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Benzinga Insights 1-Sep-2025 11:01 AM
```html??? ??? ???? ???? ???? ?? ???? ???? ?? ????? ??? ???? ???? ?? ????. ? ????? ??? ? ??? ?? ???? ????(NVIDIA) (NASDAQ:NVDA)? ?? ????? ???? ???? ?? ??? ??? ???. ??? ?? ??, ?? ?? ? ?? ??? ?????? ?????? ??? ???? ???? ?? ? ??? ??? ?? ??? ???.
????? ??? ?? ??? ?? ??????. ????? GPU? ?? PC? ?? ???????? ??? ???? ??? ????? ?? ?????. ?? GPU ?? ??? ?????? ??? ?? ??? ???? ??? ???? ?? ???. ????? AI GPU?? ??? AI ?? ?? ? ??? ???? ????? ???? Cuda? ????. ?? ????? ??? ?? ???? ???? ???? ???, ??? ?? ??? ???? ?? GPU? ???? ? ??? ?? ??.
| ?? | P/E | P/B | P/S | ROE | EBITDA (?? ??) | ????? (?? ??) | ?? ??? |
|---|---|---|---|---|---|---|---|
| ????(NVIDIA) Corp | 51.33 | 43.88 | 26.89 | 28.72% | $31.94 | $33.85 | 55.6% |
| ????(Broadcom) Inc | 112.65 | 20.86 | 26.12 | 7.12% | $8.02 | $10.2 | 20.16% |
| ?? ??? ?? ??(Taiwan Semiconductor Manufacturing Co Ltd) | 26.15 | 8.25 | 11.11 | 8.71% | $684.78 | $547.37 | 38.65% |
| ????? ???? ?????(Advanced Micro Devices Inc) | 100.95 | 4.59 | 9.29 | 1.48% | $0.72 | $3.06 | 31.71% |
| ??? ??????(Texas Instruments Inc) | 37.31 | 11.31 | 11.22 | 7.85% | $2.09 | $2.58 | 16.38% |
| ??(Qualcomm Inc) | 15.52 | 6.38 | 4.15 | 9.71% | $3.52 | $5.76 | 10.35% |
| ARM ???(ARM Holdings PLC) | 215.98 | 21.55 | 36.81 | 1.88% | $0.17 | $1.02 | 12.14% |
| ???? ?????(Micron Technology Inc) | 21.98 | 2.69 | 4.09 | 3.79% | $4.33 | $3.51 | 36.56% |
| ???? ?????(Analog Devices Inc) | 64.69 | 3.67 | 12.19 | 1.5% | $1.33 | $1.79 | 24.57% |
| NXP ???(NXP Semiconductors NV) | 28.49 | 6.30 | 5.04 | 4.71% | $0.92 | $1.56 | -6.43% |
| ???? ?? ???(Monolithic Power Systems Inc) | 22.46 | 12.08 | 16.32 | 4.01% | $0.18 | $0.37 | 30.97% |
| ST ??????????(STMicroelectronics NV) | 58.70 | 1.31 | 2.18 | -0.05% | $0.62 | $0.65 | -14.42% |
| ??? ????? ??(Credo Technology Group Holding Ltd) | 454.55 | 33.45 | 54.67 | 5.63% | $0.04 | $0.11 | 179.73% |
| ASE ????? ???(ASE Technology Holding Co Ltd) | 20.27 | 2.26 | 1.08 | 2.49% | $26.99 | $25.69 | 7.5% |
| ON ???(ON Semiconductor Corp) | 48.36 | 2.62 | 3.37 | 2.13% | $0.38 | $0.55 | -15.36% |
| ??? ??(First Solar Inc) | 16.84 | 2.47 | 4.88 | 4.09% | $0.49 | $0.5 | 8.58% |
| ????? ??????????(United Microelectronics Corp) | 12.25 | 1.52 | 2.13 | 2.45% | $24.98 | $16.88 | 3.45% |
| ????? ???( Skyworks Solutions Inc) | 29.92 | 1.97 | 2.96 | 1.81% | $0.23 | $0.4 | 6.57% |
| ??? ???(Lattice Semiconductor Corp) | 289.80 | 13.28 | 18.81 | 0.42% | $0.02 | $0.08 | -0.08% |
| ???(Rambus Inc) | 38.43 | 7.10 | 13.64 | 4.85% | $0.08 | $0.14 | 30.33% |
| ?? | 85.02 | 8.61 | 12.63 | 3.93% | $39.99 | $32.75 | 22.18% |
????? ?? ??? ??? ?? ??? ?? ???? ??? ? ??:
51.33? ??????(P/E)? ?? ???? 0.6x ??, ??? ????? ????? ??? ?? ????.
43.88? ????????(P/B)? ?? ???? 5.1x ??, ????? ???? ???? ?????? ?? ? ??, ?? ???? ?? ? ?? ??? ???? ?? ????.
??? ????? ?? ??????(P/S) 26.89? ?? ???? 2.13x ????, ?? ?? ???? ????? ? ??? ??? ? ??.
???????(ROE) 28.72%? ?? ???? 24.79% ??, ??? ???? ?? ????? ???? ??? ????.
??, ??, ????? ? ??? ?? ? ??(EBITDA) $31.94?? ?? ???? 0.8x ??, ??? ?? ??? ?? ??? ??? ??? ? ??? ????.
????? $33.85?? ?? ???? 1.03x ??, ?? ???? ? ?? ???? ? ?? ??? ????.
?? ??? 55.6%? ?? ?? 22.18%? ????, ??? ??? ?? ??? ?? ??? ?? ???? ????? ??? ????.
??-?? ??(D/E)? ??? ??? ?? ??? ?? ??? ??? ?????? ????.
?? ???? ??-?? ??? ???? ?? ??? ?? ??? ?? ???? ???? ??? ? ?? ??, ??? ??? ?? ??? ???.
??-?? ?? ???? ????? ?? 4? ???? ???? ? ??? ?? ??? ????:
????? 0.11? ?? ??-?? ??? ?? ?? 4? ????? ????? ? ?? ?? ??? ??.
?? ??? ?? ?? ??? ? ???? ??? ??? ?? ?? ??? ? ????? ?? ????.
????? P/E ??? ???? ?? ?? ????? ????? ??? ????. ?? P/B ? P/S ??? ?? ?? ??? ?? ??? ????. ?? ROE? ?? ??? ???? ??? ????, ?? EBITDA? ?? ?? ??? ??? ??? ? ??. ?? ??????? ?? ???? ?? ?? ??? ??? ?? ??? ?? ???? ????.
? ??? ???? ?? ??? ??? ?? ?????? ???? ?????.
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