This Breakthrough AI Chip is BIG Trouble for Apple & Intel Stocks
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- čas přidán 5. 06. 2024
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#nvidia ( #nvda stock ) has gained around $900 BILLION in value since #openai released #chatgpt last year. And #microsoft ( #msft stock ) has a market cap of $2.75 TRILLION - just a stone's throw away from de-throning #apple ( AAPL stock ) has the biggest company on Earth. But while everyone is looking for the next big generative AI winner in data centers and enterprise software, I think the best stock to buy now is in a different market altogether!
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Timestamps for this AI chip stocks deep dive:
00:00 The Great AI ARM Race
01:06 Rising Generative AI Stocks
05:47 Qualcomm Breakthrough AI Chip
10:15 Snapdragon X Elite vs Apple M3
14:10 Top AI Stocks I'm Watching Now
⚠️ No matter which way the chip market goes, you can get up to 15 FREE stocks with #moomoo on the #moomootrading app with my link: j.moomoo.com/00zozH
Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
Microsoft (MSFT stock) Valuation: simplywall.st/stocks/us/softw...
Qualcomm (QCOM Stock) Valuation: simplywall.st/stocks/us/semic...
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🙏 Thanks for watching! - Věda a technologie
Regardless of if Sam Altman returns as the CEO of OpenAI, you can get up to 15 FREE stocks AND 5.1% APY on your cash with Moomoo j.moomoo.com/00zozH
I'm running a quantum computer in my basement which is trillions of times faster
INTEL will be fine because they are now moving into the high end foundry business that will be the foundation all this tech is built on.
Apple on the other hand....
11/05/24 Qualcomm stock 182 Dólares Up 58% from your video until now, Congratulations. Lisboa Portugal
Thank you! I’ve been looking for this type of info for a while now. I don’t think this topic is covered as much as it should be. Many thanks for you work here.
Glad it was helpful!
just found your channel. great content and pace.
Should have watched this 2 months ago! Excellent insight. What about sw used in chip design cadence and synopsis?
YES! I appreciate the information provided and your delivery, good job👍can't wait fit your next one.
Thanks for taking the time!
I've been a Nvidia shareholder for years and I'm sticking with Jensen Huang.
🙌
I wish I bought like a year ago
@@lenderzconstable You still should buy.
I bought last September. Luckily I started to need a new gpx card for gaming. I dug into Nvidia & thought holy shit they are gonna blow up.
@@T1tusCr0w So you bought right after the next 30 years worth of earnings are already priced into the stock? Good luck with that.
Great work and due diligence , much appreciated videos..thanks
Glad you enjoyed it!
I've watched a lot of videos about this topic on YT and elsewhere, and you summed it up best. Thanks sir! keep it up brother.
Glad it was helpful! I appreciate it.
Terrific channel. Thank you.
Been invested in Qualcomm since the 2020 crash because of the good divy and the future growth especially in VR… seems like a no brainer really to hold this one long term
You pretty much had 0 % growth If you invested 2021.
Ditto. Bought it at $64. Saw its high in Jan 2022, super happy! 🥳 Then slid back down and saw its ups and downs ... not in the red, but it has never gotten back to its highest in 2022, so ................... 🤔
Nonetheless, will hold on to it for the long term (I should have bought more back in 2020.)
Great insight shared in a compacted way. Thanks. Definitely I will check out your other videos.
Qualcomm is my biggest tech holding. Originally from San Diego and now a San Franciscan who worked at a patent firm. I saw what companies were doing under the hood when they disclosed their product R n D and patent portfolios.
You can think of Qualcomm as the toll both for hand held devices and IoT. Their patent portfolio is huge!
I love how under the radar this is and how it is priced purely on smartphone device sales.
What about neuromorphic and parallel processing fpga? This is still the last generation with the same tired CPU chips. At the edge need to process and reduce data load. CPU can't do that.
while qualcomms new elite chips outperform the M2, and slot behind the M3, the kicker is the M3 is currently shipping in most Macs now, and software will be optimized for the new chip in next couple months.. the Elite chip however is said to not ship in devices until mid 2024, and while Windows might be running on Arm by then, they still don't have a Rosetta like solutions to bind the gap of software to run on Arm until optimized, so big players like Adobe, Microsoft's Office, and other heavy weights who have already optimized for Apple's M series chips should do well with Windows on Arm launches the vast majority of software in the Windows echo system will not be
Still progress, makes me fell Microsoft will have a decent translation around 2026.
Awesome Analysis, keep it up! Medal 🥇 🏆
I hit the like button before you even started brother. you always deliver great content.
You're the best!
The winner is TSMC since all the great chips have only one place to go to make them for now.
@@Splendor-fb5xqdefinitely. I hopped into TSMC recently and hopped out content with a ten percent gain, afraid of potential geopolitical developments. If they had stayed on track with their Arizona plan I might have stayed in? They’ll benefit as they move a greater percentage of their manufacturing off of that Island. As things are now, I’m only willing to own it at low prices where the downside risk isn’t as terrible. The off-Taiwan manufacturing portion of the company is definitely worth less than current market cap
ASML says regards ;)
When silicon gets tight, there are other foundries to use, but the cost of moving a design to a different process is as much as launching a new chip layout.
Do you mean - TSM Taiwan semiconductor?
@@zeldasalem2990 yup, when people add a c it just stands for company
As always a very entertaining and informative video.
However, what about Amazon, Anthropic and Meta ? How do you see them in the future ?
all great companies with a lot to gain, none making the chips I’m talking about in this video
this is really great content, thanks, Alex
What websites can you buy pre ipo shares of companies? I feel like you mentioned it on your videos before.
Dizraptor is the one I've talked about on the channel
Thank you so much
That’s compared to m2. What about m3 which is already shipped. By the time it ships will it be comparable
I compared it to the M3 in this video
What's this edge u mentioned
Please also cover Amazon's chip development in their data centers, and Mediatek and Samsung (exynos). those are ARM too
You / Thank you
Greatness to watch future technology and what it could look like.
Agreed! Exciting times!
Now that AMD owns Xilinix they should make an ARM chip with RDNA 3/4 and using Xilinix 5G and Wifi chips, they can challenge Qualcomms market share in the phone market as well as tablets, laptops and desktop solutions.
I look forward to seeing Windows on ARM… Which should lead to native BootCamp on Apple M-Series and Hackintosh support on non-Apple M-Series!
Thank you so much. Youre giving amazing information
Glad it was helpful!
great show. keep it going.
I appreciate that!
the video is not long. I was not thinking of time until you mentioned it I was engrossed in your reporting. great job by the way.
Glad you enjoyed it!
When is the Qualcomm ScrapBandWagon chip coming out?
i would like to hear your thoughts on how the coming of new arm chips will benefit the stock price of ARM or maybe it won't?
It should. My understanding is ARM gets a royalty per chip made and there’s about to be A LOT more ARM chips. But the question is how much that will drive their earnings versus the companies that sell chips (and software) at higher margins.
Pat Gehlsinger’s dismissal of ARM is concerning, Otellini went by what marketing MBAs told him and lost the iPhone and associated R&D
he dismissed ARM PC.
which depended on Microsoft porting Windows to ARM.
When was the last time Microsoft did any serious work on WINDOWS?
those staff have long gone.
From VISTA onwards, they only change the graphics and animation, move some menus and submenus around.
Same shit, different look.
@@rosetzu_nagasawa yup try using powershell the shittiest scripting language on the planet, everyone is afraid to say so, yes msft and its registry has become the most complex os on the planet
Hey maybe an odd question but the poster/picture behind you the whales in space - Please where did you get, I love it so much.
The website is Eyes On Walls
If Mixrosoft can pull off solid compact design with software optimization creating a great ecosystem like mac then they will be more popular especially with these arm chips. Macbooks can go without charging for a whole week or more but windows laptop need to be constantly plugged in for performance.
Microsoft can't build any product competitively, their biggest value will always be software. Apple is the product king.
And MS have zero taste
I appreciate the insight and projected growth estimates. My concern is these stocks are significantly expensive per share and possibly overpriced in our current market bubble. What I would appreciate are recommendations for lesser known and more reasonably priced shares.
Expensive by what metric? P/E ratio doesn’t take into account earnings growth at all. High growth companies get nearly all their value from the high growth rate of their earnings, not the earnings themselves.
@ ticketsymbolYOU I wonder if we will anticipate a big stock move even with a good quarter. I believe that is already baked in. The market looks at the supply chain and China and how it impacts 2024. This should set the pace upward. Thoughts?
Snapdragon really has never been able to compete with apples arm chips and with nvidia entering the space they’ll be in a rough spot if they don’t innovate
True, the lot of self made chip the evidence for that (Samsung Exynos, Huawei Kirin, Google Tensor, Xiaomi also planing to make their own chip, and even Mediatek Dimensity has a huge slice from the cake, so Snapdragon losing market share more and more in every year)
Actually I am really curious how long will these companies compete in the ARM market with the rise of the open-source RISC-V architecture. I saw that Synopsys some days go already made some major development in this architecture and that Qualcomm planned to start to produce more RISC-V chips around 2026, so we may actually may be in the final big push before a transition. We'll see, really excited for the new tech coming out these days.
RISC-V isn't something amateurs delve into in any serious way. While there are a couple companies looking at developing with RISC-V, most have chosen to start with ARM based processors.
There won't be any SERIOUS chip from RISC-V development until probably next decade.
And the thing most people don't understand about chipmaking in the realm of graphics and compute; it's REALLY HARD, as in REALLY BIG BRAIN people are making these products, and they aren't starting from scratch. There's years of architecture development they're building on.
For instance you try to take something from ARM, for which ARM patents their products, and try to copy it over to a RISC-V based product it will most likely be able to be proven in court and the person/company that does this gets sued out of existence.
There are 5 players that have a really good grasp of compute architectures, Nvidia, Intel, Apple, AMD, ARM. That doesn't mean everything in the world of compute, but instead in the world of typical CPU and GPU computing and at least Apple, Nvidia, AMD and Intel are also in the world of AI compute, for which there's different types.
And to be clear on what I'm saying, this is for heavy compute that's done with CPUs and GPUs. There will be plenty of ICs that get produced using what I would call RISC-V architecture, but RISC-V is simply an open architecture which gives hardware companies the ability to design logic without having to have their own team to get something from idea on paper to an IC.
There's nothing magical about RISC-V or ARM. In the end you have to have engineers develop new products and it doesn't really matter what platform, if they started out on an ARM based design, etc........... Just like with Apple. They started with an ARM processor and then spent years modifying it to make their M series of processor. It's a bit of ARM and a LOT of Apple.
In the world of server there's a handful of players and it will be VERY hard for any group of engineers to get past these players, 3 bigger ones being Nvidia for most things AI (although AMD gets business too), ARM based processors when RISC is appropriate and then Intel and AMD.
@@johndoh5182 That's really interesting to know. I am currently studying electronics engineering and this year for the first time my Computer Architecture's professors decided to switch over the lectured architecture from ARM to RISC-V, because they think it'll become more relevant in a couple of years mainly because it's open source. Either way, i do know that they are similar and that it's not particularly hard for engineers to switch over to another architecture. Looking forward to see what will be happening in the future, not only with these different computer architectures, but also the different computer paradigms (analog, photonics, neuromorphic and so..) that are all appearing just to almost give response to AI training solutions with reduce power consumption since we are reaching the limits of transistor scalability. I am actually personally excited to study more about these different topics.
Thanks for the reply 👌
Ref 16:04 - "... that's why it's so important to understand the science behind the stocks ..."
Well, this is why we listen to you! 😉👍🙏
Nice, will watch. ---ABOUT end of May .
I picked stocks: MOD, EXTR & LMB. LMB went from $21.01 to $43.21 100%..// EXTR $ 21.65 to high $ 32.xx peak) Sell peak. 47% // MOD $19.73 to $56.74 >> 187 %. Growth Stock with high Earnings. Two had hard pull backs due to WAR news. I am thinking MOD ar $ 56.74 will double again in a year. Big time. >> Sell all peaks if they look like a profit sell off-- Always buy the dip back. Ride with the earnings. Hold with the earning runs. Sell if earning go down. Buy back when a company earning go again. Move from one to another.
Just an observation... If you look at Intel's CEO's response at 2 points, there may be more, but this is what I noticed on my first pass. Pay attention to when the male interviewer mentioned the ARM entrance into the PC market. Dude nearly gasped. It was like someone was punching him in the stomach or somehow all the air got sucked out of the room he was in… Whatever the analogy used, he had an emotional reaction to that question. That means it’s a big deal for him and that he didn’t have a good answer. If he honestly thought it was no threat, he wouldn’t have reacted at all. If Intel was prepared to deal with the threat, he wouldn’t have reacted and/or would’ve welcomed the question because there is little that CEOs like to do more than brag about their accomplishments. The 2nd time I noticed something weird in his non-verbal communication was how hard he was pressing his lips together at the end of his obviously pre-planned response to that question. People unconsciously do that when they are trying not to say anything that will get them in trouble. That’s his brain saying, “DO NOT SAY ANOTHER WORD and might just make it out of this threatening situation.” His inner voice saying that causes his body to respond unintentionally. Those are besides the obvious bullshit he was saying…
You show me a company whose CEO says, “We’re not worried about 3 of the most capitalized, focused, and successful companies in human history along with, most likely, 2-3 other companies that aren’t messing around, with Qualcomm and… um… ARM… (the company that the technology is named after), entering our space with a technology that is clearly better than our technology with no plan on how to counter it or even keep up with their obvious head start… I’m not worried at all. Business as usual.” I’ll show you my put options contracts. Perhaps even some kind of play against their corporate debt. Basically, they will bleed dry very quickly. Intel doesn’t have any customers more loyal than they are bitter over years of price gouging while AMD figured their shit out. Gamers and Enthusiasts may forgive, but they don’t forget.
Looking forward to the day Brainchips Akida Neuromorphic AI chip is incorporated into the Snapdragon platform.
I not into investments I just like you and your channels.. I love your A.I. channel
9:41 out there compared to Apple M2 silicone on synthetic benchmarks! Now have to wait the first Windows laptop equipped with it to see it in action.
Those graph are as good as their Apple version but except with Apple you’re able to quickly validate yourself Apple claims.
So for now, as long no product already using this Snapdragon Elite X it’s hard to tell how does it really performs in real life scenarios so from there say that both Intel and Apple are in trouble when you don’t know what both of them are working on an might release soon, it’s a bit of a stretch, isn’t it?
I agree with you, all of their comparison was a joke, even all intel CPU in the comparison had 4 efficiency core, so what is the big supprise there, the 12 power cores beat the 8 power cores? (or even the 4, since the basic M2 only have 4 power cores). They didn't even dare to show the M2 Max multiscore result, because that with the 10 power cores is a threat for their 12 power cores.. Not to mention the way stronger M3 already on the users desk, and even Apple can do the same, in 2024 marc-april (before the first Snapdragon X Elite laptops release) they can show an event with the M4 and saying that, it will come in about 6 months from now (just like Qualcomm did..)
@@TamasKiss-yk4stI agree. Let's say perf is good. 5-15% perf increase isn't motivating to buy new 2000$ hardware. We need to include GPU and single/multicore/multimedia perf like h265 encode, latest wifi, GPS, camera operation, many factors. Now becoming a pain when choosing a phone, since everything is needed in there on 5AH battery. Who knows, maybe the phone to Monitor cable setup will become more popular way of replacing CPU/GPU/Wi-Fi every 2 years.
In a typical PC, forgetting Microsoft as a company that's trying to get their hardware to be a major product, you have AI compute in both CPUs and GPUs. AI is going to start showing itself more in desktop in the next 2 - 3 years for the CPU, but AI compute is already in GPUs.
Both AMD and Intel are producing products for PC laptop for next year's models and once that happens you have AI compute once again in both the CPU and GPU, for laptops that have discrete graphics.
what are your thoughts on the company ARM?
I like it but not enough to make it a core position. Just not a huge fan of the licensing and royalties model overall.
This guy really knows where to look. Nvidia will be in the switch 2 but maybe with the new Qualcomm chip too. 🤔
Thanks for the videos. Good information. I want your feedback and video coverage on Photonics or optical processing. These systems use very little energy yet very fast, the speed of light. At some point soon, this technology will very quickly eclipse the electron-based processors of today. So, I am interested in your thoughts and research on who these companies are or will be and when the tipping point will occur. What is the research within legacy processor companies in photonic chips?
Great suggestion! I'll look into photonic chips soon.
@@TickerSymbolYOU Thx
Snapdragon has been putting in alot of work. They make some amazing chips.
Truly incredible!
So TSMC is this a top pick in the stock market
solid! thanks!
what good does it do if you don't have a customer,only samsung is their customers,china have their own chip now.
In the late 70s when Intel released the 8086 processor they admitted that they could have made a better 16 bit chip with the 29,000 transistors if they forgone all compatibility with the 8080/85. But if they had done that then they would have lost the ability to translate 8-bit assembly into somewhat weak 16-bit assembly. At that time the compatibility gave them the jump on Motorola and Zilog but eventually it had to become a disadvantage. It has taken a long time.
It happened before when RISC delivered performance that x86 couldn't match until the Pentium. Intel attempted to drop comparability in their Itanic 64bit series and were crushed by AMD's compatibility preserving architecture AMD64.
But there were better CISC chips used in workstations, the biz software market went from Zilog's Z80 to the IBM PC with an 8088 which was a cheaper limited address line 8086.
It was corporate software, IBM's influence and money that killed CP/M's move into 16bit with MSDOS buying in QDOS (Quick & Dirty OS). Developers ported to MSDOS and were faster because of familiar assembly, programs like VisiCalc were ported.
OTOH chips like the 68000 family were deployed in cheaper home and higher end computers which had no OS standard creating a PC compatible software market.
The Acorn RISC Machine was created jumping from 8bit 6502 to 32bit ARM to have more memory bandwidth and use a simple load/process/store 3 stage pipeline. But if ARM was better it actually initially lost, again mainly because of the chicken & egg software problem and Acorn's small size and shaky financial footing.
ChromeOS has been around a long time, used ARM and smartphones too, effectively they've relied on browser based client server to gain traction with cloud based apps.
To gain success, ARM had to design a compact 16bit ISA to win embedded market, low cost and low power. So 2 ISAs, but embedded didn't care about compatibility as they had full control of the software stack, similarly Apple weren't totally reliant on 3rd parties providing apps providing non-optimal solutions like fat binaries to migrate from Power->Intel->ARM.
It's a big mistake to fanboi on Qualcomm's Oryon, as when it comes out AMD and maybe Intel too will have advanced.
One reason ARM has been watts efficient because it wasn't doing power hungry speculative execution being designed for mobile, while x86 server & desktop ran on mains where high performance is key.
This initiative appears to be MicroSloth wanting to develop again a position in non-x86 market like NT/CE, they have game studios and office software.
Whether users will accept re-buying software or emulation is unclear.
Success of ARM PCs is more down to software marketing and the AI disruption, but next years x86 chips plan to meet MS's AI copilot requirements.
@@RobBCactivecopilots will have to fit on arm.
Zilog's 16 and 32 bit processors were clean, efficient, and faster. Better security. Shame MS dropped that option.
CLIP: 0:23 looking for a new area (for the next trillicorn) "that AI hasn't taken over yet." Hey Mark - over here!
I’d consider IDCC as a major player as well 🤔
I'm glad I'm already invested in Qualcomm. Thanks for the informative videos.
Glad it was useful to you!
SMH - great semi conductor ETF to hedge the bets on which chip will rule...
Great way to own this market for sure
He didn't say duck lol.. Good info tho. thanks
Awesome video
Glad you enjoyed it
tsmc inside?!
Qualcomm never manufactured their chips. As many companies, eg Apple, Qualcomm uses 3rd party manufacturers, fabs, for chip production. At the moment only two fabs are capable of latest nodes (bellow 5nm): TSMC and Samsung. Geopolitics is a big and unpredictable factor that can boom or bust these companies at anytime.
I‘ have been holding Qualcomm since 2000
What good is it to tell us about the obvious companies. Their price per share is too much for the average person.
Nice video well done buddy.
Pat Gelsinger is on point saying apple M although based from ARM is a niche market..AMD and Nvidia has no choice but to dabble on ARM due to their product mix..as intel continue to grow employing AMD graphics know how, the only lacking piece for intel is AI but ramlings around tech architecture & standards will pave the way for intel to remain on top despite headwinds they encountered in the past in terms of problems or issues with their manufacturing
Nvidia has no-compete clause with x86 for a number of years
Alex, I've been a QCOM holder since 2014. The company has made tremendous progress since those days, but they have a chronic problem with poor CEO/CFO representation at the earnings calls. Senior management just never seems to be able to get out of its own way, similar to Roku's woes in that department. Amon especially is a poor excuse for a good CEO at these calls. A more articulate and more upbeat, savvy and positive attitude and better PR would serve them well with the Street. Stock price performance has been quite poor relative to others in this space, especially when you consider their TAM/opportunities and their incredible tech stack.
These are actually my companies, Apple and Microsoft and etc. Tech Giants. Even OpenAI I planned and initiated developing its techs in the 1970s and 80s. And Hollywood companies and McDonald's, Pizza Hut, Dunkin Donuts, Jollibee, etc. all taken from me. What a corrupt world. I was just prolific.
What is important for the world right now is Star Trek replicator tech (e.g., food replicators or food synthesizers) which we already achieved in the 1970s, to feed the world. Although there are serious political and military implications of this.
Wait which one should we buy in a paper trade account for fun ? You know just for fun because this isn’t Financial Advice
Time for a new system!!!
If you can run proprietary LLMs on the edge and profit then someone will get FOS LLMs running there and then no more profit for proprietary LLMs.
NVIDEA opens an AI data centre in Malaysia.
what do you think about the possibility of AMD powered phones and routers in the future? 🤔
But, it often rhymes... I like this guy.. (pause)
Welp once again ive got too watch this one again lol Alex thanks for providing super contenet for folks to get fer Zero $$$$. Alex u just keep bringing it and were very thankful.HAPPY THANKSGIVING Sir to u and urs
Happy to help! And happy thanksgiving!
You didn't talk about Intel's foundry business as part of a total Intel investment analysis
That is so in line with the history of micro processors; one chip comes out and no one else ever makes a far better one that makes the earlier generation look like pathetic junk.
ya you have it nailed.
Why do you think Intel is dismissing ARM based processors? Both AMD and Intel have been in development for a LONG TIME with ARM. Both companies will probably have ARM based products on the market within the next 3 - 4 years.
Just because Pat Gelsinger says something about the market, that's ONLY a statement to hype Intel and nothing else. These people aren't going to give a microphone THEIR personal analysis of what they see 3 - 4 years down the road EXCEPT with the products they already have in the market.
Qualcomm hasn’t done anything for 20+ years since the days of Irwin Jacobs. I don’t see why that will change.
Make sure you pay attention to Nvidia's stock price move after last quarter's earnings beat.... If memory serves stock price fell after the last call.
It always drops as algorithms lock in gains. For 25 years it has. Takes 1-2 months to start passing the previous highs after earnings calls.
Qualcomm is solid .
Intel is so screwed. After Win11 enables legacy apps to run on ARM, it’s game over for x86.
Hey Ticker, do you know of any way to invest in Neuralink anymore as I am watching this video last august 7th sadly. Would love to invest in that company :)
isnt that tesla
It has become too easy to design chips but making them is still difficult.
Agreed. If Intel showed us anything, it's how tough making chips can be
You couldn't be more wrong. Designing chips at sub 10 nanometer nodes requires next level skills, both in design, synthesis, and rules checks, but once the design is finished and first articles have been verified, semiconductor fabs pump them out like cookies.
@@DG-wo8fxwhat you call difficult is less expensive than what you imply is easy.
OP was probably giving a nod to the higher cost of entry in the chip manufacturing business. Chip fabs are extremely expensive. This gives them better wider moats and less room for disruption from competitors than exists in chip design, which is far easier to disrupt. Manufacturers like this source of stability, but they also get lower valuations associated with lower free cash flows associated with higher reinvestment expenses
But keep in mind the fact that huge fab companies are stable as well as being cyclical. Means that as an investor I can have confidence that cyclical lows will be recovered from. Hint hint low risk high reward. This is why I’m trying to learn how to suck less at figuring out when large cap chip fab companies are at cyclical lows. And highs. If I could do that I could beat the market.
@SigFigNewton My point is that once a fab has been built and becomes operational, which costs in the neighborhood of $4 billion USD for a bleeding edge node these days, then running wafers through it is pretty much a push button operation. Of course I am oversimplifying, but you get the idea. The entry barrier for building a fab is money. Even the equipment used in proprietary fabs like Intel is outsourced to companies that specialize that equipment, and for the most part, sell it to anyone with deep enough pockets. Chips, on the other hand, are where the secret sauce that makes or breaks a product lies. And designing bleeding edge chips like Tesla Dojo or Nvidia H200 requires next level engineering that only a few companies have.
Apple ALREADY have AI neural network hardware on their processor chips.
It has been there for years, to power things like face recognition.
Expect them simply to scale it up. They are NOT playing catch-up.
Me too ! I’m sticking with Nvidia !
I hate how corporate media releases now get their audience/employees to provide that “howler-monkey” sound that sitcoms pioneered in the last century to make it seem like a big deal when characters kissed.
Please clap
I wouldn't bet on Qualcomm making much inroads into the PC market. This guy makes some good point but his analysis is wrong. I work in the industry. People buy computers to run their software. Most Windows software runs terribly on Windows on Arm, and PCs based on these new chips will not be cheap and will be 6 months away. There will be no Mac software running on these chips. Qualcomm's only hope is the cloud server market, which was Nuvia's original target. However, this current chip is not very competitive in that market. Virtualization on Arm is still in the infancy stages so these chips will not compete with x86 in the general cloud server market. A chip with many, many, many weak arm processors that will just run Python on Linux is currently an ideal place for Arm in the cloud server market. There is a reason Qualcomm did a paper launch 9 months before the possibility of a machine with this chip shows up... they don't actually have any real target market yet. Also, there is nothing breakthrough about this chip's AI capabilities. Nvidia's GPU, AMD's Instinct, and Intel's Gaudi chips will be the only big player in this market for awhile. Until Qualcomm has something to match such brawn with a software stack to go with it, they're not playing in the AI server market. Qualcomm is all about hopes and dreams right now. They are years and years away from competing in either the PC or AI server market.
Hey, thanks for the awesome and detailed comment! I really love these discussions. Here's my take:
- Most Windows software runs terribly on ARM *today*. Apple took a while but they successfully made the transition.
- Not 6 months away, more like 12-18. But that's still pretty soon in terms of investing.
- The breakthrough isn't in AI capabilities, it's in power efficiency.
- As a result, I think Qualcomm will be much more competitive much sooner than you think!
Oh no! You’re saying that Qualcomm is in danger of going from zero percent market share down to zero percent market share?!
Do you have any *real* reasons to consider selling Qualcomm?
INVESTING IN THE DEMIZE brings it into your life one way or another. Good Luck with that.
This sounds great... but make mistake Apple is not going to sit back & watch what's going on w AI & do nothing... no way!! In fact they have the 1st ai iphone coming out maybe even in time for Christmas.. Apple is SO smart & even tho they do things quietly they are always up to something... & IF it means they need qualcom chips then they will use them.. but never underestimate them. imo. (watch interview prob 3 weeks ago w Tim Cook) I also think I can say the same about Nvdia.. not saying im not interested in qualcom just saying. my opinion on Apple & Nvdia
What you think of Australian company brainchip . There share price jumped last year for their edge chip
I’ve been following them for a while. They can definitely be big in this space depending on what devices their chips actually end up in
Hopefully . They did a big deal with BMW which gave them a big boost . The share price is in the cents now but I think when big Edge stocks rise the smaller ones will see speculation too and all boats rise
I am reminded on Peter Lynch’s speech on giga flops and mega flops 😂
There’s no way for a normal guy like me to ever stay ahead of this stuff… so I’m out.
😂 but also, you don't need to stay on top of it. That's what I'm here for.
I have my Roth IRA which is my retirement account. Which is safe and simple. Then I have what I affectionately call my gambling account😂 where I buy into emerging Tech a year and a half ago this channel start a talking about pltr when it was $4 a share. Using my gambling money😅 I bought a couple hundred shares now it's sitting at 20 dollars a share. It's impossible for me to keep up on everything that's happening in the diverse Fields I'm interested in so I try to find experts. I believe this channel is one of them
Power is the largest cost and driver - not performance
Yes. That’s what performance per watt means!
Bing web browser?
Now it’s all just copilot
Nobody is surpassing Apple in chip efficiency design, NO ONE! Good luck.
Let’s see!
Wowsers!
*AI will outlive us so we need to do everything we can to accelerate its growth, the universe simulation we are "living" in will not care if fail, we must succeed.*
I don't know. Intel is the only CPU I always buy for my PC and I think many people choose it over amd too. I just dont like AMD and Qualcomm doesn't even make CPUs for PCs.
That's an opinion based on an assumption? Why tell us?
AMD has been the better value for the past five years or so. Where have you been ?
ok, that was ducking funny.
is crazy that the UK couldn't hold on to ARM. the uk has lost so much of it's technology leads due to the governments short-sightedness and politics in funding and supporting ground-breaking technologies. just ask Alan Turing
Beautiful just beautiful
Apple's experience with ARM can't be translated to the PC arena. Apple have the OS monopoly and if you wanted to be keep MacOS, you had to move to M chips whether you want to or not. Apple are able to take the whole ecosystem with them, whereas neither Intel, AMD nor Microsoft have the power to do the same.
I'm also unsure of AI at the edge. nVidia's valuation and power-hungry chips indicate that a relatively weak cpu won't be adequate.