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e75a06c
e75a06c
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2021-06-26
Good
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e75a06c
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2021-06-24
Yes
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e75a06c
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2021-06-16
Ya, that’s true
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e75a06c
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2021-06-14
Good
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e75a06c
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2021-06-14
Good news
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2021-06-14
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e75a06c
e75a06c
·
2021-06-08
Oic
One Championship reveals listing plans, after two Temasek-linked directors resign
SINGAPORE - The recent departures of two of Group One Holdings' directors come amid the company's pl
One Championship reveals listing plans, after two Temasek-linked directors resign
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e75a06c
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2021-05-21
good advice
The Top 7 Ways to Invest In Semiconductors Now
The most valuable and in-demand product on the planet right now isn’t an EV, smartphone or game cons
The Top 7 Ways to Invest In Semiconductors Now
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e75a06c
e75a06c
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2021-05-20
Good 😀
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2021-05-08
I think so
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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>One Championship reveals listing plans, after two Temasek-linked directors resign</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nOne Championship reveals listing plans, after two Temasek-linked directors resign\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 12:23 GMT+8 <a href=http://www.straitstimes.com/business/companies-markets/one-championship-reveals-listing-plans-after-two-temasek-linked-directors><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE - The recent departures of two of Group One Holdings' directors come amid the company's plans for a public listing, said group president Teh Hua Feng.He was responding to recent media ...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/one-championship-reveals-listing-plans-after-two-temasek-linked-directors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.straitstimes.com/business/companies-markets/one-championship-reveals-listing-plans-after-two-temasek-linked-directors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141252512","content_text":"SINGAPORE - The recent departures of two of Group One Holdings' directors come amid the company's plans for a public listing, said group president Teh Hua Feng.He was responding to recent media reports on the resignations of Mr Derek Lau, Temasek subsidiary Heliconica Capital Management chief executive, and Mr Fock Wai Hoong, a managing director at Temasek. Both stepped down from One's board last month, DealStreetAsia and The Business Times reported earlier.The sports media company is the the Singapore-registered entity of mixed martial arts promoter One Championship.In a statement on Monday (June 7), Mr Teh said: \"As part of our plans for a public listing, we are taking a number of technical steps to ensure that we have the right governance structure in place for various jurisdictions, including the United States.\"Temasek and Heliconia Capital remain fully engaged and supportive with the firm's strategic direction, he added.The state investor is among Group One Holdings' backers, which include sovereign wealth fund GIC and venture capital firms Sequoia Capital and Iconiq Capital.In its statement, Group One Holdings said that it has appointed Goldman Sachs and Credit Suisse as its financial advisors for a potential listing, and Skadden, Arps, Slate, Meagher & Flom LLP as legal advisor.Mr Lau joined the board in September 2016 after Heliconia's investment, while Mr Fock was appointed in July 2020.In February, Bloomberg reported that One Championship was considering listing in the US via a special purpose acquisition company. An investor told BT that its revenue-generating potential is not yet evident, and it will have to be \"an extraordinary process to get to the public markets\".Last June, the firm announced that it raised US$70 million (S$92 million) in its latest funding round. At the same time, it cut 20 per cent of its total headcount globally, as part of moves to streamline operations. One has been hard hit by the Covid-19 pandemic, with events put on hold for much of last year until its pilot event last October.It recently postponed the One: Empower event, which was scheduled for May 28 at the Singapore Indoor Stadium due to the Covid-19 situation.","news_type":1,"symbols_score_info":{"AONE":1,"AONE.U":1}},"isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130787529,"gmtCreate":1621566576261,"gmtModify":1631891625632,"author":{"id":"3581152527558672","authorId":"3581152527558672","name":"e75a06c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581152527558672","authorIdStr":"3581152527558672"},"themes":[],"htmlText":"good advice","listText":"good advice","text":"good advice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/130787529","repostId":"1198672107","repostType":4,"repost":{"id":"1198672107","kind":"news","pubTimestamp":1621564624,"share":"https://www.laohu8.com/m/news/1198672107?lang=&edition=full","pubTime":"2021-05-21 10:37","market":"us","language":"en","title":"The Top 7 Ways to Invest In Semiconductors Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1198672107","media":"investorplace","summary":"The most valuable and in-demand product on the planet right now isn’t an EV, smartphone or game cons","content":"<p>The most valuable and in-demand product on the planet right now isn’t an EV, smartphone or game console. It’s semiconductors — a key component found in<i>all</i>of these devices and every other high-tech product on the market. A global shortage of semiconductors is having a huge ripple effect. Car manufacturers areidling plantsbecause they can’t get the chips they need.Smartphone releases have been delayed. The price of TVs isgoing up by as much as 30%.</p><p>This demand isn’t going anywhere. If anything the demand for semiconductors is only going to increase. That makes the companies involved in the production of semiconductors a very smart investment for a growth-focused portfolio.</p><p>As such, I’ve put together a list seven semiconductor stocks that would make great choices:</p><ul><li><b>Applied Materials, Inc</b>(NASDAQ:<b><u>AMAT</u></b>)</li><li><b>Corning Incorporated</b>(NYSE:<b><u>GLW</u></b>)</li><li><b>Lam Research Corporation</b>(NASDAQ:<b><u>LRCX</u></b>)</li><li><b>Micron Technology, Inc.</b>(NASDAQ:<b><u>MU</u></b>)</li><li><b>NVIDIA Corporation</b>(NASDAQ:<b><u>NVDA</u></b>)</li><li><b>Taiwan Semiconductor</b>Mfg. Co. Ltd. (NYSE:<b><u>TSM</u></b>)</li><li><b>United Microelectronics Corp</b>(NYSE:<b><u>UMC</u></b>)</li></ul><p>The obvious choices — semiconductor fabricators — are well-represented on this list. But it pays to cast a wider net. I’ve also included less obvious choices that many investors make the mistake of overlooking, including companies that supply raw materials or provide the technology required to make those “silicon gold” semiconductors.</p><p>Key Investments In Semiconductors: Applied Materials (AMAT)</p><p>California-based Applied Materials describes itself as “the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world.”</p><p>That’s a big claim, but Applied Materials isn’t just idly boasting. The company supplies material engineering solutions that manufacturers of semiconductors use in the design, product development and fabrication of chips. In itsfirst quarter 2021 results, Applied Materials showed just how much it is benefiting from the scramble to ramp up chip production and yields. It set a record with quarterly revenue of $5.16 billion, up 24% year-over-year. The company projected it will “substantially outgrow our markets again in 2021 and beyond.”</p><p>After 8 years of stagnation, AMAT stock caught fire in mid-2020, as the global shortage of semiconductors began to take hold. It has now posted growth of 122% over the past 12 months.</p><p>AMAT stock current holds a ‘B’ rating in<i>Portfolio Grader</i>.</p><p>Corning (GLW)</p><p>Corning is an American company that significantly predates the computer and semiconductor industries. But the glass-maker became a high-tech company through the introduction of optical fiber and the Gorilla Glass that protects many smartphone, tablet and laptop displays.</p><p>You may not have realized it, but Corning also holds a critical role in the manufacture of semiconductors. Corning supplies ultra-pure materials for the fabrication process, including fused silica. Its optical materials and lenses are used in the photolithography process used in the manufacture of semiconductor wafers. Advances like Corning’s EUV (extreme ultraviolet lithography) are helping make smaller and more complex chips possible.</p><p>Corning makes a great addition to a portfolio. It’s a way to invest in the semiconductor rush, but Corning is also an integral part of many growing high-tech trends, including putting displays in devices and deploying high-speed broadband using fiber optics.</p><p>GLW stock is a proven performer, and has delivered growth of 123% over the past 5 years.</p><p>At the time of publication, the<i>Portfolio Grader</i>rating for GLW stock was ‘B.’</p><p>Key Investments In Semiconductors: Lam Research (LRCX)</p><p>Described as a “fundamental enabler” of the global semiconductor industry, Lam Research is focused on the production — or fabrication — of chips. Lam doesn’t design or fabric chips itself. Instead, the company supplies the highly specialized equipment needed to fabricate chips. Higher demand for chips, and fabricators investing in new plants means increased demand for Lam’s services.</p><p>When Lam Research announced a record quarter in March, thecompany’s CEO told investors: “Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment.”</p><p>While growth has steepened over the past year, LRCX was already on a firm growth trajectory. Over the past 5 years, it has rewarded investors with returns of 690%.</p><p>LRCX stock currently has a total grade of ‘B’ in<i>Portfolio Grader</i>.</p><p>Micron (MU)</p><p>Micron is a leading producer of key components used in high tech products such as RAM and Flash NAND memory. The company’s chips are found in smart phones, games consoles, PCs, graphics cards, thumb drives, servers, TVs, smart watches, automobiles and others. In other words, just about anything you’d care to own.</p><p>Micron manufactures its memory chips in its ownfabrication plants. This gives the company an advantage over the many fab-less companies that are forced to contract out the production of their semiconductors to third parties. Those companies are waiting in a growing lineup as demand far exceeds production capacity.</p><p>An investment in MU stock 5 years ago would net a return of 640%. With demand for Micron’s products going nowhere but up, expect that impressive growth trajectory to continue.</p><p>The current<i>Portfolio Grader</i>rating for MU stock is ‘B.’</p><p>Key Investments In Semiconductors: Nvidia (NVDA)</p><p>Nvidia is one of the most recognized names in the computer chip market. The company is a GPU and graphics card powerhouse. Nvidia chips power game consoles, gaming PCs, artificial intelligence, autonomous driving systems and crypto currency mining rigs. This prominent position has helped drive NVDA stock to gains of 1,210% over the past 5 years. That’s a number that would be much higher if not for the dip that’s knocked 12% off NVDA share value since mid-April.</p><p>As I mentioned in a post several days ago, Nvidia ismaking big moves outside of graphics processors. In April, the company announced Grace, its first foray into data center CPUs. Expanding from GPUs into computer CPUs has the potential to shake up the data center server market — and significantly boost Nvidia’s data center revenue, which was already worth $1.9 billion in the last quarter. Nvidia is also in the middle of an attempted acquisition of<b>Arm</b>. The U.K.-based designer of custom semiconductors counts the world’s largest technology customers among its customers.</p><p>With a<i>Portfolio Grader</i>total rating of ‘B,’ NVDA stock is well worth considering for your portfolio.</p><p>TSMC (TSM)</p><p>Taiwan Semiconductor — better known as TSMC — is ground zero for the global semiconductor industry. It’s the world’s largest contract chipmaker. The company operates vast fabrication plants where itproduces 10,761 products for 499 different customers. That puts a spotlight on TSM stock as the poster child for semiconductor stocks.</p><p>In April, the company reported its Q1 earnings. The effect of the unprecedented surge in demand for semiconductors was evident in TSMC’s quarterly profit, which beat market estimates with a19% YoY increase. TSMC sees no end in sight to the demand for semiconductors. In response, it recently announced planned expenditures of $100 billion over the next 3 yearsto increase its chip fabrication capacity.</p><p>TSM stock has delivered a return of 370% over the past 5 years. This is an investment that has long-term growth opportunity written all over it.</p><p>Stock ratings don’t get much better than TSM’s ‘A’ rating in<i>Portfolio Grader</i>.</p><p>Key Investments In Semiconductors: United Microelectronics (UMC)</p><p>Finally, another Taiwanese contract chip manufacturer that makes semiconductors under contract for well-known consumer electronics giants. United Microelectronics has seen demand for chips continue to outstrip production capacity at its fabrication facilities, despite running them at full capacity.</p><p>As a result — like TSMC — United Microelectronics is investing in additional capacity. The company announcedit will spend $3.59 billion over the next three yearsto do so. Helping to take some of the sting out of the capital expenditure, customers are making deposits to ensure their place in line at the new facilities.</p><p>While it showed flat growth for most of the past 5 years, UMC stock shot up in 2020 as demand for semiconductors soared. Over the past 12 months it has posted a gain of 244%. With a seemingly never-ending demand for custom chips, it’s likely to be settling into a period of long-term growth.</p><p>UMC stock is on solid footing and well-positioned for ongoing growth, an evaluation reflected in its ‘A’ rating in<i>Portfolio Grader</i>.</p>","source":"lsy1606302653667","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>The Top 7 Ways to Invest In Semiconductors Now</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nThe Top 7 Ways to Invest In Semiconductors Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 10:37 GMT+8 <a href=https://investorplace.com/2021/05/the-top-7-ways-to-invest-in-semiconductors-now/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The most valuable and in-demand product on the planet right now isn’t an EV, smartphone or game console. It’s semiconductors — a key component found inallof these devices and every other high-tech ...</p>\n\n<a href=\"https://investorplace.com/2021/05/the-top-7-ways-to-invest-in-semiconductors-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","GLW":"康宁","TSM":"台积电","AMAT":"应用材料","UMC":"联电","LRCX":"拉姆研究","NVDA":"英伟达"},"source_url":"https://investorplace.com/2021/05/the-top-7-ways-to-invest-in-semiconductors-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198672107","content_text":"The most valuable and in-demand product on the planet right now isn’t an EV, smartphone or game console. It’s semiconductors — a key component found inallof these devices and every other high-tech product on the market. A global shortage of semiconductors is having a huge ripple effect. Car manufacturers areidling plantsbecause they can’t get the chips they need.Smartphone releases have been delayed. The price of TVs isgoing up by as much as 30%.This demand isn’t going anywhere. If anything the demand for semiconductors is only going to increase. That makes the companies involved in the production of semiconductors a very smart investment for a growth-focused portfolio.As such, I’ve put together a list seven semiconductor stocks that would make great choices:Applied Materials, Inc(NASDAQ:AMAT)Corning Incorporated(NYSE:GLW)Lam Research Corporation(NASDAQ:LRCX)Micron Technology, Inc.(NASDAQ:MU)NVIDIA Corporation(NASDAQ:NVDA)Taiwan SemiconductorMfg. Co. Ltd. (NYSE:TSM)United Microelectronics Corp(NYSE:UMC)The obvious choices — semiconductor fabricators — are well-represented on this list. But it pays to cast a wider net. I’ve also included less obvious choices that many investors make the mistake of overlooking, including companies that supply raw materials or provide the technology required to make those “silicon gold” semiconductors.Key Investments In Semiconductors: Applied Materials (AMAT)California-based Applied Materials describes itself as “the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world.”That’s a big claim, but Applied Materials isn’t just idly boasting. The company supplies material engineering solutions that manufacturers of semiconductors use in the design, product development and fabrication of chips. In itsfirst quarter 2021 results, Applied Materials showed just how much it is benefiting from the scramble to ramp up chip production and yields. It set a record with quarterly revenue of $5.16 billion, up 24% year-over-year. The company projected it will “substantially outgrow our markets again in 2021 and beyond.”After 8 years of stagnation, AMAT stock caught fire in mid-2020, as the global shortage of semiconductors began to take hold. It has now posted growth of 122% over the past 12 months.AMAT stock current holds a ‘B’ rating inPortfolio Grader.Corning (GLW)Corning is an American company that significantly predates the computer and semiconductor industries. But the glass-maker became a high-tech company through the introduction of optical fiber and the Gorilla Glass that protects many smartphone, tablet and laptop displays.You may not have realized it, but Corning also holds a critical role in the manufacture of semiconductors. Corning supplies ultra-pure materials for the fabrication process, including fused silica. Its optical materials and lenses are used in the photolithography process used in the manufacture of semiconductor wafers. Advances like Corning’s EUV (extreme ultraviolet lithography) are helping make smaller and more complex chips possible.Corning makes a great addition to a portfolio. It’s a way to invest in the semiconductor rush, but Corning is also an integral part of many growing high-tech trends, including putting displays in devices and deploying high-speed broadband using fiber optics.GLW stock is a proven performer, and has delivered growth of 123% over the past 5 years.At the time of publication, thePortfolio Graderrating for GLW stock was ‘B.’Key Investments In Semiconductors: Lam Research (LRCX)Described as a “fundamental enabler” of the global semiconductor industry, Lam Research is focused on the production — or fabrication — of chips. Lam doesn’t design or fabric chips itself. Instead, the company supplies the highly specialized equipment needed to fabricate chips. Higher demand for chips, and fabricators investing in new plants means increased demand for Lam’s services.When Lam Research announced a record quarter in March, thecompany’s CEO told investors: “Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment.”While growth has steepened over the past year, LRCX was already on a firm growth trajectory. Over the past 5 years, it has rewarded investors with returns of 690%.LRCX stock currently has a total grade of ‘B’ inPortfolio Grader.Micron (MU)Micron is a leading producer of key components used in high tech products such as RAM and Flash NAND memory. The company’s chips are found in smart phones, games consoles, PCs, graphics cards, thumb drives, servers, TVs, smart watches, automobiles and others. In other words, just about anything you’d care to own.Micron manufactures its memory chips in its ownfabrication plants. This gives the company an advantage over the many fab-less companies that are forced to contract out the production of their semiconductors to third parties. Those companies are waiting in a growing lineup as demand far exceeds production capacity.An investment in MU stock 5 years ago would net a return of 640%. With demand for Micron’s products going nowhere but up, expect that impressive growth trajectory to continue.The currentPortfolio Graderrating for MU stock is ‘B.’Key Investments In Semiconductors: Nvidia (NVDA)Nvidia is one of the most recognized names in the computer chip market. The company is a GPU and graphics card powerhouse. Nvidia chips power game consoles, gaming PCs, artificial intelligence, autonomous driving systems and crypto currency mining rigs. This prominent position has helped drive NVDA stock to gains of 1,210% over the past 5 years. That’s a number that would be much higher if not for the dip that’s knocked 12% off NVDA share value since mid-April.As I mentioned in a post several days ago, Nvidia ismaking big moves outside of graphics processors. In April, the company announced Grace, its first foray into data center CPUs. Expanding from GPUs into computer CPUs has the potential to shake up the data center server market — and significantly boost Nvidia’s data center revenue, which was already worth $1.9 billion in the last quarter. Nvidia is also in the middle of an attempted acquisition ofArm. The U.K.-based designer of custom semiconductors counts the world’s largest technology customers among its customers.With aPortfolio Gradertotal rating of ‘B,’ NVDA stock is well worth considering for your portfolio.TSMC (TSM)Taiwan Semiconductor — better known as TSMC — is ground zero for the global semiconductor industry. It’s the world’s largest contract chipmaker. The company operates vast fabrication plants where itproduces 10,761 products for 499 different customers. That puts a spotlight on TSM stock as the poster child for semiconductor stocks.In April, the company reported its Q1 earnings. The effect of the unprecedented surge in demand for semiconductors was evident in TSMC’s quarterly profit, which beat market estimates with a19% YoY increase. TSMC sees no end in sight to the demand for semiconductors. In response, it recently announced planned expenditures of $100 billion over the next 3 yearsto increase its chip fabrication capacity.TSM stock has delivered a return of 370% over the past 5 years. This is an investment that has long-term growth opportunity written all over it.Stock ratings don’t get much better than TSM’s ‘A’ rating inPortfolio Grader.Key Investments In Semiconductors: United Microelectronics (UMC)Finally, another Taiwanese contract chip manufacturer that makes semiconductors under contract for well-known consumer electronics giants. United Microelectronics has seen demand for chips continue to outstrip production capacity at its fabrication facilities, despite running them at full capacity.As a result — like TSMC — United Microelectronics is investing in additional capacity. The company announcedit will spend $3.59 billion over the next three yearsto do so. Helping to take some of the sting out of the capital expenditure, customers are making deposits to ensure their place in line at the new facilities.While it showed flat growth for most of the past 5 years, UMC stock shot up in 2020 as demand for semiconductors soared. Over the past 12 months it has posted a gain of 244%. With a seemingly never-ending demand for custom chips, it’s likely to be settling into a period of long-term growth.UMC stock is on solid footing and well-positioned for ongoing growth, an evaluation reflected in its ‘A’ rating inPortfolio Grader.","news_type":1,"symbols_score_info":{"AMAT":0.9,"GLW":0.9,"LRCX":0.9,"MU":0.9,"NVDA":0.9,"TSM":0.9,"UMC":0.9}},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130018858,"gmtCreate":1621494570574,"gmtModify":1631891625637,"author":{"id":"3581152527558672","authorId":"3581152527558672","name":"e75a06c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581152527558672","authorIdStr":"3581152527558672"},"themes":[],"htmlText":"Good 😀","listText":"Good 😀","text":"Good 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130018858","repostId":"1176216380","repostType":4,"isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107973183,"gmtCreate":1620441905742,"gmtModify":1631891625647,"author":{"id":"3581152527558672","authorId":"3581152527558672","name":"e75a06c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581152527558672","authorIdStr":"3581152527558672"},"themes":[],"htmlText":"I think so","listText":"I think so","text":"I think so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107973183","repostId":"1125041388","repostType":4,"isVote":1,"tweetType":1,"viewCount":1521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}