4 Stocks to Corner the Semiconductor Market

Get the real story behind Third Point urging Intel to explore strategic alternatives.

This week, Zacks Managing Director and Equity Strategist Tim Nyland, CFA, discusses:

• A continuation of his December 2nd pursuit of hyper-growth series with a
framework for cornering the semiconductor market over the next 5 to
10 years with only 4 stocks.

• Tim shows you how to easily break down the semiconductor landscape:
one of the fastest moving, most competitive industries in existence today.
Tim provides you with an easy to understand framework for capturing the
largest amount of semiconductor “Total Addressable Market” or TAM over the next 5 to 10 years with the fewest number of stocks.

• Tim explains the vertical integration taking place by the largest of
technology companies and why you must “pay the toll” by owning a basket of these names. With semiconductor chip demand at roughly 1 trillion chips over the next 1 year—equating to 128 chips needing to be produced for every man, woman and child on earth—this market is set to explode. Tim shares many other staggering statistics with you and explains why semiconductor growth is still in its infancy, you will not want to miss this!

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The views of Tim Nyland, CFA are not necessarily the views of Zacks Investment Research.

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research is not a licensed securities dealer, broker or US investment adviser or investment bank. The S&P 500 is an unmanaged index.

[groundhog]

Awesome video. I totally agree with this strategy. I already have TSM AAPL MSFT (also SWKS MRVL in the sector). I did an 8x on AMD before it hit $20, which was nice but I probably should have held. Different goals back then. Should probably dip back in. NVDA I like but I'm waiting to see where they move from current levels.

[michaelwood]

What kind of threat does china pose for Taiwan Semi Conductor, how diverse are their manufacturing components