MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 11 April 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Rebecca Hotsko and Nicholas Rossolillo discuss the semiconductor industry, including growth industries for chip demand, Nick's opinions on Qualcomm, TSM, and Texas Instruments. They also cover headwinds facing the chip industry, undervalued chip companies, and overvalued companies to watch for the future. Nicholas is the Founder of Concinnus Financial, investment portfolio manager, host of Chip Stock Investor show on YouTube. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 04:04 - An overview of the semiconductor industry. 07:47 - What are the different types of chips? 11:57 - Which industries are expected to drive the most growth in demand for chips in the future? 20:05 - Nick’s comparison of Nvidia and AMD for the cloud AI space. 30:44 - Why is Qualcomm the leader in chips for mobility? 33:45 - Nick’s thoughts on Taiwan Semiconductor (TSM), as well as Texas Instruments. 44:06 - The near term headwinds the chip industry could face. 45:46 - Which companies are expected to best capture the growth in market share for the automotive industry? 48:06 - Which chip companies Nick believes are undervalued at today’s price? 49:14 - Which chip companies Nick likes long term, but thinks are overvalued at today’s price? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Nick’s YouTube Channel. Check out: Concinnus Financial. Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Rebecca: Twitter | Instagram Email: Rebecca@theinvestorspodcast.com Connect with Nick: Website | LinkedIn | YouTube HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.5	The demand for chips is skyrocketing.
0:04.5	So I'll throw some figures out here.
0:07.1	$470 billion was the global purchase of chips, the chips themselves back in 2018.
0:13.2	And fast forward today in 2022, global chip sales were just shy of $600 billion.
0:20.3	So it's a huge, huge market, just the chips themselves,
0:23.6	almost $600 billion. And it's on its way to $1 trillion a year. Some estimates point to it
0:28.4	being maybe $1.3 trillion every single year by 2030. So if you're looking for a growth industry
0:36.2	for the next seven, eight years, that's a
0:38.9	compound annual growth rate of 7 to 10 percent, depending on if you want to use the 1 trillion
0:43.8	or the 1.3 trillion estimate. It's a huge market.
0:50.5	On today's episode, I chat with Nick Rizzillo. Nick is the founder of Conkinis Financial.
0:57.2	He's an investment portfolio manager and host of the Chip Stock Investor Show on YouTube.
1:02.9	I brought on Nick to chat all about the semiconductor industry and to learn more about the best
1:08.2	companies in this space as today our economy can be described as a chip
1:13.1	economy where microchips have been applied to many technological advancements in different industries
1:19.4	and so nick gives us an overview of the chip market which industries are expected to drive
1:25.7	the most growth in demand for chips in the future.
1:28.5	He explains what the different types of chips are and which companies produce which types of
1:33.9	chips.
1:34.4	And he walks us through a number of chip companies like Nvidia, AMD, Qualcomm, Taiwan
1:40.0	Semiconductor, as well as Texas Instr instruments and shares his thoughts on which companies he
	...

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