6 Qhov Zoo Tshaj Plaws Semiconductor Yuav Yuav Lub Peb Hlis 2023

Semiconductors yog ib feem tseem ceeb ntawm txhua qhov kev lag luam. Ntawm no yog yuav ua li cas kom raug rau lawv.

"Zoo li cov xuab zeb dhau ntawm cov xuab moos, yog li hnub ntawm peb lub neej," hais tias qhov kev paub qhib ntawm NBC's Hnub Ntawm Peb Lub Neej. Nyob rau hauv lub xyoo caum ua ntej lub premiere ntawm lub nrov xab npum opera nyob rau hauv 1965, Jack Kilby ntawm Texas InstrumentsTXN
thiab IntelINTC
tus tsim Robert Noyce, tom qab ntawd ntawm Fairchild Semiconductor, tau yug los rau kev sib xyaw ua ke thiab cov chips monolithic ua los ntawm silicon. Ntau tshaj li rau xyoo caum tom qab, cov cuab yeej muaj nyob txhua qhov chaw, thiab ntau dua li cov xuab zeb los ntawm cov xuab moos, lub neej nyob rau hauv lub xyoo pua 21st zoo li yog ib qho kev sib ntsib uas tsis muaj qhov kawg. tus naj npawb ntawm semiconductors.

Nws yog ib sab uas tsis tuaj yeem xeeb tub ntawm ib qho kev lag luam lossis ib feem ntawm kev ua haujlwm txhua hnub uas tsis txhuam cov chips hauv ib daim ntawv lossis lwm qhov. Cov khoos phis tawj, yog, tab sis kuj tseem muaj kev sib txuas lus hauv hluav taws xob, kev tsim khoom, kev tsim, kev tshaj tawm, kev ua liaj ua teb, tsoomfwv, kev lag luam, kev thauj mus los-koj lub npe, semiconductors tau nyob ntawd, ua li ntawd, thiab taug kev deb nrog lub t-shirt.

Raws li Deloitte, raws li xyoo 2020, lub nruab nrab cov neeg caij tsheb suav nrog $ 475 hauv chips, thaum lub xov tooj ntawm tes muaj $340. Tsis tsuas yog lawv nyob rau hauv txhua yam, tab sis yog loj nyob txhua qhov chaw, zoo muab ntau haiv neeg los ntawm kev nthuav dav rau kev lag luam thiab thaj chaw.

Fortunes tau ua twv txiaj rau yav tom ntej ntawm kev lag luam semiconductor, tab sis nws kuj tuaj yeem yog qhov nyuaj. "Kev nqis peev hauv kev lag luam semiconductor tuaj yeem hloov pauv, thiab nws yog ib qho tseem ceeb uas yuav tsum ua tib zoo soj ntsuam cov kev pheej hmoo thiab cov txiaj ntsig muaj peev xwm ua ntej txiav txim siab nqis peev," said Sean August, CEO ntawm tus nqi-tsuas yog kev tswj hwm kev lag luam ntiag tug ntawm Lub Yim Hli Wealth Management Group.

Berkshire Hathaway'sBRK.B
Charlie Munger tsis ntev los no tau hais tias nws yog "kev lag luam tshwj xeeb" yog li tau hloov pauv uas "koj yuav tsum nqa tag nrho cov nyiaj koj tau ua thiab nrog txhua tiam tshiab ntawm cov chips koj pov rau hauv tag nrho cov nyiaj koj tau ua yav dhau los."

Muaj cov tuam txhab me me uas tsim thiab tsim lawv cov chips, nrog rau cov neeg tsim khoom tab sis tsis tsim (foundry tuam txhab, hu ua fabs, luv rau fabrication) thiab cov uas tsim tab sis tsis tsim (fabless) . Cov neeg loj heev xws li Intel thiab Texas Instruments tau nyob ib puag ncig rau ntau xyoo lawm thiab muaj ib txwm muaj thiab tuaj.

Mispried stocks yog nkaum hauv qhov pom tseeb thiab tam sim no zoo peev txheej. Forbes 'cov kws tshaj lij kev nqis peev saum toj kawg nkaus qhia 7 cov khoom lag luam tsis pom zoo npaj kom nce siab hauv daim ntawv tshaj tawm tshwj xeeb, 7 Qhov Zoo Tshaj Plaws Yuav Yuav rau 2023. Nyem qhov no mus download tau tam sim no thiab tau txais lawv cov npe ua ntej Wall Street sawv rau cov tuam txhab 'tus nqi tseeb.

Nov yog qee cov lus qhia rau cov khoom lag luam semiconductor thiab cov nyiaj pauv pauv (ETFs) uas yuav tsim nyog rau koj cov peev txheej.

Taiwan Semiconductor Manufacturing Company Limited (TSM)

Nws yuav luag tsis tuaj yeem tham txog cov khoom siv hluav taws xob yam tsis tau hais txog Taiwan Semiconductor Manufacturing Company, feem ntau hu ua TSMC. Txij li thaum nws pib thaum xyoo 1980s, TSMC tau dhau los ua ib qho ntawm cov khoom siv hluav taws xob loj tshaj plaws hauv ntiaj teb.

"Qhov no yog lub tuam txhab tsim thiab tsim cov khoom siv hluav taws xob rau ntau yam kev siv, suav nrog kev txawj ntse (AI), cov duab kos thiab cov khoom siv txawb," hais tias Lub Yim Hli. "TSMC yog ib lub chaw tsim khoom lag luam loj tshaj plaws hauv ntiaj teb thiab muaj kev koom tes nrog ntau lub tuam txhab thev naus laus zis."

Txij li thaum nws qhib raws li lub tuam txhab pej xeem dhau los ntawm nws cov nyiaj xyoo 2022-31 xyoo-TSMC tau pom cov nyiaj tau los CAGR (suav nrog kev loj hlob txhua xyoo) ntawm 20.4% thiab cov nyiaj tau los CAGR ntawm 23.7%, raws li cov ntaub ntawv los ntawm S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse. Cov nuj nqis mus sij hawm ntev ntawm $ 27.2 billion yog offset los ntawm cov nyiaj ntsuab thiab nyiaj ntsuab sib npaug ntawm $ 50.8 billion.

TSMC tau txuas ntxiv ua kev nqis peev los muab cov khoom lag luam semiconductor tshiab tshaj plaws rau nws cov neeg siv khoom, uas suav nrog cov thev naus laus zis zoo li Apple.AAPL
, AMD, QualcommQCOM
, NVIDIADIA
thiab Sony.

Semiconductor Latex
LSCC
(LSCC)

"Ib qho ntawm peb qhov kev xaiv semiconductor saum toj kawg nkaus yog Lattice Semiconductor, lub tuam txhab tshwj xeeb hauv kev tsim thiab tsim cov khoom siv hluav taws xob tsawg, cov phiaj xwm ua haujlwm tau zoo," Sam Boughedda, tus lag luam sib npaug ntawm AskTraders.com hais. Field-programmable gate arrays, lossis FBGAs, yog cov khoom siv hluav taws xob uas cov tuam txhab tuaj yeem hloov kho rau lawv tus kheej xav tau. Qhov ntawd suav nrog MicrosoftMSFT
, uas tailors FPGAs nyob rau hauv cov ntaub ntawv chaw uas khiav nws Bing search engine kom ceev kev ua tau zoo thiab nyob rau hauv ib feem ntawm nws Azure huab xam platform. Tab sis thev naus laus zis muaj qhov hloov pauv thiab lub zog los ua haujlwm rau ntau hom haujlwm.

"Lattice tau txais txiaj ntsig los ntawm nws cov kev daws teeb meem rau PC tshiab tsim, uas khiav ntawm FPGAs qis thiab muab cov neeg siv khoom nrog kev paub txog AI nrawm, txuas ntxiv roj teeb lub neej thiab kev sib tham sib tham," Boughedda ntxiv. "Lawv kuj muaj qhov hloov pauv hloov pauv hloov pauv thiab ua tiav. Hauv lub sijhawm AI nce ntxiv, lub tuam txhab FPGA kev tsim kho tshiab yuav tsum pom nws muaj txiaj ntsig. "

Hauv xyoo 2022, lub tuam txhab cov nyiaj tau los ($ 660.4 lab) thiab cov nyiaj tau los ($ 178.9 lab) tau nce 28.1% thiab 27.1% xyoo dhau los, feem. Tag nrho cov nyiaj tau los feem pua ​​tau nce los ntawm 56.1% hauv 2017 txog 68.5% hauv 2022.

Mispried stocks yog nkaum hauv qhov pom tseeb thiab tam sim no zoo peev txheej. Forbes 'cov kws tshaj lij kev nqis peev saum toj kawg nkaus qhia 7 cov khoom lag luam tsis pom zoo npaj kom nce siab hauv daim ntawv tshaj tawm tshwj xeeb, 7 Qhov Zoo Tshaj Plaws Yuav Yuav rau 2023. Nyem qhov no mus download tau tam sim no thiab tau txais lawv cov npe ua ntej Wall Street sawv rau cov tuam txhab 'tus nqi tseeb.

AEHR Test Systems (AEHR)

Kev tsim khoom semiconductor tsis muaj nyob tsis muaj cov cuab yeej kim thiab esoteric thiab qhov ntawd yog lub khw AEHR nyob rau hauv: kev sim ntawm silicon carbide semiconductor wafers. Silicon carbide yog cov khoom siv tshwj xeeb semiconductor dav siv hauv hluav taws xob hluav taws xob. Cov thev naus laus zis yog qhov tshwj xeeb zoo rau cov tsheb hluav taws xob vim tias nws tuaj yeem tswj hwm qib siab ntawm lub zog ntau dua li cov pob silicon zoo sib xws.

"AEHR muaj ob peb ntawm plaub lub tuam txhab loj tshaj plaws [semiconductor tuam txhab] ua cov neeg siv khoom; nrog ntau dua hauv tis, "hais tias Gene Inger ntawm Inger Tsab Ntawv. "Nco ntsoov tias ob qho tib si Goldman Sachs thiab Fidelity tsis ntev los no tau tsim txoj haujlwm tseem ceeb hauv AEHR." Tsis tas li ntawd, raws li Inger sau tseg, tsis muaj nuj nqis mus sij hawm ntev, muab lub tuam txhab hloov tau yooj yim. Cov nqi sib koom yog nyob ze rau txhua lub sijhawm siab thiab nws xav tias lub tuam txhab yog "ua raws li."

Skywater Technologies (SKYT)

Lwm qhov kev pom zoo Inger, SkyWater yog ib qho spinoff los ntawm Cypress Semiconductors. Lub tuam txhab muaj ib tug xov tooj ntawm nthuav nta, xws li, raws li Inger sau ntawv, "cov ntawv cog lus loj rau 'rad-hard,' los yog hluav taws xob hardened, chips rau NASA thiab ntau tus tub rog cog lus." Lub tuam txhab tseem muaj cov nroj tsuag fab hauv Minnesota thiab tau ua haujlwm ntawm ib qho hauv Florida hauv kev koom tes nrog pej xeem thiab ntiag tug nrog Osceola County hauv xeev. Qhov chaw ntawm lub tuam txhab yog raws li ib tug DMEA-kev lees paub Trusted Foundry tuam txhab. Qhov kev lees paub muab SkyWater ib ceg ntawm kev tiv thaiv kev ua haujlwm. Cov lus qhia tsis ntev los no tawm ntawm Biden Tsev Dawb uas tsom mus rau tsoomfwv cov haujlwm uas siv US kev tsim khoom yuav tsum tau muab cov txiaj ntsig ntxiv. Raws li Inger sau tseg, "Lawv yog 100% hauv tsev thiab cov neeg koom nrog tau txais txiaj ntsig los ntawm Chips Act." SkyWater tseem muab cov khoom siv txawv txawv thiab kev cai rau kev siv tsheb, kev lag luam thiab kev kho mob.

Xyoo tas los no tau dhau los ua ib qho kev hloov pauv rau lub tuam txhab, vim tias cov nyiaj tau los hauv lub quarter thib plaub tau nce 69% tshaj xyoo dhau los, thiab thaum muaj qhov poob ntawm 3 xees ib feem, qhov ntawd yog qhov kev xav tsis thoob rau 11 xees poob uas cov kws tshuaj ntsuam xav tau. . Muaj kev pheej hmoo pom tseeb hauv lub tuam txhab uas tsis tau txais txiaj ntsig, tab sis tus nqi lag luam thaum kawg ntawm 2022 yog 2.4 npaug ntawm cov nyiaj tau los tag nrho, uas yog ntau yam tsawg thiab tus nqi nruab nrab ntawm tus kws tshuaj ntsuam lub hom phiaj ntawm $ 18 tseem yog siab dua tus nqi tam sim no thaum ntxov 2023. Yog tias kev tswj hwm tuaj yeem ua tiav qhov kev loj hlob ntawm nws cov haujlwm, qhov no tuaj yeem yog tus neeg pw tsaug zog, lossis tejzaum nws yog lub hom phiaj nrhiav tau ntawm qee lub sijhawm.

Nvidia (NVDA) Cov

Nvidia pib ua lub tuam txhab semiconductor tsim cov duab ua haujlwm (GPUs). Tab sis cov khoom siv tshwj xeeb tshwj xeeb tiag tiag txhais tau tias cov chips tuaj yeem ua cov lej suav nrog kev nrawm nrawm. Qhov ntawd qhib lub ntiaj teb ntawm lwm yam kev siv. Sean August hais txog kev ua si, tsheb thiab cov chaw zov me nyuam yog peb qhov kev lag luam uas lub tuam txhab ua si. Lwm tus muaj xws li kev tsim qauv thiab kev pom kev pom, lub ntiaj teb virtual thiab kev ua haujlwm siab. Lwm qhov chaw tseem ceeb rau Nvidia yog kev txawj ntse txawj ntse, suav nrog kev siv xws li kev txheeb xyuas cov neeg siv thiab cov tshuab hauv lub network txhawm rau txheeb xyuas cyberthreats thiab tsim cov kev pabcuam automated xws li audio transcription lossis virtual assistant.

Tsuas yog xyoo 2020, cov nyiaj tau los thiab cov nyiaj tau los ntawm kev loj hlob hauv xyoo tas los no tau muaj zog heev. Nrog rau qhov piv txwv tam sim no khiav 4 mus rau 8 zaug hauv ob peb xyoos dhau los, rov qab los ntawm peev ntawm 13.6% rau 22.9%, rov qab los ntawm kev ncaj ncees ntawm 26% mus rau 49.3% thiab tag nrho cov nyiaj tau los ntawm 59.9% rau 64.9%, NVDA yog qhov ua tau zoo.

iShares PHLX Semiconductor ETF (SOXX
SOXX
)

Ib qho ETF tuaj yeem yog txoj hauv kev zoo kom tau txais kev cuam tshuam rau ib qho kev lag luam lossis ntu thaum tswj hwm kev lag luam ntau haiv neeg uas koj tsis zoo li yuav rov tsim dua nrog kev nqis peev ntawm tus kheej. Lub Yim Hli qhia txog iShares PHLX ETF, "uas suav nrog cov tuam txhab tsim, tsim khoom thiab faib cov khoom siv semiconductors," nws hais. "Lub ETF tau nthuav tawm ntau yam ntawm cov tuam txhab semiconductor, suav nrog cov uas tsom mus rau AI, cov duab kos thiab cov khoom siv txawb."

7 Cov khoom lag luam yuav tam sim no

Nrhiav rau undervalued stocks nrog loj peev xwm upside? Forbes 'cov kws tshaj lij kev nqis peev saum toj kawg nkaus qhia cov npe ntawm cov khoom tsis raug cai tau npaj kom nce siab hauv daim ntawv tshaj tawm tshwj xeeb, 7 Cov Tshuag Zoo Tshaj Los Yuav Tam Sim No. Nyem qhov no mus download tau ua ntej Phab ntsa Street sawv ntawm cov khoom lag luam 'tus nqi tseeb.