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2021-12-04

As the Omicron news is indirectly impacting the commercial chain of the business. I believe this chipmaker and the market is in a fear mode and clamping down the fears to the investor. I believe the market will bearish before Christmas and will start to rebound after New year. Next few days is watch and buy time for thosevalued stocks.

Semiconductor stocks slid in morning trading

2021-11-26

SG stocks volatility is predictable but the fundamental of the business result not floating with the market trend. But scary, agree stables for long term investment but for short term earning, be extra careful🤔

抱歉，原内容已删除

2021-11-21

Lots of speculation versus the book value diesnot blends. Be cautious if you are asking for aShort. Long term these are Low volatility share but stable slow growth shares.

3 Top Chip Stocks Ready for Bull Runs

2021-11-07

$AT&T Inc(T)$[Miser]

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I believe this chipmaker and the market is in a fear mode and clamping down the fears to the investor. I believe the market will bearish&nbsp;before Christmas and will start to rebound after New year. Next few days is watch and buy time for thosevalued stocks.&nbsp;","listText":"As the Omicron news is indirectly impacting the commercial chain of the business. I believe this chipmaker and the market is in a fear mode and clamping down the fears to the investor. I believe the market will bearish&nbsp;before Christmas and will start to rebound after New year. Next few days is watch and buy time for thosevalued stocks.&nbsp;","text":"As the Omicron news is indirectly impacting the commercial chain of the business. I believe this chipmaker and the market is in a fear mode and clamping down the fears to the investor. I believe the market will bearish before Christmas and will start to rebound after New year. Next few days is watch and buy time for thosevalued stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608039743","repostId":"1164103185","repostType":4,"repost":{"id":"1164103185","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638543422,"share":"https://www.laohu8.com/m/news/1164103185?lang=&edition=full","pubTime":"2021-12-03 22:57","market":"us","language":"en","title":"Semiconductor stocks slid in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1164103185","media":"Tiger Newspress","summary":"Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML and AMD fell about 2% while Marvell Te","content":"<p>Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML&nbsp;and&nbsp;AMD&nbsp;fell&nbsp;about&nbsp;2%&nbsp;while&nbsp;Marvell Technology&nbsp;soared&nbsp;17%.</p>\n<p><img src=\"https://static.tigerbbs.com/e4d133b94a6a4da67cbdefb76522317d\" tg-width=\"405\" tg-height=\"302\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks slid in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks slid in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-03 22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML&nbsp;and&nbsp;AMD&nbsp;fell&nbsp;about&nbsp;2%&nbsp;while&nbsp;Marvell Technology&nbsp;soared&nbsp;17%.</p>\n<p><img src=\"https://static.tigerbbs.com/e4d133b94a6a4da67cbdefb76522317d\" tg-width=\"405\" tg-height=\"302\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164103185","content_text":"Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML and AMD fell about 2% while Marvell Technology soared 17%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877165782,"gmtCreate":1637899661415,"gmtModify":1637899661415,"author":{"id":"3583839588979540","authorId":"3583839588979540","name":"Rjn828","avatar":"https://static.tigerbbs.com/16e7a5cec19c9e23b54723e33e43d828","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583839588979540","idStr":"3583839588979540"},"themes":[],"htmlText":"SG stocks volatility is predictable but the fundamental of the business result not floating with the market trend. But scary, agree stables for long term investment but for short term earning, be extra careful🤔","listText":"SG stocks volatility is predictable but the fundamental of the business result not floating with the market trend. But scary, agree stables for long term investment but for short term earning, be extra careful🤔","text":"SG stocks volatility is predictable but the fundamental of the business result not floating with the market trend. But scary, agree stables for long term investment but for short term earning, be extra careful🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877165782","repostId":"1143359507","repostType":4,"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872865743,"gmtCreate":1637478002534,"gmtModify":1637478002534,"author":{"id":"3583839588979540","authorId":"3583839588979540","name":"Rjn828","avatar":"https://static.tigerbbs.com/16e7a5cec19c9e23b54723e33e43d828","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583839588979540","idStr":"3583839588979540"},"themes":[],"htmlText":"Lots of speculation versus the book value diesnot blends. Be cautious if you are asking for aShort. Long term these are Low volatility share but stable slow growth shares.","listText":"Lots of speculation versus the book value diesnot blends. Be cautious if you are asking for aShort. Long term these are Low volatility share but stable slow growth shares.","text":"Lots of speculation versus the book value diesnot blends. Be cautious if you are asking for aShort. Long term these are Low volatility share but stable slow growth shares.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872865743","repostId":"2184782893","repostType":4,"repost":{"id":"2184782893","pubTimestamp":1637464884,"share":"https://www.laohu8.com/m/news/2184782893?lang=&edition=full","pubTime":"2021-11-21 11:21","market":"us","language":"en","title":"3 Top Chip Stocks Ready for Bull Runs","url":"https://stock-news.laohu8.com/highlight/detail?id=2184782893","media":"Motley Fool","summary":"ASML, UMC, and Micron could all still have a lot of upside potential.","content":"<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.</p>\n<p>Today, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.</p>\n<h2>1. ASML</h2>\n<p><b>ASML Holding</b> (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.</p>\n<p>The world's most advanced chip foundries -- including <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM), <b>Samsung</b>, and <b>Intel</b> (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.</p>\n<p>ASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.</p>\n<p>ASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.</p>\n<h2>2. UMC</h2>\n<p>ASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival <b>United Microelectronics</b> (NYSE:UMC) is a more underrated play on the same trend.</p>\n<p>Unlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like <b>Advanced Micro Devices</b> and<b> Apple</b> -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.</p>\n<p>These chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.</p>\n<p>UMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.</p>\n<p>UMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.</p>\n<h2>3. Micron</h2>\n<p>Lastly, I believe <b>Micron Technology </b>(NASDAQ:MU) -- <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.</p>\n<p>Micron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.</p>\n<p>Micron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.</p>\n<p>Nonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Chip Stocks Ready for Bull Runs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Chip Stocks Ready for Bull Runs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4141":"半导体产品","BK4503":"景林资产持仓","TSM":"台积电","BK4505":"高瓴资本持仓","INTC":"英特尔","ASML":"阿斯麦","BK4512":"苹果概念","03165":"华夏欧优股对冲","BK4548":"巴美列捷福持仓","03145":"华夏亚洲高息股","BK4529":"IDC概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","UMC":"联电","BK4553":"喜马拉雅资本持仓","BK4147":"半导体设备","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","MU":"美光科技","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184782893","content_text":"The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.\nToday, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.\n1. ASML\nASML Holding (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.\nThe world's most advanced chip foundries -- including Taiwan Semiconductor Manufacturing (NYSE:TSM), Samsung, and Intel (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.\nASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.\nASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.\n2. UMC\nASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival United Microelectronics (NYSE:UMC) is a more underrated play on the same trend.\nUnlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like Advanced Micro Devices and Apple -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.\nThese chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.\nUMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.\nUMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.\n3. Micron\nLastly, I believe Micron Technology (NASDAQ:MU) -- one of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.\nMicron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.\nMicron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.\nNonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845386306,"gmtCreate":1636284869586,"gmtModify":1636284869656,"author":{"id":"3583839588979540","authorId":"3583839588979540","name":"Rjn828","avatar":"https://static.tigerbbs.com/16e7a5cec19c9e23b54723e33e43d828","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583839588979540","idStr":"3583839588979540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/T\">$AT&amp;T Inc(T)$</a>[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/T\">$AT&amp;T Inc(T)$</a>[Miser]&nbsp;","text":"$AT&T Inc(T)$[Miser]","images":[{"img":"https://static.tigerbbs.com/1772cc8c4bafd7f052dc2fd0ef6c4e11","width":"1125","height":"3060"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845386306","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":608039743,"gmtCreate":1638579472404,"gmtModify":1638579472404,"author":{"id":"3583839588979540","authorId":"3583839588979540","name":"Rjn828","avatar":"https://static.tigerbbs.com/16e7a5cec19c9e23b54723e33e43d828","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583839588979540","idStr":"3583839588979540"},"themes":[],"htmlText":"As the Omicron news is indirectly impacting the commercial chain of the business. I believe this chipmaker and the market is in a fear mode and clamping down the fears to the investor. I believe the market will bearish&nbsp;before Christmas and will start to rebound after New year. Next few days is watch and buy time for thosevalued stocks.&nbsp;","listText":"As the Omicron news is indirectly impacting the commercial chain of the business. I believe this chipmaker and the market is in a fear mode and clamping down the fears to the investor. I believe the market will bearish&nbsp;before Christmas and will start to rebound after New year. Next few days is watch and buy time for thosevalued stocks.&nbsp;","text":"As the Omicron news is indirectly impacting the commercial chain of the business. I believe this chipmaker and the market is in a fear mode and clamping down the fears to the investor. I believe the market will bearish before Christmas and will start to rebound after New year. Next few days is watch and buy time for thosevalued stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608039743","repostId":"1164103185","repostType":4,"repost":{"id":"1164103185","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638543422,"share":"https://www.laohu8.com/m/news/1164103185?lang=&edition=full","pubTime":"2021-12-03 22:57","market":"us","language":"en","title":"Semiconductor stocks slid in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1164103185","media":"Tiger Newspress","summary":"Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML and AMD fell about 2% while Marvell Te","content":"<p>Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML&nbsp;and&nbsp;AMD&nbsp;fell&nbsp;about&nbsp;2%&nbsp;while&nbsp;Marvell Technology&nbsp;soared&nbsp;17%.</p>\n<p><img src=\"https://static.tigerbbs.com/e4d133b94a6a4da67cbdefb76522317d\" tg-width=\"405\" tg-height=\"302\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks slid in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks slid in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-03 22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML&nbsp;and&nbsp;AMD&nbsp;fell&nbsp;about&nbsp;2%&nbsp;while&nbsp;Marvell Technology&nbsp;soared&nbsp;17%.</p>\n<p><img src=\"https://static.tigerbbs.com/e4d133b94a6a4da67cbdefb76522317d\" tg-width=\"405\" tg-height=\"302\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164103185","content_text":"Semiconductor stocks slid in morning trading.Nvidia,TSMC,ASML and AMD fell about 2% while Marvell Technology soared 17%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877165782,"gmtCreate":1637899661415,"gmtModify":1637899661415,"author":{"id":"3583839588979540","authorId":"3583839588979540","name":"Rjn828","avatar":"https://static.tigerbbs.com/16e7a5cec19c9e23b54723e33e43d828","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583839588979540","idStr":"3583839588979540"},"themes":[],"htmlText":"SG stocks volatility is predictable but the fundamental of the business result not floating with the market trend. But scary, agree stables for long term investment but for short term earning, be extra careful🤔","listText":"SG stocks volatility is predictable but the fundamental of the business result not floating with the market trend. But scary, agree stables for long term investment but for short term earning, be extra careful🤔","text":"SG stocks volatility is predictable but the fundamental of the business result not floating with the market trend. But scary, agree stables for long term investment but for short term earning, be extra careful🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877165782","repostId":"1143359507","repostType":4,"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872865743,"gmtCreate":1637478002534,"gmtModify":1637478002534,"author":{"id":"3583839588979540","authorId":"3583839588979540","name":"Rjn828","avatar":"https://static.tigerbbs.com/16e7a5cec19c9e23b54723e33e43d828","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583839588979540","idStr":"3583839588979540"},"themes":[],"htmlText":"Lots of speculation versus the book value diesnot blends. Be cautious if you are asking for aShort. Long term these are Low volatility share but stable slow growth shares.","listText":"Lots of speculation versus the book value diesnot blends. Be cautious if you are asking for aShort. Long term these are Low volatility share but stable slow growth shares.","text":"Lots of speculation versus the book value diesnot blends. Be cautious if you are asking for aShort. Long term these are Low volatility share but stable slow growth shares.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872865743","repostId":"2184782893","repostType":4,"repost":{"id":"2184782893","pubTimestamp":1637464884,"share":"https://www.laohu8.com/m/news/2184782893?lang=&edition=full","pubTime":"2021-11-21 11:21","market":"us","language":"en","title":"3 Top Chip Stocks Ready for Bull Runs","url":"https://stock-news.laohu8.com/highlight/detail?id=2184782893","media":"Motley Fool","summary":"ASML, UMC, and Micron could all still have a lot of upside potential.","content":"<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.</p>\n<p>Today, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.</p>\n<h2>1. ASML</h2>\n<p><b>ASML Holding</b> (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.</p>\n<p>The world's most advanced chip foundries -- including <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM), <b>Samsung</b>, and <b>Intel</b> (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.</p>\n<p>ASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.</p>\n<p>ASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.</p>\n<h2>2. UMC</h2>\n<p>ASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival <b>United Microelectronics</b> (NYSE:UMC) is a more underrated play on the same trend.</p>\n<p>Unlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like <b>Advanced Micro Devices</b> and<b> Apple</b> -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.</p>\n<p>These chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.</p>\n<p>UMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.</p>\n<p>UMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.</p>\n<h2>3. Micron</h2>\n<p>Lastly, I believe <b>Micron Technology </b>(NASDAQ:MU) -- <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.</p>\n<p>Micron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.</p>\n<p>Micron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.</p>\n<p>Nonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Chip Stocks Ready for Bull Runs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Chip Stocks Ready for Bull Runs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4141":"半导体产品","BK4503":"景林资产持仓","TSM":"台积电","BK4505":"高瓴资本持仓","INTC":"英特尔","ASML":"阿斯麦","BK4512":"苹果概念","03165":"华夏欧优股对冲","BK4548":"巴美列捷福持仓","03145":"华夏亚洲高息股","BK4529":"IDC概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","UMC":"联电","BK4553":"喜马拉雅资本持仓","BK4147":"半导体设备","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","MU":"美光科技","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184782893","content_text":"The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.\nToday, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.\n1. ASML\nASML Holding (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.\nThe world's most advanced chip foundries -- including Taiwan Semiconductor Manufacturing (NYSE:TSM), Samsung, and Intel (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.\nASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.\nASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.\n2. UMC\nASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival United Microelectronics (NYSE:UMC) is a more underrated play on the same trend.\nUnlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like Advanced Micro Devices and Apple -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.\nThese chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.\nUMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.\nUMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.\n3. Micron\nLastly, I believe Micron Technology (NASDAQ:MU) -- one of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.\nMicron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.\nMicron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.\nNonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845386306,"gmtCreate":1636284869586,"gmtModify":1636284869656,"author":{"id":"3583839588979540","authorId":"3583839588979540","name":"Rjn828","avatar":"https://static.tigerbbs.com/16e7a5cec19c9e23b54723e33e43d828","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583839588979540","idStr":"3583839588979540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/T\">$AT&amp;T Inc(T)$</a>[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/T\">$AT&amp;T Inc(T)$</a>[Miser]&nbsp;","text":"$AT&T Inc(T)$[Miser]","images":[{"img":"https://static.tigerbbs.com/1772cc8c4bafd7f052dc2fd0ef6c4e11","width":"1125","height":"3060"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845386306","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}