Posted by Mabel > 2024-04-11 20:23 | Report Abuse

As computers invade nearly every sphere of life, so too have the chips that power them, raising the revenues of the businesses dedicated to designing them. But how did various chipmakers measure against each other last year?

We rank the biggest semiconductor companies by their percentage share of the industry’s revenues in 2023, using data from Omdia research. Market leader and industry-defining veteran Intel still holds the crown for the most revenue in the sector, crossing $50 billion in 2023, or 10% of the broader industry’s topline. All is not well at Intel, however, with the company’s stock price down over 20% year-to-date after it revealed billion-dollar losses in its foundry business.

Posted by Mabel > 2024-04-11 20:23 | Report Abuse

Meanwhile, Mabel Nvidia is very close to overtaking Intel, after declaring $49 billion of topline revenue for 2023. This is more than double its 2022 revenue ($21 billion), increasing its share of industry revenues to 9%. Nvidia’s meteoric rise has gotten a huge thumbs-up from investors. It became a trillion dollar stock last year, and broke the single-day gain record for market capitalization this year.

Other chipmakers haven’t been as successful. Out of the top 20 semiconductor companies by revenue, 12 did not match their 2022 revenues, including big names like Intel, Samsung, and AMD.

Posted by speakup > 2024-04-11 21:18 | Report Abuse

kawan baik Pmx: https://www.freemalaysiatoday.com/category/nation/2024/04/11/anwar-sends-condolences-to-hamas-leader-over-loss-of-sons-grandkids/

Posted by Mabel > 2024-04-11 22:54 | Report Abuse

UlarSawa Haiyoh what is usd49bil revenue. Baru rmb 354.61bil only. Huawei 2023 revenue double of Nvidia leh. Kesian. Haiyoh. Correct?

Huawei's overall performance in 2023 was "in line" with forecasts, Ken Hu, Huawei's rotating chairman said on Friday, adding that the company has managed to grow despite "one challenge after another."

For the full year 2023, the company's revenue grew 9.6% to 704.2 billion yuan, up from 642.33 billion yuan in 2022. Its spending on research and development hit another historic high of 164.7 billion yuan, equivalent to around 23.4% of its total revenue. It has spent a total of 1.11 trillion yuan on R&D over the past decade.
11/04/2024 9:18 PM

Yes Ular my Bro,

But there is a differences between Huawei and Nvidia in terms of their business models:

Industry Focus:

Nvidia: Primarily known for its expertise in graphics processing units (GPUs), Nvidia has a strong presence in the gaming, data center, and AI markets. Their GPUs are widely used for high-performance computing, deep learning, and scientific simulations.

Huawei: A diversified technology company, Huawei operates in various domains, including telecommunications, networking equipment, smartphones, and cloud services. While they also have AI ambitions, their business extends beyond chips.

Posted by Mabel > 2024-04-11 22:54 | Report Abuse

Chip Development and AI:

Nvidia: A leader in AI chip development, Nvidia’s GPUs are widely adopted for AI training and inference. They focus on creating powerful and efficient chips for AI workloads.

Huawei: Huawei has been rapidly expanding its AI chip portfolio. Their Ascend series of chips competes with Nvidia’s offerings. Huawei’s flagship product, the 910B chip, directly rivals Nvidia’s A100 chip.

Posted by Mabel > 2024-04-11 22:55 | Report Abuse

Software Ecosystem:

Nvidia: Known for its robust software ecosystem, including CUDA (Compute Unified Device Architecture) and NVIDIA GPU Cloud (NGC). These tools facilitate AI development and deployment.

Huawei: While actively building its own ecosystem (such as CANN), Huawei lags behind Nvidia in terms of software support for AI applications.

Posted by Mabel > 2024-04-11 22:55 | Report Abuse

Global Presence and Restrictions:

Nvidia: A US-based company, Nvidia faces challenges due to US-China tech rivalry. Export restrictions impact their ability to operate in China, affecting data center revenue.

Huawei: A Chinese multinational, Huawei operates globally but has faced restrictions in some markets due to geopolitical tensions.

Posted by Mabel > 2024-04-11 22:55 | Report Abuse

Revenue Streams:

Nvidia: Relies heavily on GPU sales, data center revenue, and AI-related products.

Huawei: Diversified revenue streams, including telecom equipment, smartphones, and cloud services. Their AI chip business is a newer addition.

Posted by Mabel > 2024-04-11 22:56 | Report Abuse

Market Position:

Nvidia: Established dominance in the AI chip market, especially in GPUs.

Huawei: Emerging as a formidable competitor, particularly in China and Asia.

In summary, while both companies operate in the AI chip domain, their business models, software ecosystems, and global contexts differ significantly. The intensifying competition between Nvidia and Huawei underscores the evolving landscape of AI chip development

Both have it’s own place…

To Our Success!

Meow

Posted by jenson68 > 2024-04-11 23:01 | Report Abuse

NVIDIA challenge 900 … ?! Gogogo

Posted by qqq47660 > 2024-04-11 23:09 | Report Abuse

Huawei still have difficulties fabricating their chips. .....but will solve eventually.

Posted by qqq47660 > 2024-04-11 23:10 | Report Abuse

Tesla......bottom already la.

Posted by Mabel > 2024-04-11 23:11 | Report Abuse

UlarSawa Wait lah. Huawei will catch up soon lah. See how lah. Only China can bring down the GPU price leh. Now selling like hot cake at too expensive price leh. Let Nvidia happy first. Customers are the one who suffer bought at extremely high price now. Kesian. Haiyoh. Correct?
11/04/2024 11:00 PM

Yes Ular My Bro...

Lesson Learn from our previous engagements..

Rule no.1 : If China is focus on any industry.. don't invest anymore in that industry…

Rule no.2 : remember Rule 1

Benchmarking : Smart Phone, EV cars, Gloves etc

So we do have a window of opportunity before the Giant Wake up...hihihi..

To Our Success

Meow

Posted by Mabel > 2024-04-11 23:13 | Report Abuse

BTW With Jensen Huang in Nvidia..both cum from the same root mah...Hihihi

Posted by Mabel > 2024-04-11 23:25 | Report Abuse

Haha don't worry, BYD is building plant next door in Mexico and Brazil...US is not their main target for now..China has always been very practical..

Posted by Mabel > 2024-04-11 23:27 | Report Abuse

#UlarSawa You copy Mr Huang one kah. Your enemy one you also copy and paste kah. Haiyoh. Correct?

11/04/2024 11:14 PM

Haha now he has stopped following Mabel across i3 and walk 3 step behind Mabel..

There is no such thing as enemy, only common interest...

To Our Success !

Meow

Posted by UlarSawa > 2024-04-11 23:34 | Report Abuse

But the Chinese government is also throwing billions at domestic chipmaking, in a bid for self sufficiency. Chinese president Xi Jinping has, on multiple occasions, called on the tech industry to rev up innovation and reduce dependence on Western supply chains.

Companies such US-sanctioned Huawei and state-backed chipmaker Semiconductor Manufacturing International Corporation (SMIC) have been leading that push, but mostly in the field of chipmaking.

Shanghai Micro Electronics Equipment (SMEE) is China’s best known maker of lithography machines. In December last year, Hong Kong media HK01 reported SMEE had successfully developed China’s first 28 nanometre lithography machine.

While that remains far behind the most cutting edge chipmaking equipment technology — world leader TSMC is working on a process to produce 2nm chips by 2025 — SMEE’s breakthrough is still a potential risk for ASML.

Posted by Mabel > 2024-04-12 08:28 | Report Abuse

Summing up..

It’s a pity that Huawei is not listed. Otherwise we can see how they match up with the Magnificent seven of these stocks experienced upward movement. Several of these companies made announcements related to advancements in artificial intelligence (AI) during this week.

For example:
Google revealed new products and AI capabilities during the Google Cloud Next 2024 event.
Nvidia shares rebounded after some initial fluctuations, driven by news about other tech firms producing more chips in-house.
Apple indicated its focus on the next version of its M-family of chips for AI to boost Mac sales.
Amazon appointed Andrew Ng, an AI expert, to its board of directors.

Tech Equity Sector:
The US tech equity sector as a whole also moved higher. This sector includes various technology-related companies, and its performance often influences broader market trends. The positive movement suggests optimism about advancements in AI and the overall health of the tech industry.

In summary, the Magnificent 7 stocks’ upward shift, along with the tech equity sector, indicates positive sentiment driven by AI-related developments and market dynamics.

As the saying goes, the more the merrier...

In summary, Huawei’s private ownership, US restrictions, security controversies, and global business dynamics contribute to its absence from public stock exchanges like Nasdaq. While investors cannot directly invest in Huawei, monitoring its impact on the tech industry remains important.

To Our Success!

Meow

Posted by ks55 > 2024-04-12 08:54 |

Post removed.Why?

Posted by ks55 > 2024-04-12 10:15 | Report Abuse

Surely there is no cup.
There is no handle.
There is only a glass of boiling water.
Hold you get hurt.
Let go the glass breaks.

Posted by jenson68 > 2024-04-12 10:17 | Report Abuse

Strong support 3.85 , cross & stay above
4 baru chun !!

Posted by KLV868 > 2024-04-12 10:27 | Report Abuse

Morning "Old" YTL believers, we believe our 10 x Baggers dream is true , be a butterfly seeing only flowers but not Flies seeing only dropping. A reminder for me after read again Dragon328 Blog. Best of Luck to our hard earned money.

Posted by ks55 > 2024-04-12 10:36 | Report Abuse

Drawing table size cookies in the air.
Believe it you sure die.

Posted by ks55 > 2024-04-12 10:37 | Report Abuse

Better you go for Paramount before it fly.

Posted by ks55 > 2024-04-12 10:40 | Report Abuse

Even my Kampong Champion performed better for past 2 months.

https://klse1.i3investor.com/servlets/stk/chart/8664.jsp

Posted by ks55 > 2024-04-12 10:45 | Report Abuse

Talk so much what for?

See how YTLP share price vs Crescendo, Plenitude, Poh Kong, Glomac, Paramount tomorrow, and week after. You will see no matter how much promotion was done still has no effect on its share price. Drawing table size cookies in the air won't help.

YTLP : https://klse1.i3investor.com/servlets/stk/chart/6742.jsp
Crescendo : https://klse1.i3investor.com/servlets/stk/chart/6718.jsp
Plenitude : https://klse1.i3investor.com/servlets/stk/chart/5075.jsp
Poh Kong : https://klse1.i3investor.com/servlets/stk/chart/5080.jsp
Glomac : https://klse1.i3investor.com/servlets/stk/chart/5020.jsp
Paramount : https://klse1.i3investor.com/servlets/stk/chart/1724.jsp
11/04/2024 3:02 PM

Posted by dragon328 > 2024-04-12 11:41 | Report Abuse

Statistics shows that local institutions have been net buyers of Bursa stocks in past 5 weeks since 1 March 2024. I suspect that some of these local funds have been accumulating YTL and YTL Power shares as they missed out both last year.

As of 30 June 2023, EPF still had at least 3.02% stakes in YTL Power and 2.58% stakes in YTL Corp. I suspect they have more now but still lower than 5%.

Both YTL and YTL Power shares are undergoing consolidation phase now, awaiting fresh catalysts for a break-up. As they have been consolidating for over 2 months, I suspect good news should be coming in next few weeks.

As to valuation, I mentioned before that YTL Power at RM3.80-4.00 was trading at just the fair value for PowerSeraya alone, and investors were getting all the other assets (Wessex Waters, Jordan Power, Jawa Power, Yes 5G, data centre business, digital bank etc.) for free. This still holds now.

Looking at things are moving at the other assets and data centre division, I expect investors will soon give appropriate values to each of them as each starts to contribute earnings in 2024 starting with:

1) Jordan Power which is running at full steam amidst gas supply shortage in Jordan
2) Wessex Waters which may start to turn around as early as in Q3 FY2024 and to report a bigger profit from 1st April 2024
3) data centre which has seen its first phase with SEA Group completed in March 2024
4) AI data centre division for which YTLP has secured access to Nvidia latest Blackwell GPUs

I would expect YTLP's earnings to be around 40 - 42 sen for FY2024 with slightly lower earnings contribution from PowerSeraya in 2H FY2024, which shortfall will be covered by improved earnings from Jordan and Wessex, and maiden contribution from 1st phase data centre with SEA.

For FY2025, with half year contribution from the AI data centre (with 1st phase to be completed in early 2025), YTLP net profit may jump up by about RM400 million and EPS may exceed 45 sen, then rising to 50 sen in FY2026 with full year contribution from the AI data centre.

With the larger earnings base (>RM3.0 billion a year, comparable to Tenaga, TM or PetGas) and a more diversified earnings base (ranging from utilities businesses of power generation in Singapore, Indonesia and Jordan, water & sewerage in the UK and Johor, 5G telecommunications, data centre, property development in the UK etc.), the market will attach a higher PE ratio to YTL Power. I am looking at 15x PER as a more palatable valuation (still lower than Tenaga's 18x, PetGas's 23x).

I am confident that YTLP share price will test RM6.00 (15x EPS 40 sen) in 2024 and RM6.70 in 2025 and RM7.50 in 2026.

Posted by LimPek > 2024-04-12 11:41 | Report Abuse

Today stay flat again, promoters hiding now.

Posted by dragon328 > 2024-04-12 11:44 | Report Abuse

I am not discounting the possibility that while the share price of YTL and YTLP are holding steady, local funds may approach YTL and YTL Power for a private placement of 2% to 3% stake at a discount to market prices, or are just accumulating quietly in the open market before the next good news to push it to higher level.

Posted by MrFox > 2024-04-12 11:48 | Report Abuse

👍agreeeeeeeeeeeeeeee!
I never talk the talk!
I always walk the talk!!!
As YTLP is real!!!!

haha

Posted by ks55 > 2024-04-12 11:52 | Report Abuse

Bursa is in perfect situation for a bull run since PMX was appointed a year ago. With political stability plus huge FDI pouring in due to geopolitical tension between China and the West, Malaysia stands to benefit the most.

https://www.youtube.com/watch?v=xnIYIpXKvNM

Posted by ks55 > 2024-04-12 11:55 | Report Abuse

You may forget about the temporary hot money withdrawal from Bursa. Surely they will come back in droves when Bursa already midway to the moon.

You will reep the profit if you can see the forest rather than just a tree.

Posted by beinvested > 2024-04-12 11:58 | Report Abuse

Gold price is around RM366 a gram today.

Never before since the beginning, that today the gold had gone up by almost RM10 a gram in a day.

If a house can fetch RM1 Mil, means it is equivalent to 3 bars of gold only.

However, the gold price went down so drastic in a day was captured in record when the day the Romans ransacked the Second Temple 2,000 years ago. With so much gold being plundered from the Temple, the market value of the gold on that day was plunged the most in a day.

Posted by beinvested > 2024-04-12 12:10 | Report Abuse

The Babylonians, Nebuchadnezzar, Greeks, Romans Titus....hiding below the basement of the Van tican...menorah of gold, pieces of gold, scrolls.....

Posted by dragon328 > 2024-04-12 12:11 | Report Abuse

I agree that when foreign hot money is in, many counters will fly high. Right now the property sector is hot, and we are seeing counters like Crescendo, KSL, SP Setia flying high, and I am happy to see that as each of us can make some money from different counters we invest in.

When foreign funds come in and bring in money into Bursa, we retailers can make some money and local institutional funds also can take some profits off, then retailers and local institutional funds will have more money to buy other counters in Bursa.

That's my argument for local institutional funds accumulating YTL and YTL Power while both are consolidating and property counters surging high.

I am sure some of you are also taking some profit off the high flying property counters.

Posted by dragon328 > 2024-04-12 12:14 | Report Abuse

after the recent share price rally, valuation of property counters have gone up:

Eco World at 23x PER
SP Setia at 28x PER
Mah Sing at 15x PER
not sure about Crescendo and Plenitude which I think is less than 10x PER for smaller cap
KSL is the cheapest at 4.5x PER only

Posted by ks55 > 2024-04-12 12:16 |

Post removed.Why?

Posted by OTB > 2024-04-12 12:20 | Report Abuse

The share price of YTLPower is bullish now.
The share price is above the 20-day EMA.
Daily MACD, Parabolic SAR, Force Index and Stochastic Index, all show buy signals.
I believe the correction is over after 2 months.
Looking forward for the share price of YTLPower to cross 3.95, 4.07 and 4.24 respectively.

3.95 is crossed convincingly, next resistance to cross is 4.07.
Hope to cross 4.07 in the next few days.
The best scenario is to cross 4.24 convincingly.
Slow and steady win the race.
Good luck.
Thank you.

Posted by ks55 > 2024-04-12 12:21 | Report Abuse

Talk so much what for?

See how YTLP share price vs Crescendo, Plenitude, Poh Kong, Glomac, Paramount tomorrow, and week after. You will see no matter how much promotion was done still has no effect on its share price. Drawing table size cookies in the air won't help.

YTLP : https://klse1.i3investor.com/servlets/stk/chart/6742.jsp
Crescendo : https://klse1.i3investor.com/servlets/stk/chart/6718.jsp
Plenitude : https://klse1.i3investor.com/servlets/stk/chart/5075.jsp
Poh Kong : https://klse1.i3investor.com/servlets/stk/chart/5080.jsp
Glomac : https://klse1.i3investor.com/servlets/stk/chart/5020.jsp
Paramount : https://klse1.i3investor.com/servlets/stk/chart/1724.jsp
11/04/2024 3:02 PM

Posted by rchi > 2024-04-12 12:25 | Report Abuse

nothing can beat johor property theme now...

Posted by dragon328 > 2024-04-12 12:26 | Report Abuse

Of note is that Crescendo sold a piece of land of 23 acres in Johor to Microsoft Payments at RM120 pst, what a genius deal for Crescendo management!!

FYI, YTLP bought the 657ha Kulai land at just RM6.00 psf, which means the Kulai land has appreciated in value by 20 times in just 2 years!! It was valued at RM430m then but is now worth RM8.5 billion !!!

Posted by OTB > 2024-04-12 12:28 |

Post removed.Why?

Posted by rchi > 2024-04-12 12:32 | Report Abuse

Otb,u hv done a good job to call buy ytlp at 1.1.
Ks55,your cresndo is very good too.
Both of you have substance.
Make peace n prosper.

Posted by rchi > 2024-04-12 12:34 | Report Abuse

Cresndo will likely ignite another johor property rally,

Posted by dragon328 > 2024-04-12 12:35 | Report Abuse

correction, YTLP bought the Kulai land at RM429 million for a size of 664 ha, so effectively at RM6.00 psf.

and the land is worth RM8.57 billion now if based on the latest land transaction between Crescendo and Microsoft Payments.

Posted by dragon328 > 2024-04-12 12:36 | Report Abuse

Yes we are all here to invest and make money. Lets hope for YTL and property counters all to the moon!!

Posted by ks55 > 2024-04-12 12:36 |

Post removed.Why?

Posted by ks55 > 2024-04-12 12:41 | Report Abuse

My first appearance in YTLP forum in a very subtle way to warn sui yee.


Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD

Feb 12, 2024 5:07 PM | Report Abuse

Rumours from Singapore YTLP may not get enough power for the intended Data Centre from TNB. How will it affect the Nvidia venture with YTLP?

YTLP is an independent power producer (IPP) supplying power to National Grid. Will YTLP required to produce sufficient electricity to run this Data Centre? How YTLP going to build new power plant? Is special licence required and how long does it take for the power plant to be operational? Can it be ready by the time physical Data Centre facility already completed? More important is Nvidia willing to take the risk?

Also rumours saying Nvidia may be interested to take up 100 acres industrial land offered by Crescendo. Why TNB not willing to supply power to YTLP/Nvidia venture, but considering Crescendo/Nvidia venture? Does it has anything to do with previous interview Francis Yeoh gave years back?

What do you have to do now? Play safe, sell YTLP and wait for everything settled? Or hold on to YTLP share and doing nothing? I am more incline to lock in profit first. Let those with risk appetite to make more profit. I always believe a bird in hand worth more than 2 bird in the bush. Good luck!

Posted by ks55 > 2024-04-12 12:45 | Report Abuse

Price at that time was 4.06

https://klse1.i3investor.com/servlets/stk/chart/6742.jsp

Posted by beinvested > 2024-04-12 12:47 | Report Abuse

It is important if there are inventories of gold recorded in the Balance Sheet and the market value of the lands acquired not long ago.