The Secret AI War, and Japan's Renesas A Top Stock For 2024?
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- Опубліковано 10 лип 2024
- Watch our video: "Investing in Semiconductor Manufacturing Equipment Stocks: The Ultimate 2024 Guide" 👉 • AI Supercycle: Your Ul...
There’s a secret AI war brewing.
In this episode of Chip Stock Investor’s mini-series on Japan's revitalized semiconductor industry, we focus on integrated device manufacturer Renesas' efforts to bolster its position in the global chip market. Besides resurrecting closed factories and entering significant supply and collaboration deals, Renesas' acquisition spree aimed at expanding its capabilities in semiconductor design and AI inference - especially the recently announced purchase of Altium - are of particular interest.
We also discuss the broader semiconductor manufacturing scene in Japan, how that shifts the dynamics in future AI training and inference chip demand, and the implications of electronic design automation (EDA) acquisitions for the future of AI technologies. Our video underscores the strategic consolidations in the EDA market, positioning Renesas as a key player in the impending AI inference expansion.
Chapters:
00:00 Unveiling the Secret AI War and Japan's Semiconductor Surge
00:22 Deep Dive into Renesas: Japan's Semiconductor IDM
05:56 Renesas' Strategic Moves: Acquisitions and Market Expansion
09:59 The EDA Market Shake-Up: Renesas' Bold Strategy
14:56 AI's Next Frontier: Training, Inference, and the EDA Connection
21:24 Renesas' Acquisition Spree
24:05 Wrapping Up: Japan's Semiconductor Renaissance
Videos referenced:
Nick's discussion of Japan's dominance last year:
• Japan's $54 Billion Be...
Asianometry video: • Why is TSMC Doing Bett...
On Wolfspeed: www.fool.com/investing/2023/0...
• 2 Super EV Chip Stocks...
Synopsys to Acquire Ansys: • Massive Software Merge...
Cadence: • Will This Top AI Stock...
Keysight Technologies: www.fool.com/investing/2024/0...
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Nick and Kasey own shares of Synopsys and Cadence Design Systems
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Thank you for covering Renesas and Tokyo Electron 👍🏽 your videos keep getting better and better :)
I'm glad I watched this again. I've learned more the second time around. Thanks for mentioning it again. I love the EDA component of this wonderful business.
Really interesting things afoot in the EDA world!
@@chipstockinvestor, I may get a decent position in a proper EDA company. I nibbled on Synopsys and CDS, but the valuations were painful. I couldn't justify a larger position. The melt-up was something else.
Thanks you!💯
Thanks for the insight, very interesting
Thanks Geordie!
Began to audiobook Chip War by Chris Miller. It is so fascinating. Thank you 🙏 for recommending this book and other books.
It's a really good one Alex, enjoy!
This video is inspired -- you guys are geniuses!
You are too kind Barb! It's Kasey that's the genius!
@@chipstockinvestor It's BOTH of you!!! 🤩
Thank you Barb! You're very kind. I'm just the organizer of data, Nick does all the heavy thinking. - Kasey
Thanks for the merch store.
I plan to get a tee!
Definitely want to get a tee 🙂
Hi both. I'd be interested to know whether you plan to cover Tower Semiconductor (TSEM) and Teledyne Technologies (TDY) in more depth soon. I'm a long-term investor who is very impressed by these companies' balance sheets (particularly TSEM's 38.5% operating margin in 2023)! Love your videos, thanks a bunch :)
Tks guys.. just came accross yr channel. Great content in this niche tech area. Not sure if u hv an episode on semicon/chips ETFs comparison n market leaders/fav. Best wishes..
Hi Robert, welcome! Perhaps we can point you towards this video first? ua-cam.com/video/DGRk-lYlnjU/v-deo.html
@@chipstockinvestor Wow... so much info packed into this video. Honestly I watch this 3 times to understand....as I m not fr tech side... Appreciate yr solid output. Best wishes guys...
The content just keeps getting better! So excited for the next episode, let's deep dive!!! 🙂. Well done!!!
Thanks Shannon! If nothing else, next week will be really interesting to learn about the future of accelerated computing!
Have you guys looked at Jabil (JBL) at any point? Any chance you will if you haven't? Great channel! Really like the cohesive and calm format.
We have, but haven't done a video on the company. Not sure when we'd be able to get to it. Thank you for watching!
I'm enjoying the content! I'm quite intrigued by the solar market myself. SunPower, in particular, seems promising. If it could return to its previous high, the potential for a 1000% return is certainly captivating. What are your thoughts on its future prospects?
What will be the impact of the proposed chip packaging plant in India in collaboration with CG Power and Star Microelectronics ?
They need to diversify outside of earthquake prone areas
Renesas and Tokyo Electronics you covered are OTC buy only right? in the US
Yes that is correct
Price target please?
Could you make a video about Cerebras and talk about what you think about them. The company is not publicly listed by very recently unveiled a huge AI chip with mind boggling specs. It would be interesting to hear your thoughts on wether or not this company could become a serious competitor to Nvidia and AMD in the future. Obviously the big chip size has various implications, advantages and disadvantages.
We've been doing some digging. Hard to analyze a company that is privately held. For now, they probably want a bit of mystery around what they're working on.
@@chipstockinvestor Is there are logical reasoning behind why Nvidia and AMD aren't making chips nearly as big as Cerebras at least for data center applications?
@@valueinvestor8555 yes there is. We could perhaps address this question
@@chipstockinvestor thanks
@@chipstockinvestorit would be cool if you did a video on private companies that look interesting (but add a disclaimer about buying IPOs). There’s a lot of neat startups out there like Tenstorrent and SiFive or even under the radar ones like Condor computing and Rivos. It would be more of a fun video since there’s not too much info on private companies
Tokyo Electron and Renesas interesting stocks but i am not able to buy on the Japan market
Sorry @gianpaolooliva hopefully you enjoyed learning about them. Still relevant information to the other companies in that same market
If you would like to invest in Japanese equities you could always open an Interactive Brokers account.
Only Chanel takling about conpanies:)
L u:)
you missed smci !!!! The hottest stock in years beside Nvidia. Bad luck