For a tech play that's less likely to upset their stomachs, many investors
like semiconductor companies such as Nvidia (nvda), whose chips are used in Tesla and other autonomous driving systems, smartphones, and more.
Not exact matches
When those
companies grow and spend big money in their data centers, Intel stands to benefit — as long as they keep buying from the
semiconductor giant and not rivals
like Nvidia.
There will come a time when there are too many
semiconductors on the market —
companies often overproduce when demand is high — but investors
like Hodson believe long - term demand for
semiconductors will continue to grow.
The
company is focusing more resources on higher - value specialty materials products
like semiconductors for cell phones and moving away from the lower - margin chlorine business.
Consumer cyclicals, multinational
companies that materially benefit from overseas commerce, Health Care, and select Technology stocks
like semiconductors also appear to present potential opportunities worthy of consideration.
On an amusing sidenote: Texas Instruments was one of the first investors in P.A. Semi, the fabless
semiconductor company that was acquired by Apple in 2008, paving the way for the Curpertino consumer electronics giant to start manufacturing its own custom chips for products
like the iPhone, iPod and iPad.
Samsung is a large Korean multinational
company which spans industries such as television sets, shipbuilding,
semiconductors (
like memory and processors), in addition to phones and tablets.