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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: FJB who wrote (88329)4/29/2022 4:50:53 PM
From: Elroy  Respond to of 89373
 
Adding to the supply crunch is the fact that TSMC is gobbling up chipmaking equipment, making tools hard to come by, Gelsinger said.

This explanation is nonsense. Intel can just pay more than TSMC for the same tool, and tools will be easy to come by, and TSMC will have a shortage of tools problem.

Intel should buy SIMO using Intel stock. SIMO is a cash generating machine, and Intel is going to need cash to pay the R&D necessary to "catch up" to TSMC.

These days almost every PC needs a NAND flash controller chip to make it work, why no one wants to buy SIMO is beyond me. SIMO's forward PE off of 2022 EPS is about 9x......maybe less.