Small-cap semiconductor stocks The semiconductor market has always been a cyclical industry with its fair share of ups and downs. When conditions are favorable, chipmakers have trouble keeping up with demand. This typically leads to over-investment in capital expenditure which will ultimately translate to supply exceeding demand and the resultant fall in chip prices and … Read more
Is it too late to be buying ASML, a top semiconductor equipment manufacturer that has seen its price almost doubling since October 2022?
I recently wrote 2 articles on the semiconductor industry (see links below). I will like to follow up with a 3rd article that seeks to look at the valuation of different semiconductor stocks. Semiconductor stocks can be broadly categorized into 5 segments: 1) Design, 2) Foundry, 3) IDMs, 4) OSATs and 5) Equipment Manufacturers. Global … Read more
Global semiconductor supply chain I recently wrote a piece on the semiconductor industry, providing a basic introduction of what this industry is all about and throwing light on the key players, namely the 1) equipment makers, 2) the foundries/IDMs and 3) fabless design companies. The second part of that article seeks to highlight 5 small-cap … Read more
Under-the-radar semiconductor shortage stocks to lookout The semiconductor shortage issue is going to get worst from hereon. Which are the semiconductor stocks that are currently flying under the radar that will be a major beneficiary of the current shortage issue. We identify a handful of these under the radar semiconductor shortage stocks that might be … Read more
