to pamp or is it garbage
$UMC about to get squeezed and gain some traction
$UMC about to 🚀 massive put volume 82.7 p/c ratio. This thing is about to squeeze once retail sees it. 20b market cap, profitable, semiconducter stock trading under 10$
Put it this way, TSMC has close to 60 percent market share in the foundry business. And if you ask any company in the fabless industry, they'll tell you there is a huge gap between TSMC pricing and the pricing at other foundries. You can see that in the gross margins. TSMC has super high gross margins compared to all other foundries such as GF, Towerjazz, UMC, Samsung, etc. Take a look at the industry today, all these foundries are screaming that utilization rates are quite low and having significantly decreased revenues going forward. Yet TSMC is chugging along with increasing revenues and profitability. Surely, there is some critical reason why all these fabless companies are choosing the much much much more expensive supplier. If you think the product performance gap is close, you gotta think again.
That’s true. Not all chips require 3/5/7nm process. But that’s a reason why UMC is dirt cheap haha
UMC has announced giving up on developing advanced process quite a while ago. Their main product line focuses on 14+nm tech nodes.
Thanks, great read. And I learned about UMC, which looks dirt cheap.
UMC sales increase Jan: [https://www.umc.com/en/IR\_Financial/monthly\_sales\_revenue?param1=2024](https://www.umc.com/en/IR_Financial/monthly_sales_revenue?param1=2024)
UMC Jan 2024 sales out: https://www.umc.com/en/IR_Financial/monthly_sales_revenue?param1=2024
They’re paying someone UMC to do their R&D. They can’t create anything themselves and are outsourcing it. They’ve been doing this for years .
Never mind they also just made a foundry partner with UMC for a completely new transistor node.
Just announced new foundry collaboration with UMC, still the dominant player in CPUs, and expecting more AI guidance. Last 2 quarters promising, government contracts etc.
I'm long UMC. No idea why, I just YOLOd it.
Maybe. As far as I'm concerned NVDA is more of a meme stock than TSLA. I would buy NVDA if I wanted to eat the premium, and I suppose I always worry I'll buy right when the market breaks, so I've held back until now. UMC seemed safer to me just because I think it's undervalued after its' last earnings, and like 35% of SOXQ is NVDA and AMD anyway.
unironically a good idea, fren. I'm sitting on UMC just because I think there's more percentage potential. ($10 to $13 is 30% gain ; $595 to $600 is 14% gain).
I agree. SOXL and SOXQ overall, but I bought calls on UMC, because NVDA and AMD are already priced in (but surely bullish).
there are semis from all over the world, europe, asia, usa, etc... some make complex chips, and others make less complex, 'bread and butter' chips... some are 'fabless', and contract the production out to someone else... the fabless ones design the circuits in-house, but farm out production... some have dividends versus no dividends... some have earnings versus others who are losing... some are in favor with the investing public, and others are lesser known/loved... my favorite is UMC out of Taiwan... behind the tech curve, but paying a dividend, and making chips that people still use... ymmv looks like UMC is going into 12nm, whatever that means... i think they had previously been at the 15nm threshold [https://finance.yahoo.com/quote/UMC/community?p=UMC](https://finance.yahoo.com/quote/UMC/community?p=UMC)
[https://finance.yahoo.com/quote/UMC?p=UMC](https://finance.yahoo.com/quote/UMC?p=UMC) i like UMC
UMC, ASE and PSMC December sales all down from November: https://www.umc.com/en/IR_Financial/monthly_sales_revenue?param1=2023 https://ir.aseglobal.com/html/ir_revenues.php?year=2023 https://www.powerchip.com/en-global/financials/index/monthly-revenues-2023
TSMC December sales released today right? Both UMC and ASE Technologies were down for December.
I bought UMC months ago expecting it to do something... It's been flat ever since then all of a sudden, +8% in 2 days!
Only Nordstroms really qualifies here as UMC. Maybe Polo RL, but only purple label. This is outlet mall stocks.
Lmao these are what lmc thinks UMC likes.
Ugh... you literally bought UMC at the all time high then. With their dividend, you're not truly down 30% though. Japan is about to pass a 2.8bn subsidy for chip manufacturing, and I expect UMC to benefit from that since they have manufacturing facilities in Japan. If I were you, I'd make sure your dividend was getting reinvested and just hold what you have. You'll accumulate more shares over time from the dividend and hopefully the price will go up. I'm a big fan of UMC, but I'm not down 30% like you are...
Good question, not sure, fundamentals seem similar (low PE, solid ROE, Solid Debt to equity ratio). I thought UMC will be next TSMC, but I've been holding for 2 years now and it just keeps bleeding. Maybe 2 years is not a long enough time. DFS is very volatile but then again it would probably be same with AXP and JPM, I held both but they just kept going sideways so I sold them, maybe finance stocks are to be looked at in at least 5-10 years time periods or just buy Finance ETF. I only kept DFS cause I thought they will be different from the previous two, but so far it didn't pay off. LKQ was very good but I didn't sell when I was up over 50%, instead I bought more and now I am overally down and it's my largest stock holding (10% of overall portofilo and 22% of stock portfolio).
Don't sleep on some of the other chip manufacturers. I've held UMC for awhile... it's a good one with a +7% dividend, which is practically unheard of in tech.
Just about every outlet that tried to latch onto the loud, yet fringe nich "social justice" crowd, has folded. Like they fucked up by thinking Twitter is a reflection of real life, when in reality, it's just UMC and UC over educated types who dominate that platform and aren't reflective of reality at all. But since journalists are all UMC and UC ivy league types, it seems WAY more popular than it is, because it dominates their social circles I still miss Collegehumor before they also took the woke pill and pivoted away from "Here are 6 ways Google is the devil" to "Here are 6 ways you are actually a racist bigot"... Ugg it just got so shit-tier once they started making all their articles about preaching some political social justice wrapped in poorly written humor.
If you are looking at TSM long term, there’s a company called UMC that would be worth keeping an eye on as well. If you want to see my full analysis of the sector, let me know and I can link you to it.
**UMC** is cheap a.t.m. Why? Because ill informed investors really think that China could invade Taiwan. 🤡 China cannot. China has seen how Putler got torn a new one by Ukraine, and will have lost all appetite for war with the West. So exploit this by going long. The world needs semiconductors. To make war drones, for starters.
4kusd into 20k usd, or something around there, enough to pay off a student loan 20k cad, bought 100 shares at $40, sold 40 shares at $100 to get capital back, sold the other 60 at $325 after I changed by sell the morning it crashed from 475 up to 500, we only saw 480 that day then it started to crater.... got a little greedy but not too regarded. Since then, I have lost most gains, but still grateful to get rid of student loans. Lost gains being regarded with BB and impatient with UMC and NVDA. I sold at a loss, then they ripped(not BB). Now balls deep in MVIS and I will hodl for however long it takes or die with these shares, 5130 @ $7.75 from a starting average of $21.
value screens scream about PFE lately e.g. https://finviz.com/map.ashx?t=sec&st=ytd what hasn't taken part in the rally so far e.g. https://finviz.com/screener.ashx?v=111&f=cap_largeover,fa_debteq_u0.4,fa_fpe_low,fa_ltdebteq_u0.4,fa_pe_low,fa_roe_o20&ft=2&o=-marketcap This is a screen for large companies with good earnings last year, good earnings going forward, high return on equity and low debt. If you rule out cyclicals at peak (energy/mats) there's not a lot to choose from. As in, there's literally less than 10 things to choose from out of 800 companies. Question: STM, UMC and ALB show up in this screen. Anyone have thoughts on those 3 companies?
Large global companies as employees to regularly transfer geographic locations. Especially high-skilled where it’s hard to hire local replacements. Roughly half of the 50k workforce has a masters or above. There’s a whole industry that helps facilitate expat transfers. So geopolitical considerations aside it’s not an unusual thing to have employees move locations and hire a service provider who helps employees relocate overseas. It wouldn’t require everyone to move. Mostly the high value employees who are driving leading edge production and R&D. Yes there would undoubtedly be some percentage who decide to stay in Taiwan but if you are working on leading edge semiconductor technology where else are you going to go in Taiwan? UMC?
TSMC's US production when the fabs are done will be about 30,000 12-inch equivalent wafers. TSMC's Taiwan production when their current fabs are done will be about 2.2 million 12-inch equivalent wafers. And we are just talking about one company here... Nobody ever mentions UMC, which is the third largest semiconductor manufacturing company in the world by output, also based in Taiwan.
$53 billion dollars is nothing. China has spent literally trillions of dollars trying to catch Taiwan, and they'll still only at 7nm. TSMC capex alone over the next 3 years is over $100 billion dollars... And nobody ever mentions the other Taiwanese chip manufactures like UMC, which is the third largest chip manufacturer in the world by output. $53 billion dollars isn't going to change a single thing.
I'm an employee, don't qualify as an inside trader, or work in that division. Inspection Recalls for this engine at P&W are common place in aerospace, usually not on this scale. Rolls Roce has it with Trent 1000 and XWB engines, GE has it with GE9x. Using oil analysis and NDI of components will show possible failure or potential high wear on jet engines it gets researched, notified and decisions are made within FAA compliance if recall for inspection, rebuild, or replace is required. This is an inspection recall with a very low failure rate. Flash in the pan. I'm more concerned with the net decrease in cash/financing flow and net operating profit. I moved bond and fixed income assets in my 401k to RTX "stock fund" (a rant and rave in itself its so much bullshit and shouldn't be allowed in a 401k, yet there it is) with the dip, 12% below my cost average. To whit on the disclosed insider trading James A. Winnefeld Jr. ADM USN (ret) on the board of directors purchasd on July 26th, doing the exact same thing. On the other hand, to answer OP question, I'm building positions in C, SBLK, UMC and considering adding to Disney. Meanwhile Barron's has posted a price target of $400 for META. So I might go there, but it could put me overweight in underlying holdings.
It won't. Let's dive in the reasons why. 🇹🇼 Taiwan produces over 60 percent of the world’s semiconductors and over 90 percent of its advanced ones. Its chip dominance is known as the Silicon Shield – the idea that global reliance on its chipmakers keeps the island safe from a Chinese military invasion. Let's assume destruction of the semiconductors plants from TSMC and UMC in taiwan. 1) First effect is immediate recession worldwide and in the US of several percentage points because of the lack of semiconductors.
If you look at the merging market. Actually Indian stocks and etfs are doing way better than depressed Chinese market. In general emerging etfs typically return poorly. For Asia, semi like TSM, UMC, Panasonic, Samsung. Not one expect Chinese stocks will rise as fast as US or W Europe. As for me it got be a 30 ft totem pole. Frankly, Dr Reddy is way better than any of the stocks crushed.
Nobody knows what will happen. You can get analyst projections at various places. You could use their recommendations for buy/sell/hold to decide. They're all wrong though because nobody sees the future. https://www.zacks.com/stock/quote/GME?q=gme https://www.zacks.com/stock/quote/UMC?q=UMC https://www.zacks.com/stock/quote/MRNA?q=MRNA https://www.zacks.com/stock/quote/ALGN?q=ALGN https://www.zacks.com/stock/quote/NFLX?q=nflx https://www.zacks.com/stock/quote/ADBE?q=adbe https://www.zacks.com/stock/quote/AMAT?q=amat I recommend target date funds as a one-size-fits-all investment vehicle, if you're not doing your own research.
Why the heck have I never heard of AVGO and yet remember more about TSMC, UMC, and Samsung's microprocessor foundries for the past 5 years? Are they even real?
Just keep it up....I will continue to school you since you have no idea what you are talking about. I hope you actually learn something. NVDA has high margins because they have no manufacturing. They are like a software company that way. All they have is sales, marketing and accounting costs. It is not quite as good as software because they do have to purchase the chips they sell from their contract fab, like TSMC and so they do have a Cost of Goods Sold, which is 30% of revenue. The basic formula for manufacturing accounting is: Rev - COGS = gross margin (GM). GM - SG&A = net profit. But SG&A are most of their expenses, the other 70% less profits of 18%. So their SG&A is 52%, which is much more than Intel. NVDA have no plant to depreciate, but their suppliers like TSMC do and so that depreciation is just transferred to the COGS which are the chips purchased for resale. INTC, which always wanted to have the best global chip manufacturing capability to enhance its own margins, always had its own production. And it was the best chip fab money could buy. So they always have had high COGS, including the plant depreciation and lower SG&A than NVDA. But they had the best gross margins as their chips outperformed. But they also were able to create a competitive advantage through that vertical integration. Now, they are finally acknowledging they have lost that global production advantage. TSMC caught up to them and passed them on manufacturing productivity (using the same tool manufacturers as Intel: AMAT, KLA and ASML). Now NVDA and even AMD, which was always behind INTC in chip performance for decades, has caught INTC. The decision is obvious: split the high cost business of fabrication off into its own company so it is compared in the market with TSMC, UMC, Global and Micron and set up a separate chip design company like NVDA, AMD (which used to have its own fabs), Qualcom and Marvell. INTC will have comparable margins in its chip design business as NVDA, once it has spun off the fabs. That reality is not yet in the stock price. INTC will go up while NVDA, with a world class competitor in GPUs, will come down
my accounts went from 857k 12/21 to 636k 10/22, that said, I'm all in here, the bottom was i March 2023. still getting shit on in retail, my wife has TGT and ULTA. Not sure what the problem is with ULTA, earnings were great, maybe that they're inside Targets. My UPS is shitting the bed too, but I entered sony on the deep discount and have lots of Ford, UMC, tesla, apple, costco and panasonic! bought some toyota at $129. My dividend plays are Ford, PLD, wpc and UMC.
I have 1% in UMC And 1.6% in INTC for my chips