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A giant semiconductor manufacturer whose stock prices are soaring

Image 1: Texas Instruments stock price chart
Image 1: Texas Instruments stock price chart
$Texas Instruments(TXN.US)$ is headquartered in Dallas, Texas, USA, and handles the design, development, manufacture, sale, and service of various semiconductor productsThe world's largest semiconductor companyIt is. In addition to general semiconductors for consumer use, it has demonstrated strengths in a wide range of categories such as aviation, space, and automotive. In addition to semiconductor devices, applied products such as electronic calculators are also well known. The headquarters of Japan Texas Instruments is located in Minato-ku, Tokyo. (Source; Moomoo Securities, Texas Instruments (US), Japan Texas Instruments LLC)
Image 2 Taiwan Semiconductor stock price chart
Image 2 Taiwan Semiconductor stock price chart
$Taiwan Semiconductor(TSM.US)$ is a Taiwanese semiconductor foundry (contract manufacturing contract for semiconductor pre-process processing of semiconductor wafers) manufacturer.The largest foundry company in the world.In addition to manufacturing, sales, implementation, inspection, assembly, and computer-aided design of semiconductor devices such as a wide range of integrated circuits (ICs) such as memory and image sensors, we manufacture photomasks, which are essential for IC manufacturing. TSMC Japan Co., Ltd. is headquartered in Minatomirai, Nishi-ku, Yokohama (source; moomoo Securities, Taiwan Semiconductor)
Image 3 Broadcom stock price chart
Image 3 Broadcom stock price chart
$Broadcom(AVGO.US)$ Is Singapore'sSemiconductor device manufacturing holding companyThat's it. It mainly provides products to analog semiconductor device developers and manufacturing companies. The main fields are wireless communication, wired infrastructure, etc. The company handles smartphones, data networking and communication devices, enterprise storage and servers, factory automation, and industrial equipment. (Source; moomoo securities)
No matter what you say about recent industry-related topics“Generative AI”I think so. Huge companies have announced their entry into this field one after another. What's more $Microsoft(MSFT.US)$ Business provision by existing forces is also thriving, such as providing funds to OpenAI, which developed CHAT-GPT. Therefore, competition for “generative AI” is currently intensifying, and it is difficult to read which companies will win in the near future. However, no matter which company or platform survives, it is said that the ability to collect and process huge amounts of data is essential in order to maintain and develop “generative AI.” Therefore, there is no doubt that “generative AI” will increase the number of jobs for existing semiconductor manufacturers, semiconductor materials, and even companies that make semiconductor inspection and manufacturing equipment. So, in this fieldA brand that has a large track record and has already grown into a huge enterpriseIt would be difficult to choose one.
This time, we screened for “semiconductor manufacturing” and “semiconductor equipment and materials” using Moomoo's screener function, and found the above 3 brands. What are the screening conditions
“Market; US Stocks,” “Exchange; NYSE, NASDAQ,” “Sector (Industry); Semiconductors, Semiconductors and Equipment,” “Market Capitalization ≥ 100 billion,” and “ROE- Annual Report ≥ 20%.” (See image 4)
Image 4: Screener function
Image 4: Screener function
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more
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為替、株式、投資教育情報を発信しています。業界人、著名投資家の知人多数。ファンダメンタルとテクニカルは双方を学んでいます
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