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This Company Just Shared Great Insight Into the Semiconductor Market

By Jose Najarro – Dec 22, 2021 at 10:00AM

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It seems the semiconductor market will have a busy year in 2022.

Today's video focuses on the overall semiconductor industry and some insights Micron Technology (MU 1.73%) shared during its most recent earnings. Micron shared information about numerous markets and products involving semiconductors, like data centers, automobiles, mobile, and graphics cards. Here are some highlights from the video.

  1. Some of the most significant technological trends driving the growth in semiconductors are artificial intelligence, 5G, metaverse, and the adoption of electric vehicles. 
  2. The automotive market is expected to have a flat year regarding automobile productions, but the number of semiconductors per car will increase due to the increased adoption of electric vehicles and improved infotainment systems. 
  3. Specific markets are still experiencing a shortage of certain semiconductor components, preventing companies from ordering the complete materials list. It might seem bearish for some semiconductor companies in the short term, but in the long term, demand remains strong. 

Click the video below for my full thoughts and analysis. 

*Stock prices used were the midday prices of Dec. 21, 2021. The video was published on Dec. 21, 2021.


Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Jose Najarro owns Advanced Micro Devices, Meta Platforms, Inc., and Nvidia. The Motley Fool owns and recommends Advanced Micro Devices, Apple, Intel, Meta Platforms, Inc., Nvidia, and Qualcomm. The Motley Fool recommends the following options: long January 2023 $57.50 calls on Intel, long March 2023 $120 calls on Apple, short January 2023 $57.50 puts on Intel, and short March 2023 $130 calls on Apple. The Motley Fool has a disclosure policy. Jose is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

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