1Mon·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-5.97%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-6.08%)

+73% MediaTek $2454

+72% AMD $AMD (-4.76%)

+72% Seagate $STX (-9.96%)

+71% SanDisk $SNDK (-14.48%)

+67% KIOXIA $285A (-14.18%)

+66% ON Semiconductor $ON (-3.69%)

+61% STMicroelectronics $STM (-3.61%)

+55% Marvell $MRVL (-9.45%)

+51% NXP $NXPI (-3.13%)

+49% Siltronic $WAF (-4.68%)

+47% GLOBALFOUNDRIES $GFS (-10.02%)

+47% SK Hynix $000660

+47% Micron $MU (-6.11%)

+46% Infineon $IFX (-3.38%)

+45% Western Digital $WDC (-9.6%)

+43% Texas Instruments $TXN (-1.65%)

+42% Arm Holdings $ARM (-6.44%)

+41% QUALCOMM $QCOM (-2.81%)

+41% Monolithic Power $MPWR (-3.06%)

+40% Aixtron $AIXA (-12.32%)

+40% Microchip Techn. $MCHP (-4.79%)

+34% Broadcom $AVGO (-2.91%)

+30% Skyworks $SWKS (-5.59%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (-2.78%)

+18% TSMC $TSM (-3.24%)

+16% Lam Research $LRCX (-10.27%)

+14% KLA $KLAC (-11.81%)

+13% NVIDIA $NVDA (-1.85%)

+10% Applied Materials $AMAT (-7.49%)

+9% ASML $ASML (-4.53%)

I have AMD. Which one do you have?

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4 Comments

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Currently holding Western Digital and Kioxia. I find the performance over the last 2 months particularly interesting, because it puts the rebound effects of March into perspective and shows even more clearly where things are really going well.
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$AMD $ASML $AMAT They have performed very well, in some cases almost 200%.
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None 😕

Except possibly pro rata via my ETFs...
ASML and NVIDIA
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