The end of one-chip wonders: Why Nvidia, Intel and AMD’s valuations have experienced massive upheaval

Posted April 17th, 2022 by Brahm Canzer & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: Five years ago, Intel was worth as much as Nvidia and AMD combined; now, Nvidia is worth as much as the other two as Taiwan Semi also surges, reflecting a massive change in the semiconductor industry in the past decade

Source: MarketWatch.com – video report

Date: Apr 14, 2022

Link: https://www.marketwatch.com/story/the-end-of-one-chip-wonders-why-nvidia-intel-and-amds-valuations-have-experienced-massive-upheaval-11649786169

Questions for discussion:

What does the report say is behind the changes in stock values in this industry?
Do you agree with this assessment?
What should investors do now, given this analysis is correct?