Microchips

Join Buffett in Buying This Semiconductor Star

Join Buffett in Buying This Semiconductor Star

Taiwan Semiconductor (TSM) has been my favorite semiconductor company for a very long time. It is the world’s largest contract manufacturer of advanced processor chips. And now, Warren Buffett has joined the Taiwan Semi fan club. On November 14, a filing with U.S. securities regulators showed that Buffett’s Berkshire Hathaway (BRK.B and BRK.A) had purchased […]

This Semiconductor Stock is a Buy as Equipment Delays Lengthen

This Semiconductor Stock is a Buy as Equipment Delays Lengthen

Despite the view from Wall Street analysts and their rose-colored glasses, the woes of the semiconductor industry continue. Last month, a warning came from Peter Wennick, CEO of ASML Holding (ASML), a manufacturer of chip-making equipment. In an interview with the Financial Times, Wennick said: “Next year and the year after, there will be shortages. […]

Chip Backlogs Worsen; Here’s How to Profit

Chip Backlogs Worsen; Here’s How to Profit

There has been a lot of happy talk coming from Wall Street lately about how semiconductor shortages will be over soon. Don’t believe a word of it. Semiconductor Shortage Persists According to the U.S. electronic component distributor Sourcengine, lead times for chip orders in early February grew from five to 15 weeks longer from where […]

TSM Extends Its Dominance in Chips

TSM Extends Its Dominance in Chips

Soaring demand for semiconductors used in smartphones, laptops, and other gadgets during the pandemic has led to an acute chip crunch, keeping order books full at Taiwan Semiconductor (TSM), the world’s most valuable and largest semiconductor manufacturer. No wonder it reported a record quarterly profit. Taiwan Semiconductor’s revenue growth went above 20% year on year […]

35631152 - silicon micro chip on human finger's tip

A Good Semiconductor Stock to Buy During the Chip Shortage

According to NVIDIA CEO Jensen Huang, for example, demand could exceed supply through 2022. Intel CEO Pat Gelsinger says the shortage won’t end until 2023. “We’re in the worst of it now, every quarter, next year we’ll get incrementally better, but they’re not going to have supply-demand balance until 2023,” he told The Independent. STMicro […]