Tag
semiconductors
12 posts tagged semiconductors
- US Investing·
Semiconductors after the rally: where the durable bets are when every screen reads 'expensive' (June 2026)
The two-month rally has every screen flashing expensive. But forward multiples on the leaders have actually compressed because earnings outran price. Here's the value-chain layer-by-layer — and the most defensible pick in each tier when nothing is cheap.
- US Investing·
How to buy ARM Holdings (ARM) stock from India
Buying ARM Holdings stock from India is fully legal via the LRS. Here's the mechanics, the capital-gains tax math that actually matters, and the estate-tax trap most Indians miss.
- US Investing·
How to buy Micron (MU) stock from India
Buying Micron stock from India is fully legal under the LRS. Here's the mechanics, the memory-cycle reality, the tax math, and the estate-tax trap Indians keep missing.
- US Investing·
How to buy Qualcomm (QCOM) stock from India
Buying Qualcomm stock from India is fully legal via the LRS. Here's the mechanics, the dividend-withholding math, the capital-gains rules, and the estate-tax trap most Indians miss.
- US Investing·
How to buy Intel (INTC) stock from India
Buying Intel stock from India is fully legal via the LRS. Here's the mechanics, the capital-gains tax math that actually matters, the estate-tax trap, and an honest take on a stock the market has already re-rated.
- US Investing·
How to buy Broadcom (AVGO) stock from India
Buying Broadcom from India is fully legal under the LRS. Here's the buying mechanics, the dividend-withholding and capital-gains math, and the estate-tax trap most Indians miss on US stocks.
- US Investing·
How to buy AMD stock from India
Buying AMD stock from India is fully legal via the LRS. Here's the mechanics, the capital-gains tax math that actually matters, and the estate-tax trap most Indians miss.
- US Investing·
How to buy ASML (ASML) stock from India
Buy ASML (ASML) from India legally via the LRS. The sole supplier of EUV lithography — and a Dutch-domiciled ADR, which quietly sidesteps the US $60k estate-tax trap and swaps 25% US withholding for 15% Dutch.
- US Investing·
How to buy Applied Materials (AMAT) stock from India
Buy Applied Materials (AMAT) from India legally via the LRS, in INR. The leading wafer-fab-equipment vendor — AI capex, India's Tata-PSMC and Micron Sanand fab buildout, and Section 112 are what actually decide your outcome.
- US Investing·
How to buy Lam Research (LRCX) stock from India
Buy Lam Research (LRCX) from India legally via the LRS, in INR. The October 2024 10-for-1 split made shares retail-accessible — but Section 112 LTCG, 25% dividend withholding, and the $60k estate trap still decide your outcome.
- US Investing·
How to buy KLA (KLAC) stock from India
Buy KLA (KLAC) from India legally via the LRS, in INR. KLAC is a small dividend, big-moat process-control monopoly — Section 112 LTCG, 25% US withholding via W-8BEN, the $60k estate trap, and how leading-edge node timing drives the cycle.
- US Investing·
How to buy iShares Semiconductor (SOXX) ETF from India
SOXX is a concentrated bet on the US-semiconductor cycle — about 30 holdings led by NVDA, AVGO, and AMD, riding the AI capex super-cycle. Bought legally under the LRS, with real tax and the $60k estate trap to plan around.