Thematic: Semiconductors
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Order Pad | Elders & Weebit
Both the stock ideas are ASX companies which the ladies are seeing upside in their outlook despite the recent market sell-off and volatility.27 October
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Stock Story: ASML – Supplier to the Semiconductor Industry
ASML’s performance in the quarter was driven by the arrival of the company’s capital markets day in November 2022.1st Mar, 2023
Source: Munro Partners
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Meet the Manager – Ryan Quinn from WCM Investment Management
Future Generation conduct an in-depth interview with Ryan Quinn from WCM Investment Management30th Jan, 2023
Source: Future Generation
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4 ways to navigate volatility
What really matters at times like these is having a strategy that can survive or even capitalise on the short-term ups and downs, while maintaining an exposure to the long-term growth and income streams that stock markets can provide. Here are some ways to prepare for any potential volatility that lies ahead.15th Dec, 2022
Source: Fidelity
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Nvidia in the valley
Like so many Silicon Valley giants, 2022 has been tough. This article from Stratechery takes a look at how Nvidia got the past couple of quarters so wrong and what is coming next for the company.5th Oct, 2022
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The US has banned semiconductor sales to China
Whatever you’re using to find this podcast - it has a semiconductor. They are the brains of modern electronic devices and are necessary in communications, computing, healthcare, transport, energy… look… basically every industry. And this week, the US Government banned semiconductor companies from building factories or even selling to Chinese customers. Today Alec and Sascha look at why America put such a restrictive ban in place? And asked the question - how is this going to affect them?10 September
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Coby Hanoch - CEO of Weebit Nano | The world of semiconductor technology
Try to imagine the world without cell phones, without cars, without your refrigerator, your computer, your washing machine. Look at the things around you. These days, everything has semiconductors in them. Felicity and Candice chat to Coby Hanoch from Weebit Nano about the world of semiconductors. The company was incorporated in 2015 with a vision of creating a leap forward in storage and computing capabilities that will drive the proliferation of intelligent devices. This is a fascinating conversation that covers the financials of Weebit, the competitive landscape, and the huge international market opportunity19 August
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Disruption continues despite ‘technical recession’
Loftus Peak provide their latest insight and thoughts on some of their key holdings including Apple, Qualcomm, Microsoft, AMD, and Amazon.18th Aug, 2022
Source: Loftus Peak
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Half-year in review: is the worst over?
Loftus Peak provide a half yearly update on how their fund has performed and provide thoughts on some key holdings including Roku, Netflix, Qualcomm and Apple.2nd Aug, 2022
Source: Loftus Peak
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Stock Story: AMD
Munro Partners give an overview of a US stock set to benefit in the 4th era of the global semiconductor industry.28th Jul, 2022
Source: Munro Partners
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7 Tech Companies - Latest earnings releases review
In this article Loftus Peak provide a snapshot of 7 companies latest earnings releases, highlighting how they are benefiting from key disruptive trends.31st May, 2022
Source: Loftus Peak
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Disruption: Would you like chips with that?
New disruptive business models which have created so much value for shareholders would simply not have emerged but for the increasing sophistication and sheer grunt of the chips on which they run.29th Mar, 2022
Source: Loftus Peak
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Intel Slipped, and Its Future Now Depends on Making Everyone Else's Chips
Semiconductors have been a major topic of conversation this year, as shortages of these crucial components have affected every industry across every country. That is how important they are. Yet, surprisingly for such a critical component, the number of companies able to manufacture them has fallen.27th Oct, 2021
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Expert: Are Semiconductors the Picks & Shovels Play for the Tech Industry | ETF Securities
If you think about industries that are hot in 2021, it’s hard to go past the world of semiconductors. Bryce and Alec aren’t experts, but the brilliance of hosting Equity Mates means they can invite experts to explain this fascinating world to all of us, so we might understand it, and the investing opportunities a little bit better! First they welcome Patrick Penfield - a Professor of Supply Chain Practice at Syracuse University, Whitman School of Management - to talk about the basics of semiconductors, the changing landscape, the current supply crunch and what he thinks the future of the industry will look like.13 September
Sponsored by ETF Securities
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The Digital Transformation of Cars is Just Beginning
You may not have heard it, but we’re living through a global semiconductor shortage. Perhaps the hardest hit industry is automotive. Demand from the auto industry spiked, just as semiconductor companies like TSMC and Texas Instruments had reallocated their capacity to other, more resilient (they thought) industries.1st Mar, 2021