Introduction: MarketWatch columnist John C. Dvorak wrote that the future of the semiconductor industry lies in terahertz technology, and he recommended some related investment objects worth considering.
[The following is the full text of Dvorak ’s review article]:
In the past week or two, I have read more than one article saying that there is a so-called laser scanning device that can scan the entire airport to find bombs, so that we no longer have to feel awkward for embarrassing security checks. An advanced terahertz equipment will do everything for us.
This possibility is indeed very fascinating, because we all should know that terahertz technology can be said to be the holy grail of the scanning field.
The question is whether we can produce something that can generate and detect terahertz waves. This should be said to be similar to the millimeter wave equipment we use at some airports.
Broadly speaking, the spectrum of these waves varies from 300 GHz to 3000 GHz. This is a kind of non-ionizing radiation, which means that you will not be damaged by it, but it can pass through clothing, wood, masonry and plastic (9750, -405.00, -3.99%). Water and metal are impenetrable.
This is an extremely complex technology that cannot be solved by ordinary semiconductor technology. We need various rare earth and rare semiconductor materials, so the cost of this technology can be imagined. In addition to the more well-known things, the raw materials we need are indium phosphide, gallium indium arsenide phosphide, and zirconium dioxide.
It is almost certain that companies like Intel have always maintained a very good position in this field. Their design is industry-leading. If any special semiconductor company invents breakthrough technology, it will definitely It was acquired by heavy capital at night.
There are now several such companies that are worth tracking. These companies are studying rare semiconductor structures in order to develop high-speed chips that can be applied to terahertz technology.
The first company and one of the most famous is Vitesse Semiconductor (VTSS). At the beginning, the stock price used to be as high as $ 1,500 or more. Now, their status in the industry is still considerable, but they must lay down their bodies to produce network equipment, otherwise the company's survival cannot be guaranteed.
Broadcom (BRCM) is still a player that cannot be ignored, or can not be ignored. If the company's stock price achieves a major breakthrough, they may not be considered as an acquisition target, but in any case, this is a stock worth investing in, and it is also a potential winner ignored by many people.
If you want to go upstream, you can also consider SMG Indium Resources Ltd (SMGI), this mining company has a lot of rich reserves, including a wide range of indium in these special semiconductors.
Although many semiconductor companies are paying close attention to the possibility of breakthroughs, on the whole, the industry remains under the framework of complementary metal oxide semiconductors. This technology still occupies a dominant position. Design constitutes constraints.
Everyone knows that change must happen. After all, terahertz technology is so fascinating, but where will the change happen?
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