半導體股何必獨鍾台積?這四支雖低調前 - 股票
By Puput
at 2021-05-09T15:28
at 2021-05-09T15:28
Table of Contents
原文標題:
半導體股何必獨鍾台積?這四支雖低調前景也看俏 (請勿刪減原文標題)
原文連結:
https://udn.com/news/story/6811/5443806
發布時間:
(請以原文網頁/報紙之發布時間為準)
2021-05-08 23:12
原文內容:
汽車、筆電和遊戲機共同點是什麼?答案是:現在都缺晶片!半導體成為全球瘋搶的商品,以致台積電、英特爾、輝達、超微、格芯和高通頻頻登上媒體標題,但投資人若想在這領域尋求投資良機,另有媒體曝光率較低的個股值得注意。
財經網站MarketWatch報導,研究與諮詢公司Futurum Research分析師紐曼推薦以下四檔股票,並舉出看好的理由:
●邁威爾
邁威爾科技(Marvell Technology)在晶片領域獨樹一格,專注於資料中心和邊緣運算商機,已撤離消費電子產品領域。此策略成果豐碩,已連續四季獲利加速成長,營收創新高。
該公司一直掌握關鍵成長市場的脈動,包括第五代行動通訊技術(5G)、汽車和雲端。最近完成以100億美元併購Inphi後,使邁威爾總潛在市場(TAM)規模超過230億美元,而且增強光學能力使網路與資料中心事業如虎添翼。
●萊迪思
萊迪思半導體(Lattice Semiconductor)專精低成本、高能源效率的現場可程式化邏輯閘陣列(FPGA),這類晶片用於伺服器、汽車、5G和物聯網(IoT) ,常與高通、英特爾、超微等公司製的晶片並存。某些功能,像是支援個人電腦或資訊娛樂的「隨開即用」(instant-on),也仰賴萊迪思的技術。
萊迪思上季營收和獲利雙雙成長,主要事業營收增幅逾20%,通訊與運算部門成長率更達到28%。在供應吃緊期間,萊迪思的庫存管理也很出色。
●應用材料
應用材料(Applied Materials)供應的不是晶片,而是晶片製造設備、關鍵材料與服務,而這些需求在晶片供應短缺的今天空前旺盛。應材最近宣布協助客戶加快晶片效能提升的計畫,包括供應為3D封裝與小晶片(chiplets)發展新型矽所需的材料;另宣布維繫長期營收成長的計畫,預計未來70%的服務與零件營收,將透過類似訂閱制的長期協議達成。
晶片需求強勁、此領域涉及複雜技術且競爭者少,加上展望持續看好,使應材成為值得投資人考慮的投資標的。
●美光
美光科技(Micron Technology)以DRAM和NAND快閃記憶體著稱。專攻記憶體晶片,儘管不像為伺服器、PC和智慧手機打造中央處理器(CPU)、繪圖處理器(GPU),或系統單晶片(SoC)那麼熱門,但仍是獲利豐厚的事業。而且,把握機會和執行力向來是美光的強項。
美光有多重利多支撐。就短期來說,供應緊俏顯然有助益,使美光上季整體營收激增30%,行動事業部門更成長44%。預料在智慧手機出貨量持續超越市場預期的支撐下,美光行動部門成長可望續強。
紐曼的結論是,整體半導體需求持續升高,且自動駕駛、資訊娛樂、5G、IoT、記憶體和網路領域未來成長可期,這四家公司都將受惠且成長展望光明,值得吸引投資人關愛的眼神。
心得/評論: ※必需填寫滿20字
存股台積電不如存股
下周台積電有機會加發股利嗎
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