The biggest semiconductor equipment companies (symbols BRKS, LRCX, KLAC, and AMAT) look like decent investments, but not quite cheap enough that I’m willing to buy them.
What do you think of companies like Broadcom, NXP, Marvell, and MediaTek?
(I don’t quite know where these sit in the value chain in relation to the companies you quoted; I believe they’re focused more on chip design and mostly don’t do fabrication)
What do you think of companies like Broadcom, NXP, Marvell, and MediaTek?
(I don’t quite know where these sit in the value chain in relation to the companies you quoted; I believe they’re focused more on chip design and mostly don’t do fabrication)
They’re harder to evaluate. Broadcom looks somewhat promising. I know very little about the others.
Micron Technology is another one that’s worth looking at.