TSMC is one of the five most important companies in the world, says Ritholtz's Josh Brown
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- Опубліковано 17 січ 2024
- Josh Brown, CEO at Ritholtz Wealth Management, joins CNBC's Halftime Report' to discuss the importance of Taiwan Semi to the market.
TSMC is THEE most important company. Nothing runs without TSMC. How can you own amd, apple, nvidia and not TSMC. If TSMC goes down they are all going with it.
True
Without ASML, it is just another chip producer. The IP is obviously with the others, and thus the high profitability.
While everything does hinge on TSMC for the time being, major efforts are in play in an effort to onshore this capability. It will of course take many more years, and one of the locations is TSMC also, they will likely lose market share by the end of the decade.
I think he downplayed them due to the profitability compared to the others. Your point is valid, in that everything hangs on them, but they are not necessarily the best of the bunch to own at this point.
Sort of the same with Intel right now, tons of capex on construction for the future. At some point they will be worth owning more so, and could surpass the current frontrunners.
totally wrong. The moat is massive. And the tsmc collaborative ecosystem is huge. No one can just spin up a fab business at tsmcs scale, customers relationships and institutional knowledge. If you ask anyone who actually knows the semiconductor space they know onshoring all of tsmc is not feasible. Also intel cant compete financially. TSMC is a wildly more efficient and profitable company and in a way healthier financial position. @@twan102000
TSM I can see this doing an Nvidia going to $400-$500 this year
TSMC has more IP than Intel and Samsung ASML Only the technical support of TSMC can create the EUV. Of course it is ASML investors
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tsmc(or Taiwanese people) know how to design better than nVidia, AMD, Broadcom, Qualcom, Intel, but tsmc does not compete with them... tsmc even helps those guys to design their chips... it is just different market segment and Taiwanese mindset...
TSMC does not need to design its own chips because when customers want to design their own chips, TSMC assists them.
I would never switch to Pepsi. But yeah I like TSMC
they're both cancer water, but pepsi is exceptionally gross
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TSMC is so successful because they are deepply involved in chip design. Interiorly they have their own chip design department studying the designs from all chip design companies and constantly tape-out their reference design wafers prior to providing the calibrated spec . This can ensure the highest yield rate for common designs. Also it is a company that takes integrity very seriously. The result products perform as expected. Apple tried to use Samsung for their A9 processors for iphone 6s and the result chips worked not as expected so now TSMC makes all Apple chips even with higher price.
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Thanks for sharing
Taiwan making the high -quality grade chipset and semiconductor which China can't do and owned..they are the most valuable companies and US must gains it with the Japanese and South Korea as these are the chipmakers of the Asia-Pacific regions and China didn't made anything for the world to proves their high-grade standards.
Ha, Josh and Karen telling you not to buy now because they missed the rally and want to buy lower.
What are the other four companies??
I'll name one for you, Nvidia
There're definitely TSM, ASML, NVDA
Yes! TSMC is really really really important to USA.
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i wished i watched this video and bought some tsmc shares
Best tactical buy.
Wow. some people are really going to get left behind. We already had the big pullback in Semis, it was in '22. If you didn't increase your semi exposure when it was at an obvious bottom then, just admit you missed it and add an equal-weight position to participate in the major and continuing tech-uptrend. If you did miss it, you can still look at INTC or still-depressed automation sectors like ROBO or ARKQ
ARKQ ?? Are you kidding me, wouldn't touch any of the ARK ETF's with a barge pole. Cathie Wood like the goons in this video don't have a clue and are just there for entertainment purposes.
You got me, ARKQ is the one of those three that I don't own. TBH I thought about leaving my comment with Just the other two, but I own shares in a few companies who have ARKQ as a major shareholder, like KTOS and AVAV so I do agree with a few of their choices at the smaller allocations within the ARK funds. saying It like that keeps me from spewing microcap symbols all over the place @@amdistant5547
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Nicole Desiree Simon is her name. She is regarded as a genius in her area and works for Empower Financial Services
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I love how everyone wants to hate on Nvidia's run..TSMC points to that continuing and hopefully pulling ASML & AMAT along, because TSMC can't continue their growth without them supplying the machines. Loving the "semi" melt up!
It’s the other way around, nvidia depends on tsmc for their chips. What are you smoking
tsmc rilies on asml
@@Conntrailed
I see my post was confusing..I meant to say 'TSMC's "forward guidance" points to that continuing'. TSMC is saying they will be ramping up to produce the increased chips that NVDA needs.
SMH ETF is the way to go for myself.
Instead of just going through the earnings and growth why are you not talking insane 50% move by AMD in last few weeks.
Coke swing to pepsi ?? Are you nuts !!!?
He says that without TSMC the world would come to a standstill! And is among 5 most important companies which the world depends on! Which are the other 4?
what I want to know!
He's just throwing numbers to sound smart. That's the lingo of finance people. They are not engineers.
TSMC9.4%
Josh, no such thing as "very unique". It's either unique or it's not unique.
Look around, it is me stumbling all over !
AMD TSMC 我已經獲利120％ NVIDIA我已經獲利 600%
USA Taiwan No.1
With the potential China-Taiwan war, there is a huge global risk of the economy crashing to a screeching halt. The likelihood of it being targeted to keep it out of the hands of China is plausible when a conflict breaks out. Investing in this company is quite risky in the long run imo.
hahaha... really believe in the fear story... keep going
that's the only thing I'm worried about
Yes. Nobody knows what Xi's going to do next, but also its a bigger risk to own Nvidia and AMD because of their evaluations.
我觉得你担心的情况很难发生的，因为你们不了解中国人
Taiwan was attacked. I believe that not only TSMC was affected, but also the stock prices of technology companies around the world were affected, as well as the stock prices of trade and shipping, because Taiwan is located in the global trade and shipping position.
TSMC是唯一不是之一
So?
😎
👍
4:37 That dude walking in the background, is he that trader guy they always have a picture of? this dude? ua-cam.com/video/ogbRyjeU1IQ/v-deo.html
buffett did not sell TSM because its a bad company
我已獲利TSMC 190%
✌️✌️✌️✌️🤞
Josh Brown - Don't buy now when everyone is buying, wait till the end when stock does another 50% and then buy possible top! Lol
Josh Brown is an idiot. To think people actually trust him with their money. He bought Moderna at $125 a while ago and was bragging how cheap he got it.
Coming back to this 1 month later, Josh Brown....Fail, Fail, Fail!!!! Nvidia is still a buy at $788, you dollar cost average into this stock, you don't wait! When the dip comes, you buy even more and if a dip never comes, you have DCA'd your way into the stock!!! How these ppl are professionals is a joke!!! I've been doing this for 6 months now seriously and I feel like I'm better at the market than these jokers!!!
AI is needed for a good War.
The chip glut is coming.
Today is not the best day... What a joke Josh!
YeAH Im so confused...
Not one of then😂😂 it is the most important
This didn't age well
can we please move them out of Taiwan?
No
The U.S. expertly manages one-size-fits-all enterprises. This is where disruptive technologies go to die.
First of all, "we" don't control them. Secondly, they are already opening operations in the US.
Why? Taiwan is, like Japan, a favoured nation trading partner with the Us since WW2. And Taiwanese based companies own huge companies, quietly, in China (mostly the dirty stuff from the eighties to now). Taiwanese are NOT fans of the mainlands way of doing politics and business, and never have been.
Taiwan owns the company, there interest is only keep the best technology there. Its there best defense against China.
This stock is finished
There are substitutes for TSMC, inferior yes but substitutes nonetheless. You just move back to 7nm even 10-12nm and the functionality is the same practically.
Depends on how you define “functionality”
@@larrypan6811 Same programs from kernel to apps without mods will work only a bit slower and have higher power consumption.
Not as bad as substituting horses for cars but perhaps propeller planes for jets. Going backwards isn’t going to work. That’s why they are building in the USA.
@@scottanderson9656 Yes if you can. It’s not easy to ramp up on a 5nm chip with very exact euv processes. You just go slower with higher power envelope but using exactly the same software stack with 10nn even 14nm which global foundries and other chip companies can manage if Taiwan factories are destroyed.
@@francisdelacruz6439 Ok you don't get it. The chips process are much more powerful and much more efficient. This means that you get more done with less. You can put a man on the moon using an abacus but all things considered it's not a good idea. Processing power is important as is efficiency and going slower often is a very very bad idea. Then again if you want to ride a horse to work go for it sport.
Josh blah blah blah. Who said to sell nflx meta in 2022 bottom. 😂😂😂
There was no word about XRP out of jeremy mouth! click bait!
TMSCs importance in exaggerated. They only fabricate wafers. They do not design chips. I would recommend reading the SIA State of the Industry (pdf and freely available). Intel and Samsung are as capable in wafer fabrication. The investment banking industry has been pushing Intel to get out of the fabrication sector. How then is TSMC so valuable? Most of the chips TSMC makes are not critical items. About 30% of NVidia's products are gaming chips. How will the world come to a halt if you cannot play Call of Duty at 4K and 60 fps? Will the world end if there are no iPhones? Wafer fab is only a small part of the computer ecosystem.
Many leading technology companies, including Apple, AMD, NVIDIA, and Qualcomm, rely on TSMC for the production of their semiconductor chips.
TSMC's advanced manufacturing capabilities are essential for producing chips used in a wide range of applications, including smartphones, computers, gaming consoles, automotive electronics, artificial intelligence, and more. These applications often require high-performance and energy-efficient chips, which TSMC specializes in producing.
Without TSM, AMD/NVIDIA, won't have any chips, and maybe INTC, either
Intel and Samsung cannot produce nearly as many chips as TSMC can. TSMC has 59% market share (by revenue) in the semiconductor industry... and they make around 90% of all advanced chips. Advanced chips are critical for military, AI, and research applications. Without TSMC the world would not have been nearly as advanced as it is today.
The 59% share you cite is for foundry services. Intel makes most of its chips internally, and they do not show up in foundry statistics.@@snailedlt
Exaggerating?
Haha
I love the comment made by people who has zero knowledge about this industry
Josh Brown is an idiotic trader. He’ll talk a company up after he’s just bought it, then sell it a few weeks later. Anyone who talks “moving day averages” is not an investor and a low resolution thinker.
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