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Key Takeaways A geopolitical status quo means TSMC can remain the market leader It has a healthy balance sheet to invest in R&D and maintain its wide moat Growing industry and large repeat customers will drive double-digit revenue growth The stock has the potential to become a dividend aristocrat Catalysts Industry Catalysts Continuous Demand and Reliance on Chips Will Support Revenue The computing power accessed through microchips is only increasing. It goes beyond smart devices and data centers, and in the 2020s, it is a vital part of the global economy.

Key Takeaways NVIDIA facing challenges, 30% data center market share at risk from chiplets AMD, Samsung, Intel entering GPU manufacturing race at cheaper price points Largest customers producing own chips, limits market for NVIDIA Generative AI cloud solutions introduces revenue cannibalization risk Gaming market revenue share at risk of stagnating Catalysts Company Catalysts Accelerating GPU Performance Will Reduce Profitability There is an argument to be made that the rapidly accelerating performance of GPUs will unlock markets in the next 3 to 5 years, but the same technology can lead to oversupply of compute power in the long term. As recently as 2021, there was a shortage of compute power for use cases like cryptocurrency mining, which was promoted as a key growth avenue.

Bull Intel is one of the largest semiconductor companies in the world and holds the lion's share of the PC and server processor markets. u Intel is making some smart moves in its turnaround plans, such as shedding some noncore businesses, spinning off shares of its attractive automotive business (Mobileye), and seeking innovative co- investment partnerships with financial firms.

Key Takeaways AMD's focus on thermal efficiency and new node advancements will see them overtake Intel in desktop CPU sales. AMD pricing strategy to undercut Nvidia in the Low-Mid end GPU markets will be a huge growth driver in the gaming segment.

Key Takeaways Poor thermal and energy efficiency will see Intel lose out to AMD in the server CPU market AMD and ARM will take market share from Intel in the consumer CPU segment Intel will see Notebook OEMs switching to AMD and ARM based chips for their efficiency gains Intel’s Arc GPUs won’t be able to catch up to Nvidia, leaving them without the scope to focus on AI Catalysts Struggling in the Data Center Market: Xeon SP CPUs Losing Ground As AMD Steps Up Intel's dominance in the data center CPU market has been a significant pillar of its success over the years, contributing around 30% to the company’s total sales. INTC Revenue & Earnings Breakdown - Simply Wall St However, recent trends suggest a concerning shift.

Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.

Key Takeaways Electricity prices, incentives (tax credits, net metering) and technology advancements will drive sales. Microinverters are gaining traction but their advantage over traditional inverters is unclear.

Despite missing profitability targets in Q2 and facing ongoing margin pressure, Intel’s (INTC) strategic investments in AI CPUs, including the highly anticipated Panther Lake CPU built on the Intel 18A process, position the company for significant performance gains and enhanced competitiveness. Intel is at the forefront of a new computing era, riding the wave of AI-powered PCs set to revolutionize the market.

Key Takeaways Nvidia is poised to capture a larger share of the growing Data Centre market thanks to class leading hardware supporting the most demanding applications Nvidia's hardware is the best on market for AI applications and greater AI implementation will mean greater the demand for Nvidia hardware. Nvidia's DRIVE autonomous vehicle platform opens the door for Nvidia to flourish in a $300 Billion market.