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WSJ: Semiconductor Stocks Soar as Chip Shortage Persists
Posted on 11/19/21 at 9:27 am
Posted on 11/19/21 at 9:27 am
Shortages likely to continue until 2023, which will impact production of automobiles and consumer electronics.
quote:
Nvidia, Qualcomm and AMD are all up more than 30% over the past month, far outpacing the S&P 500
WSJ
The global chip shortage has been bad news for people trying to buy cars and companies looking to manufacture appliances. But it has been great news lately for investors in semiconductor stocks, some of which have been performing at the top of the S&P 500 over the past month.
Shares of Qualcomm Inc. QCOM -0.76% and Nvidia Corp. NVDA +2.81% have gained 43% over the past month, while shares of Advanced Micro Devices Inc. AMD +0.43% have added 33%. The S&P 500, by comparison, has risen 4.9% over that time.
For months the global semiconductor shortage, driven by factors on both the demand and supply sides of the economy, has limited production of cars and affected makers of home appliances, heavy equipment and data servers. In recent weeks, reports from semiconductor companies during earnings season have spurred analysts’ expectations that demand for chips will exceed supply for even longer.
Three months ago, semiconductor companies generally expected that supply and demand might reach a balance by the middle of 2022, said Chris Caso, an analyst covering semiconductors at Raymond James. Earnings season shifted that forecast further out.
“When we talk about the supply and demand balance, which is where we kind of get back to normal, we probably are not going to see normal for most of 2022,” Mr. Caso said. He said the imbalance might even stretch into 2023.
This post was edited on 11/19/21 at 9:28 am
5
Posted on 11/19/21 at 9:29 am to dewster
If only there was a president that wanted to bring manufacturing back to the us and actually implemented policies to achieve this. I bet people would love him or her.
Posted on 11/19/21 at 9:30 am to Oilfieldbiology
Doubtful….he might tweet in a mean manner.
Posted on 11/19/21 at 9:30 am to dewster
China will be in charge of TSMC by then.
Posted on 11/19/21 at 9:30 am to Oilfieldbiology
quote:
If only there was a president that wanted to bring manufacturing back to the us and actually implemented policies to achieve this. I bet people would love him or her.
That depends. Do they put out mean Tweets?
Posted on 11/19/21 at 9:31 am to Oilfieldbiology
quote:
If only there was a president that wanted to bring manufacturing back to the us and actually implemented policies to achieve this. I bet people would love him or her.
I think the auto industry in particular needs to seriously consider in-sourcing more of their supply chain. They need more control over critical materials and supplies, even if it costs them in the short run to acquire production companies or even stand up their own facility.
And yes....we allow too many things critical to American society to be outsourced. Semiconductors are IMO Ford and GM's problem. They were stupid enough to outsource everything they could, and they should feel the pain when their gamble goes the wrong way.
But should be far less reliant on our adversaries for our supply of PPE, steel, medicine, electrical transformers, and energy sources in particular. America makes a lot of higher end semiconductors already; just not the types commonly used in automobile production. In fact a couple of chip manufacturers have announced major projects in the US in 2019/2020 - but it might take 2-3 more years for them to come online.
This post was edited on 11/20/21 at 9:32 pm
Posted on 11/19/21 at 9:41 am to Oilfieldbiology
quote:
bring manufacturing back to the us and actually implemented policies to achieve this
quote:
Taiwan Semiconductor Manufacturing Company may not be a household name, but with a market value of over $550 billion, it’s one of the world’s 10 most valuable companies. Now, it’s leveraging its considerable resources to bring the world’s most advanced chip manufacturing back to U.S. soil. CNBC got an exclusive tour of the $12 billion fabrication plant, or fab, in Phoenix, Arizona, where TSMC will start making 5-nanometer chips in 2024. The company says it will produce 20,000 wafers each month.
quote:
“If you want more capacity, you have to build more fabs. And that’s one of the reasons that we’re moving to the U.S.,” Cassidy said. “Our customers want us in the U.S. The U.S. government wants us here.”
TSMC Factory
quote:
Computer chip giant Intel announced Tuesday that it will spend $20 billion to build two additional factories in Arizona, a move heralded as the largest private-sector investment in the state's history.
Intel Factory
Both of these were done before Biden, but takes time before these things can be built. Both companies were given heavy subsidies from the US Govt
This post was edited on 11/19/21 at 9:42 am
Posted on 11/19/21 at 9:47 am to UltimaParadox
quote:
Intel Factory
quote:
TSMC Factory
I read about several of these. It's very encouraging, and IMO targeting wafer production like this for increased domestic production was a great move by the Trump administration. And kudos to Arizona for aggressively recruiting these manufacturers.
I wish Louisiana was more ambitious with things like this.
Posted on 11/19/21 at 10:09 am to dewster
quote:
kudos to Arizona for aggressively recruiting these manufacturers.
Intel already has a couple of different massive campuses in Phoenix, so it really makes sense for them to continue to add to their footprint there. They also had a plant in Albuquerque that they shut down a few years ago, but it looks like they are investing a bunch of money there to re-tool it.
It makes sense for TSMC to go to Phoenix since their biggest competitor is there, so in their eyes, Phoenix probably has the best workforce available for the type of manufacturing they do.
I agree though. I wish Louisiana would aggressively recruit new companies like this. That was one of the major reasons for TOPS: to keep kids in state for school and beyond. If we don't have large companies like these and all the smaller secondary companies that service these large companies, we get brain drain.
The question is: how do you attract these businesses here?
Posted on 11/19/21 at 10:14 am to dewster
It's really incredible. I put $4k into nVidia stock in 2017 and the same amount in MSFT. Both of them could lose 90% of their value right now and I think I'd still be ahead of what I put in.
Posted on 11/19/21 at 10:17 am to dewster
Same media will blame the Oil industry and farmers for price gouging fuel and meat, but this they can't touch because of electric cars.
Posted on 11/19/21 at 10:19 am to dewster
quote:
Shortages likely to continue until 2023
Posted on 11/19/21 at 10:24 am to UltimaParadox
quote:
Both of these were done before Biden
Biden will somehow tax the shite out of them so they halt construction and never open their doors
This post was edited on 11/19/21 at 10:24 am
Posted on 11/19/21 at 10:31 am to dewster
quote:..
I think the auto industry in particular needs to seriously considering in-sourcing more of their supply chain. They need more control over critical materials and supplies, even if it costs them in the short run to acquire production companies or even stand up their own facility.
GM aims to tackle chip shortage with new designs made in North America
Posted on 11/19/21 at 10:37 am to Witty_Username
quote:
The question is: how do you attract these businesses here?
Corruption and Lack of qualified workforce aside, which has been beat to death, I'm going to be reluctant to locate a multibillion dollar installation where it's going to face extreme weather disruptions multiple times over the course of its life. You can hypothetically do a better job of educating people, and you can hypothetically fix our corruption problem. You're not going to stop hurricanes. The petrochemical plants don't have a choice, they have to be located on a major waterway. Chipmakers can set up shop anywhere.
Posted on 11/19/21 at 10:46 am to Jim Rockford
LINK to how the Taiwanese drought is impacting chip manufacturing
Water scarcity impacting future chip Production
They don’t need to be near a water way for barrage transport, but it sure as shite helps to me along a major river or lake.
Water scarcity impacting future chip Production
They don’t need to be near a water way for barrage transport, but it sure as shite helps to me along a major river or lake.
Posted on 11/19/21 at 11:13 am to Melleaux Tiger
quote:
It's really incredible. I put $4k into nVidia stock in 2017 and the same amount in MSFT. Both of them could lose 90% of their value right now and I think I'd still be ahead of what I put in
The first stock I ever bought was AMD back in 2012. Got 150 shares for about $3 each. I got tired of managing stocks a few years later and sold it all for a small profit before investing everything in funds. Every few months, I look up what AMD is trading at just so I can kick myself in the arse.
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