2H·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-0.27%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-0.3%)

+73% MediaTek $2454

+72% AMD $AMD (+5.54%)

+72% Seagate $STX (+2.93%)

+71% SanDisk $SNDK

+67% KIOXIA $285A (+4.33%)

+66% ON Semiconductor $ON (+0.94%)

+61% STMicroelectronics $STM (+4.21%)

+55% Marvell $MRVL (+6.15%)

+51% NXP $NXPI (+2.07%)

+49% Siltronic $WAF (+6.98%)

+47% GLOBALFOUNDRIES $GFS (+2.49%)

+47% SK Hynix $000660

+47% Micron $MU (-2.19%)

+46% Infineon $IFX (+3.44%)

+45% Western Digital $WDC (-2.02%)

+43% Texas Instruments $TXN (+4.71%)

+42% Arm Holdings $ARM (+3.99%)

+41% QUALCOMM $QCOM (+1.77%)

+41% Monolithic Power $MPWR (+5.04%)

+40% Aixtron $AIXA (+4.94%)

+40% Microchip Techn. $MCHP (+3.01%)

+34% Broadcom $AVGO (+0.49%)

+30% Skyworks $SWKS (+10.92%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+2.59%)

+18% TSMC $TSM (+0.83%)

+16% Lam Research $LRCX (+4.51%)

+14% KLA $KLAC (+5.68%)

+13% NVIDIA $NVDA (-4.24%)

+10% Applied Materials $AMAT (+4.53%)

+9% ASML $ASML (+2.98%)

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%.
None at all :-)
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None 😕

Except possibly pro rata via my ETFs...
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