How Much Should You Pay For Intel Stock? #intel #semiconductores
Summary
TLDRDas Skript präsentiert eine Analyse der半导体industrie, mit dem Hauptaugenmerk auf Intel, das in den kommenden drei Jahren den weltweit größten半导体hersteller ablösen könnte. Der Sprecher argumentiert, dass ASLMs neue Generation von半导体herstellungsmaschinen, die Intel erhalten hat, diesen Wechsel ermöglichen wird. Die USA-Regierungsinitiative 'Chip Act' wird als Katalysator für diese Veränderung dargestellt, mit einem Fokus auf die nationale Sicherheit und die Rückkehr der半导体produktion in die USA. Intels kürzliche 10 Milliarden Dollar Förderung durch den 'Chip Act' wird als Indikator für die bevorstehenden Veränderungen in der Branche gesehen.
Takeaways
- 🌟 Intel wird in den nächsten drei Jahren den größten Halbleiterhersteller der Welt ablösen, insbesondere durch die Einführung neuer Technologien.
- 📈 Die Aktien von Intel könnten im nächsten fünf Jahren um das Vierfache steigen, basierend auf den prognostizierten Marktbedingungen und Technologiefortschritten.
- 🏭 ASML hat eine neue Generation von Halbleiterfertigungsmaschinen entwickelt und hat zwei dieser Maschinen im Dezember an Intel geliefert, ohne dass Taiwan Semi oder Samsung eine erhalten haben.
- 🔧 Die Vereinigten Staaten haben das Chip-Akt verabschiedet, um die Halbleiterproduktion in den USA zurückzuholen und die Abhängigkeit von ausländischen Herstellern zu verringern.
- 💰 Intel wurde aus dem Chip-Akt ein Zuschuss von 10 Milliarden Dollar für die Infrastruktur und Produktion neuer Halbleitertechnologien erhalten.
- 🛠️ Die neuen ASML-Maschinen kosten etwa 400 Millionen Dollar pro Stück und sind entscheidend für die Herstellung von fortschrittlichen Halbleitern.
- 📉 Taiwan Semi und Samsung sind aufgrund ihrer Investitionen in ältere Technologien und der langen Amortisationszeit nicht in der Lage, die neue Generation von ASML-Maschinen zu kaufen.
- 🔝 Intel hat die Möglichkeit, durch die Implementierung der neuesten Technologien und Finanzierungen die führende Position im Halbleitermarkt einzunehmen.
- 🔬 Es wird erwartet, dass neue Technologien wie dünnere Siliziumschichten und liquidkühlte Systeme in den kommenden Jahren in die Halbleiterproduktion Eingang finden.
- 📈 Die Halbleiterbranche wird zu einer der wichtigsten Industriezweige der Zukunft, da sie für die Entwicklung von Technologien im Bereich der künstlichen Intelligenz, Medizin und anderen Bereichen entscheidend ist.
- 📅 Die Regierung der Vereinigten Staaten wird den Fortschritt in der Halbleiterproduktion in den kommenden Jahren fördern, um die nationale Sicherheit und wirtschaftliche Unabhängigkeit zu gewährleisten.
Q & A
Welche Rolle spielt Intel in der Halbleiterproduktion?
-Intel wird die führende Halbleiterhersteller der Welt ablösen und in den nächsten drei Jahren die größte Halbleiterproduktion übernehmen.
Was hat ASML für neue Technologie entwickelt?
-ASML hat eine neue Generation von Halbleiterfertigungstechnologie entwickelt und hat zwei dieser Geräte im Dezember an Intel geliefert.
Warum wurden Taiwan Semiconductor und Samsung von ASML nicht mit der neuen Technologie beliefert?
-Weil Taiwan Semiconductor und Samsung die vorherige Generation von ASML-Produkten erst kürzlich erworben haben und diese noch nicht ausreichend genutzt haben, um ihre Investition zurückzuzahlen und Gewinne zu erzielen.
Was ist der Hintergrund des US-amerikanischen Chip Acts?
-Der Chip Act wurde verabschiedet, um die Halbleiterproduktion in die Vereinigten Staaten zurückzuholen, da die Abhängigkeit von Taiwan und Korea für die nationale Sicherheit nicht sicher erscheint.
Welche finanzielle Unterstützung erhielt Intel vom US-amerikanischen Staat?
-Intel erhielt eine Finanzierungshilfe von 10 Milliarden Dollar aus dem Chip Act, um die neue Halbleiterproduktion zu ermöglichen.
Was bedeuten die Verträge, die Intel von anderen Technologieunternehmen erhalten hat?
-Die Verträge bedeuten, dass Unternehmen wie Nvidia, Micron, Advanced Micro Devices und Apple zugesagt haben, von Intel die nächste Generation von Halbleitern zu kaufen, sobald sie hergestellt werden.
Was ist das Konzept hinter der dritten Generation von Halbleitern, die Intel herstellen wird?
-Die dritte Generation von Halbleitern wird dünneren Silizium verwenden, das in Schichten gestapelt und mit einem flüssigen Kühlsystem ausgestattet ist, um Überhitzung zu vermeiden.
Welche Rolle spielen Chiplets in der neuen Halbleitertechnologie?
-Chiplets sind kleinere, effizientere Bausteine, die in Schichten gestapelt und in einem flüssig gekühlten System verwendet werden, um die Leistung und Wärmeleistung zu verbessern.
Welche Bedeutung haben Halbleiter für die Zukunft der Welt?
-Halbleiter werden zunehmend wichtig, da sie es ermöglichen, den weltweiten Wissensschatz zu nutzen, um Krankheiten wie Krebs und Herzkrankheiten zu heilen und das menschliche Leben zu verlängern.
Was ist das 'Cheat Sheet', auf das sich der Sprecher bezieht?
-Das 'Cheat Sheet' ist eine Liste der Aktien, die die Hauptakteure in der Halbleiterwelt sind, einschließlich der empfohlenen Kaufpreise und der verschiedenen Aspekte der Halbleiterbranche.
Welche weiteren Informationen werden im Februarbericht des Sprechers enthalten sein?
-Der Februarbericht wird detaillierte Analysen der Logistiken zur Lieferung von ASML an Intel enthalten, sowie Informationen über die Unternehmen, die an der Entwicklung und dem Test der neuen Halbleiter beteiligt sind.
Outlines
🌟 Intel als zukünftiger Marktführer im Halbleitersektor
Dieser Absatz diskutiert die Prognose, dass Intel Taiwan Semiconductor ablösen wird, um die weltweit größte Halbleiterhersteller zu werden. Der Sprecher vertraut auf seine Recherche, die auf der Einführung einer neuen Generation von Halbleiterfertigungstechnologien durch ASML basiert, die Intel im Dezember erhalten hat. Er argumentiert, dass Taiwan Semiconductor und Samsung aufgrund fehlender Investitionen in diese neue Technologie nicht in der Lage sein werden, mit Intel zu konkurrieren. Zudem wird die Rolle der US-Regierung hervorgehoben, die durch den Chip Act versucht, die Halbleiterproduktion in den USA zu fördern und Intel mit einem Zuschuss von 10 Milliarden Dollar unterstützt.
💰 Finanzierung und Expansion von Intels Halbleiterproduktion
In diesem Absatz wird die Finanzierung der erweiterten Halbleiterproduktion von Intel weiter erläutert. Die US-Regierung hat Intel 10 Milliarden Dollar gewährt, um die Produktionskapazitäten in Arizona und Ohio zu erweitern, was insgesamt 50 Milliarden Dollar kosten soll. Es wird auch auf die Herausforderungen hingewiesen, die Taiwan und Samsung haben, da sie die neuesten Halbleiterfertigungsmaschinen nicht kaufen können, da sie ihre aktuellen Investitionen noch nicht amortisiert haben. Der Sprecher geht auch auf die zukünftigen Möglichkeiten ein, die durch innovative Technologien wie dünnen Siliziumschichten und liquidkühlte Kühlsysteme entstehen könnten, die in Intels zukünftigen Halbleitern implementiert werden könnten.
🔮 Prognosen und Auswirkungen auf die Halbleiterindustrie
Der letzte Absatz des Skripts fasst die zukünftigen Prognosen für Intel und die Halbleiterindustrie zusammen. Der Sprecher glaubt, dass Intel die führende Rolle in der Halbleiterherstellung einnehmen wird und dass dies bis 2030 anhält, bevor ASML die nächste Generation von Fertigungsmaschinen einführt. Es wird auch auf politische Aspekte eingegangen, insbesondere auf die Rolle von Präsident Biden, der diese Entwicklung als Erfolg präsentieren wird, um seine politischen Ambitionen zu stärken. Der Sprecher teilt seine Vision von zukünftigen Technologien, die durch die Führungsposition Intels im Halbleitermarkt ermöglicht werden, und lädt die Zuschauer ein, sich dem 'Team' anzuschließen und mehr über diese Entwicklungen zu erfahren.
Mindmap
Keywords
💡Halbleiter
💡Intel
💡TSMC
💡AsmL
💡Chip-Akt
💡Finanzierung
💡Halbleiter-Preis
💡Konkurrenz
💡Innovation
💡Datenanalyse
Highlights
Intel aims to become the largest producer of semiconductors within the next three years.
ASML has developed a new generation of semiconductor manufacturing technology and has delivered two units to Intel in December.
No new generation ASML machines were delivered to Taiwan Semiconductor or Samsung.
The United States government passed the CHIPS Act to secure domestic semiconductor production.
Intel was identified as a key player in rebuilding U.S. semiconductor manufacturing capabilities.
Intel received a $10 billion grant from the U.S. government to support its semiconductor production expansion.
The total cost of Intel's new semiconductor manufacturing facilities is estimated to be around $50 billion.
Taiwan Semiconductor and Samsung are currently unable to purchase new ASML machines due to their existing investments.
The U.S. government's support for Intel is part of a strategy to prevent reliance on foreign semiconductor producers.
Intel is expected to sign contracts with major tech companies like Nvidia, Apple, and Microsoft to supply next-generation chips.
The new semiconductor technology involves thinner silicon and liquid cooling systems for improved performance and efficiency.
The upcoming February 2024 semiconductor update will provide detailed analysis and potential investment opportunities.
The U.S. government's actions are driven by national security concerns and the desire to maintain technological leadership.
The transition to Intel as the leading semiconductor manufacturer is expected to have significant impacts on the global tech industry.
The presenter claims to have unique insights into the future of the semiconductor industry and its implications for investors.
The CHIPS Act funding is strategically timed to support political narratives ahead of the U.S. presidential election.
The presenter suggests that the developments in semiconductor technology could lead to breakthroughs in healthcare and longevity.
Joining the 'tribe' at bestofusinvestors.com offers access to exclusive insights and community discussions on future trends.
Transcripts
Intel is going to replace Taiwan
semiconductor as the largest producer of
semiconductors in the world and it's
going to happen over the next three
years how do I know this because I've
done the research I know that asml has
created a new generation of
manufacturing of semiconductors and they
delivered two of them to Intel in
December they did not deliver any of
them to Taiwan semiconductor or to
Samsung and there's a good reason why
they did and I'll explain that to you so
that you know why you need to probably
get out of Taiwan semiconductor over the
next 3 years and make a major position
in Intel's semiconductors because they
are going to be a fore Banger that's
right they're going to increase in price
over the next five years by 4X and I can
prove it to you I'll Pro show you when I
send the to my members only uh February
2024 semi semiconductor update I'll
break the numbers down for you but in
this video I want to explain it to you
so you understand what's about to
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happen best of us investors presents
Carrie
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GM the United States lost control of the
semiconductor business as Intel moved
from number one to about number 12 in
the world as they just sat back on their
Laurels and said we're a dividend
generating company we're not a
cuttingedge company but the the United
States as a country recognized that they
had to get back in the business it was
not safe for our security to have the
largest producers of semiconductors in
Taiwan and uh North and South Korea so
with that in mind the United States
government passed the chip act and they
went shopping and said who who Who's in
a position that can build the foundaries
we need so that we have the ability to
best build the best semiconductors here
in the United States and the only one
that qualified in any way was Intel well
Intel went was basically building CPUs
and they were building them for toasters
and refrigerators rather than for jet
airplanes and and uh working with um
Nvidia no Nidia was making their chips
all with uh Taiwan semiconductor well at
the same time this was happening Asm
who makes the machine that's the size of
a some a double decker uh bus um that is
enclosed and
encapsulated and uses uh Zeiss icon um
lenses and mirrors and and this this
machine cost roughly $400 million and uh
they they came out with just recently in
the last three years they announced that
they had the next generation of the
machine to make even a better
semiconductor and they announced that to
Nvidia and to arm and to Advanced Micro
Devices and they all said we want these
come on come on um Taiwan and and
Samsung when are you going to make them
well Taiwan had bought the prior best uh
product from asml and they they haven't
had it long enough to to monetize it and
profit off of it it's again they cost
$400 million so you've got to produce X
number of of Wafers out of it to make
semiconductors to get your investment
out and make a profit and they both said
we aren't going to be in a position uh
asml until 2030 to buy your next
generation of product so asml said well
who are we going to sell it to well
about that time the United States
government said we're in a precarious
position we've got all of the
semiconductors coming out of Taiwan and
um and South Korea and then China is
getting into it and we're sitting on our
hands this isn't secure so the United
States passed a chip act uh I believe it
was in probably
2021 and it's for six 6.3 trillion
dollar to bring the manufacturing of
semiconductors back to the United States
so T so the United States government
went to Intel and said hey why don't you
buy some of asml new generation of chips
or of of wafer makers so that we can
bring the manufacturing back to the
United States and until inel Intel went
out and hired um their their past
president uh so that the and and he said
yeah I'll take this on but I need some
financing help and so out of this chip
act just last
Friday uh they were awarded they intel
was awarded $10 billion well this whole
project to build the four as best as I
can determine the four two in Arizona
and two in um Columbus Ohio is going to
cost about $50 billion well the US just
gave them a grant for 10 billion well
that's that means they got a 20 20% down
payment on this so they need another $40
billion doll to get this done but the
real important thing is that Taiwan and
Samsung are not in a position to buy
these new producers of the next
generation of semiconductors because
they have not capitalized and paid out
the for the the the the machines they
got now so they aren't going to be
competition so then what the government
I believe did said okay uh we'll give
you the 10 billion and we'll help you
find float some bonds or or find the
additional financing hell it might come
from uh Sam Alman in his project but
they're going to get Intel Finance so
that they can build this new generation
of semiconductors so I'm guessing that
the government said okay you go get
signed contracts from Nidia from Micron
from Advanced Micro Devices and and and
and any of the others and oh and also
from from Apple from um um Microsoft
from meta all the biggies that if in
fact you produce the next generation of
chips that they will buy them from us
you get signed contracts bring them to
us and as soon as you do we'll award you
the 10 billion that's what the
government said I believe to Intel well
Friday they got the check or they got
the the Grant and said you'll get the 10
billion the other financing is in place
they're waiting in line I believe
whether it be Banks whether it be Bond
issuers whether it be Sam Alman to
finance intels climb to the top of the
world for semiconductors now how long
will this last well probably until asml
makes the Next Generation but the United
States government is committed because
we can't let it go back across the pond
it's just not good sense then as I say
you got the Altman thing the the what I
call the pineapple coming in and that's
going to open up new opportunities
because what's going to happen is
there's a company I have found who is
actually making thinner silicone and
stacking it uh and then building a w a a
liquid cooled cooling system inside of
each of these chips so that then rather
than have a GPU with just one layer you
got with three layers and they are water
cooled or liquid cooled so they don't
overheat and they work perfectly okay
this is what's happening it will be in
my February uh analysis of the uh
semiconductor now this the the February
ones only going to my members of our
tribe and those are the people who are
on in our Platinum program and in our
Premium Plus program and you can find
that going to the the link um below here
to best of us investors and you can sign
up you will then get a copy of the a
total
down to the nitty-gritty detail of why
asml has already shipped to of their
High na evu lith lithographical tools at
the price of
$400 million a piece they shipped two of
them they got two more on the loading
duck they it it it takes so many
containers or a huge jet airplane to get
them to the United States but they're
coming so what do you do about it well I
think the first thing you do is you get
my February report which is is going to
explain uh the logistics of how asml is
going to supply Intel but what's equally
as important is who are the other
companies that are going to come along
who who's going to design that chiplet I
was telling you about who's going to
design
that that uh relay system that basically
senses when the chiplets getting too hot
and transfers it to another chiplet so
it doesn't overheat who is the company
that's going to test each of these
semiconductors as they come and there's
a million of them on each waiver wafer
who's going to test them to make sure
when they go into Super micros computer
that goes to the data centers who's
going to test them to make sure they
work because the the history says that
somewhere between 15 to or 20% of those
million semiconductors on that wafer are
faulty well you got to test them and you
got to have a machine in the same room
that um that that Intel has the asml
machine before you package them and send
them out to Amazon Microsoft Apple who
has the data centers who is going to
process all the data around the world so
that we have a better place to live
that's it's that simple it's that
simple and that's why
Intel will replace Taiwan semiconductor
and Samsung as the leading
semiconductor manufacturer in the world
and guess what I'm the only guy who's
figured this out yeah oh Joe Biden has a
general understanding of it oh that's
the other thing why is this happening
now H why is it just why did they make
that that Grant last Friday that1
billion Grant last Friday you want to
know
why because between now and
November Joe Biden's going to stand on a
platform and he's going to tell you how
he saved the world how he saved the
United States from being
overrun by a Taiwanese or a Korean all
our Shores semiconductor the most
important industry in our future how he
saved the world not not that other guy
or not that lady but Joe and you will
hear about it he will announce it before
November probably somewhere in the
middle of March right after that banking
relief program is released and and a
bunch of our banks come forward and say
we're in trouble because of commercial
real estate and and then Janet will say
you need to Janet will tell Jerome you
need to lower those interest
rates and the whole thing will
ignite but you need to know who's on my
cheat
sheet the list of the bus where is it
here it's it's in here I promise it's in
here and it'll be in the one I'll send
you February it's it's what I call my
cheat sheet and it lists all the stocks
in the bus 13 these are the stocks that
are going to be the major players in the
um the semiconductor world there's all
kind there's nine different levels of an
aspects of semiconductors and at what
price you should be buying them and one
of the Premier prices is what price
should you be buying Intel at now
because it's going to be a for Banger it
it can't help but be as it takes over
the position as the large largest
manufacturer of semiconductors and
semiconductors become the most important
item in the future of the world because
it's going to bring all the knowledge of
the world to us so we'll be able to to
compare the the 300 billion
molecules that are available in the
world to the 30 million molecules that
are in our bodies so that we can control
we can cure cancer you didn't know about
that so that we can cure heart disease
so Carrie can live to be 150 years of
age you didn't know about this maybe you
need to join our tribe maybe you need to
show up at our Friday meetings where we
talk about things like this where we
share our knowledge this is becoming a
team sport and the team meets every
Friday at best of us investors.com
come join the tribe come become a part
of the future the future is coming
faster than you think and what I'm
striving to do is pull those curtains
aside on the window so you can peer out
and you can see I know what's going to
happen
next yeah that's what I'm all about
that's what makes me happy and I want to
make you happy see you next Friday at
our stock talk
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