저자: 미상 · 외국인
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반도체 ETF(SOXL 등)와 주요 반도체 기업 실적·주가 비교. 인텔 매출·순이익 우위 강조, 엔비디아·AMD 비교, 엔비디아 SEC 과태료(암호화폐 채굴 공시 미흡) 언급. SOXL 약 80% 하락 후 매입 검토 의견이나 결국 매매 없이 유지 입장. 인텔 주식 매입 언급, 미국 반도체법 입법 지연이 인텔 주가 상승 조건으로 제시. S&P500 분할 적립 및 여유자금 투자 권고.
다듬은 글
us all Are can you do voodoo apan bonafide Adding Marsguard fefe We invest in financial products such as ETFs that track the swap contract index. The IC Hand Index and the Philadelphia Semiconductor Index are market capitalization-weighted indices that track the performance of 30 US-listed semiconductor companies, and both are fixed to 30 stocks.
However, the IC Hand Index has weight adjustment rules: all stocks are adjusted so that no one exceeds an 8% weight, stocks with 6 or fewer stocks are adjusted so that their weight does not exceed 4%, and ADR stocks are adjusted so that their total weight does not exceed 10%. The top 10 stocks in the IC Semiconductor Index as of June 30, 2022 are as follows: Nvidia 9.4%, Broad Group 7.7%, Intel 7.5%, Qualcomm 5.6%, Texas Instruments 5.3%, AMD 4.5%, Marvell Group 4.2%, Analog Devices 4.0%, Applied Materials 3.9%, Kada 3.9%.
These top 10 stocks account for 56% of the index. The IC semiconductor index is down 33.3%, while SOXL is down 79 percent year-to-date. So, let's rank these 10 stocks while checking their financial statements. Three of these are in the Hanako Thirty: 3rd Intel, 5th Texas Instruments, and 9th Applied Materials.
By the way, everyone in the accounting class should also practice how to buy Japanese yen from dollars. The deadline for this year's accounting class is July 31st, and for details, please visit www.financewithhercat.com. So, today we'll use 1 dollar = 138 yen. Some people might think it's fine to just stick with dollars, but I think it's important to visualize the yen.
I lived in America for 10 years, but I still can't visualize the difference between lyrics and actual interaction. I know that the lyrics of "80 Road" mean about 100 degrees, but I don't know how far that is. Let's calculate this at 1 dollar = 138 yen. Looking at it this way, Intel has by far the most sales.
In the sales ranking, Intel is in first place, with 3-month sales of 18.4 billion dollars, which is 2.5 trillion yen at 1 dollar = 138 yen. Compared to others, it has been said to be on the decline, but it's amazing. However, when compared to the same period last year, the only company whose sales have decreased is Qualcomm at 11.2 billion dollars, which is 1.5 trillion yen at 1 dollar = 138 yen.
Nvidia is good at 8.3 billion dollars, which is 1.1 trillion yen. Broadcom is good at 8.2 billion dollars, which is 1.1 trillion yen. Applied Materials is 6,254 million dollars, which is 863 billion yen. AMD is 5,887 million dollars, which is 8,000,124 billion yen. Texas Instruments is 4,905 million dollars, which is 676.9 billion yen.
Analog Devices is 6,245 million dollars, which is 861.8 billion yen. 9th place. 2,289 million dollars, or 315.9 billion yen, ranks 10th. Marvel Technologies, ranked 1,447 million dollars, or 199.7 billion yen, ranks 10th in net profit. Intel is also in first place, with a net profit of 1.1 trillion yen over three months, and a net profit margin of 44%.
Intel is amazing, even though it is said to be on the decline. Broadcom is in third place with 32% net profit of 3570.4 billion yen, and Qualcomm is in third place with 26% net profit of 4.8 billion yen, and Texas is in fifth place with 45% net profit of 3.00 million dollars, and 3.7 billion yen, which is higher than Intel.
NVIDIA is in fifth place with 13% net profit of 13% net profit of 3.00 million dollars, and the lowest is in sixth place with 12 billion yen net profit of 25%. 7. AMD has 786 million in sales, 8.5 billion yen in net profit, and a profit margin of 13%, the same as Nvidia and the lowest. 8. Analog Devices has 783 million in sales, 8.1 billion yen in net profit, and a profit margin of 26%.
9. A has 731 million in sales, 900 million yen in net profit, and a profit margin of 32%. 10. Marvel Technologies has -165 million in sales, -22.7 billion yen, the only company in the red at 1 trillion yen. They spent a lot of money on acquisitions. So let's compare the stock prices. The top 1 to 5 constituent stocks.
These are stock prices compared with the stock price from 3 years ago set at 100. Nvidia, 3rd in sales and 5th in net profit, has seen its stock price rise too much, has n't it? And Intel, 1st in sales, net profit, and net profit margin, is being treated badly. The stock prices from 6th to 10th place are: A has 6th in sales, no net profit, and the lowest profit margin.
A has 6. D has seen its stock price rise too much. Nvidia and AMD have a lot in common, don't they? Both companies are run by Taiwanese people, and I like Taiwan. They have something in common: both are highly accomplished. The CEO of Nvidia has a master's degree in electrical engineering from Stanford, and the CEO of AMD has a master's degree in electrical engineering from MIT.
Both Jun Sung-hwan and Lisa Suh have master's degrees in electrical engineering. According to Wikipedia, the Taiwanese business magazine Tianxia reported that Lisa Suh and the founder of Nvidia, Jensen Hwang, are related, but in a 2018 interview with the Chosun Ilbo, she denied this. The stock prices of Nvidia and AMD are similar, both CEOs are Taiwanese, and a Taiwanese business magazine reported that the two are related.
It's shocking to hear that the head of Nvidia is the uncle of the head of AMD, but it seems to be a relatively well-known fact in Taiwan. The following article mentions that Suh is the first woman to become the head of a major, reactionary corporation. While reporting this big news, it was casually mentioned that Nvidia's fan Zhen Yu is an older gentleman, and it was described that these two are an extraordinary legacy of the Tainan gang.
I see, so Taiwan is proud to have defeated Intel. Is Taiwan really a country that spreads false information so readily? No, I'm a fan of Taiwan. I also own shares in TSMC, and TSMC isn't in the top 10. It's just strange. Anyway, I'd like to explain the current state of semiconductors. This was created by Japan's Ministry of Economy, Trade and Industry, and it's about Intel being behind, and although its stock price has been lower than Nvidia and AMD, it's clear that Intel's financial statements are by far the best.
If you look at this chart, you'll see that Nvidia and AMD are fabless companies, meaning they don't manufacture. In the past, they had a manufacturing department called Global Foundry, but Global Foundry is a semiconductor manufacturing company based in the United States. Correction 3 c Mitsunari Next is AMD, the world's third-largest semiconductor company, headquartered in Sunnyvale, California.
In 2008, AMD spun off its semiconductor manufacturing division to establish a foundry company. Currently, it's a joint venture with Mubadala Investments, an investment firm in Abu Dhabi. Anyway, AMD is currently a fabless company, meaning it doesn't manufacture semiconductors. To explain this, Nvidia, AMD, Qualcomm, Apple, Google, AWS, IBM, Microsoft, and others are all fabless companies.
In fact, AMD outsources manufacturing to TSMC in Taiwan. However, they also outsource design, to ARM. ARM is a highly skilled semiconductor design company that SoftBank Group's Mr. Murakami bought from the UK. Fabless companies outsource design to ARM. I recently bought a MacBook Pro with an M1 chip, but my old one had Intel and AMD chips.
The new one looks like a step backward. The keyboard 's screamo function is gone, it's 0.5cm hotter, and it's heavier, so I thought it was a Toshiba, but sorry for the prejudice. This part probably doesn't get hot anymore. The old one's top of the keyboard would get hot very quickly, and the camera would often freeze during live streaming.
Anyway, this M1 was also designed by ARM and manufactured by TSMC. Nvidia, despite being a fabless competitor, made such a deal to acquire SoftBank Group. Apple, Google, Qualcomm, everyone was upset about it. After nearly a year and a half, the US SEC rejected the acquisition, so it's a recent development.
Also recently, in May, Nvidia had to pay a fine to the SEC. On May 9, 2022, the SEC and Nvidia were fined a huge amount for not disclosing crypto mining. Nvidia was fined by the US Securities and Exchange Commission (SEC) for not properly disclosing to investors the impact of crypto mining (mining crypto assets and virtual currencies) on its gaming business.
NVIDIA has been ordered to pay a fine of $5.5 million, approximately 700 million yen. NVIDIA neither admitted nor denied any wrongdoing. I also have some doubts about the NBA's corporate culture. I tend to pay close attention to corporate culture. I also have some distrust regarding A6D. In this video, they pointed out that it's not a good idea that the US government has a joint venture with a Chinese company that it considers a security concern.
On June 21, 2019, the US Department of Commerce added five major supercomputer companies and their respective group companies to its Entity List, which lists companies of security concern under the Export Control Act. This time, five companies and related companies were designated, including the Chinese government-affiliated supercomputer giant Akebono Information Industries, as well as Tenjin Kaikou Senshu Shin Gijutsu Investment Co., Ltd., which is partnered with the US semiconductor giant AMD.
MDT Otha Tick has established a joint venture, AK6C and A10YGON. First, AMC MD will invest 51%. Regarding the intellectual property law concerning the 86 company, today HMC granted a license to use this intellectual property right to Hai Phong. Anyway, I can't read the kanji, but that's the gist of it.
I looked into this quite a while ago, so I don't know the current situation. Because of this, I have distrust towards these two companies. This is just my opinion, so fans of these two companies should n't take it too seriously. Buy a cover based on your own opinion. Also, Intel is the only company in America that can manufacture semiconductors.
Even when Russia blamed Ukraine, America didn't help. China says Taiwan belongs to China. Will America really help Taiwan? More than anything, America is a country that wants to be number one. It's not that America hates others, it just wants to be number one. But the world is a competition for survival, so I don't think that's a bad thing.
In terms of crude oil production, America has surpassed Saudi Arabia to become number one since 2018. In semiconductors, America has also surpassed Japan, which was number one, by creating a semiconductor agreement. TSMC makes Apple's M. Nvidia, MD, and Qualcomm all manufacture at TSMC. The reason I'm so fixated on Intel is because it's the only company that can manufacture in America.
Geopolitically speaking, even Japan's semiconductor industry was forced out by America, and Taiwan could also be forced out. For Intel's stock price to rise, it needs to move forward with the legal support for semiconductor manufacturing, and although it's supposed to allocate 7 trillion yen, the negotiations have n't been completed yet, which is why Intel's construction is stalled.
Both houses of Congress have already passed the bills, so they need to hurry up. But I bought Intel stock this month, so next month... As for how the stock price itself is moving, it seems to have returned to around July 2020. The stock price has returned to around July 2020. It's increased 60% from 2010 to 2200.
The standard strategy with 3x leverage is to buy when it falls, but the question is whether now is that time. By the way, if you look at the 3x leveraged T99, it has indeed fallen to the level of July 2020. Looking at the bigger picture, the Nasdaq has also fallen. It seems that not much has changed.
However, T99 has risen 610030% since 2020, and SOXL has risen 260% if held for 12 years, but the problem is that Japanese people can't switch from T99. Suzaku, which has doubled, is also an investment trust, so you can't buy it at the right time like an ETF. Looking at it long term, even though 999 has increased 61 times, SOXL has increased 22 times, so it's not bad.
So, is it that popularity is concentrated on XL instead of 999? SOXL, which is a collection of various semiconductors, has already fallen 80%, so I think it would be interesting to buy it now. The timing when I thought it would be interesting was last year, so it has fallen, but I'm leaving it alone.
Even last year, I bought on the days when it was falling as much as possible, but it has still fallen by about 65%. My strategy now is that I'm satisfied with SOXL at this level, so I won't sell or buy. So, please use this as a reference and buy the stocks you like. As always, invest with surplus funds and don't overextend yourself.
Invest 70% of the S&P 500 little by little using cost averaging. Cost averaging means setting up a monthly withdrawal of 33,333 yen for each investment, without considering the timing. For more than that, it becomes common sense to invest the rest in ETFs or individual stocks. For example, if you have 100,000 yen, invest 20% each time when the market has fallen, for example, by about 10 percent.
If the market has fallen, buy 20,000 yen each time. If it has risen, buy on the day it has fallen, but if it has risen until the end of the month, you have no choice but to buy all at once on the last day. This is called Cinderella Street. It's not averaging down. Cinderella has released an NFT in collaboration with Sena, a promising 24-year-old artist, and it is on sale at OpenC.
And just because it has fallen does n't mean beginners should make a lump-sum investment of tens of millions of yen. The S&P 500 can be halved at any time, and individual stocks can be reduced to zero, so please invest at your own risk. Goodbye. Now even beginners in US stocks can take our US accounting online class starting in April 2022.
We recommend either the course with or without bookkeeping, but the course with bookkeeping uses accounting textbooks used in American universities. Japanese accounting textbooks are from America, but the concept is the same. If you take an accounting class at an American university, that's fine, but this class doesn't use textbooks, but we study so you can read actual American financial statements.
Japanese financial statements are almost the same, so you'll be able to read them too. Let's learn to read your own company's financial statements. It's not just about being able to read financial statements when buying furniture, but also being able to read your own company's financial statements. Online Plus Overview Live lessons every weekend for 1 hour on YouTube (unlisted) Instead of recording, we study using recent company data.
If you use the free notepad, you can copy and paste variables. We use Discord for DJing and information exchange among members. For questions and details, please ask in the future interview. Finance buzzer information. Enrollment is in July and January, so we look forward to your support. See you then. me tee
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