Q: These two companies have run up a bit but I wonder if they still fly under the radar in regards to the photonics advantage (light) over copper in the chip manufacturing industry. Have you heard much about this?
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.
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Texas Instruments Incorporated (TXN $188.29)
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Universal Display Corporation (OLED $95.38)
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Tower Semiconductor Ltd. (TSEM $166.08)
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Rambus Inc. (RMBS $94.62)
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Wolfspeed Inc. New (WOLF $17.06)
Q: Could you please give me a brief list of your top chip manufacturers with production outside of China/Taiwan, and your preference(s).
Q: TSEM.us Tower Semiconductor is a large/midcap company in the Semiconductor sector. It didn’t show up in the search box at 5i. What is your opinion of TSEM? Is TSEM suitable for growth or value? Is it priced well today ? Does it operate in an environment that is likely to grow well with good prospects for price appreciation?