Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

<ul>
<li>The AI GPU market has been exploding, and this has turned the DRAM market's downturn into a strong upturn</li>
<li>With this growth, DRAM manufacturers have seen their business turn around, thanks to increased use of HBM</li>
<li>Two questions concern us: Will AI growth last? Will increased competition in HBM DRAM create a price collapse?</li>
</ul>


The AI GPU market has been exploding, and this has turned the DRAM market's downturn into a strong upturn
With this growth, DRAM manufacturers have seen their business turn around, thanks to increased use of HBM
Two questions concern us: Will AI growth last? Will increased competition in HBM DRAM create a price collapse?


The Big Question: Can Today's AI Surge Last?

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Debt Capital Markets

<ul><li>Nvidia emerges as a strong challenger in the semiconductor industry, while intel remains the dominant player</li><li>Intel makes significant strides in its foundry business, showcasing a clear focus on advanced nodes like 18A and 14A</li><li>Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around its offerings</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Nvidia emerges as a strong challenger in the semiconductor industry, while intel remains the dominant playerIntel makes significant strides in its foundry business, showcasing a clear focus on advanced nodes like 18A and 14AIntel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around its offeringsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

<ul>
<li>Elan Guides For Strong Revenue Growth Ahead and High Margins to Continue</li>
<li>AI PCs Only Expected to Drive Significant Volume by 2025E; Major AI Opportunity for Touch Sensors</li>
<li>Elan Can Benefit From Rising Consensus Forecasts But is Pricey -- We Wouldn't Chase the Rally But Also Don't Want to Short It</li>
</ul>


Elan Guides For Strong Revenue Growth Ahead and High Margins to Continue
AI PCs Only Expected to Drive Significant Volume by 2025E; Major AI Opportunity for Touch Sensors
Elan Can Benefit From Rising Consensus Forecasts But is Pricey -- We Wouldn't Chase the Rally But Also Don't Want to Short It


Elan Microelectronics: 50% YoY Growth Feasible for 2024E; Now a Pricey Consensus Long

Taiwan Tech Focused Senior Analyst

Patrick Liao

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>TSMC expects the foundry, semiconductor, electronics, industrial technology, and global GDP to be $0.25 trillion, $1 trillion, $3 trillion, $12 trillion, and $145 trillion, respectively, in 2030F</li>
<li>Transistor technology is constantly evolving, and FinFET architecture will be followed by Nanosheet and others.</li>
<li>In the transition, the automotive market belongs to IDM companies, but the utility of ADAS (Advanced Driver Assistance Systems) could fall under Foundry territory.  </li>
</ul>


TSMC expects the foundry, semiconductor, electronics, industrial technology, and global GDP to be $0.25 trillion, $1 trillion, $3 trillion, $12 trillion, and $145 trillion, respectively, in 2030F
Transistor technology is constantly evolving, and FinFET architecture will be followed by Nanosheet and others.
In the transition, the automotive market belongs to IDM companies, but the utility of ADAS (Advanced Driver Assistance Systems) could fall under Foundry territory.  


TSMC (2330.TT; TSM.US): Foundry Market Forecast in 2030F; TSMC Had Developed The 2nm Nanosheet.

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>Despite the high-profile announcement of his attendance, his segment was less than 3 minutes long!</li>
<li>Intel's CEO alluded to a partnership with OpenAI and implied there's more to come yet there's been no public announcement of any such partnership. </li>
<li>Microsoft's commitment to use Intel's 18A is a vote of confidence in their foundry offering. Let's see how it plays out.</li>
</ul>


Despite the high-profile announcement of his attendance, his segment was less than 3 minutes long!
Intel's CEO alluded to a partnership with OpenAI and implied there's more to come yet there's been no public announcement of any such partnership. 
Microsoft's commitment to use Intel's 18A is a vote of confidence in their foundry offering. Let's see how it plays out.


Intel Snags Altman To Close Foundry Day Event

United States

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

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Intel Corp (INTC US)

The Big Question: Can Today's AI Surge Last?

Today there's a surge in AI spending, and this has led to a recovery for DRAM makers. This Insight questions where this money is coming from, and...

Jim Handy

IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King

Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around...

The Circuit

Elan Microelectronics: 50% YoY Growth Feasible for 2024E; Now a Pricey Consensus Long

Elan has guided for strong revenue growth and high margins, with potential in AI PCs and touch sensors, but may be overpriced for short-term gains.

Vincent Fernando, CFA

TSMC (2330.TT; TSM.US): Foundry Market Forecast in 2030F; TSMC Had Developed The 2nm Nanosheet.

TSMC predicts significant growth in various industries by 2030F, with evolving transistor technology and potential shifts in market ownership for...

Patrick Liao

Intel Snags Altman To Close Foundry Day Event

Altman's segment lasted less than 3 minutes! Gelsinger implied partnership with OpenAI & hinted at more to come. Microsoft's plan to use Intel's...

William Keating

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Big Question: Can Today's AI Surge Last?

Today there's a surge in AI spending, and this has led to a recovery for DRAM makers. This Insight questions where this money is coming from, and...

Jim Handy

IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King

Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around...

The Circuit

Elan Microelectronics: 50% YoY Growth Feasible for 2024E; Now a Pricey Consensus Long

​Elan has guided for strong revenue growth and high margins, with potential in AI PCs and touch sensors, but may be overpriced for short-term gains.

Vincent Fernando, CFA

TSMC (2330.TT; TSM.US): Foundry Market Forecast in 2030F; TSMC Had Developed The 2nm Nanosheet.

​TSMC predicts significant growth in various industries by 2030F, with evolving transistor technology and potential shifts in market ownership for...

Patrick Liao

Intel Snags Altman To Close Foundry Day Event

Altman's segment lasted less than 3 minutes! Gelsinger implied partnership with OpenAI & hinted at more to come. Microsoft's plan to use Intel's...

William Keating

Elan has guided for strong revenue growth and high margins, with potential in AI PCs and touch sensors, but may be overpriced for short-term gains.

TSMC predicts significant growth in various industries by 2030F, with evolving transistor technology and potential shifts in market ownership for...