grow by 19.71% to $527 billion_老虎社区_美港股上老虎

2021-07-20

grow by 19.71% to $527 billion in 2021. Look putfor other good stock too

These Are the Best Under-the-Radar Chip Stocks to Invest in Now<blockquote>这些是现在最值得投资的不为人知的芯片股</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":178099108,"tweetId":"178099108","gmtCreate":1626770067704,"gmtModify":1631891689784,"author":{"id":3586588423230446,"idStr":"3586588423230446","authorId":3586588423230446,"authorIdStr":"3586588423230446","name":"Takiho","avatar":"https://static.tigerbbs.com/9c71ba836ffdebd7c9d6c75d4b188cd8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":14,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>&nbsp;grow by 19.71% to $527 billion in 2021. Look putfor other good stock too</body></html>","htmlText":"<html><head></head><body>&nbsp;grow by 19.71% to $527 billion in 2021. Look putfor other good stock too</body></html>","text":"grow by 19.71% to $527 billion in 2021. Look putfor other good stock too","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/178099108","repostId":1197330931,"repostType":4,"repost":{"id":"1197330931","kind":"news","pubTimestamp":1626765188,"share":"https://www.laohu8.com/m/news/1197330931?lang=zh_CN&edition=full","pubTime":"2021-07-20 15:13","market":"us","language":"en","title":"These Are the Best Under-the-Radar Chip Stocks to Invest in Now<blockquote>这些是现在最值得投资的不为人知的芯片股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197330931","media":"The Street","summary":"Newer and smaller semiconductor companies with major growth potential are constantly emerging.\n\nAs a","content":" Newer and smaller semiconductor companies with major growth potential are constantly emerging. As a global semiconductor shortage affects everything from computers to the auto industry, companies likeNvidia&nbsp;(NVDA) and Advance Micro Devices&nbsp;(AMD) are on every investor’s radar. The soaring demand for the silicon chip used in countless electronic devices has propelled the shares of both companies, as well as many others,&nbsp; astronomically.<blockquote>具有重大增长潜力的更新、规模较小的半导体公司不断涌现。随着全球半导体短缺影响到从计算机到汽车行业的各个领域，像Vidia（NVDA)和超微设备(AMD）受到每个投资者的关注。对用于无数电子设备的硅芯片的需求飙升，推动了两家公司以及许多其他公司的股价上涨。</blockquote> But while soaring stock prices may make backing the big players feel like a no-brainer, the volatility of the industry means that newer or smaller companies with potential for major growth are constantly emerging. Due to the industry’s dependence on factors such as foreign supply and U.S.-China diplomacy, it is not always as simple as looking at current sales and growth to dictate long-term investing strategy.<blockquote>但是，尽管飙升的股价可能会让支持大公司变得理所当然，但该行业的波动性意味着具有重大增长潜力的新公司或较小公司不断涌现。由于该行业对外国供应和中美外交等因素的依赖，因此决定长期投资策略并不总是那么简单。</blockquote> One such example would beTaiwan Semiconductor Manufacturing&nbsp;(TSM).<blockquote>一个这样的例子是台湾积体电路制造（TSM).</blockquote> The stock of Taiwan Semi, one of the world’s largest independent semiconductor foundries, has risen by 120% in the last year. But it may have reached peak valuation as more companies making similar products come onto the market. According to a research report from World Semiconductor Trade Statistic, the global semiconductor market is projected to grow by 19.71% to $527 billion in 2021.<blockquote>全球最大的独立半导体代工厂之一台积电的股价去年上涨了120%。但随着越来越多生产类似产品的公司进入市场，它的估值可能已经达到峰值。根据世界半导体贸易统计的研究报告，2021年全球半导体市场预计将增长19.71%，达到5270亿美元。</blockquote> “I think that we're going to see a significant increase in chip manufacturing and that's going to lead to some incredible opportunities, especially in some of these ancillary players,” Quint Tatro, the chief investment officer of advisory firm Joule Financial , told TheStreet.&nbsp;“Companies will meet the demand and start pumping out chips like no other.”<blockquote>咨询公司Joule Financial的首席投资官Quint Tatro告诉TheStreet：“我认为我们将看到芯片制造的显着增长，这将带来一些令人难以置信的机会，特别是在其中一些辅助参与者中。”“公司将满足需求，并开始生产前所未有的芯片。”</blockquote> Globally, there are now more than 750 companies making semiconductors - other strong players include NXP Semiconductors&nbsp;(NXPI), Applied Materials&nbsp;(AMAT) and KLA&nbsp;(KLAC). In the United States, Intel&nbsp;(INTC) and Qualcomm&nbsp;(QCOM) have been making semiconductor technology for decades. Globally, Asia Pacific dominates with more than 60% of the world’s sales.<blockquote>在全球范围内，现在有超过750家公司生产半导体-其他强大的参与者包括恩智浦半导体（NXPI)、应用材料(阿马特）和KLA（离合器).在美国，英特尔（INTC）和高通（QCOM）几十年来一直在制造半导体技术。在全球范围内，亚太地区占据主导地位，占全球销售额的60%以上。</blockquote> But while the spotlight is currently on those that actually make semiconductors, ancillary products are just as necessary to ramp up manufacturing while treated like a secondary investment. According to Tatro, investors should be keeping a close eye on Axcelis Technologies(ACLS) -Get Report, a Massachusetts-based company from which Taiwan Semiconductor buys its manufacturing equipment. He said that the company compounded its book value at over 16%&nbsp;over the last five years while trading at a multiple of 15, a cheap investment given its potential for growth.<blockquote>不过，尽管目前的焦点集中在那些实际制造半导体的公司身上，但辅助产品对于扩大制造同样必要，同时被视为二次投资。Tatro表示，投资者应密切关注Axcelis Technologies（ACLS）-Get Report，一家总部位于马萨诸塞的公司，台积电从该公司购买制造设备。他表示，过去五年，该公司账面价值的复合增长率超过16%，而市盈率为15倍，考虑到其增长潜力，这是一项廉价的投资。</blockquote> “If you think of Taiwan Semiconductor’s [manufacturing plans], they’re going to need increased fabrication equipment to actually produce the semiconductors,” Tatro said. “Our belief is that we will see a ramp-up in orders for Axcelis fabrication equipment that will benefit the company greatly.”<blockquote>“如果你想到台积电的[制造计划]，他们将需要更多的制造设备来实际生产半导体，”塔特罗说。“我们相信，Axcelis制造设备的订单将会增加，这将使公司受益匪浅。”</blockquote> Another is the Taiwan-based mCore Technology, which specializes in the packaging that surrounds the semiconductor chips. Tatro explained that after receiving the semiconductors from Taiwan Semiconductor, Intel and Apple&nbsp;(AAPL) -Get Report, the company packages them in a way that makes them ready to enter a product like a computer. Surging demand means that the company's revenue grew 25% year over year while net income increased by almost 200%.<blockquote>另一个是总部位于台湾的mCore Technology，专门从事半导体芯片周围的封装。Tatro解释说，在收到台积电、英特尔和苹果（AAPL）-获取报告，公司以一种方式包装它们，使它们准备好像计算机一样进入产品。需求激增意味着该公司收入同比增长25%，净利润增长近200%。</blockquote> Another option is Ultra Clean Holdings&nbsp;(UCTT), which creates tools and subsystems for the semiconductor.<blockquote>另一个选择是超净控股（UCTT），它为半导体创建工具和子系统。</blockquote> “Similarly to Axcelis, mCore should be an absolute benefactor from the increase in manufacturing in growing revenue,” Tatro said. “[…] They've got about 42% debt to equity so it's a little more debt than that I'd like to see but they have strong cash flows and we believe that with a forward multiple of under 11, this company is undervalued and poised for this sort of ancillary ramp-up in manufacturing.”<blockquote>Tatro表示：“与Axcelis类似，mCore应该成为制造业收入增长的绝对受益者。”“[...]他们的债务股本比约为42%，因此债务比我希望看到的要多一点，但他们拥有强劲的现金流，我们认为，由于远期市盈率低于11，这家公司被低估并为制造业的这种辅助增长做好了准备。”</blockquote> Defiance ETFs co-founder and chief investment officer, Sylvia Jablonski, said other lesser-known names are Qorvo&nbsp;(QRVO) -Get Report, whose growth&nbsp;likely will be very strong as more of the wireless industry transitions to the 5G technology in which the company specializes.<blockquote>Defiance ETF联合创始人兼首席投资官Sylvia Jablonski表示，其他鲜为人知的名字包括Qorvo（QRVO)-获取报告，随着更多无线行业向该公司擅长的5G技术过渡，该报告的增长可能会非常强劲。</blockquote> MaxLinear&nbsp;(MXL) -Get Report&nbsp;and GCP Applied Technologies&nbsp;(GCP) -Get Report&nbsp;are fast approaching major breakthrough in profitability while companies like Texas Instruments&nbsp;(TXN) -Get Report&nbsp;are valuable because they have their own foundries and will be protected from global shortages.<blockquote>最大线性（MXL)-Get报告和GCP应用技术(GCP）-Get报告正在迅速接近盈利能力的重大突破，而德州仪器（TXN）-Get报告很有价值，因为他们有自己的代工厂，并将免受全球短缺的影响。</blockquote> “All of these companies make the list for me because they are pretty much in the ideal situation for constructing the basic equipment to deploy the 5G technology,” Jablonski told TheStreet.<blockquote>Jablonski告诉TheStreet：“所有这些公司都为我上榜，因为它们几乎处于构建部署5G技术的基本设备的理想位置。”</blockquote> “Any company that is linked to that is going to experience healthier profit margins,”&nbsp;Jablonski added.<blockquote>“任何与此相关的公司都将获得更健康的利润率，”雅布隆斯基补充道。</blockquote> Investors whose only knowledge of semiconductors comes from the current investment buzz may also consider starting out with an ETF, Jablonski advised. Along with her company’s 5G ETF&nbsp;(FIVG), VanEck Vectors Semiconductor ET&nbsp;(SMH) and iShares Semiconductor ETF&nbsp;(SOXX) include both major players and less-talked-about companies like Entegris&nbsp;(ENTG) and ASE Technology&nbsp;(ASX) .<blockquote>Jablonski建议，对半导体的唯一了解来自当前投资热潮的投资者也可以考虑从ETF开始。连同她公司的5G ETF（FIVG）、VanEck Vectors Semiconductor和（SMH)和iShares半导体ETF(SOXX）既包括主要参与者，也包括Entegris等鲜为人知的公司（ENTG)与日月光科技(ASX).</blockquote> By dipping one’s toes with broad-based exposure to the industry, potential investors will be able to track the different holdings and have a better understanding of individual companies to watch out for.<blockquote>通过广泛接触该行业，潜在投资者将能够跟踪不同的持股，并更好地了解需要关注的各个公司。</blockquote> But overall, Jablonski said that picking the right company is less important than getting into the industry generally. The chip shortage is not going anywhere soon and, with data from the Semiconductor Industry Association showing that a finished chip can take up to 26 weeks to manufacture, the investment opportunities should remain strong for at least the next five years.<blockquote>但总体而言，雅布隆斯基表示，选择合适的公司不如进入该行业重要。芯片短缺不会很快消失，半导体行业协会的数据显示，一个成品芯片可能需要长达26周的时间才能制造出来，至少在未来五年内，投资机会应该会保持强劲。</blockquote> \"There's been a lot of talk by (President) Biden about the 5G infrastructure package and connecting rural and urban America,” Jablonski said.<blockquote>“（总统）拜登就5G基础设施一揽子计划以及连接美国农村和城市进行了很多讨论，”雅布隆斯基说。</blockquote> “A lot of the companies that allow all that to happen are semiconductor companies. There is no machine-to-machine communication, no automation processing, no AI or any of the other massive innovations in our future without semiconductors,\" Jablonski said.<blockquote>“许多允许这一切发生的公司都是半导体公司。如果没有半导体，我们的未来就不会有机器对机器的通信、自动化处理、人工智能或任何其他大规模创新，”Jablonski说。</blockquote>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Are the Best Under-the-Radar Chip Stocks to Invest in Now<blockquote>这些是现在最值得投资的不为人知的芯片股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Are the Best Under-the-Radar Chip Stocks to Invest in Now<blockquote>这些是现在最值得投资的不为人知的芯片股</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Street2021-07-20 15:13\n\n</h4>\n</header>\n<article>\n Newer and smaller semiconductor companies with major growth potential are constantly emerging. As a global semiconductor shortage affects everything from computers to the auto industry, companies likeNvidia&nbsp;(NVDA) and Advance Micro Devices&nbsp;(AMD) are on every investor’s radar. The soaring demand for the silicon chip used in countless electronic devices has propelled the shares of both companies, as well as many others,&nbsp; astronomically.<blockquote>具有重大增长潜力的更新、规模较小的半导体公司不断涌现。随着全球半导体短缺影响到从计算机到汽车行业的各个领域，像Vidia（NVDA)和超微设备(AMD）受到每个投资者的关注。对用于无数电子设备的硅芯片的需求飙升，推动了两家公司以及许多其他公司的股价上涨。</blockquote> But while soaring stock prices may make backing the big players feel like a no-brainer, the volatility of the industry means that newer or smaller companies with potential for major growth are constantly emerging. Due to the industry’s dependence on factors such as foreign supply and U.S.-China diplomacy, it is not always as simple as looking at current sales and growth to dictate long-term investing strategy.<blockquote>但是，尽管飙升的股价可能会让支持大公司变得理所当然，但该行业的波动性意味着具有重大增长潜力的新公司或较小公司不断涌现。由于该行业对外国供应和中美外交等因素的依赖，因此决定长期投资策略并不总是那么简单。</blockquote> One such example would beTaiwan Semiconductor Manufacturing&nbsp;(TSM).<blockquote>一个这样的例子是台湾积体电路制造（TSM).</blockquote> The stock of Taiwan Semi, one of the world’s largest independent semiconductor foundries, has risen by 120% in the last year. But it may have reached peak valuation as more companies making similar products come onto the market. According to a research report from World Semiconductor Trade Statistic, the global semiconductor market is projected to grow by 19.71% to $527 billion in 2021.<blockquote>全球最大的独立半导体代工厂之一台积电的股价去年上涨了120%。但随着越来越多生产类似产品的公司进入市场，它的估值可能已经达到峰值。根据世界半导体贸易统计的研究报告，2021年全球半导体市场预计将增长19.71%，达到5270亿美元。</blockquote> “I think that we're going to see a significant increase in chip manufacturing and that's going to lead to some incredible opportunities, especially in some of these ancillary players,” Quint Tatro, the chief investment officer of advisory firm Joule Financial , told TheStreet.&nbsp;“Companies will meet the demand and start pumping out chips like no other.”<blockquote>咨询公司Joule Financial的首席投资官Quint Tatro告诉TheStreet：“我认为我们将看到芯片制造的显着增长，这将带来一些令人难以置信的机会，特别是在其中一些辅助参与者中。”“公司将满足需求，并开始生产前所未有的芯片。”</blockquote> Globally, there are now more than 750 companies making semiconductors - other strong players include NXP Semiconductors&nbsp;(NXPI), Applied Materials&nbsp;(AMAT) and KLA&nbsp;(KLAC). In the United States, Intel&nbsp;(INTC) and Qualcomm&nbsp;(QCOM) have been making semiconductor technology for decades. Globally, Asia Pacific dominates with more than 60% of the world’s sales.<blockquote>在全球范围内，现在有超过750家公司生产半导体-其他强大的参与者包括恩智浦半导体（NXPI)、应用材料(阿马特）和KLA（离合器).在美国，英特尔（INTC）和高通（QCOM）几十年来一直在制造半导体技术。在全球范围内，亚太地区占据主导地位，占全球销售额的60%以上。</blockquote> But while the spotlight is currently on those that actually make semiconductors, ancillary products are just as necessary to ramp up manufacturing while treated like a secondary investment. According to Tatro, investors should be keeping a close eye on Axcelis Technologies(ACLS) -Get Report, a Massachusetts-based company from which Taiwan Semiconductor buys its manufacturing equipment. He said that the company compounded its book value at over 16%&nbsp;over the last five years while trading at a multiple of 15, a cheap investment given its potential for growth.<blockquote>不过，尽管目前的焦点集中在那些实际制造半导体的公司身上，但辅助产品对于扩大制造同样必要，同时被视为二次投资。Tatro表示，投资者应密切关注Axcelis Technologies（ACLS）-Get Report，一家总部位于马萨诸塞的公司，台积电从该公司购买制造设备。他表示，过去五年，该公司账面价值的复合增长率超过16%，而市盈率为15倍，考虑到其增长潜力，这是一项廉价的投资。</blockquote> “If you think of Taiwan Semiconductor’s [manufacturing plans], they’re going to need increased fabrication equipment to actually produce the semiconductors,” Tatro said. “Our belief is that we will see a ramp-up in orders for Axcelis fabrication equipment that will benefit the company greatly.”<blockquote>“如果你想到台积电的[制造计划]，他们将需要更多的制造设备来实际生产半导体，”塔特罗说。“我们相信，Axcelis制造设备的订单将会增加，这将使公司受益匪浅。”</blockquote> Another is the Taiwan-based mCore Technology, which specializes in the packaging that surrounds the semiconductor chips. Tatro explained that after receiving the semiconductors from Taiwan Semiconductor, Intel and Apple&nbsp;(AAPL) -Get Report, the company packages them in a way that makes them ready to enter a product like a computer. Surging demand means that the company's revenue grew 25% year over year while net income increased by almost 200%.<blockquote>另一个是总部位于台湾的mCore Technology，专门从事半导体芯片周围的封装。Tatro解释说，在收到台积电、英特尔和苹果（AAPL）-获取报告，公司以一种方式包装它们，使它们准备好像计算机一样进入产品。需求激增意味着该公司收入同比增长25%，净利润增长近200%。</blockquote> Another option is Ultra Clean Holdings&nbsp;(UCTT), which creates tools and subsystems for the semiconductor.<blockquote>另一个选择是超净控股（UCTT），它为半导体创建工具和子系统。</blockquote> “Similarly to Axcelis, mCore should be an absolute benefactor from the increase in manufacturing in growing revenue,” Tatro said. “[…] They've got about 42% debt to equity so it's a little more debt than that I'd like to see but they have strong cash flows and we believe that with a forward multiple of under 11, this company is undervalued and poised for this sort of ancillary ramp-up in manufacturing.”<blockquote>Tatro表示：“与Axcelis类似，mCore应该成为制造业收入增长的绝对受益者。”“[...]他们的债务股本比约为42%，因此债务比我希望看到的要多一点，但他们拥有强劲的现金流，我们认为，由于远期市盈率低于11，这家公司被低估并为制造业的这种辅助增长做好了准备。”</blockquote> Defiance ETFs co-founder and chief investment officer, Sylvia Jablonski, said other lesser-known names are Qorvo&nbsp;(QRVO) -Get Report, whose growth&nbsp;likely will be very strong as more of the wireless industry transitions to the 5G technology in which the company specializes.<blockquote>Defiance ETF联合创始人兼首席投资官Sylvia Jablonski表示，其他鲜为人知的名字包括Qorvo（QRVO)-获取报告，随着更多无线行业向该公司擅长的5G技术过渡，该报告的增长可能会非常强劲。</blockquote> MaxLinear&nbsp;(MXL) -Get Report&nbsp;and GCP Applied Technologies&nbsp;(GCP) -Get Report&nbsp;are fast approaching major breakthrough in profitability while companies like Texas Instruments&nbsp;(TXN) -Get Report&nbsp;are valuable because they have their own foundries and will be protected from global shortages.<blockquote>最大线性（MXL)-Get报告和GCP应用技术(GCP）-Get报告正在迅速接近盈利能力的重大突破，而德州仪器（TXN）-Get报告很有价值，因为他们有自己的代工厂，并将免受全球短缺的影响。</blockquote> “All of these companies make the list for me because they are pretty much in the ideal situation for constructing the basic equipment to deploy the 5G technology,” Jablonski told TheStreet.<blockquote>Jablonski告诉TheStreet：“所有这些公司都为我上榜，因为它们几乎处于构建部署5G技术的基本设备的理想位置。”</blockquote> “Any company that is linked to that is going to experience healthier profit margins,”&nbsp;Jablonski added.<blockquote>“任何与此相关的公司都将获得更健康的利润率，”雅布隆斯基补充道。</blockquote> Investors whose only knowledge of semiconductors comes from the current investment buzz may also consider starting out with an ETF, Jablonski advised. Along with her company’s 5G ETF&nbsp;(FIVG), VanEck Vectors Semiconductor ET&nbsp;(SMH) and iShares Semiconductor ETF&nbsp;(SOXX) include both major players and less-talked-about companies like Entegris&nbsp;(ENTG) and ASE Technology&nbsp;(ASX) .<blockquote>Jablonski建议，对半导体的唯一了解来自当前投资热潮的投资者也可以考虑从ETF开始。连同她公司的5G ETF（FIVG）、VanEck Vectors Semiconductor和（SMH)和iShares半导体ETF(SOXX）既包括主要参与者，也包括Entegris等鲜为人知的公司（ENTG)与日月光科技(ASX).</blockquote> By dipping one’s toes with broad-based exposure to the industry, potential investors will be able to track the different holdings and have a better understanding of individual companies to watch out for.<blockquote>通过广泛接触该行业，潜在投资者将能够跟踪不同的持股，并更好地了解需要关注的各个公司。</blockquote> But overall, Jablonski said that picking the right company is less important than getting into the industry generally. The chip shortage is not going anywhere soon and, with data from the Semiconductor Industry Association showing that a finished chip can take up to 26 weeks to manufacture, the investment opportunities should remain strong for at least the next five years.<blockquote>但总体而言，雅布隆斯基表示，选择合适的公司不如进入该行业重要。芯片短缺不会很快消失，半导体行业协会的数据显示，一个成品芯片可能需要长达26周的时间才能制造出来，至少在未来五年内，投资机会应该会保持强劲。</blockquote> \"There's been a lot of talk by (President) Biden about the 5G infrastructure package and connecting rural and urban America,” Jablonski said.<blockquote>“（总统）拜登就5G基础设施一揽子计划以及连接美国农村和城市进行了很多讨论，”雅布隆斯基说。</blockquote> “A lot of the companies that allow all that to happen are semiconductor companies. There is no machine-to-machine communication, no automation processing, no AI or any of the other massive innovations in our future without semiconductors,\" Jablonski said.<blockquote>“许多允许这一切发生的公司都是半导体公司。如果没有半导体，我们的未来就不会有机器对机器的通信、自动化处理、人工智能或任何其他大规模创新，”Jablonski说。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/investing/chip-semiconductor-stocks-under-the-radar-investing-axcelis\">The Street</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ENTG":"英特格","TXN":"德州仪器","QRVO":"Qorvo, Inc.","ASX":"日月光半导体","MXL":"MaxLinear","TSM":"台积电","UCTT":"超科林半导体","QCOM":"高通","SOXX":"iShares费城交易所半导体ETF","KLAC":"科磊","NXPI":"恩智浦","ACLS":"Axcelis科技设计公司","INTC":"英特尔","FIVG":"Defiance Next Gen Connectivity ETF","SMH":"半导体指数ETF-HOLDRs","AMAT":"应用材料"},"source_url":"https://www.thestreet.com/investing/chip-semiconductor-stocks-under-the-radar-investing-axcelis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197330931","content_text":"Newer and smaller semiconductor companies with major growth potential are constantly emerging.\n\nAs a global semiconductor shortage affects everything from computers to the auto industry, companies likeNvidia (NVDA) and Advance Micro Devices (AMD) are on every investor’s radar. The soaring demand for the silicon chip used in countless electronic devices has propelled the shares of both companies, as well as many others,  astronomically.\nBut while soaring stock prices may make backing the big players feel like a no-brainer, the volatility of the industry means that newer or smaller companies with potential for major growth are constantly emerging. Due to the industry’s dependence on factors such as foreign supply and U.S.-China diplomacy, it is not always as simple as looking at current sales and growth to dictate long-term investing strategy.\nOne such example would beTaiwan Semiconductor Manufacturing (TSM).\nThe stock of Taiwan Semi, one of the world’s largest independent semiconductor foundries, has risen by 120% in the last year. But it may have reached peak valuation as more companies making similar products come onto the market. According to a research report from World Semiconductor Trade Statistic, the global semiconductor market is projected to grow by 19.71% to $527 billion in 2021.\n“I think that we're going to see a significant increase in chip manufacturing and that's going to lead to some incredible opportunities, especially in some of these ancillary players,” Quint Tatro, the chief investment officer of advisory firm Joule Financial , told TheStreet. “Companies will meet the demand and start pumping out chips like no other.”\nGlobally, there are now more than 750 companies making semiconductors - other strong players include NXP Semiconductors (NXPI), Applied Materials (AMAT) and KLA (KLAC). In the United States, Intel (INTC) and Qualcomm (QCOM) have been making semiconductor technology for decades. Globally, Asia Pacific dominates with more than 60% of the world’s sales.\nBut while the spotlight is currently on those that actually make semiconductors, ancillary products are just as necessary to ramp up manufacturing while treated like a secondary investment. According to Tatro, investors should be keeping a close eye on Axcelis Technologies(ACLS) -Get Report, a Massachusetts-based company from which Taiwan Semiconductor buys its manufacturing equipment. He said that the company compounded its book value at over 16% over the last five years while trading at a multiple of 15, a cheap investment given its potential for growth.\n“If you think of Taiwan Semiconductor’s [manufacturing plans], they’re going to need increased fabrication equipment to actually produce the semiconductors,” Tatro said. “Our belief is that we will see a ramp-up in orders for Axcelis fabrication equipment that will benefit the company greatly.”\nAnother is the Taiwan-based mCore Technology, which specializes in the packaging that surrounds the semiconductor chips. Tatro explained that after receiving the semiconductors from Taiwan Semiconductor, Intel and Apple (AAPL) -Get Report, the company packages them in a way that makes them ready to enter a product like a computer. Surging demand means that the company's revenue grew 25% year over year while net income increased by almost 200%.\nAnother option is Ultra Clean Holdings (UCTT), which creates tools and subsystems for the semiconductor.\n“Similarly to Axcelis, mCore should be an absolute benefactor from the increase in manufacturing in growing revenue,” Tatro said. “[…] They've got about 42% debt to equity so it's a little more debt than that I'd like to see but they have strong cash flows and we believe that with a forward multiple of under 11, this company is undervalued and poised for this sort of ancillary ramp-up in manufacturing.”\nDefiance ETFs co-founder and chief investment officer, Sylvia Jablonski, said other lesser-known names are Qorvo (QRVO) -Get Report, whose growth likely will be very strong as more of the wireless industry transitions to the 5G technology in which the company specializes.\nMaxLinear (MXL) -Get Report and GCP Applied Technologies (GCP) -Get Report are fast approaching major breakthrough in profitability while companies like Texas Instruments (TXN) -Get Report are valuable because they have their own foundries and will be protected from global shortages.\n“All of these companies make the list for me because they are pretty much in the ideal situation for constructing the basic equipment to deploy the 5G technology,” Jablonski told TheStreet.\n“Any company that is linked to that is going to experience healthier profit margins,” Jablonski added.\nInvestors whose only knowledge of semiconductors comes from the current investment buzz may also consider starting out with an ETF, Jablonski advised. Along with her company’s 5G ETF (FIVG), VanEck Vectors Semiconductor ET (SMH) and iShares Semiconductor ETF (SOXX) include both major players and less-talked-about companies like Entegris (ENTG) and ASE Technology (ASX) .\nBy dipping one’s toes with broad-based exposure to the industry, potential investors will be able to track the different holdings and have a better understanding of individual companies to watch out for.\nBut overall, Jablonski said that picking the right company is less important than getting into the industry generally. The chip shortage is not going anywhere soon and, with data from the Semiconductor Industry Association showing that a finished chip can take up to 26 weeks to manufacture, the investment opportunities should remain strong for at least the next five years.\n\"There's been a lot of talk by (President) Biden about the 5G infrastructure package and connecting rural and urban America,” Jablonski said.\n“A lot of the companies that allow all that to happen are semiconductor companies. There is no machine-to-machine communication, no automation processing, no AI or any of the other massive innovations in our future without semiconductors,\" Jablonski said.","news_type":1,"symbols_score_info":{"KLAC":0.9,"SOXX":0.9,"TXN":0.9,"NXPI":0.9,"ACLS":0.9,"INTC":0.9,"GCP":0.9,"FIVG":0.9,"AMAT":0.9,"SMH":0.9,"QRVO":0.9,"UCTT":0.9,"ENTG":0.9,"MXL":0.9,"QCOM":0.9,"ASX":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1032,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":59,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/178099108"}