Onsemi (ON) Bakes Less Cakes, Axcelis (ACLS) & Aehr (AEHR) Stocks Get Hit

Рет қаралды 5,203

Күн бұрын

Пікірлер: 53

@chipstockinvestor 7 ай бұрын

If you want a copy of our "Semiconductor Manufacturing and Chip Packaging Equipment Stocks - Investing 2024 Update," Find the pdf here: ko-fi.com/s/ad4a9f5a23 👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our KZbin channel: kzbin.info/door/3aD-gfmHV_MhMmcwyIu1wAjoin Support them on Ko-Fi: ko-fi.com/chipstockinvestor

@InvestingInAI 7 ай бұрын

Enjoyed the first full episode on Axcelis. Was very balanced and nuanced look at their business and position in relation to AMAT. Love the podcast!

@arildschonberg3607 7 ай бұрын

I like your analogy. It helps to grasp the concept. As long as you also refer to the actual process. And you do! Congrats to your grandma, for aging the cake. I like your work and content. 🙌

@chipstockinvestor 7 ай бұрын

Thank you! Glad you found the analogy helpful!

@vanshpatel7605 7 ай бұрын

Your analogy is NOT ridiculous. I am an Electronics and Telecommunication engineer. Analogy is on point!

@chipstockinvestor 7 ай бұрын

That's great to hear, thank you!

@InvestingInAI 7 ай бұрын

Yes, they're the best.

@SigFigNewton 7 ай бұрын

So ACLS makes more money each time ON makes a sale? Not just each time ON buys machines? I didn’t understand that

@shannonoliver7992 3 ай бұрын

Kasey, I need one of the fruit cakes! Three great businesses, I'm early to the party for once. Whenever EVs take off in the US, there will be a party, and we'll eat plenty of fruit cakes. I also love that On is positioned in the energy efficiency & power management space; this will be a high-growth secular investment opportunity. .

@FlowerPower2222-p4u 6 ай бұрын

Big move 14% up in Axcelis today.Not an expert on semis but think it could be to do with ASML's new EUV machine news delivery to TSM later this year.AEHR moved 10% upwards too.

@vinitapte4265 7 ай бұрын

Amazing insight. You guys are awesome in creating content that is just technical enough to be able to be understood by anyone

@chipstockinvestor 7 ай бұрын

Thanks @vinitapte4265 hope it was helpful to your research! Exciting things could be in store for this market in just a few more months.

@SigFigNewton 7 ай бұрын

Wonder whether a highly technical video on the materials physics of why silicon carbide is superior for certain tasks in fundamental ways would get views. Technical explanation of usefulness for both high voltage and power efficiency sandwiched between brief easy-to-digest segments about These generalized uses as secular growth trends spanning industries.

@gb20000 7 ай бұрын

Her voice is soothing

@emayuzcula 7 ай бұрын

Thanks for the update, love your videos.

@chipstockinvestor 7 ай бұрын

Thanks for watching!

@jacqdanieles 7 ай бұрын

Would like your analysis of Analog Devices & Texas Instruments

@johnbagsit2973 7 ай бұрын

jeez all this cake talking is making me hungry all of a sudden. Great video!

@chipstockinvestor 7 ай бұрын

Lol thanks for making it through the video! Next time we'll warn in advance to get a snack!

@seferino7383 7 ай бұрын

Love your videos Can you do a video on VRT thx

@nizo4814 7 ай бұрын

Brilliant analogy!

@chipstockinvestor 7 ай бұрын

Thank you!

@missunique65 7 ай бұрын

love the cake metaphor... btw if amat competes with acls does it face the same temporary headwinds?

@chipstockinvestor 7 ай бұрын

Thanks! Great question about AMAT. The answer is yes and no. Here's our last video about their diversified product line up. ACLS isn't diversified like that, just ion implant. kzbin.info/www/bejne/jnitfmehbL-drpY

@fivedeadlyvenoms1 7 ай бұрын

Thanks guys. Pertinent info as always. I am wondering- have you ever covered Jabil stock? I bought it on a whim and hadn't heard of it before, but it was on a list I came across of top performing stocks. I guess they do circuit boards for OEMs.

@chipstockinvestor 7 ай бұрын

We've been asked about it a number of times, but no video. They're a diversified third party manufacturer, but yes among other things they do some circuit board work. Seems to be a well run business, but a bit out of range in what we typically look for. But maybe we'll take a look.

@davidecastello8801 7 ай бұрын

Do you know why ACLS sells so little in the logic segment? Is it because Ion implantation is not much needed in very advanced semis, or just because Applied Material is taking all the market share there?

@chipstockinvestor 7 ай бұрын

Ion implant is a very small niche market, it's just not used that much... Yet. Management seems to think some newer logic chips will use more, and are doing some R&D into it.

@caffeinej2691 7 ай бұрын

Thx for the update. Y are still holding form factor?

@chipstockinvestor 7 ай бұрын

No we never bought, we just keep tabs on it though

@002tar 7 ай бұрын

I like cake so I guess I should buy some of these haha

@Mujeeb-Ur-Rehman-ct7uh 7 ай бұрын

Thanks amazing video❤

@chipstockinvestor 7 ай бұрын

Thank you!

@michaellleverino 7 ай бұрын

Is it fair to say, OnSemi = Auto power chips/ Monolithic Power = Data center power chips?

@chipstockinvestor 7 ай бұрын

There is overlap between the product portfolios, but that's not a bad way to think about it. MPWR definitely skews towards server power chips right now.

@brazestates53 7 ай бұрын

What are your thoughts on POET for data center opto electronics transfer?

@chipstockinvestor 7 ай бұрын

Penny stock. Not one we follow. It appears they're desperately trying to raise cash.

@thekongstocks 7 ай бұрын

WOW! Droppin' more subliminals at 13:44 mark than the Kendrick Lamar vs. Drake rap beef! lol

@chipstockinvestor 7 ай бұрын

Lol that's really deep. We aren't anywhere near Kendrick Lamar's level.

@fivedeadlyvenoms1 7 ай бұрын

I'm not so sure about the fruit cakes though Kasey!!!

@chipstockinvestor 7 ай бұрын

Gotta love grandma's fruitcake!

@JimMcNutty 7 ай бұрын

I’ve seen Citi said chip sales were up more than expected. Any idea if the automotive chip market has recovered? I’ve seen talk of a “super cycle” coming up with all parts of the industry.

@chipstockinvestor 7 ай бұрын

Did you watch the outlook section of this video?

@specsbundy1392 7 ай бұрын

Love the killer analysis as usual, top notch. Love the expertise and insights you both lend. I have somewhat of a criticism I wanted to be bring up. Every time you mention you are "nibbling: on a stock can you please illustrate an example of a percentage of an entire portfolio or position size in a particular stock. When you say " nibble" I interpret it as a meaningless amount, and if that is the case - then why bother ? I here you say DCA also which I understand .. so I am confused as to the difference in how you guys execute a DCA and how it differs from " nibbling" . Also a topic I would like to see an analysis of what manufactures in the semi industry are a major part of the usual suspects business. Tesla,Meta, Google, Amazon, etc etc. Who are their major partners as maybe they are looking at alternatives to NVDA ? Great show. Watching every episode as they come out as best as I can make time.

@chipstockinvestor 7 ай бұрын

Thanks for watching! An individual nibble isn't meaningless as many nibbles over time paired with solid business growth can equal a large portfolio position. It's how we built a position in Nvidia over the course of years. A DCA is different in that the small purchases are on an automated schedule, like a monthly or quarterly buy.

@specsbundy1392 7 ай бұрын

@@chipstockinvestor Appreciate the response. So is it fair to say you nibble only when the valuation is at a certain place or do you nibble only on downturns ? Or valuation or where in the cycle it has no bearing? So say thr price is $100 and fIr valuation is $65 do you nibble and say it appears the peak of a cycle looks to be coming in the next 2 or 3 quarters and the a cyclical downturn appear on the horizon would you still nibble ?

@chipstockinvestor 7 ай бұрын

@@specsbundy1392 the simple answer is it depends. Lots of factors involved, and no simple metric sums it up.