The Future of Semiconductors

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Semiconductors are six to 12 months or longer. Semiconductor investors were already having to listen to outlook for 2023 and this brewing slowdown in demand for PCs and smartphones a year or more in advance. Texas Instruments is an absolute giant about three quarters of their businesses and a lot of chips. They have done an incredible job of driving down their costs, and they have ridiculously high profit margins as a result.

Rebecca Hotsko and Nicholas Rossolillo discuss the semiconductor industry, including growth industries for chip demand, Nick's opinions on Qualcomm, TSM, and Texas Instruments. They also cover headwinds facing the chip industry, undervalued chip companies, and overvalued companies to watch for the future.

Nicholas is the Founder of Concinnus Financial, investment portfolio manager, host of Chip Stock Investor show on YouTube.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro.

04:04 - An overview of the semiconductor industry.

07:47 - What are the different types of chips?

11:57 - Which industries are expected to drive the most growth in demand for chips in the future?

20:05 - Nick’s comparison of Nvidia and AMD for the cloud AI space.

30:44 - Why is Qualcomm the leader in chips for mobility?

33:45 - Nick’s thoughts on Taiwan Semiconductor (TSM), as well as Texas Instruments.

44:06 - The near term headwinds the chip industry could face.

45:46 - Which companies are expected to best capture the growth in market share for the automotive industry?

48:06 - Which chip companies Nick believes are undervalued at today’s price?

49:14 - Which chip companies Nick likes long term, but thinks are overvalued at today’s price?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Check out: Concinnus Financial.
Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane or watch the video.

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