who will be winner and loser in semi?

As we know there’s a new phase ahead in the semiconductor sector that will have major impact t the market dynamics in the semiconductor sector.

$NVIDIA (NVDA.US)$ NVDA result just came out. AI, crpyto, gaming, data-centres, etc. gaming sector down substantially. could be great value once the stock settles down.

$ASML Holding (ASML.US)$ ASML will be subject to very little geopolitical risk and is basically a monopoly for european market.

$Intel (INTC.US)$ INTC is reasonably priced but i think it’s a value trap. another possible catalyst is the CHIPS act may give them a boost.

$Taiwan Semiconductor (TSM.US)$ TSM. fall 32% since beginning of year. Both Samsung and TSMC have 3-nm technology. it also expects to produce 2-nm in 2023. dividend yield is 2.1%. more importantly TSM owns 50% of the market and 85% of the high end.

$Advanced Micro Devices (AMD.US)$ AMD - Intel’s loss of market share is AMD’s gain. higher end chip seems to be in demand really strong.

biggest threat to all is the potential oversupply of chips due to government intervention.