When putting together a well-diversified, long-term portfolio, we can’t always keep ourselves exclusively invested in deep-discount, undervalued sectors. Sometimes, we want to have exposure to an industry, and need to make sure it is, by comparison, fairly priced.
Semiconductors are still hugely important in the modern tech economy. That seems so self-evident that you’d think we wouldn’t need to keep saying it, but as far back as when I was in college, a good 20 years ago, I was hearing that semiconductors were “old tech” and that the future was elsewhere. Yet here we are, and semiconductors are a $400+ billion industry.
There are a lot of plays within semiconductors, but I’m a big fan of the fabless companies. They don’t directly manufacture their designs, which saves a lot of money on production facilities, and makes understanding the business a lot simpler. In particular, I’d like to take a close
Welcome to Seeking Alpha’s Stocks to Watch – a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays on Seeking Alpha, Apple Podcasts, Stitcher and Spotify (click the highlighted links).
Investors head into next week with a few October surprises already in the books. Stimulus drama and further developments with President Trump’s health aside, there are some economic highlights to track in the week ahead, including new PMI prints, weekly jobless claims and the release of Fed minutes. Also of interest is a speech by Federal Reserve Chairman Jerome scheduled for October 6. Powell is expected to push for a stimulus package to boost the economy so the recovery doesn’t continue to stall. On the corporate calendar, earnings from Domino’s
High-Performance NVMe SSDs with an Ethernet Interface Enable Cost Reduced, Simplified All-Flash Arrays
Direct-attached performance from network-attached devices is no longer a thing of storage architects’ dreams. KIOXIA America, Inc. (formerly Toshiba Memory America, Inc.), is now sampling Ethernet SSDs to select partners and customers interested in validating the benefits of Ethernet attached storage to their existing Ethernet (RoCEv2) networks. KIOXIA has been working in collaboration with key industry players Marvell, Foxconn-Ingrasys and Accton to bring groundbreaking Ethernet Bunch of Flash (EBOF) technology solutions to market – and this announcement is pivotal to that endeavor.
In an ongoing quest to contain explosive amounts of data, storage capacity and bandwidth must continue to grow while processing time must decrease. An EBOF system addresses these challenges through an Ethernet fabric that can scale flash and optimally disaggregate storage from compute. The EBOF storage solution bypasses the cost, complexity, and system limitations inherent