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Jedifruit

Jedifruit

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2021-11-25

B Corps are powerful!

Why Allbirds Stock Should Be on Your Watchlist

2021-10-12

Why

Foot Locker price target cut to $61 from $82 at Cowen, outperform stock rating maintained

2021-10-11

$Arbe Robotics Ltd.(ARBE)$[Cry]

2021-10-11

$United Microelectronics(UMC)$may face increasingly stiff competition from Global Foundries proposed IPO

Better Semiconductor Stock: TSMC vs. UMC

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This eco-friendly shoemaker is building a recognizable brand, and its business is trending toward profitability. In this&nbsp;<i>Backstage Pass</i>video,&nbsp;<b>recorded on</b>&nbsp;<b>Nov. 8</b>, Motley Fool analyst Asit Sharma shares his thoughts on Allbirds.</p>\n<p><b>Asit Sharma:</b>This is a shoe made by a company called Allbirds. It is a high-tech shoe. The story behind this company is that a very well-regarded soccer football player in European terms, in New Zealand, a national star, wanted to make a better running shoe. Sheep outnumber humans at a ratio of something like 7-to-1 in New Zealand, so his shoe uses composite materials, part wool, part high-tech materials. Tim Brown, teamed up with an engineer named Joey Zwillinger, to help them design the shoe, which is reminiscent of how Nike got started decades ago. This brand, Allbirds, is an emerging global brand in the sneaker industry. I'm going to run through all this pretty quickly here.</p>\n<p>It is a next-generation runner's shoe. The revenue growth rate of this company is 32%. That's not quarter over quarter, as I presented with&nbsp;<b>UiPath</b>. This is actually a compounded annual growth rate for the last few years, which is pretty fast for a sneaker company.</p>\n<p>It works on a direct-to-consumer plus a store footprint model. They've got about 22 stores globally. The rest is e-commerce. They have a gross margin of 52% -- actually, just for fun, I've lined up the same bullet points that I used with UiPath for totally different type of company -- 52% percent in this case is pretty good. I often talk, if you listen to<i>Industry Focus</i>by any chance, on that show, about manufacturers. Rule of thumb, across different manufacturing industries, you need to get above 50% to be able to scale and show eventual profit on the bottom line if you're a growth company, especially a consumer-facing company that is outsourcing its manufacturing distribution. They do that. So I like that margin profile.</p>\n<p>I talked about these two co-founders, Joey or Joe Zwillinger and Tim Brown, not Tom Brown. Speaking of Freudian slips, I can correct that in real-time, they own 13% of shares. The strategic edge here is brand strength. Don't ignore brand strength. I did this personally with&nbsp;<b>Yeti</b>, which had very similar characteristics to this company, and I thought, \"What is this small upstart challenger brand going to do?\" Yeti is becoming a very well-known brand in its own space. Numerous other examples that I can cite, but really briefly here, just to show you a couple of more things.</p>\n<p>This is their growth rate that I talked about, that 32% annual compounded annual growth rate. Digital is growing at about the same rate because it propels most of the sales. You see here the progression of their gross margin. That expense, I think is going to increase a little bit. They have one statistic that really interests me, in that -- let me see if I can find it really quickly, because I changed this up a little bit for time, I'm omitting some things. Bear with me. I will get it. Here we go. 100% of all their purchasing cohorts have contribution profits that make it profitable within the first month of purchase. What that means is, after you account for the materials, the cost of the shoe, the buying cohorts that come in, 100% of them are contributing positive. Basically, think of it similar to gross margin to this company. Basically, they just have to figure out their fixed cost as they scale. There's a clear path to profitability with the company. Then I will finish up here just by showing you this is pre-IPO. They just went public, had a spectacular debut. I think the stock nearly doubled. Just to show you the balance sheet is pretty solid even before their IPO. You see here there's about $160-odd million of working capital. The company has roughly $200 million in annual revenue.</p>\n<p>Here we go, just looking at the income statement, you can see they're not far from scaling into profitability. This is by choice. They're trying to grab market share.</p>\n<p>This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Allbirds Stock Should Be on Your Watchlist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Allbirds Stock Should Be on Your Watchlist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/24/why-allbirds-stock-should-be-on-your-watchlist/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since its initial public offering in October, Allbirds  stock has plunged 35%, but investors shouldn't give up just yet. This eco-friendly shoemaker is building a recognizable brand, and its business ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/24/why-allbirds-stock-should-be-on-your-watchlist/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIRD":"Allbirds, Inc."},"source_url":"https://www.fool.com/investing/2021/11/24/why-allbirds-stock-should-be-on-your-watchlist/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183589105","content_text":"Since its initial public offering in October, Allbirds  stock has plunged 35%, but investors shouldn't give up just yet. This eco-friendly shoemaker is building a recognizable brand, and its business is trending toward profitability. In this Backstage Passvideo, recorded on Nov. 8, Motley Fool analyst Asit Sharma shares his thoughts on Allbirds.\nAsit Sharma:This is a shoe made by a company called Allbirds. It is a high-tech shoe. The story behind this company is that a very well-regarded soccer football player in European terms, in New Zealand, a national star, wanted to make a better running shoe. Sheep outnumber humans at a ratio of something like 7-to-1 in New Zealand, so his shoe uses composite materials, part wool, part high-tech materials. Tim Brown, teamed up with an engineer named Joey Zwillinger, to help them design the shoe, which is reminiscent of how Nike got started decades ago. This brand, Allbirds, is an emerging global brand in the sneaker industry. I'm going to run through all this pretty quickly here.\nIt is a next-generation runner's shoe. The revenue growth rate of this company is 32%. That's not quarter over quarter, as I presented with UiPath. This is actually a compounded annual growth rate for the last few years, which is pretty fast for a sneaker company.\nIt works on a direct-to-consumer plus a store footprint model. They've got about 22 stores globally. The rest is e-commerce. They have a gross margin of 52% -- actually, just for fun, I've lined up the same bullet points that I used with UiPath for totally different type of company -- 52% percent in this case is pretty good. I often talk, if you listen toIndustry Focusby any chance, on that show, about manufacturers. Rule of thumb, across different manufacturing industries, you need to get above 50% to be able to scale and show eventual profit on the bottom line if you're a growth company, especially a consumer-facing company that is outsourcing its manufacturing distribution. They do that. So I like that margin profile.\nI talked about these two co-founders, Joey or Joe Zwillinger and Tim Brown, not Tom Brown. Speaking of Freudian slips, I can correct that in real-time, they own 13% of shares. The strategic edge here is brand strength. Don't ignore brand strength. I did this personally with Yeti, which had very similar characteristics to this company, and I thought, \"What is this small upstart challenger brand going to do?\" Yeti is becoming a very well-known brand in its own space. Numerous other examples that I can cite, but really briefly here, just to show you a couple of more things.\nThis is their growth rate that I talked about, that 32% annual compounded annual growth rate. Digital is growing at about the same rate because it propels most of the sales. You see here the progression of their gross margin. That expense, I think is going to increase a little bit. They have one statistic that really interests me, in that -- let me see if I can find it really quickly, because I changed this up a little bit for time, I'm omitting some things. Bear with me. I will get it. Here we go. 100% of all their purchasing cohorts have contribution profits that make it profitable within the first month of purchase. What that means is, after you account for the materials, the cost of the shoe, the buying cohorts that come in, 100% of them are contributing positive. Basically, think of it similar to gross margin to this company. Basically, they just have to figure out their fixed cost as they scale. There's a clear path to profitability with the company. Then I will finish up here just by showing you this is pre-IPO. They just went public, had a spectacular debut. I think the stock nearly doubled. Just to show you the balance sheet is pretty solid even before their IPO. You see here there's about $160-odd million of working capital. The company has roughly $200 million in annual revenue.\nHere we go, just looking at the income statement, you can see they're not far from scaling into profitability. This is by choice. They're trying to grab market share.\nThis article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826597837,"gmtCreate":1634034934542,"gmtModify":1634034934635,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826597837","repostId":"2173913848","repostType":2,"repost":{"id":"2173913848","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1633435020,"share":"https://www.laohu8.com/m/news/2173913848?lang=&edition=full","pubTime":"2021-10-05 19:57","market":"us","language":"en","title":"Foot Locker price target cut to $61 from $82 at Cowen, outperform stock rating maintained","url":"https://stock-news.laohu8.com/highlight/detail?id=2173913848","media":"Dow Jones","summary":"MW Foot Locker price target cut to $61 from $82 at Cowen, outperform stock rating maintained\n\n\n \n\n\n$","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Foot Locker price target cut to $61 from $82 at Cowen, outperform stock rating maintained\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  October 05, 2021 07:57 ET (11:57 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foot Locker price target cut to $61 from $82 at Cowen, outperform stock rating maintained</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFoot Locker price target cut to $61 from $82 at Cowen, outperform stock rating maintained\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-05 19:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Foot Locker price target cut to $61 from $82 at Cowen, outperform stock rating maintained\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  October 05, 2021 07:57 ET (11:57 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FL":"富乐客"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173913848","content_text":"MW Foot Locker price target cut to $61 from $82 at Cowen, outperform stock rating maintained\n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  October 05, 2021 07:57 ET (11:57 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828736901,"gmtCreate":1633944031870,"gmtModify":1633944031870,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARBE\">$Arbe Robotics Ltd.(ARBE)$</a>[Cry]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ARBE\">$Arbe Robotics Ltd.(ARBE)$</a>[Cry]&nbsp;","text":"$Arbe Robotics Ltd.(ARBE)$[Cry]","images":[{"img":"https://static.tigerbbs.com/a4a4a9866d5ed4af4ebd06bbd4f44cf3","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828736901","isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828731923,"gmtCreate":1633943793024,"gmtModify":1633943793024,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UMC\">$United Microelectronics(UMC)$</a>may&nbsp;face increasingly stiff competition from Global Foundries proposed IPO","listText":"<a href=\"https://laohu8.com/S/UMC\">$United Microelectronics(UMC)$</a>may&nbsp;face increasingly stiff competition from Global Foundries proposed IPO","text":"$United Microelectronics(UMC)$may face increasingly stiff competition from Global Foundries proposed IPO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828731923","repostId":"2173926948","repostType":2,"repost":{"id":"2173926948","pubTimestamp":1633697520,"share":"https://www.laohu8.com/m/news/2173926948?lang=&edition=full","pubTime":"2021-10-08 20:52","market":"us","language":"en","title":"Better Semiconductor Stock: TSMC vs. UMC","url":"https://stock-news.laohu8.com/highlight/detail?id=2173926948","media":"Motley Fool","summary":"Which of these Taiwanese chip foundries is a better all-around investment?","content":"<p><b><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a></b> has attracted a lot of attention as the global chip shortage has worsened over the past two years. As the world's largest and most advanced contract chipmaker, TSMC is a linchpin of the semiconductor sector, and the chip shortage probably won't end until it significantly increases its capacity.</p>\n<p>However, TSMC's smaller Taiwanese rival, <b><a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a></b>, attracts a lot less attention. That's probably because UMC manufactures larger and older chips instead of the cutting-edge ones that dominate TSMC's manufacturing plants.</p>\n<p><img src=\"https://static.tigerbbs.com/5adaad08116289eef077a0020cc8530f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<p>Over the past 12 months, UMC's stock price has rallied nearly 120% as TSMC's stock price advanced about 30%. Over the past five years, UMC's stock price skyrocketed nearly 480% as TSMC's stock rose about 250%.</p>\n<p>Have investors been paying attention to the wrong Taiwanese chip foundry all this time?</p>\n<h3>The key differences between TSMC and UMC</h3>\n<p>TSMC controlled 52.9% of the pure wafer foundry market in the second quarter of 2021, according to TrendForce. <b>Samsung</b> ranked second with a 17.3% share, followed by UMC with a 7.3% share.</p>\n<p>TSMC manufactures chips of all sizes, but it generated 49% of its revenue from its smallest 5nm and 7nm nodes in its most recent quarter. TSMC and Samsung are the only two foundries that manufacture 5nm and 7nm chips, but TSMC's chips have a higher transistor density than Samsung's -- which makes its manufacturing process the most advanced in the world.</p>\n<p>That's why the world's top fabless chipmakers, including <b><a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Micro Devices</b>, <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>, and <b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b>, all outsource their highest-end chips to TSMC. That's also why there's a major traffic jam at TSMC's plants.</p>\n<p>UMC doesn't manufacture any chips beyond the 14nm node. Three years ago, it abandoned its efforts to develop smaller chips and focused on manufacturing less advanced chips for the automotive and Internet of Things (IoT) markets instead. UMC noted that developing more advanced chips would be too capital-intensive and that its market opportunity was smaller than its market for older chips.</p>\n<p>UMC has the capability to manufacture 14nm chips, but it isn't generating any meaningful revenue from that higher-end node yet. Instead, it generated 58% of its revenue by manufacturing 65nm, 40nm, 28nm, and 22nm chips last quarter, while the rest came from even older nodes.</p>\n<p>UMC's plants have been operating at maximum capacity this year, but it faces less pressure to aggressively build new plants like TSMC because other foundries -- like <b>GlobalFoundries </b>and <a href=\"https://laohu8.com/S/CAAS\">China</a>'s <b><a href=\"https://laohu8.com/S/00981\">SMIC</a></b> -- can also manufacture comparable chips for the automotive and IoT markets.</p>\n<h3>Which company is growing faster?</h3>\n<p>TSMC's revenue grew 4% in 2019 and jumped 25% in 2020, and analysts expect its revenue to rise 18% this year. They expect its revenue to grow another 18% in 2022 as the chip shortage drags on.</p>\n<p>UMC's operating revenue declined 2% in 2019 as it retreated from higher-end chips. But its revenue rose 19% in 2020 as demand for its mid- to lower-end chips accelerated, and analysts anticipate 18% sales growth this year followed by 10% growth in 2022.</p>\n<p>UMC's underlying technologies and revenue growth rates are less impressive than TSMC's, but its shift toward lower-end nodes enabled it to generate stronger earnings growth. TSMC's net income increased 50% in 2020, but UMC's net income nearly tripled.</p>\n<p>Analysts expect TSMC's net income to rise 12% this year, even as it starts executing an ambitious three-year $100 billion plan to boost its capacity. But they expect UMC's net income to more than double this year as it maintains stable capex levels and avoids the spending war between TSMC and <b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b> (NASDAQ:INTC), which has set an ambitious goal of reclaiming its lead in the process race from TSMC by 2025.</p>\n<h3>The tortoise or the hare?</h3>\n<p>TSMC is still growing rapidly, but it's paying a high price to maintain its lead against Samsung and Intel. UMC is also generating robust growth, but it's maintaining a lower profile, serving lower-end markets, and isn't allocating tens of billions of dollars toward the construction of new cutting-edge plants.</p>\n<p>TSMC's stock looks reasonably valued at 21 times next year's earnings, but UMC trades at just 13 times next year's earnings -- even though it's already outperformed its larger rival over the past 12 months.</p>\n<p>UMC is essentially the tortoise of the foundry sector to TSMC's hare. Both of these companies are still sound long-term investments in the semiconductor sector, but I believe UMC's more conservative approach will enable it to generate bigger gains than TSMC for the foreseeable future.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Semiconductor Stock: TSMC vs. UMC</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Semiconductor Stock: TSMC vs. UMC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 20:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/08/better-semiconductor-stock-tsmc-vs-umc/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor Manufacturing has attracted a lot of attention as the global chip shortage has worsened over the past two years. As the world's largest and most advanced contract chipmaker, TSMC ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/08/better-semiconductor-stock-tsmc-vs-umc/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UMC":"联电","TSM":"台积电"},"source_url":"https://www.fool.com/investing/2021/10/08/better-semiconductor-stock-tsmc-vs-umc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173926948","content_text":"Taiwan Semiconductor Manufacturing has attracted a lot of attention as the global chip shortage has worsened over the past two years. As the world's largest and most advanced contract chipmaker, TSMC is a linchpin of the semiconductor sector, and the chip shortage probably won't end until it significantly increases its capacity.\nHowever, TSMC's smaller Taiwanese rival, United Microelectronics, attracts a lot less attention. That's probably because UMC manufactures larger and older chips instead of the cutting-edge ones that dominate TSMC's manufacturing plants.\n\nImage source: Getty Images.\nOver the past 12 months, UMC's stock price has rallied nearly 120% as TSMC's stock price advanced about 30%. Over the past five years, UMC's stock price skyrocketed nearly 480% as TSMC's stock rose about 250%.\nHave investors been paying attention to the wrong Taiwanese chip foundry all this time?\nThe key differences between TSMC and UMC\nTSMC controlled 52.9% of the pure wafer foundry market in the second quarter of 2021, according to TrendForce. Samsung ranked second with a 17.3% share, followed by UMC with a 7.3% share.\nTSMC manufactures chips of all sizes, but it generated 49% of its revenue from its smallest 5nm and 7nm nodes in its most recent quarter. TSMC and Samsung are the only two foundries that manufacture 5nm and 7nm chips, but TSMC's chips have a higher transistor density than Samsung's -- which makes its manufacturing process the most advanced in the world.\nThat's why the world's top fabless chipmakers, including Advanced Micro Devices, Apple, and Qualcomm, all outsource their highest-end chips to TSMC. That's also why there's a major traffic jam at TSMC's plants.\nUMC doesn't manufacture any chips beyond the 14nm node. Three years ago, it abandoned its efforts to develop smaller chips and focused on manufacturing less advanced chips for the automotive and Internet of Things (IoT) markets instead. UMC noted that developing more advanced chips would be too capital-intensive and that its market opportunity was smaller than its market for older chips.\nUMC has the capability to manufacture 14nm chips, but it isn't generating any meaningful revenue from that higher-end node yet. Instead, it generated 58% of its revenue by manufacturing 65nm, 40nm, 28nm, and 22nm chips last quarter, while the rest came from even older nodes.\nUMC's plants have been operating at maximum capacity this year, but it faces less pressure to aggressively build new plants like TSMC because other foundries -- like GlobalFoundries and China's SMIC -- can also manufacture comparable chips for the automotive and IoT markets.\nWhich company is growing faster?\nTSMC's revenue grew 4% in 2019 and jumped 25% in 2020, and analysts expect its revenue to rise 18% this year. They expect its revenue to grow another 18% in 2022 as the chip shortage drags on.\nUMC's operating revenue declined 2% in 2019 as it retreated from higher-end chips. But its revenue rose 19% in 2020 as demand for its mid- to lower-end chips accelerated, and analysts anticipate 18% sales growth this year followed by 10% growth in 2022.\nUMC's underlying technologies and revenue growth rates are less impressive than TSMC's, but its shift toward lower-end nodes enabled it to generate stronger earnings growth. TSMC's net income increased 50% in 2020, but UMC's net income nearly tripled.\nAnalysts expect TSMC's net income to rise 12% this year, even as it starts executing an ambitious three-year $100 billion plan to boost its capacity. But they expect UMC's net income to more than double this year as it maintains stable capex levels and avoids the spending war between TSMC and Intel (NASDAQ:INTC), which has set an ambitious goal of reclaiming its lead in the process race from TSMC by 2025.\nThe tortoise or the hare?\nTSMC is still growing rapidly, but it's paying a high price to maintain its lead against Samsung and Intel. UMC is also generating robust growth, but it's maintaining a lower profile, serving lower-end markets, and isn't allocating tens of billions of dollars toward the construction of new cutting-edge plants.\nTSMC's stock looks reasonably valued at 21 times next year's earnings, but UMC trades at just 13 times next year's earnings -- even though it's already outperformed its larger rival over the past 12 months.\nUMC is essentially the tortoise of the foundry sector to TSMC's hare. Both of these companies are still sound long-term investments in the semiconductor sector, but I believe UMC's more conservative approach will enable it to generate bigger gains than TSMC for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":828736901,"gmtCreate":1633944031870,"gmtModify":1633944031870,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARBE\">$Arbe Robotics Ltd.(ARBE)$</a>[Cry]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ARBE\">$Arbe Robotics Ltd.(ARBE)$</a>[Cry]&nbsp;","text":"$Arbe Robotics Ltd.(ARBE)$[Cry]","images":[{"img":"https://static.tigerbbs.com/a4a4a9866d5ed4af4ebd06bbd4f44cf3","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828736901","isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828731923,"gmtCreate":1633943793024,"gmtModify":1633943793024,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UMC\">$United Microelectronics(UMC)$</a>may&nbsp;face increasingly stiff competition from Global Foundries proposed IPO","listText":"<a href=\"https://laohu8.com/S/UMC\">$United Microelectronics(UMC)$</a>may&nbsp;face increasingly stiff competition from Global Foundries proposed IPO","text":"$United Microelectronics(UMC)$may face increasingly stiff competition from Global Foundries proposed IPO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828731923","repostId":"2173926948","repostType":2,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877029405,"gmtCreate":1637845800330,"gmtModify":1637846278863,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"B Corps are powerful!&nbsp;","listText":"B Corps are powerful!&nbsp;","text":"B Corps are powerful!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877029405","repostId":"1183589105","repostType":4,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826597837,"gmtCreate":1634034934542,"gmtModify":1634034934635,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826597837","repostId":"2173913848","repostType":2,"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}