Semiconductors

Intel: Chipping Away at a Turnaround

Magic Markets2024-05-29T21:56:51+02:00

If you need a reminder of where Intel comes from, Gordon Moore (of Moore’s Law fame) was a co-founder of Intel. They were at the cutting edge of semiconductors before being left behind by competitors in Asia. The journey back to the top is painful and long, with many disappointed shareholders along the way. With the group now split into two profit centres and truly nowhere to hide, is this the time to believe in the turnaround?

Intel: Chipping Away at a TurnaroundMagic Markets2024-05-29T21:56:51+02:00

Magic Markets Ep166: Are Chips the New Oil? – Saudi Aramco and Broadcom

Magic Markets2024-03-13T18:18:01+02:00

Are chips the new oil? And no, we aren’t talking about oily chips, so take your junk food cravings elsewhere, like to last week’s show on Domino’s Pizza! In this show, Saudi Aramco and Broadcom were the focus areas. It would’ve been too obvious to choose Nvidia.

Magic Markets Ep166: Are Chips the New Oil? – Saudi Aramco and BroadcomMagic Markets2024-03-13T18:18:01+02:00

Qualcomm: Here There Be Snapdragons

Magic Markets2023-11-09T00:35:10+02:00

Qualcomm holds a vast library of patents for 3G, 4G and 5G technology. The company has earned licensing revenue for years, with the profits reinvested in extensive R&D to create the Snapdragon range of chips and associated systems. On paper, it should all be going well. In practice, Qualcomm has been a laggard in the sector. With smartphone volumes under pressure, what does the near-term picture look like?

Qualcomm: Here There Be SnapdragonsMagic Markets2023-11-09T00:35:10+02:00

Magic Markets Ep137: BESI – Your New Semiconductor Bestie

Magic Markets2023-08-10T01:06:05+02:00

In episode 137 of Magic Markets, we caught up with Craig Antonie of AnBro Capital Investments to talk about chips. No, not the crunchy kind – the kind of chips that tech stocks live and die by. Craig highlighted a lesser known semiconductor company, BE Semiconductor, with the ticker BESI giving it the cute nickname “Bessie”. The company is using hybrid bonding and new technology to show that there’s excitement in chips beyond just AI.

Magic Markets Ep137: BESI – Your New Semiconductor BestieMagic Markets2023-08-10T01:06:05+02:00

Recap: FedEx and Taiwan Semiconductor Company

Magic Markets2022-08-10T22:18:05+02:00

Use the podcast player below to listen to our recap on FedEx and Taiwan Semiconductor Company, which accompanies the detailed write-up below: (Date of report: 10 August 2022) Recap shows are important in Magic Markets Premium. We strongly believe in a feedback loop and assessing our views and expectations against what actually happened. We always give it a few months after our work for a clear trend to establish itself. In this show, we recap two companies that have been beneficiaries of the pandemic. FedEx has loved a supply crunch that has allowed it to raise prices for moving goods across [...]

Recap: FedEx and Taiwan Semiconductor CompanyMagic Markets2022-08-10T22:18:05+02:00

PREMIUM: Taiwan Semiconductor Company – cyclical or secular?

Magic Markets2022-06-21T19:24:23+02:00

Use the podcast player below to listen to our discussion on Taiwan Semiconductor Company (TSMC) and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 19 January 2022) The megatrends are clear. The world is more digital then ever before and digitalisation isn't likely to slow down. Chips may well be the new oil. The demand for them seems to be insatiable. With unit growth in products like smartphones and electric vehicles, along with increased silicon content per device (i.e. more computing power), there's a double-whammy tailwind for demand in this industry. Taiwan Semiconductor Company (commonly called TSMC [...]

PREMIUM: Taiwan Semiconductor Company – cyclical or secular?Magic Markets2022-06-21T19:24:23+02:00

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