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 Three technology companies, Intel, Twitter, and Snapchat, released their latest quarterly earnings reports.  Let's take a look at their performance and the key information revealed at the earnings conference. Intel(INTC) stock forecast 2025  Several important data on Intel's earnings report beat expectations.  Among them, earnings per share were US$1.28, higher than the expected US$1.06, an increase of 12% over the same period last year; total revenue was US$18.5 billion, beating analysts’ expectations of US$17.8 billion.  However, in Intel's guidance for the next quarter, the Non-GAAP gross profit margin given is only 55%, which is far lower than the market's expected 59.2%.  The reason given by Intel is that it is worried that supply chain problems will limit profitability, and the expected chip manufacturing business will bring additional costs.  For chip companies, the market is most concerned about gross profit margin.  TSMC fell last week b...

SiFive, a chip design start-up company based on the RISC-V instruction set architecture, has received an acquisition intention from investor Intel.  A person familiar with the matter, who asked not to be named, said that Intel has offered to buy SiFive for more than $2 billion.  RISC-V with x86 and Arm  As we all know, Intel dominates the industry leader in x86 architecture chip technology, while SiFive focuses on open-source RISC-V technology and employs several founding members of the RISC-V architecture.  For a long time, the field of CPU instruction set architecture has been dominated by x86 and Arm. Since RISC-V was born at the University of California, Berkeley in 2010, it has gradually formed a certain competitive landscape with Arm after more than ten years of development.  With the gradual refinement of the application field, the model of one chip making the world has become a thing of the past. Facing the hot AI and Internet of Things market, RISC-V i...

Today I will combine the latest trends in TSMC and the chip industry to talk about my views on the trend of TSMC stocks and related semiconductor stocks. The biggest news in the past few days is that Intel has invested 20 billion US dollars to build factories and enter chip foundry. Intel (INTC) stock forecast 2025 Intel’s new CEO Pat Kissinger released the ambitious "IDM 2.0" strategic plan on March 24 In summary, on the one hand, Intel will separate the chip manufacturing part and open up production capacity to provide foundry services. On the other hand, its own chips will expand the scope of finding other foundry companies. For example, looking for foundries such as TSMC and Samsung, we can interpret that Intel’s future business will have two parts: one is the foundry part and the other is the chip design part. If you look at Samsung Electronics, it originally has these two parts. Samsung’s chips are produced entirely by its own foundry company This is because Samsung’s f...

The general pattern of the semiconductor industry, the overall trend and target price of TSMC in 2021, how the Nvidia(NVDA), AMD, and Intel(INTC) semiconductor stocks are laid out, what is the decisive factors, and whether there is a predictable time point, we conducted a more systematic discussion.  The big picture of the semiconductor industry The semiconductor industry is cyclical. Since the second half of 2019, global semiconductors have entered a new round of the business cycle. This is very important. Only when you understand this reason can you hold stocks with peace of mind. The following analysis is based on the time dimension. In the short term, looking at one to three months now, with the outbreak of the epidemic again, the production capacity of 8-inch wafers are in short supply, the semiconductor industry chain is out of stock, wafer foundry, packaging, and testing links have seen price increases, and production capacity is in short supply. High economic situation, In ...