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>这些是目前最值得投资的低调芯片股票</blockquote>

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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.laohunote.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>这些是目前最值得投资的低调芯片股票</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>具有巨大增长潜力的较新和规模较小的半导体公司不断涌现。由于全球半导体短缺影响到从计算机到汽车行业的所有领域，像Vidia这样的公司（NVDA）和先进微器件（AMD）是每个投资者都关注的焦点。对无数电子设备中使用的硅芯片的需求飙升，推动了这两家公司以及许多其他公司的股价飙升。</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>不过，尽管飙升的股价可能会让支持大公司感觉显而易见，但该行业的波动性意味着具有大幅增长潜力的较新或规模较小的公司不断涌现。由于该行业对国外供应和中美外交等因素的依赖，因此要制定长期投资战略并不总是那么简单，只需看当前的销售额和增长情况即可。</blockquote> One such example would beTaiwan Semiconductor Manufacturing&nbsp;(TSM).<blockquote>一个这样的例子是台积电（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>台积电是全球最大的独立半导体代工厂之一，其股价去年上涨了 120%。但随着更多生产类似产品的公司进入市场，它可能已经达到估值峰值。根据世界半导体贸易统计研究报告，2021年全球半导体市场预计将增长19.71%至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业大幅增长，这将带来一些令人难以置信的机遇，尤其是在一些辅助企业中。“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公司（恩智浦）、应用材料（非常）和KLA（离合器).在美国，英特尔（国际电联）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>但是，尽管目前的焦点集中在那些实际生产半导体的企业身上，但辅助产品对于提高制造业同样必要，同时将其视为二次投资。Tatro 表示，投资者应密切关注 Axcelis Technologies（前交叉韧带) -Get Report，一家总部位于马萨诸塞州的公司，台积电从该公司购买制造设备。他表示，该公司在过去五年中的账面价值复合超过 16%，而市盈率为 15，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>“塔特罗说：”如果你想想台积电的[制造计划]，他们将需要更多的制造设备来实际生产半导体。“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>另一家是总部位于台湾的 mCore Technology，该公司专门从事半导体芯片周围的封装。Tatro解释说，在收到台积电、英特尔和苹果的半导体后（苹果)-获取报告，公司以一种方式对它们进行包装，使它们准备好进入类似于计算机的产品。需求激增意味着该公司的收入同比增长 25%，而净利润增长近 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 Ultra Clean Holdings（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>“与 Axcelis 类似，mCore 应该是制造业增长带来的收入增长的绝对受益者，”Tatro 说。“[...]他们的债务与股本的比率约为 42%，所以债务比我希望看到的要多一点，但他们有强劲的现金流，我们认为，在远期市盈率低于 11 的情况下，这家公司被低估了，并为制造业的这种辅助性增长做好了准备。”</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 ETFs 联合创始人兼首席投资官 Sylvia Jablonski 表示，其他鲜为人知的名字是 Qorvo (QRVO) -Get Report，随着更多无线行业转向该公司擅长的 5G 技术，其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（迈克尔）-获取报告和GCP应用技术（GCP) -Get Report 正在迅速接近盈利能力的重大突破，而像德州仪器 (TXN)-获取报告很有价值，因为他们有自己的代工厂，将受到保护，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：”所有这些公司都榜上有名，因为它们处于建造部署 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>“Jablonski 补充说：”任何与之相关的公司都将获得更健康的利润率。</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。以及她公司的 5G ETF（菲夫格)、VanEck Vectors 半导体和 (SMH）和iShares半导体ETF（索克斯）包括主要参与者和像 Entegris 这样鲜为人知的公司（恩特格）和日月光科技（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情况，并更好地了解需要关注的个别公司。</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，贾布隆斯基表示，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，而且半导体行业协会的数据显示，一颗成品芯片可能需要长达 26 周的时间来制造，因此至少在未来五年内，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>贾布隆斯基说：“（总统）拜登谈了很多关于5G基础设施一揽子计划和连接美国农村和城市的事情。”</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>“很多允许这一切发生的公司都是半导体公司。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，”贾布隆斯基说。</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>这些是目前最值得投资的低调芯片股票</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>这些是目前最值得投资的低调芯片股票</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>具有巨大增长潜力的较新和规模较小的半导体公司不断涌现。由于全球半导体短缺影响到从计算机到汽车行业的所有领域，像Vidia这样的公司（NVDA）和先进微器件（AMD）是每个投资者都关注的焦点。对无数电子设备中使用的硅芯片的需求飙升，推动了这两家公司以及许多其他公司的股价飙升。</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>不过，尽管飙升的股价可能会让支持大公司感觉显而易见，但该行业的波动性意味着具有大幅增长潜力的较新或规模较小的公司不断涌现。由于该行业对国外供应和中美外交等因素的依赖，因此要制定长期投资战略并不总是那么简单，只需看当前的销售额和增长情况即可。</blockquote> One such example would beTaiwan Semiconductor Manufacturing&nbsp;(TSM).<blockquote>一个这样的例子是台积电（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>台积电是全球最大的独立半导体代工厂之一，其股价去年上涨了 120%。但随着更多生产类似产品的公司进入市场，它可能已经达到估值峰值。根据世界半导体贸易统计研究报告，2021年全球半导体市场预计将增长19.71%至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业大幅增长，这将带来一些令人难以置信的机遇，尤其是在一些辅助企业中。“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公司（恩智浦）、应用材料（非常）和KLA（离合器).在美国，英特尔（国际电联）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>但是，尽管目前的焦点集中在那些实际生产半导体的企业身上，但辅助产品对于提高制造业同样必要，同时将其视为二次投资。Tatro 表示，投资者应密切关注 Axcelis Technologies（前交叉韧带) -Get Report，一家总部位于马萨诸塞州的公司，台积电从该公司购买制造设备。他表示，该公司在过去五年中的账面价值复合超过 16%，而市盈率为 15，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>“塔特罗说：”如果你想想台积电的[制造计划]，他们将需要更多的制造设备来实际生产半导体。“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>另一家是总部位于台湾的 mCore Technology，该公司专门从事半导体芯片周围的封装。Tatro解释说，在收到台积电、英特尔和苹果的半导体后（苹果)-获取报告，公司以一种方式对它们进行包装，使它们准备好进入类似于计算机的产品。需求激增意味着该公司的收入同比增长 25%，而净利润增长近 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 Ultra Clean Holdings（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>“与 Axcelis 类似，mCore 应该是制造业增长带来的收入增长的绝对受益者，”Tatro 说。“[...]他们的债务与股本的比率约为 42%，所以债务比我希望看到的要多一点，但他们有强劲的现金流，我们认为，在远期市盈率低于 11 的情况下，这家公司被低估了，并为制造业的这种辅助性增长做好了准备。”</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 ETFs 联合创始人兼首席投资官 Sylvia Jablonski 表示，其他鲜为人知的名字是 Qorvo (QRVO) -Get Report，随着更多无线行业转向该公司擅长的 5G 技术，其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（迈克尔）-获取报告和GCP应用技术（GCP) -Get Report 正在迅速接近盈利能力的重大突破，而像德州仪器 (TXN)-获取报告很有价值，因为他们有自己的代工厂，将受到保护，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：”所有这些公司都榜上有名，因为它们处于建造部署 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>“Jablonski 补充说：”任何与之相关的公司都将获得更健康的利润率。</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。以及她公司的 5G ETF（菲夫格)、VanEck Vectors 半导体和 (SMH）和iShares半导体ETF（索克斯）包括主要参与者和像 Entegris 这样鲜为人知的公司（恩特格）和日月光科技（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情况，并更好地了解需要关注的个别公司。</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，贾布隆斯基表示，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，而且半导体行业协会的数据显示，一颗成品芯片可能需要长达 26 周的时间来制造，因此至少在未来五年内，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>贾布隆斯基说：“（总统）拜登谈了很多关于5G基础设施一揽子计划和连接美国农村和城市的事情。”</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>“很多允许这一切发生的公司都是半导体公司。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，”贾布隆斯基说。</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":{"INTC":"英特尔","ENTG":"英特格","TSM":"台积电","ACLS":"Axcelis科技设计公司","SOXX":"iShares费城交易所半导体ETF","MXL":"MaxLinear","NXPI":"恩智浦","SMH":"半导体指数ETF-HOLDRs","AMAT":"应用材料","ASX":"日月光半导体","QRVO":"Qorvo, Inc.","QCOM":"高通","TXN":"德州仪器","FIVG":"Defiance Next Gen Connectivity ETF","UCTT":"超科林半导体","KLAC":"科磊"},"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":{"AMAT":0.9,"SOXX":0.9,"KLAC":0.9,"QRVO":0.9,"UCTT":0.9,"ENTG":0.9,"QCOM":0.9,"TXN":0.9,"SMH":0.9,"ASX":0.9,"MXL":0.9,"INTC":0.9,"NXPI":0.9,"FIVG":0.9,"TSM":0.9,"ACLS":0.9,"GCP":0.9}},"isVote":1,"tweetType":1,"viewCount":1306,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/178099108"}