Chip War: Is Semi sector worth investing or not?

Recently, semiconductor companies $Texas Instruments(TXN)$, $ON Semiconductor(ON)$, $Advanced Micro Devices(AMD)$ fell after they released lateset earnings. ---------------- What's wrong with semiconductor stocks? Is Semi sector worth investing or not? Will AI help semiconductor go higher? Good time to bottom or sell before more declines?

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2023-10-27

Earnings Digest | Intel is Set to Restore Chip Dominance with Dual Strategies!

Yesterday after the US stock market, $Intel(INTC)$, the former chip hegemon, released its third quarterly results that exceeded expectations. The company is expected to return to double-digit growth in the fourth quarter, triggering a 7.66% rise in after-hours shares.Intel is the birthplace of Moore's law, once leading the chip market for decades. However, with the rise of $Taiwan Semiconductor Manufacturing(TSM)$, Intel's core business was eroded by $Advanced Micro Devices(AMD)$ and $NVIDIA Corp(NVDA)$, and chip manufacturing process improved slowly, dubbed by investors as "toothpaste factory".Two years ago, Intel release
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Earnings Digest | Intel is Set to Restore Chip Dominance with Dual Strategies!
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2023-10-31

Earnings Digest | ON Semiconductor stock plummets as 4Q outlook bleak!

Yesterday, $ON Semiconductor(ON)$, automotive chip giant, released third-quarter results. Although revenue and profit exceeded expectations, the performance guidance was poor, and the stock price plummeted 21.77%.ON Semiconductor has been ahead of the pack, standing proudly at the bow when the semiconductor giant's share price collapsed, hitting an all-time high three months ago.The key to standing out is the explosion of the automotive chip business of ON Semiconductor, especially the boom of the new energy vehicle market, which makes it make a lot of money. However, the third-quarter result was a wake-up call for ON Semiconductor.Specifically, revenue of ON Semiconductor in the third quarter was $2.18 billion, down 0.5% year-on-year, exceeding ana
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Earnings Digest | ON Semiconductor stock plummets as 4Q outlook bleak!
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2023-11-01

Semi stocks plunged after earnings: What's wrong with them?

Recently, semiconductor companies intensively released third-quarterly results, but most of the stock prices plummeted after that.On October 24, the global analog chip giant $Texas Instruments(TXN)$ released financial results, performance and guidance fell short of expectations, the stock price hit a three-year low;On October 26, $STMicroelectronics NV(STM)$ released financial results, guidance was was lower than expected, and the stock price hit a new low since the adjustment;On October 30, automotive chip giant $ON Semiconductor(ON)$ released financial results, guidance missed expectations, and its share price plummeted 21.77%;On October 31,
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Semi stocks plunged after earnings: What's wrong with them?
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2023-11-02

Qualcomm results indicate that consumer electronics will usher in bull market!

After the US market closed yesterday, $Qualcomm(QCOM)$ released the fourth quarter (corresponding to the third quarter of the natural year) financial results, performance guidance exceeded expectations. Although the after-hours rise was only 3.83%, it issued a signal that consumer electronics is about to usher in a roaring bull market!Specifically, Qualcomm's revenue in the fourth quarter of fiscal year 2023 (as of September 24) was $8.63 billion, down 24.3% from the same period last year, and slightly exceeding analyst expectations of $8.51 billion.The most explosive news is that Qualcomm expects revenue in the next quarter to be between $9.1 billion and $9.9 billion, with a median of $9.5 billion. Year-on-year growth will reverse four consecutiv
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Qualcomm results indicate that consumer electronics will usher in bull market!