5Mon·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-2.47%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-4.76%)

+73% MediaTek $2454

+72% AMD $AMD (-1.8%)

+72% Seagate $STX (-3.3%)

+71% SanDisk $SNDK (-5.69%)

+67% KIOXIA $285A (-5.99%)

+66% ON Semiconductor $ON (-1.86%)

+61% STMicroelectronics $STM (-2.58%)

+55% Marvell $MRVL (-3.14%)

+51% NXP $NXPI (-0.54%)

+49% Siltronic $WAF (-5.44%)

+47% GLOBALFOUNDRIES $GFS (+1.44%)

+47% SK Hynix $000660

+47% Micron $MU (-3.66%)

+46% Infineon $IFX (-2.53%)

+45% Western Digital $WDC (-1.94%)

+43% Texas Instruments $TXN (-0.45%)

+42% Arm Holdings $ARM (-4%)

+41% QUALCOMM $QCOM (-0.36%)

+41% Monolithic Power $MPWR (-4.98%)

+40% Aixtron $AIXA (-2.32%)

+40% Microchip Techn. $MCHP (-2%)

+34% Broadcom $AVGO (-1.7%)

+30% Skyworks $SWKS (-2.37%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+0.32%)

+18% TSMC $TSM (-1.24%)

+16% Lam Research $LRCX (-2.84%)

+14% KLA $KLAC (-2.48%)

+13% NVIDIA $NVDA (-1.07%)

+10% Applied Materials $AMAT (-1.49%)

+9% ASML $ASML (-1.32%)

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...
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ASML and NVIDIA
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