Close menu




July 5th, 2022 | 11:28 CEST

Chips - Now it's really getting started! Intel, BrainChip, ARM, NVIDIA

  • chips
  • Technology
Photo credits: pixabay.com

Chip stocks like Intel have recently lost double digits on the stock market. But what about demand? Market researchers at McKinsey predict that the chip industry will grow by 8% annually until 2030 - and even more in selected niches such as the automotive industry. For chip stocks, this means the chance of brilliant comebacks. We present three shares.

time to read: 2 minutes | Author: Nico Popp
ISIN: INTEL CORP. DL-_001 | US4581401001 , BRAINCHIP HOLDINGS LTD | AU000000BRN8 , NVIDIA CORP. DL-_001 | US67066G1040

Table of contents:


    Intel: Done its homework

    When investors think of computer chips, Intel certainly comes to mind. The semiconductor company has been supplying components for PCs and other products for decades. Back in the 1990s, processors from Intel were convincing arguments in the brochures of Escom, Vobis and Co. Even today, the Company still has a certain appeal - even among Generation Z representatives. Nevertheless, Intel's processors are no longer considered the leaders; AMD has overtaken the Company. But results in performance comparisons by trade magazines are not so decisive for success in the stock market.

    More important, on the other hand, is the strategic shift that Intel made some time ago: In the future, it wants to manufacture chips for other companies. That should reduce unit costs and guarantee Intel sales independent of its products. Some time ago, the Company also parted with McAfee and again focused on its core business. Intel has come through a tricky phase. Those who restructure earlier make sales again faster. The latest figures were already good. Intel offers a solid dividend and is well-positioned to quickly jump on moving trains, even with new trends.

    BrainChip: Innovator is cheap again

    BrainChip could prove to be one such moving train. With its Akida chip, the Company offers an extremely low-power and high-performance model based on the human brain. BrainChip is considered the first commercial manufacturer of neuromorphic AI chips and cooperates with Mercedes, among others. Tests have shown that BrainChip's solutions are suitable for significantly improving voice control in new Mercedes models. In addition to Mercedes, BrainChip is cooperating with chip legend ARM and is part of their partner program to further advance AI solutions.

    The latter cooperation, in particular, has hardly been noticed by the market. Industry insiders have regarded ARM as a company with highly efficient chip technology for decades. Among others, Intel is also a licensee of ARM. The Company is also aiming for an IPO in the current market environment and expects robust growth, especially in chips for the automotive industry. The IPO gives hope to a shaken industry. In addition, ARM could also act as a buyer - after all, the funds from the IPO want to be well invested. After a significant correction to the penny stock level, investors should not let BrainChip out of their sight. A lot can still happen here. However, the stock is still a hot potato.

    NVIDIA: Gaming and Metaverse as growth drivers

    The NVIDIA share has also become significantly cheaper in recent months. The professionals for graphics processors score with popular products. Anyone who has also taken a look at the prices for graphics cards will see that they are now usually the most expensive component in PC systems. Therefore, NVIDIA also profits particularly strongly from the gaming industry. In the last fiscal year, NVIDIA made a whopping USD 12.4 billion in sales in this sector alone. Given future trends such as the metaverse, in which avatars and graphics play an important role, NVIDIA could continue to grow in the future. The Company is a top dog. Accordingly, the stock is stable (and dull) but still has potential.


    The chip industry offers growth potential regardless of the development on the stock market. However, investors have to decide how they want to profit from this. Large companies, such as Intel and NVIDIA, offer a solid market position and the necessary war chest to buy new technologies if necessary. Innovation leaders, such as BrainChip, could be takeover targets in the medium term and attract the attention of the chip and automotive industries.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by Armin Schulz on August 8th, 2022 | 12:45 CEST

    Infineon, BrainChip, Nvidia - Chip shortage will continue in 2022

    • AI
    • Technology
    • Digitization
    • chips

    The chip shortage is not only omnipresent in the automotive industry. Most recently, AOK was no longer able to issue electronic health cards to its policyholders because the chips were missing. According to McKinsey, the semiconductor industry is expected to grow by 6-8% annually until 2030. Nancy Pelosi's visit to Taiwan could further fuel the chip crisis in the future. It is important to know that the island nation produces about two-thirds of all microchips needed worldwide. There is a latent danger that China will want to annex Taiwan. The USA is already trying to make itself less dependent on Asia. To that end, a USD 369 billion semiconductor manufacturing stimulus bill has been passed by Congress. Today we look at three companies that will benefit from the investment.

    Read

    Commented by Juliane Zielonka on August 5th, 2022 | 11:54 CEST

    Meta Materials, JinkoSolar, BioNTech - Smart technologies as growth boosters

    • Innovations
    • Technology
    • metamaterials
    • Biotechnology

    Solar and photovoltaic companies have been hot in the financial markets since the shifts in the energy market. Chinese supplier JinkoSolar, for example, is now launching solar batteries for home use. Smart buildings are an important component in urban city planning. Where there is plenty of sunshine, its energy is converted for personal use, and Australian residents are benefiting from JinkoSolar's technology. In order to increase the efficiency of such energy sources, Meta Materials offers innovative solutions that make solar systems even more cost-effective. Thanks to numerous patents, they also have a business model, which will please long-term investors in terms of growth opportunities. Rather unpleasant, however, are the measures planned by the German government for the coming fall and winter. Masks or vaccination is the calculation, which will at least bring some joy to BioNTech shareholders.

    Read

    Commented by Stefan Feulner on August 4th, 2022 | 13:53 CEST

    Crash! Which shares are attractive now - TeamViewer, Viva Gold, Infineon

    • Mining
    • Gold
    • Technology
    • Investments

    The technology sector has been in a sharp correction for months. The leading technology index from the US alone, the Nasdaq-100, recorded price losses of around 34% up to its low. Since the middle of last month, a countermovement has set in. However, many companies are still at an interesting entry level. Currently, the season for the publication of the figures for the second quarter is also underway. Here it becomes clear which companies you can build on in the future or which title you should remove from your portfolio.

    Read