I hold a lot of Nvidia and it’s getting pretty pricey. I would like to invest in another AI related semiconductor company. There’s plenty of room in the space if another company can get a toe hold. Does anyone have any recommendations for a second best AI semi conductor company and why?
2nd best AI semiconductors to Nvidia.
byu/mrchickostick inwallstreetbets
Posted by mrchickostick
26 Comments
Micron technology probably, but Nvidia is better. You’re probably seeing that it’s super high and think it won’t go higher… trust me it will in Nvidia we trust.
$AMAT
enjoy some insider info: as the processes get tighter in accuracy, speed and throughput go down the dumpster. I won’t quote the specific figure but it’s a nonlinear growth over n, n+1, and n+2 generation.
AVGO.
1: They control the boring bits in between the coo bits (gpu)(cpu). Think of all the little chips, storage arrays, switching bits and optics they produce
2: They are a leader in building custom AI silicon for Goog and others.
3: They have $100 billion to acquire others with the unspent money from the failed qcom takeover
For semis, I am betting on NVDA, AVGO, AMD and QCOM.
Also hold the ETF SMH.
TSM, then 3rd would be AVGO in terms of market cap. The design companies are good too like SNPS. ASX for a more obscure one, handles packaging.
By revenue it’s AVGO.
For perspective, AMD’s data center GPU rev guide is 4B this year. AVGO is currently guiding 8B and that’s probably too low. Networking is also going to be important as AI gets built out.
Honestly, I just keep TSM, MU, WDC in my portfolio and sleep well.
No love for AMD?
Consider what apple is about to announce, who makes their chips?
How about ARM?
I mean Jensen wanted to buy them…
https://finance.yahoo.com/news/arm-holdings-planned-artificial-intelligence-083600296.html#:~:text=Arm%20has%20been%20making%20strides,
PSI
TSM easily. If you say otherwise you are mega regarded
The more you buy, the more you save.
Are you dumb?
I’ve been on the AMD train since$1.12. Get on board to the moon.
It’s a slow steady ride
TSMC and ASML
You could buy the semi conductors ETF to diversify.
INTC, because I’m regarded
Qualcomm
Pricey? Look at nvda forward pe vs amd’s. AMD is second to nvda. I own both, but think nvda is the better deal unless the valuation for all gpu makers is wrong.
the next NVDA is NVDA.
Q.E.D
Best semiconductors are currently TSMC or Intel may be once they get things running in 2025 on the new machines
Nothing is close to Nvidia because it has software…. Cuda….
Only other bets you can make are on producers of hardware. AMD is in the stone age and doesn’t seem to be able to get ai working at all on their hardware (at reasonable speeds)
I would pick designers like AMD, Qualcomm as they will still get some of the market share if they can deliver a competitive product at a reasonable price. The economy of scale will ensure that they can capture NVidias market faster keeping a good margin. I will stay away from any manufacturing company like INTC, TSMC. However, companies like LAM, ASML could be good as they are the providers. Finally there could be other themes too, companies that can monetize AI, not the providers of the technology itself. That’s my 2 cents.
TSM is the one to go with.
There will definitely be a bunch of hot AI plays in the years ahead of us.
Pets.com all over again.
NVDA is CISCO lol.
Not as rounded of a company as nvidia, but Global Foundries (GFS), essentially the manufacturing wing of AMD, Is the 3rd largest semiconductor foundry, and importantly is an American company. Export controls are already in place on Nvidia technology, people are worrying about reliance on Taiwan Semiconductor and GFY stands to gain.
TSM, ARM, Nvidia. This is the traditional “Nvidia Triangle.”
Now you can also invest in AMD, INTC, AVGO, Qualcomm.
If you are scared of war, or if your broker support, you can buy ASML, NXP, GFS as well.
It’s up to you ultimately.