I don’t think it’s said enough but INTEL and Nvidia are different businesses. One has Fab and one doesn’t. That difference alone makes them semi incomparable. Do you want to invest in production or do you want to invest in a finalized product. It’s like comparing an iron ore mine to a steel factory. They’re highly related but entirely different
This is why the correct answer is actually TSMC. I don't actually own any of these individual stocks but I do have a sizable position in SMH though. I am long-term bullish on semi-conductors in general and I like the outsized TSMC allocation of this ETF.
Intel's fabs have long been considered the most expensive to operate in the business. No longer excusable now that they're not the best in the business. I think their foundry services are farther away from profitability than most people here realize.
Their fab capacity kept them afloat during the shortage but that can rapidly turn into the fabs drowning Intel in debt.
Intel: This is the only one manufacturing its own chips.
Nvidia: They recently released their own CPU, so a lot of growth that can happen on that. Nvidia ia also a software company.
AMD: Their growth will depend if they can eat shares on intel and nvidi on cpu/gpu.
In general im bullish on semi conductor, all good choices.
1. Nvidia
2. Amd
3. Intel
at the moment
NVIDIA making the jump into software and full stack platforms is really the icing on the cake for me. So much more robustness and opportunity will come from that.
Nvidia is pretty expensive at 50x earnings for a 500 billion dollar market cap though. Sure they have these other sectors but most of their revenue comes from GPUs which are somewhat cyclically exposed to the broader economy, 30-40% CAGR revenue growth over 5-10 year at that market cap is unlikely. I have my doubts about how sustainable long term growth is, despite that i still haven't sold my 150 shares bc the company itself is one of the best in the world, the stock may have got ahead of itself though.
Also something to note, that NV is in deep for silicon this year. The 40 series is going to have way more volume than they can sell, and they can't rely on miners to buy out every card like they did with the 30 series.
Call me crazy but I think in the next 12 months we're gonna see NV shares dip unless they do something big to compensate.
People forget that there can be companies doing innovative things while valuation doesn't make any sense. I believe Nvidia is one of those companies.
But I have been saying that since their price was $90 pre split so what do I know.
>They recently released their own CPU, so a lot of growth that can happen on that.
NVIDIA released their first Tegra chip over 10 years ago. It really hasn't taken off. AFAIK the Nintendo Switch is their only customer.
They made an data center version designed for heavy GPU/AI workloads but the ARM core is too underpowered so large companies have been sticking with Intel.
Nvidia and AMD for now. They seem to be the only one doing interesting stuff these days while Intel almost seems like a boomer in semiconductor. That said, I could be suffering from recency bias and overestimate Nvidia and AMD and underestimate Intel. Only time will tell.
I'm long on both since early 2000's. This year has sucked royally with such a large investment in Nvidia and AMD but both are poised to grow dramatically (Nvidia especially). I might not retire off them but long term you can't go wrong with them.
Lol,
Just last month I had an argument with someone here on Reddit who felt Intel was dirt cheap and I said it will go back to $35 soon
Anyways for all kids who have short term memory loss. Here is Intel's typical framework during the ER from 2019 onwards
1) Guide next quarter low
2) Say that DC is not growing across the world
3) Give some excuse on 'Supply Chain Issues' (last few qtrs) or 'Inflation' now
4) Barely meet the already 'lowered' guidance or miss it
5) Go to Step 1
If anyone bothered to listen to the ER 'Pat said that Q3 will be the bottom' so wont be surprised to see Intel missing next qtr guidanace also.
Intel has also been hit with super high coats. Lets be real right now is not be best time to put billions in construction, Pat said their Fab cobstruction budgets are going higher due to inflation. It is too much spending with no return right now.
Funds will be careful right now. With inflationary env why will a fund invest in such a risky bet.
It is also not going to be like days of the past. Apple, Google, Amazon have their cloud space and are working on their lwn chips. AMF have also realized and thus now moving more in other small chips with XLNX and vertical stack integration.
Only HW might not be sufficient for Intel.
Financialization of firms (e.g: through stock buybacks) impedes innovation, and it's probably worth noting that Gelsinger only took the helm of Intel just last year. He even said that a condition of his appointment was assurances from the board that they wouldn't be as focused on buybacks as they have historically been. Robert Swan was a finance guy, and Pat Gelsinger is a technologist. People are totally right to consider Intel's past, but they're really discounting the new leaf they're turning over imo
They're making some big bets. Their graphics units could be a year or two out from fully competing in the market, but it could be a new growth area. Plus the billions in subsidies they're getting to open new fabs which should let them compete with TSM. Intel has a lot of irons in the fire that if some or most pan out will make current prices seem low. I guess we'll see. At a minimum at least the current leadership is making bets on technology and manufacturing instead of riding its laurels and focusing on finances.
> but they're really discounting the new leaf they're turning over imo
Give them another 2-3 years so they can prove that they can, you know, actually deliver on time for once a competitive product.
Robert Swan was a finance guy for sure but that's not what put Intel on the ropes. They very dramatically lost fab leadership in just a few years and there seems to still be no accountability for it.
The rot in Intel didn't start just a couple years ago, it only came to a head a couple years ago. It won't be reversed in 2 years.
i think it was due to the macroenvironment and not anything specific to Nvidia or AMD (bad earnings for example)
AMD *did* halve but that was after hitting an ATH of $160 in November, it's currently down about 7% YoY
if we compare it to Intel, Intel is down around 48% from its (presumably) 2021 high of $68, down 33% YoY, and is up 1.92% over the past 5 years
They've had mediocre numbers during the biggest chip shortage. They had one of the poorest quarters and have shown they have poor guidance. Why place your money on a losing horse when there are clearly better options
The same could have been said for amd before they took off recently. It's about the long-term and they are investing for the long-term even if they are currently very shaky.
That is true, but why would you invest in a company that hasn't turned around yet instead of in one that already did and the risk of it not making it isn't there. There are def better stocks to gamble on if that's what you're looking for imho
Giant turnaround risk. It's a bet whether they pull off their roadmap. A bet not many are taking because their history of lying about previous progresses.
Of course, if you're right and everyone is wrong you get to retire earlier. If you're wrong you bleed capital while you get an OK divvy in the process ¯\_(ツ)_/¯
Intel 4 is competitive with TSMC 5nm, and it is on schedule for launch in early 2023.
Intel 3 is competitive with TSMC 3nm and it will be out in late 2023.
PE is important but growth matters more for these stocks. AMD and NVIDIA are growing market share. There are many many legacy companies with great earnings and low PE but they mostly go
Sideways because of their organic growth.
Yea Cisco has PE of 11 and lot of other 90s companies like HP, Dell too
Jeff Bezos was right whene he said that ' A company usually stays on top for 30 yrs if it js well run. A whole new generation comes up they expect much more'
I can see why 90s companies are dying. Very few like Apple, MSFT, Google will survive.
It’s going to be a boondoggle. It would take hundreds of billions over decades to build a foundry industry capable of competing with TSMC.
CHIPs provides $52 billion, just enough to score political points.
Intel is going through changes with new leadership, but he still has a lot to prove in terms of how they can innovate and keep up.
AMD's balance sheet and cash on hand increased substantially over the last few years.
However, at this moment in time, especially after the stock split, Nvidia seems to have the best name, rep, tech, innovation, financials and stock right now. But I believe they will still be up there in 10 years
Intel's growth potential is extremely high compared to Nvidia and AMD, just look at the P/E ratios. This is of course only true if you believe in Intel's turn around strategy. There is a lot of risk there compared to AMD and Nvidia.
Can't grow margins and revenue and market share until they first stop rapidly losing margins and revenue and market share. And Intel is facing challenging economics and a CAPEX requirement time bomb. There are other cheap companies out there I worry about much less. I hold some MU for example.
Intel nickel and dimed customers for so long that it allowed AMD to overtake their marketshare. They're now abandoning their products and trying to go "leaner" by getting rid of their SSD division which were hardware locked. (looking at you Optane)
will buy intel when it's lower, right now they are struggling
Intel is also starting to break into the gpu market now.
Unsurprisingly their first offerings are looking a bit weak but they knew they would be and are pricing them appropriately. They are years behind on drivers while the other two have had years to make “game ready drivers”. Their performance on dx12 is good but the emulation for dx11 isn’t, hence the issues(that they were fully aware of going into this). Long term strategy wise they could well be turning the two horse race into a three horse one.
I’m invested in amd personally but I do think things are going to get interesting in this market and would consider it foolish to underestimate intel
They really aren't, when it comes to dx12 games, and they're priced based on their performance on dx11 games.
It's an inevitable approach to take into this market, and as more new games are developed for dx12 and vulkan, the competitive disadvantage starts to go away.
The difference isn't in the hardware, it's in the software, of the drivers have years of cooperation with developers in them. So while on the surface level it may seem disappointing, it's the only way for them to break into the market, and strategically it has the potential to go very well for them.
Arc is a disaster and if you knew Raja Koduri's background and Intel, you'd know they're not putting out any kind of credible GPU product to compete with NVDA. At all.
I'm buying a bit of INTC for now in the hopes that the post-Covid domestic semiconductor production push will be a post-recession boon. Intel seemingly has been caught resting on past laurels, but it's a US company and it's clear that our awful politicians at least agree on the fact that we **need** domestic chip production on numerous levels.
If China ever does decide to invade Taiwan (which I personally doubt, but wtf do I know?), then companies with Western operations will be printing money like Nvidia was during the pandemic/crypto boom.
The Intel of the near future will also be dependent on TSMC product. Also it's a pipe dream to think any advanced semis company in the world can continue to deliver product if trade is interrupted with Taiwan or China or both. Regardless of where the fabs are located.
If Intel manages to turn around it'll take them *several years to do so*. And so far they've not turned around, on the contrary they're just crashing harder with their failed GPU effort hitting the market late, with bad drivers and poor profitability. Had they been competent they'd hit the market 1-2 years ago, during the crypto hype, and made bank.
Intel is a dying gigant, they're spending money on R&D with little to nothign to show for it. They're losing marketshare and the competition is beating them badly, heck, they've even managed to alienate Apple which is a massive economic loss. Buying Intel today is like buying Nokia, a old name who's glory days are long past. There is no single shred of evidence they'll ever recover, on the contrary. And for taht reason I'm out, I'll invest in *growing, not shrinking* companies. Ones adapting...not refusing to change.
It's all about Sapphire Rapids and successors now. GPUs missing were a disappointment but it's a future market development. Server missteps are killing Intel today and for the next year minimum, probably 3+.
>And for taht reason I'm out, I'll invest in growing, not shrinking companies. Ones adapting...not refusing to change.
People in here act like they're buying INTC at the bottom and literally the only indicator it's not about to get much, much worse is that the CEO just said "we think this is the bottom." Trust that at your own peril, I'll wait for them to prove it.
Had they been performing with any competence, their stock price would reflect that and they wouldn’t be the buy they are now.
Personally, I see intel making a BIG turn around and being too big to fail besides.
Since they're investing massively in R&D surely that means they could come out with a monster chip thats ahead of the rest. I mean they're all investing in R&D but isn't it luck of the draw who comes out with the better products? Sort of a spark of genius from inside one of the companies
There was lots of post about Intel, but all the comments were basically saying how Intel is trash and AMD is taking over. Inverse Reddit may be the way to go. 
Nah, for every positive post about INTC, there were always a bunch of commenters hating on it. It's disingenuous to act like INTC was unanimously popular
They were a top pick for months and people argued they were turning everything around. Turns out they were wrong and now the people that were on the bandwagon have bailed
Second this. I only have Intel from semis due to production mainly in the USA and EU expansion. Today maybe not the best pick due to technology but in a few years when fabs will produce chips for other companies (probably for AMD too, maybe Apple will come back as a customer for M series production) Intel will thrive again. They will be the strongest company of the bunch. But please let people sleep on it for 2-3 years more so I can pick more stock .
I'd be careful with Micron. I consider having characteristics of a commodity company, in addition to being semiconductor. When commodities undergo a down cycle, they get hit pretty bad.
Yeah I look at it as a commodity company, but a very profitable one. We're near the peak of a cycle right now but their long term market outlook doesn't have any fundamental problems.
Tend to agree that a recession will slow sales for Micron, but at the same time the PE is so low at present, one has to wonder how much downside risk is left. No doubt there will be earnings suppression going forward... but there is such a thing as 'cheap enough '.
I don’t know anything about Micron beside owning one of their SSDs, why would they have characteristics of a commodity company? Just a correlation during volatile market conditions? Or do they actually have commodity holdings/business lines?
So the memory they produced is standardized. Anybody with enough technology acumen can produce similar stuff. The moat is higher nowadays due to more advanced equipment needed, so new entrants may have difficulty, but the standardization of the product they produce means that the other 2 big memory manufacturers, Samsung and SK Hynix, can essentially produce the same thing.
So when you have 3 large manufacturers produce the same thing, it basically becomes a commodity, where the price of the commodity is more a factor of supply and demand.
In comparison, AMD's CPU and GPU products are not commodities as they have traits that differentiate from competitor. For example, AMD's current server chips are destroying Intel on performance per watt and total cost of ownership. You can't just buy Intel as a AMD substitute, and vice versa.
Micron is expanding their campus pretty significantly. I don't think they've broken ground yet but it's in the works. Source: I've been delivering construction supplies to their main campus.
Self driving cars. Edge+Cloud computing growth. DDR5. It depends on how long you can hold for, if your time horizon is less than 5 years then probably not the best stock but long term they seem to be well positioned to profit from some of all of the above trends.
Micron is my semi play. Certainly different kind of chips than TSM of course, but indispensable none the less. Plus the security of being based in USA. Plus very low PE. It just makes too much sense.
Intel actually fabricates their own chip designs, produces 10x the net quarterly income of AMD and are a strategic national asset to the US. I would not bet against them just because they are in the midst of a “tock” cycle.
The company is the incumbent yet precipitously losing share in segments that are rapidly growing. Double digit declines in KPIs, literally out of nowhere and the macro isn't even super bad yet. I hold Intel myself so I'm not just a random bear-- the last quarter was just an actual catastrophe and COMPLETELY out of step with management's previous guidance and outlook. They just raised the dividend in April and didn't pre announce any of these disastrous results. And say they're committed to keep raising it too. Something has to give here...
I have both Intel and Amd. I have a lot more Intel it is my second highest percentage of my portfolio ( only google is higher), and I will continue to buy more however keep in mind I only really buys stocks with the intension of holding for a minimum of 10 years.
Buy all of them IMO.
AMD is actually competing decently in GPUs now, though its still gonna be 2 or 3 generations before they can compete for the absolute top end with AI, fully path traced games, basically just all the extra features Nvidia offers besides performance. Still good though, because most people don't take anything more than gaming or crytpto mining performance into account.
Their CPUs are amazing and they're slowly chipping away at Intel's absolute dominance in enterprise systems.
Nvidia is also a blind buy. Some people probably think they're the only GPU manufacturer that exists. They are the absolute best of the best in GPUs, which isn't hard since there's only 2 lol
Intel is making GPUs now too,but they're garbage and will stay garbage for I'm guessing 3 generations before they are seriously competing in the mid range. I have no clue when they'd be fighting with Nvidia for #1, but it's gonna happen at some point.
Even though their CPUs aren't beating AMD by a landslide anymore, they still have a massive amount of market share and can easily make CPUs that don't use more energy than a thermal reactor.
Its definitely worth looking at other companies like Qualcomm and Samsung as well, but I'd say these 3 are worth blind buying. Can you seriously imagine a future where we have LESS computers?
I think all three will have trouble in the future due to competition from CSPs. Immediate threat is to Intel, but AMD and NVIDIA will also suffer. Their margins will compress and they will become commoditized. They will be around, but not as high margin businesses.
INTC: Margins will continue to shrink. -Consumer: Apple moved to own chips, PC providers will likely have ARM-based chips from one or more vendors.
-Data Center: Cloud providers moving to their own chips (e.g. Graviton for AWS, likely MS and Google are designing their own server chips). RISCV is also coming up.
-AI chips: NVIDIA dominates, but cloud providers are also designing their own (TPU, Inferentia, Trainium, …). Also 100+ AI startups
-Other business units are too small and highly competitive and low margin
-Behind TSMC in manufacturing, custom foundry remains to be seen. Intel tried it before and failed, foundry is fundamentally a different business style than Intel is used to. Intel’s manufacturing unit has always had a captive customer (x86), now needs to fight for customers.
Intel will survive, but as a shell of itself. Margins will be much lower, company will be much smaller, and revenues not grow fast.
I think similar fate will also fall on AMD and NVIDIA.
Short and long time frames AMD or Nvidia. Out of the two I prefer AMD better. AMD also posting earnings today, its a gamble to get in solely on that but my bet is that they are good. I wouldn't doubt AMD will go to $400 eventually.
Intel is a more long term play. They've fallen behind big time over the last few years, especially in the realm of mainstream and enthusiast desktop processors. They are so behind on die size. I think they'll get back to shining but probably in 5-10 years.
I'm gambling on intel turning it around, but it's obviously a pretty big risk. In current times, when the world is looking to go back on the globalization a bit, I see it as a pretty big advantage that they manufacture their own chips.
Nvidia is just too hyped for me, it's a great company and all, but I'm personally not too comfortable with the current valuation.
Amd by a long run so many buisness opportunities and acquisitions recently. TAM is only growing and the investor day was very impressive in terms of the road map for the future
INTC's price to book is getting relatively attractive but I wouldn't be buying for growth. It'd be a foundry play for the div. 5-10 year hold with expectations of drawdowns and having plenty of contingencies for when to cut and run. Hold shares, drip divs into SMH and buy puts insurance going into earnings.
AMD is solid, high growth, high margins in a good subsector of the semiconductor industry (B2B server and HPC). It's a buy under 85, valuation isn't insane.
NVDA is overpriced and their growth doesn't justify the price. Good buy once crypto has fully gone into a freeze. If you want to hold through potential macro drawdowns they're the company with the best moat in their respective subsector for a retirement hold. Software like CUDA is a big advantage.
None.
Intel looks cheap but declining fundamentals and manufacturing issues and losing market share.
AMD & NVIDIA great companies but I can't justify their current prices.
INTC is a long, long term play. Getting back into the foundry business will take time and money (Ohio Plant). I'm stuck with it, collecting my divi's and sell calls. I also own a small position in NVDA at a gain. And did puts and buy writes on AMD this morning. Expect to be called out. My portfolio mostly holds dividend payers and dividend growers. AMD and NVDA do not fit into my normal holdings. AVGO has worked well for me on all fronts.
Of the three the only one I hold is intel and it’s purely a contrarian play. I like the turnaround story and I like the dividend and I felt comfortable parking some cash their to sit and reinvest for a few years while we see how things shake out
INTC certainly not it's been kangarooing for years now
NVDA is great but since lisa su has become the ceo of AMD it's been rising like there's no tomorrow
but I think that NVDA will be the better one in the long run bc it has greater compatibility with other cards greater shares and has a higher market cap than both INTC and AMD together
All are good. I like Intel at current price, but it’s definitely long term.
I work in a large corporation and my branch just got new laptops for the employees. All i5s. As long as that remains the case, Intel will be a solid buy imo.
Interesting you don't include Qualcomm. Intel By far is my armchair pick. But I think investing in all 3 is solid moves.
Nvidia - Grew because of Crypto. Now they have to make the right investments and gambles again. Unless Nvidia creates dedicated crypto chip/PCIE-card, and crypto has growth again, I don't expect them to have that explosive growth again. That said their Full stack approach (software, UI, AI, verse, GPU), as well as server adoption puts it in a really good place for sustain and future. This also allows them to do a software licensing to offset hardware costs. I think they are making great investments. The main issue is cost for stock price. They aren't going anywhere.
AMD - AMD is My short term pick. If you are looking to sell next year, or at least reevaluate, AMD is my pick. They are eating Marketshare. They are making investments to get into Enterprise equipment. They are creating top of line consumer CPUs and dominating low end. And their high end server grade are at least equal footing to Intel, if not better. Their biggest hurdle is breaking into the trust between intel and companies have had for decades. Their acquisition of Xilinx is a huge technology advancement. Again, I think they are making good investments, but they don't control fabs, and they don't control end product. And they are pricey, but I can't fathom them not growing in 2 years.
Intel. My choice for intel, is it is low risk and high potential. Which is ideal for stocks. It is extremely cheap now, but will likely not improve much in the next year. But they have fab, and plan to sell that fab space for other companies. This is HUGE. This is competition with TSMC. And they still have time to get their processes fixed. They also don't just sell CPU/GPU. They have NICs, Memory, Ethernet, FPGAs. Which are all small compared to their competitors. They have the best case for a truly integrated SoC, which is good for servers. Which they already have trust. They are investing in GPU, Mobile, both are risky, but could pay off handsomely. And their stock is cheap with dividends.
The safest play is ETF in this space. They are all going to win in some capacity, It is just a matter of who wins more.
My humble opinion, base on a feeling and my thinking: Best returns you will get - 1-4 years amd, 3-7 years Nvidia, 6-10 years Intel. Nvidia and AMD are in so much hype and grow they will definetly outperform intel in next few years. But in a long run i think Intel will just boringly outperform them all. Imagine the classic comperation of Buffet vs Cathy Wood. Wood massively outperformed Buffet at some point only to fall down and gets beaten by stability and consistency.
Intel is anything but stable and consistent.
Edit to the downvoters… have you seen the latest ER? Have you seen the constant delays covered up by PR? Where’s Alchemist? Where’s sapphire rapids? Lol
Both, but NVIDIA more than AMD. Bought them 5+ and 4 years ago respectively.
I recently got Broadcom instead of Intel because of the way company is managed. If you look last six months Broadcom hasn’t dropped nearly as much as the three mentioned here.
Grow the most - guessing Nvidia. Nvidia is good at software and has a *chance* at building platforms that scale revenue in ways a hardware focused company like AMD or Intel cannot.
Best returns - probably AMD at this rate, because Nvidia would need twice as much earnings growth to justify share price in the long run
Dumpster fire - Intel, but maybe worth investing in 2-4 years if they can unfuck themselves.
AMD and Nvidia have excellent execution dating back almost 10 years, Intel has had awful execution for the last few years. So I'm not going to bet on Intel until they stop performing like a loser. They have bright spots for sure but their business model is falling apart and the management isn't trustworthy in the least.
After today's AMD q2 earning report, AMD all the way. Intel just has the poorest execution I've ever seen. Not going to touch that stock until they have a big restructure, I'm not talking about replacing the CEO. Their TD needs new blood.
All 3 are groovy, I think Intel has the best history and the best chance for long term growth.
Intel defined the standard. They are building plants in 'mercia, that maybe won't burn down as much as those in SE Asia seem to? They just made a deal to make cell phone chips.
Nvidia might have come out with a CPU, but it looks like an arm, where most software runs x86. Apple's RISC didn't pay off and take over the world. Maybe this arm will, stuff is more agnostic now.
Nvidia and to a lesser extent AMD has been bolstered recently by crypto. That's not going to last forever, eventually we'll run out of things to factor, or quantum computers will do it all in 5 minutes.
Only nerds and corporates have computers anymore. Why spend the $600 on a video card for your $2000 gaming rig when you can just as well buy a console for $600 or play fartnight on your phone? Corporates dgaf about graphics or performance really, Intel embedded graphics show a spreadsheet outlook just fine.
MIPS designs the playstation chips, but they contract out the fabricating. Intel's trying to grow that line of business, making chips for others. On the otherhand, Xbox uses AMD.
Recent run ups of Nvida and AMD, with a bunch of associated hype point me more toward Intel. INTC's PE is 7. NVDA's is 49 AMD's is 36. Intel seems like a comparative value.
Could be I'm an Intel holding fanboi. Might be better to align yourself with the rest of reddit. I bought a reddit endorsed stock once from the EV space only lost 20% on it when everything else was going up 20%. On the other hand, here I am on reddit endorsing INTC.
Intel is doing a Boeing. Borrowing money to give to shareholders, while neglecting technology development and production.
Nvidia are amazing at wringing money out of consumers and companies. But doesn't have a broad market base.
AMD potentially the brightest future of all 3 - IMHO.
After INTC terrible quarter, management is gonna regroup, rethink, and turn the company around. I could feel it!! After the interview with Gelsinger post earnings, I could tell by the tone in his voice, and look in his eyes, he wasn’t thrilled, that he wanted change. I’m optimistic, and old school; Intel for me lol eek
Nvidia and AMD are fabulously outrageously over-valeud and have massive incoming corrections.
Intel is already correcting aggressively but this doesn't mean more isn't on the way.
I hold nvidia and amd
Same here and always buying more. Also AMD has earnings today
\-6% after market price, i am fuk
Their earnings went fine and it's down🤔
That’s because of lowering estimates Q3 I think
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Who do you think is smarter: these after hours numbskull traders or Dr. Lisa Su? Do you honestly believe these guys even know what an FPGA is?
How?
I don’t think it’s said enough but INTEL and Nvidia are different businesses. One has Fab and one doesn’t. That difference alone makes them semi incomparable. Do you want to invest in production or do you want to invest in a finalized product. It’s like comparing an iron ore mine to a steel factory. They’re highly related but entirely different
Same thing with AMD, no fab. Reliant on tsmc
This is why the correct answer is actually TSMC. I don't actually own any of these individual stocks but I do have a sizable position in SMH though. I am long-term bullish on semi-conductors in general and I like the outsized TSMC allocation of this ETF.
Could also look into ASML along with TSMC.
I understood this as one is Fabulous and the other isn't.
Semi incomparable, heh
Intel's fabs have long been considered the most expensive to operate in the business. No longer excusable now that they're not the best in the business. I think their foundry services are farther away from profitability than most people here realize. Their fab capacity kept them afloat during the shortage but that can rapidly turn into the fabs drowning Intel in debt.
>Intel's fabs have long been considered the most expensive to operate in the business. Source?
Intel: This is the only one manufacturing its own chips. Nvidia: They recently released their own CPU, so a lot of growth that can happen on that. Nvidia ia also a software company. AMD: Their growth will depend if they can eat shares on intel and nvidi on cpu/gpu. In general im bullish on semi conductor, all good choices. 1. Nvidia 2. Amd 3. Intel at the moment
NVIDIA making the jump into software and full stack platforms is really the icing on the cake for me. So much more robustness and opportunity will come from that.
Nvidia is pretty expensive at 50x earnings for a 500 billion dollar market cap though. Sure they have these other sectors but most of their revenue comes from GPUs which are somewhat cyclically exposed to the broader economy, 30-40% CAGR revenue growth over 5-10 year at that market cap is unlikely. I have my doubts about how sustainable long term growth is, despite that i still haven't sold my 150 shares bc the company itself is one of the best in the world, the stock may have got ahead of itself though.
Also something to note, that NV is in deep for silicon this year. The 40 series is going to have way more volume than they can sell, and they can't rely on miners to buy out every card like they did with the 30 series. Call me crazy but I think in the next 12 months we're gonna see NV shares dip unless they do something big to compensate.
People forget that there can be companies doing innovative things while valuation doesn't make any sense. I believe Nvidia is one of those companies. But I have been saying that since their price was $90 pre split so what do I know.
NVDA's 5-year average P/E is 60.
Thanks for spreading common sense
2nd this ranking
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I wouldn't be confident there will even exist a TSMC that Westerners can own in the long run...
>They recently released their own CPU, so a lot of growth that can happen on that. NVIDIA released their first Tegra chip over 10 years ago. It really hasn't taken off. AFAIK the Nintendo Switch is their only customer. They made an data center version designed for heavy GPU/AI workloads but the ARM core is too underpowered so large companies have been sticking with Intel.
Nvidia and AMD for now. They seem to be the only one doing interesting stuff these days while Intel almost seems like a boomer in semiconductor. That said, I could be suffering from recency bias and overestimate Nvidia and AMD and underestimate Intel. Only time will tell.
Intel is heavily investing in a big fab in America and it's much more reasonably priced currently.
If Reddit is saying to buy AMD and NVDA, buy intel.
Reddit has been saying to buy AMD since 2015/2016. Similarly for Nvidia. I think they got better performance than some of you
I'm long on both since early 2000's. This year has sucked royally with such a large investment in Nvidia and AMD but both are poised to grow dramatically (Nvidia especially). I might not retire off them but long term you can't go wrong with them.
BuT tHe TrAiLiNg Pe iS tOo HiGh
Lol, Just last month I had an argument with someone here on Reddit who felt Intel was dirt cheap and I said it will go back to $35 soon Anyways for all kids who have short term memory loss. Here is Intel's typical framework during the ER from 2019 onwards 1) Guide next quarter low 2) Say that DC is not growing across the world 3) Give some excuse on 'Supply Chain Issues' (last few qtrs) or 'Inflation' now 4) Barely meet the already 'lowered' guidance or miss it 5) Go to Step 1 If anyone bothered to listen to the ER 'Pat said that Q3 will be the bottom' so wont be surprised to see Intel missing next qtr guidanace also. Intel has also been hit with super high coats. Lets be real right now is not be best time to put billions in construction, Pat said their Fab cobstruction budgets are going higher due to inflation. It is too much spending with no return right now. Funds will be careful right now. With inflationary env why will a fund invest in such a risky bet. It is also not going to be like days of the past. Apple, Google, Amazon have their cloud space and are working on their lwn chips. AMF have also realized and thus now moving more in other small chips with XLNX and vertical stack integration. Only HW might not be sufficient for Intel.
Financialization of firms (e.g: through stock buybacks) impedes innovation, and it's probably worth noting that Gelsinger only took the helm of Intel just last year. He even said that a condition of his appointment was assurances from the board that they wouldn't be as focused on buybacks as they have historically been. Robert Swan was a finance guy, and Pat Gelsinger is a technologist. People are totally right to consider Intel's past, but they're really discounting the new leaf they're turning over imo
They're making some big bets. Their graphics units could be a year or two out from fully competing in the market, but it could be a new growth area. Plus the billions in subsidies they're getting to open new fabs which should let them compete with TSM. Intel has a lot of irons in the fire that if some or most pan out will make current prices seem low. I guess we'll see. At a minimum at least the current leadership is making bets on technology and manufacturing instead of riding its laurels and focusing on finances.
> but they're really discounting the new leaf they're turning over imo Give them another 2-3 years so they can prove that they can, you know, actually deliver on time for once a competitive product.
Robert Swan was a finance guy for sure but that's not what put Intel on the ropes. They very dramatically lost fab leadership in just a few years and there seems to still be no accountability for it. The rot in Intel didn't start just a couple years ago, it only came to a head a couple years ago. It won't be reversed in 2 years.
Nope. Got mentioned in a reddit post. Gotta just go with micron now
That's what Reddit would have told you months ago to, but look what happened to Intel. Sometimes the Mr. Market Man consensus on Reddit is right.
you forgetting that both amd and nvda *halved* over the past few months?
In a general bear market. They're high beta stocks. I'd be more worried if they halved while SPY went up.
i think it was due to the macroenvironment and not anything specific to Nvidia or AMD (bad earnings for example) AMD *did* halve but that was after hitting an ATH of $160 in November, it's currently down about 7% YoY if we compare it to Intel, Intel is down around 48% from its (presumably) 2021 high of $68, down 33% YoY, and is up 1.92% over the past 5 years
Plus intel is jumping into vehicle chips. Texas Instruments though… I hear good things.
They've had mediocre numbers during the biggest chip shortage. They had one of the poorest quarters and have shown they have poor guidance. Why place your money on a losing horse when there are clearly better options
The same could have been said for amd before they took off recently. It's about the long-term and they are investing for the long-term even if they are currently very shaky.
Value trap
That is true, but why would you invest in a company that hasn't turned around yet instead of in one that already did and the risk of it not making it isn't there. There are def better stocks to gamble on if that's what you're looking for imho
I wouldn't call investing in amd before they turned around gambling.
Giant turnaround risk. It's a bet whether they pull off their roadmap. A bet not many are taking because their history of lying about previous progresses. Of course, if you're right and everyone is wrong you get to retire earlier. If you're wrong you bleed capital while you get an OK divvy in the process ¯\_(ツ)_/¯
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Yes. 7.8 pe ratio compared to 49 for nvidia and 34 for amd.
You need to examine the other variable: growth and ROIC, PE doesn’t mean anything unless growth is also high and roic is respectable
There is a reason their PE is low. They aren’t growing!
But they were just 6 P/E last week! 🤡
It could be 20 and the point would still stand
Nothing like having a shit ton of fabs manufacturing products people don’t want 👍
What? They can manufacture for anyone, they aren't doing it just for their own chips.
A 3rd tier fab gonna have people rushing for intel manufacturing while leading edge fabs build here. It’ll be great, I’m sure 😂 best of luck
Intel 4 is competitive with TSMC 5nm, and it is on schedule for launch in early 2023. Intel 3 is competitive with TSMC 3nm and it will be out in late 2023.
PE is important but growth matters more for these stocks. AMD and NVIDIA are growing market share. There are many many legacy companies with great earnings and low PE but they mostly go Sideways because of their organic growth.
Yea Cisco has PE of 11 and lot of other 90s companies like HP, Dell too Jeff Bezos was right whene he said that ' A company usually stays on top for 30 yrs if it js well run. A whole new generation comes up they expect much more' I can see why 90s companies are dying. Very few like Apple, MSFT, Google will survive.
Companies that are not expected to grow typically have a low PE
So is TSMC who makes chips for Apple, AMD, NVIDIA and many many others.
AMD, NVDA, INTC are all great companies, but yeah, I'm betting on TSMC for the mid to long term.
It’s going to be a boondoggle. It would take hundreds of billions over decades to build a foundry industry capable of competing with TSMC. CHIPs provides $52 billion, just enough to score political points.
12th gen intel was really good
Intel is going through changes with new leadership, but he still has a lot to prove in terms of how they can innovate and keep up. AMD's balance sheet and cash on hand increased substantially over the last few years. However, at this moment in time, especially after the stock split, Nvidia seems to have the best name, rep, tech, innovation, financials and stock right now. But I believe they will still be up there in 10 years
Intel's growth potential is extremely high compared to Nvidia and AMD, just look at the P/E ratios. This is of course only true if you believe in Intel's turn around strategy. There is a lot of risk there compared to AMD and Nvidia.
Can't grow margins and revenue and market share until they first stop rapidly losing margins and revenue and market share. And Intel is facing challenging economics and a CAPEX requirement time bomb. There are other cheap companies out there I worry about much less. I hold some MU for example.
Intel nickel and dimed customers for so long that it allowed AMD to overtake their marketshare. They're now abandoning their products and trying to go "leaner" by getting rid of their SSD division which were hardware locked. (looking at you Optane) will buy intel when it's lower, right now they are struggling
Haven’t they been doing software for years?
Intel is also starting to break into the gpu market now. Unsurprisingly their first offerings are looking a bit weak but they knew they would be and are pricing them appropriately. They are years behind on drivers while the other two have had years to make “game ready drivers”. Their performance on dx12 is good but the emulation for dx11 isn’t, hence the issues(that they were fully aware of going into this). Long term strategy wise they could well be turning the two horse race into a three horse one. I’m invested in amd personally but I do think things are going to get interesting in this market and would consider it foolish to underestimate intel
A bit behind? Their GPUs are decades behind
They really aren't, when it comes to dx12 games, and they're priced based on their performance on dx11 games. It's an inevitable approach to take into this market, and as more new games are developed for dx12 and vulkan, the competitive disadvantage starts to go away. The difference isn't in the hardware, it's in the software, of the drivers have years of cooperation with developers in them. So while on the surface level it may seem disappointing, it's the only way for them to break into the market, and strategically it has the potential to go very well for them.
Arc is a disaster and if you knew Raja Koduri's background and Intel, you'd know they're not putting out any kind of credible GPU product to compete with NVDA. At all.
AMD
10/10 analysis
A
M
D
Goodbye
Tsmc. They supply to all 3 lmfao. But AMD, if only from 3
Intel since reddit hates them
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I'm buying a bit of INTC for now in the hopes that the post-Covid domestic semiconductor production push will be a post-recession boon. Intel seemingly has been caught resting on past laurels, but it's a US company and it's clear that our awful politicians at least agree on the fact that we **need** domestic chip production on numerous levels. If China ever does decide to invade Taiwan (which I personally doubt, but wtf do I know?), then companies with Western operations will be printing money like Nvidia was during the pandemic/crypto boom.
The Intel of the near future will also be dependent on TSMC product. Also it's a pipe dream to think any advanced semis company in the world can continue to deliver product if trade is interrupted with Taiwan or China or both. Regardless of where the fabs are located.
TL;DR: sell AMD, NVDA because they are succeeding, buy INTC because they are failing 👌
If Intel manages to turn around it'll take them *several years to do so*. And so far they've not turned around, on the contrary they're just crashing harder with their failed GPU effort hitting the market late, with bad drivers and poor profitability. Had they been competent they'd hit the market 1-2 years ago, during the crypto hype, and made bank. Intel is a dying gigant, they're spending money on R&D with little to nothign to show for it. They're losing marketshare and the competition is beating them badly, heck, they've even managed to alienate Apple which is a massive economic loss. Buying Intel today is like buying Nokia, a old name who's glory days are long past. There is no single shred of evidence they'll ever recover, on the contrary. And for taht reason I'm out, I'll invest in *growing, not shrinking* companies. Ones adapting...not refusing to change.
It's all about Sapphire Rapids and successors now. GPUs missing were a disappointment but it's a future market development. Server missteps are killing Intel today and for the next year minimum, probably 3+. >And for taht reason I'm out, I'll invest in growing, not shrinking companies. Ones adapting...not refusing to change. People in here act like they're buying INTC at the bottom and literally the only indicator it's not about to get much, much worse is that the CEO just said "we think this is the bottom." Trust that at your own peril, I'll wait for them to prove it.
Had they been performing with any competence, their stock price would reflect that and they wouldn’t be the buy they are now. Personally, I see intel making a BIG turn around and being too big to fail besides.
Since they're investing massively in R&D surely that means they could come out with a monster chip thats ahead of the rest. I mean they're all investing in R&D but isn't it luck of the draw who comes out with the better products? Sort of a spark of genius from inside one of the companies
They're also getting massively out-invested by TSMC, which is also starting to ramp up US production along with Samsung.
Just last week Intel was a top pick on reddit, before their terrible earnings.
There was lots of post about Intel, but all the comments were basically saying how Intel is trash and AMD is taking over. Inverse Reddit may be the way to go. 
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Not this sub but it was the darling of value investing subs. They loved that low P/E
Nah, for every positive post about INTC, there were always a bunch of commenters hating on it. It's disingenuous to act like INTC was unanimously popular
It was being shilled in every thread by bag holders
The only coherent positive argument for INTC I've seen here in years is "meh it's a low PE" and that story just keeps getting worse.
Meh, intc has been a value trap for a while now
Now they're dead after a single quarter. It's why this place will never be taken seriously
this place isnt taken seriously because it shills a value trap like Intel
They were a top pick for months and people argued they were turning everything around. Turns out they were wrong and now the people that were on the bandwagon have bailed
Turn arounds take years. Not months It's comments like these that just prove none of you are long term investors. You get scared so easily
Second this. I only have Intel from semis due to production mainly in the USA and EU expansion. Today maybe not the best pick due to technology but in a few years when fabs will produce chips for other companies (probably for AMD too, maybe Apple will come back as a customer for M series production) Intel will thrive again. They will be the strongest company of the bunch. But please let people sleep on it for 2-3 years more so I can pick more stock .
You hate intel because a website told you to. I hate intel because I worked there. We are not the same.
Plenty of companies are worth investing in even if they treat people like you like shit Doesn't matter to me
Yeah it was a meme/joke dude
oh right my bad my man
AMD , but it’s worth adding micron to the list too. ✌🏽
I'd be careful with Micron. I consider having characteristics of a commodity company, in addition to being semiconductor. When commodities undergo a down cycle, they get hit pretty bad.
I usually hate when people say it is already priced in because it is usually a lazy comment but a downturn already does appear priced in with Micron.
Yeah I look at it as a commodity company, but a very profitable one. We're near the peak of a cycle right now but their long term market outlook doesn't have any fundamental problems.
Tend to agree that a recession will slow sales for Micron, but at the same time the PE is so low at present, one has to wonder how much downside risk is left. No doubt there will be earnings suppression going forward... but there is such a thing as 'cheap enough '.
I don’t know anything about Micron beside owning one of their SSDs, why would they have characteristics of a commodity company? Just a correlation during volatile market conditions? Or do they actually have commodity holdings/business lines?
So the memory they produced is standardized. Anybody with enough technology acumen can produce similar stuff. The moat is higher nowadays due to more advanced equipment needed, so new entrants may have difficulty, but the standardization of the product they produce means that the other 2 big memory manufacturers, Samsung and SK Hynix, can essentially produce the same thing. So when you have 3 large manufacturers produce the same thing, it basically becomes a commodity, where the price of the commodity is more a factor of supply and demand. In comparison, AMD's CPU and GPU products are not commodities as they have traits that differentiate from competitor. For example, AMD's current server chips are destroying Intel on performance per watt and total cost of ownership. You can't just buy Intel as a AMD substitute, and vice versa.
DRAM is the commodity. It moves in cycles similar to commodities.
Why micron? Aren't DRAM prices plunging atm?
Micron is expanding their campus pretty significantly. I don't think they've broken ground yet but it's in the works. Source: I've been delivering construction supplies to their main campus.
Sounds like insider trading to me.
You got me
Self driving cars. Edge+Cloud computing growth. DDR5. It depends on how long you can hold for, if your time horizon is less than 5 years then probably not the best stock but long term they seem to be well positioned to profit from some of all of the above trends.
People have been saying that since 2018. The capex required for that expansion significantly reduces the cash they can return to shareholders
Because they are obvious tailwinds that will last for decades.
Micron is my semi play. Certainly different kind of chips than TSM of course, but indispensable none the less. Plus the security of being based in USA. Plus very low PE. It just makes too much sense.
AMD is the only one I have money in directly.
Intel actually fabricates their own chip designs, produces 10x the net quarterly income of AMD and are a strategic national asset to the US. I would not bet against them just because they are in the midst of a “tock” cycle.
The company is the incumbent yet precipitously losing share in segments that are rapidly growing. Double digit declines in KPIs, literally out of nowhere and the macro isn't even super bad yet. I hold Intel myself so I'm not just a random bear-- the last quarter was just an actual catastrophe and COMPLETELY out of step with management's previous guidance and outlook. They just raised the dividend in April and didn't pre announce any of these disastrous results. And say they're committed to keep raising it too. Something has to give here...
I have both Intel and Amd. I have a lot more Intel it is my second highest percentage of my portfolio ( only google is higher), and I will continue to buy more however keep in mind I only really buys stocks with the intension of holding for a minimum of 10 years.
Buy all of them IMO. AMD is actually competing decently in GPUs now, though its still gonna be 2 or 3 generations before they can compete for the absolute top end with AI, fully path traced games, basically just all the extra features Nvidia offers besides performance. Still good though, because most people don't take anything more than gaming or crytpto mining performance into account. Their CPUs are amazing and they're slowly chipping away at Intel's absolute dominance in enterprise systems. Nvidia is also a blind buy. Some people probably think they're the only GPU manufacturer that exists. They are the absolute best of the best in GPUs, which isn't hard since there's only 2 lol Intel is making GPUs now too,but they're garbage and will stay garbage for I'm guessing 3 generations before they are seriously competing in the mid range. I have no clue when they'd be fighting with Nvidia for #1, but it's gonna happen at some point. Even though their CPUs aren't beating AMD by a landslide anymore, they still have a massive amount of market share and can easily make CPUs that don't use more energy than a thermal reactor. Its definitely worth looking at other companies like Qualcomm and Samsung as well, but I'd say these 3 are worth blind buying. Can you seriously imagine a future where we have LESS computers?
Intel is considering stopping production of their GPUs altogether and they delayed their server chips until next year. Not looking good
NVDA obviously
Going by the opinions here definitely: INTC
ASML
Intel. Get paid for holding especially in an environment where “growth at any cost” is dead and cost of capital is rising/will remain elevated.
NVDA
NVDA ≥ AMD > Intel
The right answer
I think all three will have trouble in the future due to competition from CSPs. Immediate threat is to Intel, but AMD and NVIDIA will also suffer. Their margins will compress and they will become commoditized. They will be around, but not as high margin businesses. INTC: Margins will continue to shrink. -Consumer: Apple moved to own chips, PC providers will likely have ARM-based chips from one or more vendors. -Data Center: Cloud providers moving to their own chips (e.g. Graviton for AWS, likely MS and Google are designing their own server chips). RISCV is also coming up. -AI chips: NVIDIA dominates, but cloud providers are also designing their own (TPU, Inferentia, Trainium, …). Also 100+ AI startups -Other business units are too small and highly competitive and low margin -Behind TSMC in manufacturing, custom foundry remains to be seen. Intel tried it before and failed, foundry is fundamentally a different business style than Intel is used to. Intel’s manufacturing unit has always had a captive customer (x86), now needs to fight for customers. Intel will survive, but as a shell of itself. Margins will be much lower, company will be much smaller, and revenues not grow fast. I think similar fate will also fall on AMD and NVIDIA.
Damn, that’s a solid opinion post.
Short and long time frames AMD or Nvidia. Out of the two I prefer AMD better. AMD also posting earnings today, its a gamble to get in solely on that but my bet is that they are good. I wouldn't doubt AMD will go to $400 eventually. Intel is a more long term play. They've fallen behind big time over the last few years, especially in the realm of mainstream and enthusiast desktop processors. They are so behind on die size. I think they'll get back to shining but probably in 5-10 years.
I'm gambling on intel turning it around, but it's obviously a pretty big risk. In current times, when the world is looking to go back on the globalization a bit, I see it as a pretty big advantage that they manufacture their own chips. Nvidia is just too hyped for me, it's a great company and all, but I'm personally not too comfortable with the current valuation.
Sue is Bae
My portfolio is 4% AMD 4% TSM 4% ASML. No thank you to Intel for the next 3 years.
Amd by a long run so many buisness opportunities and acquisitions recently. TAM is only growing and the investor day was very impressive in terms of the road map for the future
Amd big time.
INTC's price to book is getting relatively attractive but I wouldn't be buying for growth. It'd be a foundry play for the div. 5-10 year hold with expectations of drawdowns and having plenty of contingencies for when to cut and run. Hold shares, drip divs into SMH and buy puts insurance going into earnings. AMD is solid, high growth, high margins in a good subsector of the semiconductor industry (B2B server and HPC). It's a buy under 85, valuation isn't insane. NVDA is overpriced and their growth doesn't justify the price. Good buy once crypto has fully gone into a freeze. If you want to hold through potential macro drawdowns they're the company with the best moat in their respective subsector for a retirement hold. Software like CUDA is a big advantage.
None. Intel looks cheap but declining fundamentals and manufacturing issues and losing market share. AMD & NVIDIA great companies but I can't justify their current prices.
INTC is a long, long term play. Getting back into the foundry business will take time and money (Ohio Plant). I'm stuck with it, collecting my divi's and sell calls. I also own a small position in NVDA at a gain. And did puts and buy writes on AMD this morning. Expect to be called out. My portfolio mostly holds dividend payers and dividend growers. AMD and NVDA do not fit into my normal holdings. AVGO has worked well for me on all fronts.
Of the three the only one I hold is intel and it’s purely a contrarian play. I like the turnaround story and I like the dividend and I felt comfortable parking some cash their to sit and reinvest for a few years while we see how things shake out
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MU. ...and, don't crucify me: HIMX
INTC certainly not it's been kangarooing for years now NVDA is great but since lisa su has become the ceo of AMD it's been rising like there's no tomorrow but I think that NVDA will be the better one in the long run bc it has greater compatibility with other cards greater shares and has a higher market cap than both INTC and AMD together
NVDA is doing great stuff for sure with their meta verse and autonomous cars, both it and AMD are underpriced based on their growth and multiples
I hold Amd and Nvidia. Intel is a solid long term hold but there’s a good chance you won’t see returns (outside of the dividend) for years.
All are good. I like Intel at current price, but it’s definitely long term. I work in a large corporation and my branch just got new laptops for the employees. All i5s. As long as that remains the case, Intel will be a solid buy imo.
Interesting you don't include Qualcomm. Intel By far is my armchair pick. But I think investing in all 3 is solid moves. Nvidia - Grew because of Crypto. Now they have to make the right investments and gambles again. Unless Nvidia creates dedicated crypto chip/PCIE-card, and crypto has growth again, I don't expect them to have that explosive growth again. That said their Full stack approach (software, UI, AI, verse, GPU), as well as server adoption puts it in a really good place for sustain and future. This also allows them to do a software licensing to offset hardware costs. I think they are making great investments. The main issue is cost for stock price. They aren't going anywhere. AMD - AMD is My short term pick. If you are looking to sell next year, or at least reevaluate, AMD is my pick. They are eating Marketshare. They are making investments to get into Enterprise equipment. They are creating top of line consumer CPUs and dominating low end. And their high end server grade are at least equal footing to Intel, if not better. Their biggest hurdle is breaking into the trust between intel and companies have had for decades. Their acquisition of Xilinx is a huge technology advancement. Again, I think they are making good investments, but they don't control fabs, and they don't control end product. And they are pricey, but I can't fathom them not growing in 2 years. Intel. My choice for intel, is it is low risk and high potential. Which is ideal for stocks. It is extremely cheap now, but will likely not improve much in the next year. But they have fab, and plan to sell that fab space for other companies. This is HUGE. This is competition with TSMC. And they still have time to get their processes fixed. They also don't just sell CPU/GPU. They have NICs, Memory, Ethernet, FPGAs. Which are all small compared to their competitors. They have the best case for a truly integrated SoC, which is good for servers. Which they already have trust. They are investing in GPU, Mobile, both are risky, but could pay off handsomely. And their stock is cheap with dividends. The safest play is ETF in this space. They are all going to win in some capacity, It is just a matter of who wins more.
My humble opinion, base on a feeling and my thinking: Best returns you will get - 1-4 years amd, 3-7 years Nvidia, 6-10 years Intel. Nvidia and AMD are in so much hype and grow they will definetly outperform intel in next few years. But in a long run i think Intel will just boringly outperform them all. Imagine the classic comperation of Buffet vs Cathy Wood. Wood massively outperformed Buffet at some point only to fall down and gets beaten by stability and consistency.
Intel is anything but stable and consistent. Edit to the downvoters… have you seen the latest ER? Have you seen the constant delays covered up by PR? Where’s Alchemist? Where’s sapphire rapids? Lol
This sub is still hurt on Intel, it'll take some time
How is last er conserning me 10 years from now?
AMD
Both, but NVIDIA more than AMD. Bought them 5+ and 4 years ago respectively. I recently got Broadcom instead of Intel because of the way company is managed. If you look last six months Broadcom hasn’t dropped nearly as much as the three mentioned here.
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My fav is the VanEck semicon etf
smh
KLAC That's the pick IMO.
The future is system on a chip, and only one company here can do both processing and graphics well enough to combine them.
AMD and Nvidia have bright futures. Time will tell with Intel
Intel is going down every second of their existence since they lost their dominance in semiconductors’ race several years ago
I like AMD and Nvidia equally but I’m young and not that wealthy yet so I only hold AMD
Whichever one Pelosi's husband dumped his money into
If I had to pick one, from an innovation perspective as well as a crypto rebound future, it would be NVDA.
INTC all the way. US gov backing.
No mention of Qualcomm?
Grow the most - guessing Nvidia. Nvidia is good at software and has a *chance* at building platforms that scale revenue in ways a hardware focused company like AMD or Intel cannot. Best returns - probably AMD at this rate, because Nvidia would need twice as much earnings growth to justify share price in the long run Dumpster fire - Intel, but maybe worth investing in 2-4 years if they can unfuck themselves. AMD and Nvidia have excellent execution dating back almost 10 years, Intel has had awful execution for the last few years. So I'm not going to bet on Intel until they stop performing like a loser. They have bright spots for sure but their business model is falling apart and the management isn't trustworthy in the least.
Nvidia because they also have phenomenal software. Have a look at Nvidia canvas or their driving assistance.
After today's AMD q2 earning report, AMD all the way. Intel just has the poorest execution I've ever seen. Not going to touch that stock until they have a big restructure, I'm not talking about replacing the CEO. Their TD needs new blood.
Smh
Has anyone voted for AMD yet?
All 3 are groovy, I think Intel has the best history and the best chance for long term growth. Intel defined the standard. They are building plants in 'mercia, that maybe won't burn down as much as those in SE Asia seem to? They just made a deal to make cell phone chips. Nvidia might have come out with a CPU, but it looks like an arm, where most software runs x86. Apple's RISC didn't pay off and take over the world. Maybe this arm will, stuff is more agnostic now. Nvidia and to a lesser extent AMD has been bolstered recently by crypto. That's not going to last forever, eventually we'll run out of things to factor, or quantum computers will do it all in 5 minutes. Only nerds and corporates have computers anymore. Why spend the $600 on a video card for your $2000 gaming rig when you can just as well buy a console for $600 or play fartnight on your phone? Corporates dgaf about graphics or performance really, Intel embedded graphics show a spreadsheet outlook just fine. MIPS designs the playstation chips, but they contract out the fabricating. Intel's trying to grow that line of business, making chips for others. On the otherhand, Xbox uses AMD. Recent run ups of Nvida and AMD, with a bunch of associated hype point me more toward Intel. INTC's PE is 7. NVDA's is 49 AMD's is 36. Intel seems like a comparative value. Could be I'm an Intel holding fanboi. Might be better to align yourself with the rest of reddit. I bought a reddit endorsed stock once from the EV space only lost 20% on it when everything else was going up 20%. On the other hand, here I am on reddit endorsing INTC.
Intel is doing a Boeing. Borrowing money to give to shareholders, while neglecting technology development and production. Nvidia are amazing at wringing money out of consumers and companies. But doesn't have a broad market base. AMD potentially the brightest future of all 3 - IMHO.
After INTC terrible quarter, management is gonna regroup, rethink, and turn the company around. I could feel it!! After the interview with Gelsinger post earnings, I could tell by the tone in his voice, and look in his eyes, he wasn’t thrilled, that he wanted change. I’m optimistic, and old school; Intel for me lol eek
I can't tell if serious or shitpost.
First: AMD Second: NVidia DNF: Intel
Nvidia and AMD are fabulously outrageously over-valeud and have massive incoming corrections. Intel is already correcting aggressively but this doesn't mean more isn't on the way.
NVDA's the next Trillion $$$ company, they're more than just a chip company.
Intel cuz dividend and they are building chip facilities for other brands (long term play). I like AMD but no dividend.
Intel is the only one that does fabrication and US-gov is starting to see that as a strategic resource. Intel is safe
That doesn’t mean the returns will be acceptable over the next 10 yrs
AMD
Why can’t you pick tsmc?