Industry: Semiconductors
Article
What’s NVIDIA’s Stock Really Worth? Now’s the Right Time to…
Jul 22, 2024
It's a race to develop the world's highest-performance AI accelerators. Will the Computing King continue to wear the AI crown?
Semiconductors
Article
ASML is About to Have a Monster Year; Upgrading Our…
Jul 2, 2024
The Dutch lithography equipment supplier looks like it'll be very busy in the second half of 2024.
Semiconductors
Article
Contest Matchup #5: Intel vs Super Micro Computer
Mar 28, 2024
Two semiconductor companies go head-to-head in the fifth of our Stockpicking matchups.
Semiconductors
Article
The Winners and Losers of Chipmaking Innovation
Feb 5, 2024
Intel is going all-in on introducing its newest chipmaking architecture. Who wins and who loses when it comes to this high-speed innovation race?
Semiconductors
Article
Wolfspeed’s Stock is Worth $68 and Has 160% Upside. Here’s…
Feb 2, 2024
Our Discounted Cash Flow analysis calculates that Wolfspeed's stock is worth $67.95 per share. That represents 160% upside from today's current price.
Semiconductors
Article
ASML’s Weak Bookings Are Spooking Investors. Is This a Buying…
Oct 18, 2023
The Dutch lithography giant reported weak forward bookings. Does the stock's recent selloff represent a buying opportunity?
Semiconductors
Article
Who’s Winning the World’s “Chip War”? The Answer is Complicated.
May 17, 2023
The semiconductor Chip War is one of the world's most political and complex chess matches. Here's how things are playing out...and what it will mean for investors.
Semiconductors
Article
3 Key Takeaways from MIT’s 2023 Future Compute Conference
May 8, 2023
7investing CEO Simon Erickson shares his Top 3 takeaways from the 2023 MIT Future Compute conference.
Semiconductors
Article
What Investors Need to Know About Quantum Computing
May 5, 2023
7investing CEO Simon Erickson recently toured MIT's legendary quantum computing labs. Here are his important takeaways for investors.
Semiconductors
Article
Market Madness Round 2: Upstart vs NVIDIA
Mar 21, 2023
In this second-round matchup, the consumer-lending platform goes head-to-head against the AI chipmaker.
Financial Services
Article
How Should Intel Navigate the Coming Storms?
Nov 6, 2022
Intel is simultaneously looking to expand its production capacity, find design wins in the data center, and maintain good standing with institutions. What path should take priority, and what will...
Semiconductors
Article
Taiwan Semi’s Race to Stay a Step Ahead
Jul 3, 2022
Semiconductor manufacturing is getting intensely competitive. Is Taiwan Semi still in the driver's seat?
Semiconductors
Article
Simon’s Top Stock for June 2022
Jun 1, 2022
7investing Lead Advisor Simon Erickson’s top stock to buy in June 2022 has “some of the strongest competitive advantages he’s ever seen” in a publicly-traded company.
Semiconductors
Premium Advisor Update
The Biggest Winners (and Losers) from the Semiconductor Supply Shortage
Dec 16, 2021
Semiconductors
Article
“Chipping Away” at Inflation
Oct 22, 2021
Simon believes a vital player in the semiconductor industry could be an opportunity for investors looking for stability.
Semiconductors
Article
Can Intel Make a Comeback In the Battle With AMD…
Aug 13, 2021
Artificial intelligence has been a growing field and one company might be left behind
Semiconductors