| | | We are not in in a semiconductor downturn.
Global handset shipments to drop to 1.2-1.3 billion units in 2022
digitimes.com
Something odd is going on.
Then there is this.....
Qualcomm, Marvell, Intel to raise chip prices
digitimes.com
If they can raise prices, demand must be robust.......
Fortunately for me my semi stocks (QCOM, MCHP, ADI, TXN, MRVL) they are buy and hold forever positions, so I don't care so much about the cyclical swings, I just try to watch for long term trends that may make their chips obsolete or make them lose share such that we wouldn't want to hold them forever.
I'd be interested if you guys have any other semi stocks that seems like just good plays on the semi industry, and are good picks to buy and hold forever. Intel recently has lost dominance/leadership to AMD, is spending to get back in the tech lead, maybe they succeed, maybe they don't, since we don't know how that effort by them will go, I don't like the risk in Intel. MU any year or set of years could be destroyed by Samsung and SK, or at least the memory industry could be made unprofitable as those Korean guys try to gain share. So I own a bit OF MU, but not much. ADI and TXN seem to me like they'll be around forever plonking out their analog chips, so I'll just hold them, collect the dividends, and hope they grow with the semi industry. Any other ideas like that I'd love to hear your thoughts.
My SIMO position is likely going to be sold into cash when their deal goes through, so I'm going to have lots of cash to redeploy.
Looking forward to being more diversified! |
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