mic z
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$NVIDIA(NVDA.US$ Although the achievements in the AI field are remarkable, $Intel(INTC.US$ , Samsung, $Taiwan Semiconductor(TSM.US$ There are plenty of reasons to invest. With attractive ratings, strategic positioning in the revenue cycle, diverse revenue streams, strong manufacturing capabilities, and the ability to survive Moore's Law deceleration, we can expect long-term investment opportunities in the semiconductor industry.
Cyclic phase differences, revenue dynamics, the nature of actual fabs, and Moore's Law slowing down are factors that promise accelerated growth for TSMC, Intel, and Samsung.
These factors also suggest that Nvidia's growth may slow.
Additionally, evaluation matters, making these other companies attractive investment choices compared to Nvidia.
Cyclic phase differences, revenue dynamics, the nature of actual fabs, and Moore's Law slowing down are factors that promise accelerated growth for TSMC, Intel, and Samsung.
These factors also suggest that Nvidia's growth may slow.
Additionally, evaluation matters, making these other companies attractive investment choices compared to Nvidia.
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I will share personal watchlists related to AI data centers centered on NVIDIA. I hope it will be helpful to you.
1 ️ EK Hardware Provider - NVIDIA Corporation $NVDA: As you know, it's a leader in GPUs and AI chips, and plays a central role in AI data centers.
- Taiwan Semiconductor Manufacturing Company $TSM: It is the world's number one semiconductor manufacturing company and undertakes NVIDIA's GPU manufacturing.
- ARM Holdings plc $ARM: ARM's semiconductor design is energy efficient and can provide scalable processors, which can improve AI data center performance and efficiency. We are collaborating with NVIDIA to build CPUs for data centers.
- Super Micro Computer, Inc. $SMCI: Provides server and storage solutions and provides a hardware platform that optimally utilizes NVIDIA GPUs. Long relationship with NVIDIA...
1 ️ EK Hardware Provider - NVIDIA Corporation $NVDA: As you know, it's a leader in GPUs and AI chips, and plays a central role in AI data centers.
- Taiwan Semiconductor Manufacturing Company $TSM: It is the world's number one semiconductor manufacturing company and undertakes NVIDIA's GPU manufacturing.
- ARM Holdings plc $ARM: ARM's semiconductor design is energy efficient and can provide scalable processors, which can improve AI data center performance and efficiency. We are collaborating with NVIDIA to build CPUs for data centers.
- Super Micro Computer, Inc. $SMCI: Provides server and storage solutions and provides a hardware platform that optimally utilizes NVIDIA GPUs. Long relationship with NVIDIA...
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mic z : Intel? You'd better not read this article![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")