Intel Appears to be a good long term play

[Budge]

"CUDA is not a moat that Nvidia can really stand on for long," said chief business officer at Habana Labs Eitan Medina, adding that Intel's software platform is open standard, free to download and use from GitHub, the software development site.

/quote]

Completely off topic but CUDA cannot stand on a moat:

[Yodean]

ASML (ASML.AS), a semiconductor industry and stock market giant, has to think smaller. Or maybe bigger.

It is building machines the size of double-decker buses, weighing over 200 tonnes, in its quest to produce beams of focused light that create the microscopic circuitry on computer chips used in everything from phones and laptops to cars and AI.

It's now preparing to roll out a new $400 million machine for next-generation chips which it hopes will be its flagship by the late 2020s but for now remains an engineering challenge.

Executives at ASML's headquarters in the Dutch town of Veldhoven told Reuters a prototype was on track to be completed in the first half of 2023. They said the company and longtime R&D partner IMEC were setting up a test lab on the spot - a first - so top chipmakers and their suppliers can explore the machine's properties and prepare to use production models as early as 2025.

EUV stands for extreme ultraviolet, the wavelength of light used by ASML's most advanced machines.

The fortunes of the project are also important for ASML's customers, chipmakers racing to expand production amid a global shortage. They include U.S. player Intel, South Korea's Samsung and Taiwan's TSMC, the biggest, which makes chips for the likes of Apple, AMD and Nvidia.

Industry specialist Dan Hutcheson of VLSI Research, who is not involved with the ASML project, said the new technology - known as a "High-NA" version of EUV - could provide a significant advantage to some chipmakers.

He said TSMC eclipsed its rivals by integrating ASML's EUV machines first in the late 2010s - a mistake Intel CEO Pat Gelsinger has vowed not to make again with High-NA.

Lithography is a key determinant of how small circuitry on a chip can get, with High-NA promising a 66% reduction.

Circuitry is now approaching the atomic level, leading to predictions that the end is nigh for "Moore's Law", a famous 1960's observation that the number of transistors on a microchip doubles about every two years.

"If they (ASML) don't succeed it will become difficult to continue with Moore's Law," said Jos Versteeg, an analyst at Dutch-based bank InsingerGilissen, though he noted engineers had defied similar doubts in the past.

Since 2000, ASML has rapidly taken market share from Japanese competitors Nikon and Canon, which now mainly focus on older technology.

ASML controls more than 90% of the lithography market. No competitor is attempting to build an EUV system, citing high development costs.

Versteeg at InsingerGilissen said that while ASML enjoyed a near monopoly, its "pricing is dependent on the productivity of the machines".

Meanwhile, it must sell EUV tools to the shrinking number of companies that make leading-edge chips, which include memory chip makers SK Hynix and Micron.

ASML is also tied to the wider fortunes of the cyclical chip industry, which some researchers expect to double past $1 trillion in annual sales this decade.

*****

https://www.kitco.com/news/2022-05-20/C ... uture.html

[SOL]

Don't be surprised if they develop a new technology to create chips that dont' need all these massive machines. AI is improving fast

[harryg]

ASML is one of the most important companies in the IT world for this reason (lithography). It's somewhat ironic that the machines used to produce minuscule chips are so enormous.

Mr Trump got involved with the Dutch govt and blocking sales to China.

https://www.reuters.com/article/us-asml ... SKBN1Z50HN



I don't know what would replace it, but who might come up with a possible replacement - IBM ? Deepmind ? (GOOGL)

[nicolas]

What about Kulicke & Soffa (KLIC)?
- Cheaper than peers (ASML, AMAT, LRCX) on many metrics
- Resisted better to the correction (-17% YTD while others are down >30%)
- Declining P/S (to 1.68 currently)
- Is buying back shares, bought back almost 5% of the float (!) last quarter if I understand correctly
- Strong balance sheet, lots of cash, no debt
- High short interest

[SOL]

What about Kulicke & Soffa (KLIC)?
- Cheaper than peers (ASML, AMAT, LRCX) on many metrics
- Resisted better to the correction (-17% YTD while others are down >30%)
- Declining P/S (to 1.68 currently)
- Is buying back shares, bought back almost 5% of the float (!) last quarter if I understand correctly
- Strong balance sheet, lots of cash, no debt
- High short interest

KLIC is a good play as well as MU. We are looking at both. ASML is kind of pricey and it looks like it could pullback a lot more on the monthly charts.

[Yodean]

U.S. chipmaker Intel Corp (INTC.O) said on Monday it will produce chips for Taiwan’s MediaTek Inc (2454.TW), one of the world's largest chip design firms.

The manufacturing arrangement is one of the most significant deals Intel has announced since it launched its so-called foundry business early last year.

A foundry business builds chips that other companies design and Taiwan Semiconductor Manufacturing Co (TSMC) (2330.TW) is the top player in that space. Intel has mainly built chips it designed itself.

While Intel didn’t give any financial details of the deal or say how many chips it would be producing for MediaTek, it said the first products would be manufactured in the next 18- to 24- month period and will be in a more mature technology process called Intel 16, with the chips used for smart devices.

“MediaTek has always adopted a multi-sourcing strategy,” MediaTek said in a statement. “In addition to maintaining close partnership with TSMC in advanced process nodes, this collaboration will enhance MediaTek’s supply for mature process nodes.”

Intel previously announced that its foundry business has signed deals with Qualcomm Inc (QCOM.O) and Amazon.com (AMZN.O).

https://www.kitco.com/news/2022-07-25/I ... chips.html

*****

TrendForce continues to accumulate steadily behind Intel-ligent. The power of crony capitalism will not be denied (CHIPS Act). Nfa.

[LoriPrecisely]

U.S. chipmaker Intel Corp (INTC.O) said on Monday it will produce chips for Taiwan’s MediaTek Inc (2454.TW), one of the world's largest chip design firms.

The manufacturing arrangement is one of the most significant deals Intel has announced since it launched its so-called foundry business early last year.

A foundry business builds chips that other companies design and Taiwan Semiconductor Manufacturing Co (TSMC) (2330.TW) is the top player in that space. Intel has mainly built chips it designed itself.

While Intel didn’t give any financial details of the deal or say how many chips it would be producing for MediaTek, it said the first products would be manufactured in the next 18- to 24- month period and will be in a more mature technology process called Intel 16, with the chips used for smart devices.

“MediaTek has always adopted a multi-sourcing strategy,” MediaTek said in a statement. “In addition to maintaining close partnership with TSMC in advanced process nodes, this collaboration will enhance MediaTek’s supply for mature process nodes.”

Intel previously announced that its foundry business has signed deals with Qualcomm Inc (QCOM.O) and Amazon.com (AMZN.O).

https://www.kitco.com/news/2022-07-25/I ... chips.html

*****

TrendForce continues to accumulate steadily behind Intel-ligent. The power of crony capitalism will not be denied (CHIPS Act). Nfa.

I sold Puts for 3 lots of it today.

[Yodean]

I sold Puts for 3 lots of it today.

Yeh, I've been Wheeling INTC a lot, on top of a big shares position. With INTC, you kind of have to enjoy watching paint dry. It'll take a while to go up, I would think.

Also bought some SHOP (I think you mentioned you did as well) yesterday outright.

We'll see ...

[SOL]

I focussed on Skynet, sold some puts and then used that to get into some calls. Let's see how that works out. So far it is not too shabby. If the markets are going to rally higher then Google by default should be trading a lot higher by October. Other stocks that look interesting are QCOM, TSM, AMD, but I will only use Pullbacks (PB's) to sell puts

[stefk]

https://www.cnbc.com/2022/07/27/china-c ... house.html

[LoriPrecisely]

https://www.cnbc.com/2022/07/27/china-c ... house.html

All they needed to add was all the companies tickers who would benefit.

[SOL]

https://www.cnbc.com/2022/07/27/china-c ... house.html

All they needed to add was all the companies tickers who would benefit.

INTC, TXN, MU, are some names that come to mind, plus half of the congress with their insider trading B.S

[scott]

INTC, TXN, MU, are some names that come to mind, plus half of the congress with their insider trading B.S

Pelosi's husband's purchases...
https://www.businessinsider.com/nancy-p ... nts-2022-7

[Yodean]

Pelosi's husband's purchases...
https://www.businessinsider.com/nancy-p ... nts-2022-7

He's a gr8 investor! Understands the digitalization mega-trend ... lolol.