Hello, recently, the stock market can be summarized in one word: NVIDIA. However, the rich get richer, and the poor get poorer. Investors with a small NVIDIA weighting may be dissatisfied. What's interesting is that not only investors but also companies are becoming dissatisfied. As you can see below, Google, Microsoft, Meta, Intel, AMD, Broadcom, Cisco, and Hewlett-Packard have formed the UA Link Consortium. So today, let's draw the semiconductor landscape and understand the investment points. This is a semiconductor mind map. Big tech platforms like Google, Meta, and Microsoft receive money from the end consumers. Broadcom and AMD design AI chips, which Intel manufactures. In addition, for networking between data centers, Cisco, Hewlett-Packard, and Broadcom are responsible. Shall we wake up from the dreams of the consortium and return to reality? NVIDIA is doing everything, from networking to AI chip design, all handled by NVIDIA, and then entrusted to the TSMC factory.

When you come back to reality and draw a mind map, you can fully understand why NVIDIA is monopolizing now. NVIDIA has calmly prepared for the data era. First, by making technicians dependent on CUDA software one by one, and then by acquiring the InfiniBand network company. The problem is that all of this only works with NVIDIA products. This has resulted in two things: firstly, NVIDIA has gained enormous profits, and secondly, the supply has become too scarce. So, even big tech companies are accumulating dissatisfaction. That's why they are trying to create a coalition. NVIDIA is developing UXL open software to respond to NVIDIA CUDA. They are also building Ultra Ethernet to respond to InfiniBand. To put it metaphorically, the iPhone is closed, and Android is open, right? Currently, NVIDIA is closed.

The Allied Forces are pursuing an open approach.
So, if there were several companies earlier, you might be wondering where to invest, right? This can vary depending on personal preferences. First, if you are an investor who pursues stability and growth simultaneously, even if the price is slightly higher, it is recommended to invest in big tech companies like Google, Meta, and Microsoft. This is because they are currently growing not only in AI but also in other fields. Moreover, they are significantly increasing shareholder returns. On the other hand, if you are willing to take on some risk in pursuit of strong profits, Intel and Broadcom would be good choices. In this case, it is more about reinvestment rather than shareholder returns, focusing on future performance rather than the present. Looking at Broadcom's recent performance, including the acquisition of VM, it grew by a total of 40%. If it had not merged with VMWare, it would have grown by 12%. Hmm, just looking at the 12% growth alone, you cannot buy Broadcom. In the future, network revenue will

It is expected to increase by 40%, and custom semiconductors will also increase significantly. Seeing this, it is advisable to buy. Google is already using TPU instead of NVIDIA GPUs. Broadcom is in charge of designing these TPUs, which means Broadcom could become the second NVIDIA. Next, looking at Intel, the investment point is in the foundry. Due to a decrease in external orders compared to January last year, the stock price dropped. Therefore, they have received orders for semiconductor chips from the Ministry of Defense this time. However, they cannot continue to rely on the government. If they are entrusted with producing AI chips on the united front, it could be a ray of hope in a drought. If you are a bit more conservative investor, Cisco is a good option. Although the growth rate is in single digits, the shareholder return rate is much higher. Let's take a look at Cisco's financial situation on the bottom right. It is similar to what we saw in the McDonald's segment before. The reinvestment cost is very low, with share buybacks and

The dividend yield is extremely high. Even when looking at the current dividend rate, it is very high. The most important thing in Good Network is standardization and security. However, Cisco is like a test-taker and a supervisor at the same time. In other words, it is issuing network certifications as a company. Because Cisco is the standard. From a security perspective, the current network equipment market is divided between China's Huawei and Cisco. I don't need to explain more, right? I will skip the detailed explanation of security. Today, draw this semiconductor mind map in your head. Currently, Nvidia is generating profits in a certain way, and alliances are being formed to share that pie. It would be better to invest by observing this semiconductor situation. Thank you. See you in the next company analysis video.

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