03-09-2021, 08:32 AM
U.S. Semiconductor Fab Companies
<!-- SC_OFF --><div class="md"><p>I’m not a financial advisor. I write scary stories for a living. The highest level of math I attained was College Algebra, and I got a B. Taking financial advice from me would be a terrible idea, and this isn’t financial advice.</p> <p>I made a list of my favorite publicly traded semiconductor businesses with their own fabrication facilities. The reason why is because I personally believe the semiconductor industry will grow in the long term, and that companies with fabs will have a strategic advantage over those that don’t have them. But I’m only speculating.</p> <p>Here’s my list along with some light DD, all of which is publicly available info:</p> <p>BLAST AWAY!!!</p> <p>​</p> <p><strong>STX</strong> Seagate Technology</p> <p>Medium Cap ($17.59B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.5 Very Bullish</p> <p>3.65% dividend</p> <p>P/E 19.11</p> <p>​</p> <p><strong>INTC</strong> Intel</p> <p>Very Large Cap 246.787B</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.7 Very Bullish</p> <p>2.29% dividend</p> <p>P/E 12.30</p> <p>​</p> <p><strong>TXN</strong> Texas Instruments</p> <p>Large Cap ($154.40B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.5 Very Bullish</p> <p>2.43% dividend</p> <p>P/E 28.13</p> <p>​</p> <p><strong>AVGO</strong> Broadcom</p> <p>Very Large Cap ($183.21B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.3 Very Bullish</p> <p>3.2% dividend</p> <p>P/E 52.22</p> <p>​</p> <p><strong>SWKS</strong> Skyworks Solutions</p> <p>Medium Cap ($28.60B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.3 Very Bullish</p> <p>1.15% dividend</p> <p>P/E 27.36</p> <p>​</p> <p><strong>TSM</strong> Taiwan Semiconductors</p> <p>Very Large Cap ($626.48B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 8.1 Bullish</p> <p>1.81% dividend</p> <p>P/E 34.51</p> <p>​</p> <p><strong>IBM</strong> IBM</p> <p>Large Cap ($109.64B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 6.6 Neutral</p> <p>5.31% dividend</p> <p>P/E 20.04</p> <p>​</p> <p><strong>MSFT</strong> Microsoft</p> <p>Very Large Cap ($1,747.65B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 8.2 Bullish</p> <p>0.97% dividend</p> <p>P/E 34.52</p> <p>​</p> <p><strong>SNE</strong> Sony</p> <p>Large Cap ($128.76B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.1 Very Bullish</p> <p>0.45% dividend</p> <p>P/E 12.53</p> <p>​</p> <p><strong>AAPL</strong> Apple</p> <p>Very Large Cap ($2,042.68B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.2 Very Bullish</p> <p>0.68% dividend</p> <p>P/E 32.88</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/JamesGBoswell"> /u/JamesGBoswell </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/m0cz1m/us_semiconductor_fab_companies/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/m0cz1m/us_semiconductor_fab_companies/">[comments]</a></span>Kind Regards R
<!-- SC_OFF --><div class="md"><p>I’m not a financial advisor. I write scary stories for a living. The highest level of math I attained was College Algebra, and I got a B. Taking financial advice from me would be a terrible idea, and this isn’t financial advice.</p> <p>I made a list of my favorite publicly traded semiconductor businesses with their own fabrication facilities. The reason why is because I personally believe the semiconductor industry will grow in the long term, and that companies with fabs will have a strategic advantage over those that don’t have them. But I’m only speculating.</p> <p>Here’s my list along with some light DD, all of which is publicly available info:</p> <p>BLAST AWAY!!!</p> <p>​</p> <p><strong>STX</strong> Seagate Technology</p> <p>Medium Cap ($17.59B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.5 Very Bullish</p> <p>3.65% dividend</p> <p>P/E 19.11</p> <p>​</p> <p><strong>INTC</strong> Intel</p> <p>Very Large Cap 246.787B</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.7 Very Bullish</p> <p>2.29% dividend</p> <p>P/E 12.30</p> <p>​</p> <p><strong>TXN</strong> Texas Instruments</p> <p>Large Cap ($154.40B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.5 Very Bullish</p> <p>2.43% dividend</p> <p>P/E 28.13</p> <p>​</p> <p><strong>AVGO</strong> Broadcom</p> <p>Very Large Cap ($183.21B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.3 Very Bullish</p> <p>3.2% dividend</p> <p>P/E 52.22</p> <p>​</p> <p><strong>SWKS</strong> Skyworks Solutions</p> <p>Medium Cap ($28.60B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.3 Very Bullish</p> <p>1.15% dividend</p> <p>P/E 27.36</p> <p>​</p> <p><strong>TSM</strong> Taiwan Semiconductors</p> <p>Very Large Cap ($626.48B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 8.1 Bullish</p> <p>1.81% dividend</p> <p>P/E 34.51</p> <p>​</p> <p><strong>IBM</strong> IBM</p> <p>Large Cap ($109.64B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 6.6 Neutral</p> <p>5.31% dividend</p> <p>P/E 20.04</p> <p>​</p> <p><strong>MSFT</strong> Microsoft</p> <p>Very Large Cap ($1,747.65B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 8.2 Bullish</p> <p>0.97% dividend</p> <p>P/E 34.52</p> <p>​</p> <p><strong>SNE</strong> Sony</p> <p>Large Cap ($128.76B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.1 Very Bullish</p> <p>0.45% dividend</p> <p>P/E 12.53</p> <p>​</p> <p><strong>AAPL</strong> Apple</p> <p>Very Large Cap ($2,042.68B)</p> <p>Equity Summary Score Provided By Starmine From Revinitiv: 9.2 Very Bullish</p> <p>0.68% dividend</p> <p>P/E 32.88</p> </div><!-- SC_ON --> submitted by <a href="https://www.reddit.com/user/JamesGBoswell"> /u/JamesGBoswell </a> <br/> <span><a href="https://www.reddit.com/r/investing/comments/m0cz1m/us_semiconductor_fab_companies/">[link]</a></span> <span><a href="https://www.reddit.com/r/investing/comments/m0cz1m/us_semiconductor_fab_companies/">[comments]</a></span>Kind Regards R