TSM Stock: Why You Should Still Go Long On Taiwan Semiconductor

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

  • The new sanctions against Huawei means Taiwan Semiconductor was forced to stopped taking new foundry orders from it.
  • This is a near-term headwind. Huawei is the no. 2 largest foundry customer of Taiwan Semiconductor. Huawei accounts for 15% to 20% of Taiwan Semiconductor’s revenue.
  • TSM is still a buy because other Chinese phone vendors like Xiaomi, Oppo, and Lenovo can eventually make up for the lost business from Huawei.
  • • TSM also touts lower valuation ratios than its foundry customers Advanced Micro Devices and Nvidia. This is just wrong because TSM operates on a higher net income margin.
  • Taiwan Semiconductor boasts an excellent balance sheet. Its total cash is $18.86 billion while its total debt is only $7.3 billion.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here

Intel Stock Forecast: Why Intel Deserves A Price Target Of $75

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:

  • The consensus 12-month price target at TipRanks is only $67.02. This is likely due to incorrect anxiety over the corona-virus outbreak.
  • You should go long INTC now because the corona-virus outbreak in China will help this stock reach $75 this year.
  • All of Intel’s factories or x86 processor fabs are located outside of China. There won’t be any suspension in Intel’s production.
  • It is fabless AMD that is suffering from the suspension of factories in China. A short supply in Ryzen processors will compel more PC vendors to go all-Intel.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here

NVMI Stock Forecast : An Innovative Model Supporting a Promising Future

This NVMI Stock Forecast article was written by Eva Zagury, a Financial analyst at I Know First.

Summary

  • Inspite of a 10% decrease for the first quarter of 2019, NVMI stock forecast topped consensus revenue estimates showing a surprise of 27.59%.
  • Growing diversification in revenue mix, customer base and technology, as well as an massive R&D investment represent the two main ingredients for Nova's short-term earning surprise.
  • The market high volatility makes short-term visibility hard. Magnitude and direction of estimate revisions could change following the next earnings report scheduled for next month.
  • Still, Nova Measuring Instrument is well positioned to benefit from a long-term growth, given it widened exposure to multiple segments, customers geographies and attractive differentiated portfolio.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here

AMD Stock Forecast: Leading A New Era Of Tech

This article was written by Ari Herzog, a Financial Analyst at I Know First

Summary

  • Current trade tensions and AMD’s uninspiring earnings report, which included an EPS value of $0.01 - a 75% decrease QoQ, drive my ‘wait-and-see’ short-term forecast
  • Recently announced contracts with top tech companies show AMD’s continued rise in market share, up over 4% YoY, over the graphics processing sector
  • How the markets respond as AMD approaches $30 per share will be a vital indicator of its short-term price direction

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here

Winning Stock Forecast: Cypress Semiconductor Gains 24.09% in 3 Days

cypress semiconductor offices

CY Semiconductor Winning Niche

Cypress Semiconductor manufactures and sells advanced embedded system solutions for automotive, industrial, consumer and enterprise end markets. They have been growing their business and according to their CEO, they are expanding their leadership in core high-growth markets such as Automotive and IoT which is reflected in their financials. In 2018 they set an all time revenue record of 2.5 billion which is a 7% increase year over year and achieved their gross margins target of 47.8%. This acquisition

Read More

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.

QCOM stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here

Do Nvidia’s New Competitors Pose a Threat?

This article was written by Moe Chabot, a Financial Analyst at I Know First

Source: Shutterstock

Summary

  • Nvidia’s Q2 FY2019 was outstanding showing great growth in Gaming, Professional Visualization, and Data center
  • The rise in GPU sales from Gaming, Professional Visualization, and Data center offset the sudden drop in cryptocurrency GPU sales
  • Tesla recently terminated use of Nvidia’s self-driving car platform
  • Huawei a Chinese tech company released an AI chip to compete with Nvidia’s Data center business


premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here

MU Stock Predictions: Accelerating AI Drives Demand for Flash Memory

MU Stock Predictions

This article was written by Graham Ellinson, a Financial Analyst at I Know First.

Source: Shutterstock

Summary

  • Micron has taken a hit in recent months following ruling blocking sales in China
  • As the U.S. – China trade war continues Micron could be considered one of the victims
  • Remain patient with Micron as NAND flash storage is set for an upward shift as AI is accelerating
  • Prices set to remain stable with DRAM products owing to small number of competitors


premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here

Pages:123»