High Growth Semiconductor Stocks

Taiwan Semi, or TSMC (TSM), the world's largest semiconductor foundry, reported July consolidated revenues of NT$47.92B (US$1.60B), an all-time record that shattered the previous monthly high set in May by nearly 10%. The M/M increase of +11.79% (+37.25% Y/Y) is well above a 10-year average of +3.37% (σ=8.62%).

By Ashraf Eassa:The semiconductor industry is on the bleeding edge and full of interesting investment opportunities, from small caps built around a novel product to large caps that make many of the semiconductors found in the devices we all use in our daily lives. In this article, I focus on three companies whose products and services are fundamental to the semiconductor industry and whose businesses have exceptional barriers to entry.

By Ashraf Eassa:The biggest threat to Intel (INTC) isn't ARM Holdings (ARMH), Advanced Micro Devices (AMD), or quite frankly even Qualcomm (QCOM).

By Dana Blankenhorn: One of the ironies in the recent Apple (AAPL) vs. Samsung (SSNLF.PK) case is that Samsung remains a major chip supplier to Apple. The Samsung chips in question, unlike the iStuff, are even made in Texas.

Trefis submits: SanDisk Corporation (SNDK) is a global leader in the flash memory card market and competes with Hynix (HXSCF), Micron (MU), Samsung (SSNLF.PK), STMicroelectronics (STM), Toshiba (

Semiconductors are about as unloved as any basket this year. The S&P Semiconductor ETF (XSD) has significantly lagged the S&P 500 (SPY), losing 0.31% this year versus a 14.8% increase in the index.

Yesterday after the close, Advanced Micro Devices (AMD) warned that its Q2 revenues would be down ~11% Q/Q vs prior expectations of +3% Q/Q (plus or minus 3%). This new guidance equates to revenue of ~$1.41B, which is ~13.5% below Street expectations of $1.63B.

By Emerging Money: By Jonathan Yates For a dividend paying stock, traditionally an investor would not search for companies in the high tech sector. Many tech companies felt that capital that could have gone to shareholders in the form of a dividend payment was better deployed for research and development, or in buying a new company.