Semiconductor Breakouts: GFS Tshuag Blasts siab dua ntawm 700% Kev Loj Hlob, IoT Expansion

Thoob Ntiaj Teb (GFS) xwb tuav Q4 kwv yees, propelling daim ntawv cog lus GFS Tshuag rau hauv qhov chaw yuav khoom tshiab. Lub breakout los ntawm heels ntawm chipmaker forging ib tug ntev-lub sij hawm kev pom zoo nrog General cov Motors lwm yam (GM) thiab kev nrhiav tau los nthuav nws cov kev taw qhia IoT.

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Cov xov xwm GM thiab tseem muaj lwm daim ntawv tshaj tawm nyiaj tau los tau txais GlobalFoundries qhov chaw tshwj xeeb ntawm IBD Breakout Stocks Index.

Qhia txog qhov rov tshwm sim hauv cov khoom lag luam tech tom qab xyoo tas los dais kev ua lag luam, Nyob rau hauv semiconductor (ON), Broadcom (AVGO), Viv ncaus Logic (CRUS), Super Micro Computer (SMCI) thiab Axcelis Technologies (ACLS) koom GFS Tshuag ntawm qhov ntsuas.

Thaum GlobalFoundries tsis koom nrog cov phooj ywg Cov khoom lag luam semiconductor Semiconductor Latex (LSCC), Txawb (MBLY) thiab AVGO ntawm cov npe tshiab ntawm tshiab yuav los ntawm qhov zoo tshaj plaws kev sib nrig sib nyiaj, cov thawj tswj nyiaj txiag tau qhia txog kev txaus siab thiab nce siab hauv cov chipmaker.

GlobalFoundries tau txais A + Kev Sib Nqus / Distribution Rating, taw tes rau hnyav kev yuav khoom los ntawm cov tuam txhab lag luam hauv 13 lub lis piam dhau los. Tus naj npawb ntawm cov nyiaj nrog txoj haujlwm hauv lub tuam txhab tau nce rau plaub lub quarter ncaj, dhia los ntawm 323 cov nyiaj hauv Q1 txog 452 hauv Q4.

Ntxiv rau, 41 nyiaj nrog A + kev ntsuam xyuas los ntawm IBD tus kheej GFS Tshuag.

Leej twg koom GFS Tshuag ntawm IBD Breakout Stocks Index?

GlobalFoundries, GM Forge 'First-Of-Kind' Partnership

Raws li ib qho ntawm lub ntiaj teb ua semiconductor manufacturers. GlobalFoundries muab Is Taws Nem ntawm Yam (IoT) thiab lwm cov txheej txheem nplua nuj rau kev lag luam loj hlob. Lub tshuab hluav taws xob semiconductor muaj kev sib xyaw ntawm kev tsim, kev tsim kho thiab kev tsim khoom rau cov neeg siv khoom thoob plaws Asmeskas, Europe thiab Asia.

Yav tas los lub foundry faib ntawm Advanced Micro Devices (AMD), GlobalFoundries tau spun tawm hauv 2009 thiab muaj nws IPO nyob rau hauv Lub Kaum Hlis 2021.

Nyob rau lub Ob Hlis 9, GlobalFoundries thiab GM koom tes tshaj tawm ib daim ntawv cog lus "thawj-ntawm-nws-zoo". Raws li qhov kev pom zoo, General Motors nkag mus rau hauv daim ntawv cog lus mus sij hawm ntev kom ruaj ntseg txoj hauv kev hauv GlobalFoundries 'New York cov chaw rau GM's US cov saw hlau.

Qhov kev npaj ua rau muaj cov txheej txheem tseem ceeb rau US shores. GlobalFoundries yuav tsim GM cov khoom siv tseem ceeb ntawm cov chipmaker cov khoom siv hluav taws xob siab tshaj plaws hauv xeev New York.

IoT Kev Lag Luam nthuav dav

Thaum Lub Ob Hlis 9, GlobalFoundries tshaj tawm cov Kev nrhiav tau ntawm Renesas Electronics 'Conductive Bridging Random Access Memory (CBRAM) technology. Qhov kev daws teeb meem tsis muaj zog nco no ua rau muaj ntau yam kev siv hauv tsev thiab kev lag luam IoT thiab cov khoom siv ntse ntse.

Qhov kev txav no txhim kho GlobalFoundries 'kev thawb kom sib txawv nws cov khoom siv thev naus laus zis los ua kom lub hauv paus ntawm kev siv hluav taws xob siv IoT rau ntau xyoo tom ntej.

Hauv xyoo 2022, ntu Smart Mobile Devices ua tau kwv yees li 46% ntawm GlobalFoundries 'kev lag luam. Nws Lub Tsev & Kev Lag Luam IoT kev lag luam tau nce mus rau 18%, nce los ntawm 13% hauv 2021.

GlobalFoundries Drives Explosive Loj hlob - Dua

Tom qab mus rau pej xeem, GlobalFoundries tau xa plaub lub hlis twg ntawm tus lej loj thib peb lossis txawm tias cov nyiaj tau los loj dua. Txawm li cas los xij, cov lej no tau ua raws li lub quarter xyoo dhau los uas pom tias poob.

Lub chipmaker txuas ntxiv ua kom zoo siab hauv Q3 thiab dua hauv Q4, nrog lub tuam txhab tshaj tawm 700% cov nyiaj tau los loj hlob, lossis $ 1.44 ib feem, hauv lub quarter kawg ntawm xyoo tas los. Cov kws tshuaj ntsuam kwv yees 26% EPS qeeb xyoo no, tab sis rov qab mus rau 39% nce hauv 2024.

Ntawm cov nyiaj tau los, kev muag khoom loj hlob tau qeeb dhau tsib lub hlis dhau los, qeeb los ntawm 74% mus rau 14% hauv Q4. GlobalFoundries muaj qhov nruab nrab C SMR Kev Ntsuas, uas taug qab kev muag khoom loj hlob, cov nyiaj tau los thiab rov qab los ntawm kev ncaj ncees.

Zuag qhia tag nrho, GFS Tshuag tuav 92 Puas Ntsuam Xyuas, qhia nws yog outpacing 92% ntawm tag nrho cov stocks nyob rau hauv cov nqe lus ntawm qhov tseem ceeb cov khoom khaws cia.

GFS Tshuag Fabricates Loj Breakout

Tom qab tshaj tawm lwm lub quarter ntawm kev loj hlob tawg, GlobalFoundries bolted siab dua nyob rau hauv loj ntim hnub Tuesday. GFS Tshuag tau tawg dhau ntawm 69.40 muas point nyob rau hauv lub khob thaum ntxov. Nws kaw hnub Tuesday qhov kev sib tham nyob rau hauv yuav tsam, 4% saum toj no nkag.

GlobalFoundries rub rov qab rau hnub Wednesday qhib, tab sis pom tias muaj kev tiv thaiv kom rov qab mus rau hauv thaj chaw yuav khoom. Nws xaus qhov kev sib kho 1% saum toj ntawm qhov yuav khoom. Cov khoom lag luam tau poob rau hnub, tab sis kaw ze rau saum nws cov nqi ntau.

Qhia kev ua lag luam kev coj noj coj ua, lub txheeb ze zog kab tau nce mus rau qis dua 52 lub lis piam siab.

Raws li cov khoom lag luam semiconductor zoo li LSCC thiab ON Semi txuas ntxiv nce siab thiab AVGO thiab AMD qhia lub zog, saib seb GFS cov khoom lag luam tuaj yeem nce ntxiv thiab xuas nrig ntaus nws txhua lub sijhawm siab ntawm 79.49.

IBD Tawm Tsam Sijhawm ETF

cov IBD Tawm Tsam Sijhawm ETF los ntawm Innovator Capital Management taug qab IBD Breakout Stocks Index. Raws li nrog rau lwm qhov Performance index ETFs, cov nyiaj no tso cai rau koj los nqis peev hauv tag nrho qhov ntsuas ntxiv rau, lossis tsis yog, yuav ib tus neeg cov khoom lag luam. Kawm ntxiv ntawm no hais txog ETF thiab Innovator cov nyiaj.

Ua raws li Matthew Galgani ntawm Twitter ntawm @IBD_MGalgani.

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