TSMC Stock Forecast: Why You Should Bet on TSMC

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Taiwan Semiconductor Manufacturing Company’s stock is down -22.78% from its 52-week high. TSM has upside potential from its big lead in semiconductor production process nodes.
  • The protracted delay of Intel’s 10-nanometer and 7-nanometer process nodes is a tailwind for TSMC.
  • TSMC is currently 7-nanometer node process foundry. It can command a higher contract price on any firm who wants to sell 7-nm processors.
  • TSMC has a small tailwind from IBM’s 7-nm datacenter chip. If this deal goes well, other ARM-based server builders might also hire TSMC as their exclusive foundry partner.
  • Intel’s difficulty in upgrading its factories to build 10-nm x86 processors could inspire AMD to request TSMC TO fast-track production of its 7-nm Ryzen processors with TSMC.

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Micron Stock Analysis: Micron Has A Tailwind From Growing Mobile DRAM Revenue

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • Ignore the noise/anxiety over China’s threat to file anti-trust charges against DRAM leaders like Micron. It is just China making retaliatory threats against Trump’s trade war words.
  • Better focus on the fact that mobile DRAM sales continue to surge. Growing mobile DRAM demand can offset declining prices of PC DRAM products.
  • Apple’s choice of Micron DRAM for its latest iPhones is a solid tailwind for Micron. Apple’s track record showed it can sell more than 50 million new iPhones per year.
  • Micron’s mass production of 10-nm 12GB LPDDR4X mobile DRAM should keep Apple as a customer for a long time.
  • MU has obvious notable upside potential because its valuation is way below than that of its peers in the semiconductor industry.

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