-
Lam Research Corporation (LRCX $132.20)
-
Micron Technology Inc. (MU $164.62)
-
NVIDIA Corporation (NVDA $183.61)
-
QUALCOMM Incorporated (QCOM $169.72)
-
Advanced Micro Devices Inc. (AMD $159.79)
-
Lattice Semiconductor Corporation (LSCC $74.71)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM $272.63)
Q: Hi,
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam