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Daily Chip Clips EQUITY RESEARCH INDUSTRY UPDATE August 23, 2021 Daily Chip Clips SUMMARY TECHNOLOGY/SEMICONDUCTORS & COMPONENTS ■ IT Industry Outlook (5): TSMC Under the Microscope (Digitimes) ■ Global Light Vehicle Production Impacts Now Expected Well into 2022 (Digitimes) ■ Intel Brings Chiplets to Data Center CPUs (EE Times) ■ Intel Architecture Day 2021: Alder Lake, Golden Cove, and Gracemont Detailed (AnandTech) ■ Tesla Packs 50 Billion Transistors Onto D1 Dojo Chip Designed to Conquer Artificial Intelligence Training (Tom's Hardware) KEY POINTS ■ Many ask if TSMC is a Taiwanese company. If you look at the equity structure, about three-fourths of the foundry house's shares are in the hands of foreign investors, so TSMC is not a Taiwanese company in this sense. And TSMC's customers are 62% American, 17% from China, and local customers in Taiwan account for only about 11%, so TSMC is a company that relies heavily on overseas customers. ■ Unlike foundries' capacity constraints, which affect mainly automotive MCUs, assembly capacity constraints impact all semiconductor types, including sensors, power supplies, and discretes. This is according to IHS in a recent report. Assembly and test locations are concentrated in China, South Korea, Japan, Singapore, Philippines, Indonesia, Thailand, Vietnam, and Malaysia. ■ Intel Corp.’s fourth-generation Xeon processor, codenamed Sapphire Rapids, consists of four chiplets. The company revealed this at its Architecture Day event. This marks the first time Intel has integrated chiplets into its Xeon data center CPU line, having added the technology to its Stratix 10 FPGA line last year. ■ Last week Intel held its annual Architecture Day event for select press and partners. As at previous iterations, the company disclosed details of its next- generation architectures set to come to the market over the next twelve months. ■ Artificial intelligence (AI) has seen a broad adoption over the past couple of years. At Tesla, which as many know is a company that works on electric and autonomous vehicles, AI has a massive value to every aspect of the work. To speed up the AI software workloads, Tesla has just presented its D1 Dojo custom application-specific integrated circuit (ASIC) for AI training. There are currently many companies building ASICs for AI workloads. Rick Schafer Andrew Hummel, CFA 720-554-1119 312-360-5946 [email protected] [email protected] Wei Mok 212-667-8387 [email protected] Disseminated: August 23, 2021 00:30 EDT; Produced: August 20, 2021 For analyst certification and important disclosures, see the Disclosure 15:26 EDT Appendix. Oppenheimer & Co Inc. 85 Broad Street, New York, NY 10004 Tel: 800-221-5588 Fax: 212-667-8229 TECHNOLOGY / SEMICONDUCTORS & COMPONENTS Headlines IT Industry Outlook (5): TSMC Under the Microscope (Digitimes) Many ask if TSMC is a Taiwanese company. If you look at its equity structure, about three-fourths of the foundry house's shares are in the hands of foreign investors, so TSMC is not a Taiwanese company in this sense. And TSMC's customers are 62% American, 17% from China, and local customers in Taiwan account for only about 11%, so TSMC is a company that relies heavily on overseas customers. But among TSMC's 56,000 employees, only 7% are in China, 3% in North America, and the remaining 90% are all in Taiwan, which gives the foundry house full support in terms of water and power supply, talent and others. And 96% of TSMC's revenues are generated from Taiwan's fabs. Reference Link Global Light Vehicle Production Impacts Now Expected Well into 2022 (Digitimes) Unlike foundries' capacity constraints, which affect mainly automotive MCUs, assembly capacity constraints impact all semiconductor types including sensors, power supplies, and discretes, IHS said in its recent report. Assembly and test locations are concentrated in China, South Korea, Japan, Singapore, Philippines, Indonesia, Thailand, Vietnam, and Malaysia. With the exception of Singapore and Malaysia, the vaccination rates are reported to be less than 6% for many of these countries, according to the Center for Strategic and International Studies. Reference Link Intel Brings Chiplets to Data Center CPUs (EE Times) Intel Corp.’s fourth-generation Xeon processor, codenamed Sapphire Rapids, consists of four chiplets, the company revealed during its Architecture Day event. This marks the first time Intel has integrated chiplets into its Xeon data center CPU line, having added the technology to its Stratix 10 FPGA line last year. Stratix 10 was the first product to incorporate Intel’s advanced packaging technology, embedded multi-die interconnect (EMIB), that uses a silicon interposer to connect dies. Reference Link Intel Architecture Day 2021: Alder Lake, Golden Cove, and Gracemont Detailed (AnandTech) Last week Intel held its annual Architecture Day event for select press and partners. As at previous iterations, the company disclosed details about its next-generation architectures set to come to the market over the next twelve months. Intel has promised the release of its next-generation consumer and mobile processor family, Alder Lake, to come by the end of the year and today the company is sharing a good number of details about the holistic design of the chips as well as some good detail about the microarchitectures that form this hybrid design: Golden Cove and Gracemont. Reference Link Tesla Packs 50 Billion Transistors Onto D1 Dojo Chip Designed to Conquer Artificial Intelligence Training (Tom's Hardware) Artificial intelligence (AI) has seen a broad adoption over the past couple of years. At Tesla, which as many know is a company that works on electric and autonomous vehicles, AI has a massive value to every aspect of the company's work. To speed up the AI software workloads, Tesla has presented its D1 Dojo custom application-specific integrated circuit (ASIC) for AI training.There are currently many companies building ASICs for AI workloads. Reference Link 2 TECHNOLOGY / SEMICONDUCTORS & COMPONENTS Stock price of other company mentioned in this report (as of 8/20/21): Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM, $107.99, Not Covered) 3 TECHNOLOGY / SEMICONDUCTORS & COMPONENTS Disclosure Appendix Oppenheimer & Co. Inc. does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. Analyst Certification - The author certifies that this research report accurately states his/her personal views about the subject securities, which are reflected in the ratings as well as in the substance of this report. The author certifies that no part of his/her compensation was, is, or will be directly or indirectly related to the specific recommendations or views contained in this research report. Potential Conflicts of Interest: Equity research analysts employed by Oppenheimer & Co. Inc. are compensated from revenues generated by the firm including the Oppenheimer & Co. Inc. Investment Banking Department. Research analysts do not receive compensation based upon revenues from specific investment banking transactions. Oppenheimer & Co. Inc. generally prohibits any research analyst and any member of his or her household from executing trades in the securities of a company that such research analyst covers. Additionally, Oppenheimer & Co. Inc. generally prohibits any research analyst from serving as an officer, director or advisory board member of a company that such analyst covers. In addition to 1% ownership positions in covered companies that are required to be specifically disclosed in this report, Oppenheimer & Co. Inc. may have a long position of less than 1% or a short position or deal as principal in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. Recipients of this report are advised that any or all of the foregoing arrangements, as well as more specific disclosures set forth below, may at times give rise to potential conflicts of interest. Important Disclosure Footnotes for Companies Mentioned in this Report that Are Covered by Oppenheimer & Co. Inc: Stock Prices as of August 23, 2021 Intel Corp. (INTC - NASDAQ, $52.01, PERFORM) Tesla, Inc. (TSLA - NASDAQ, $680.26, OUTPERFORM) Rating and Price Target History for: Intel Corp. (INTC) as of 08-19-2021 70 65 60 55 50 45 40 2019 2020 2021 Created by: BlueMatrix 4 TECHNOLOGY / SEMICONDUCTORS & COMPONENTS Rating and Price Target History for: Tesla, Inc. (TSLA) as of 08-19-2021 08/02/18 10/24/18 01/30/19 07/25/19 10/24/19 01/13/20 01/30/20 04/30/20 07/23/20 09/03/20 10/22/20 01/20/21 04/27/21 O:$385 O:$418 O:$437 O:$356 O:$385 O:$612 O:$684 O:$968 O:$2209 O:$451 O:$486 O:$1036 O:$1080 1,400 1,200 1,000 800 600 400 200 0 2019 2020 2021 Created by: BlueMatrix All price targets displayed in the chart above are for a 12- to- 18-month period. Prior to March 30, 2004, Oppenheimer & Co. Inc. used 6-, 12-, 12- to 18-, and 12- to 24-month price targets and ranges. For more information about target price histories, please write to Oppenheimer & Co. Inc., 85 Broad Street, New York, NY 10004, Attention: Equity Research Department, Business Manager. Oppenheimer & Co. Inc. Rating System as of January 14th, 2008: Outperform(O) - Stock expected to outperform the S&P 500 within the next 12-18 months. Perform (P) - Stock expected to perform in line with the S&P 500 within the next 12-18 months. Underperform (U) - Stock expected to underperform the S&P 500 within the next 12-18 months. Not Rated (NR) - Oppenheimer & Co. Inc. does not maintain coverage of the stock or is restricted from doing so due to a potential conflict of interest.
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