Episode 81: Taiwan Semiconductor Manufacturing Is on Fire in 2024, Texas Instruments Continues Their Slump

In this episode, Chip Stock Investor focuses on the divergence between parts of the semiconductor industry, some experiencing a surge in new growth and others still in decline. Nick Rossolillo reviews Taiwan Semiconductor Manufacturing (TSM), which seems to be indicating that the chip downturn is in the rearview mirror for PCs, laptops, and smartphones. However, he also discusses Texas Instruments (TXN), who just released earnings with not as rosy of a report. What do these earnings mean for the semiconductor industry, and what can investors look forward to in 2024? Nick also discusses Chip Stock Investor's take on Marvell Technology (MRVL), which has gotten caught up in renewed AI buzz in recent weeks. Has anything changed for the stock? Later this week, stay tuned for updates on top chip manufacturing equipment companies ASML and Lam Research (LRCX)! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! Check us out on our website: chipstockinvestor.com Watch or read next: https://youtu.be/WYvho6DgPEg We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Marvell Technology, ASML, and Lam Research