3Mon·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (+0.81%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-2.08%)

+73% MediaTek $2454

+72% AMD $AMD (-0.93%)

+72% Seagate $STX (-1.42%)

+71% SanDisk $SNDK (+0%)

+67% KIOXIA $285A (+5.64%)

+66% ON Semiconductor $ON (-0.16%)

+61% STMicroelectronics $STM (+3.05%)

+55% Marvell $MRVL (-1.55%)

+51% NXP $NXPI (+2.12%)

+49% Siltronic $WAF (+2.31%)

+47% GLOBALFOUNDRIES $GFS (-0.89%)

+47% SK Hynix $000660

+47% Micron $MU (+1.95%)

+46% Infineon $IFX (+0.78%)

+45% Western Digital $WDC (-0.67%)

+43% Texas Instruments $TXN (+0.21%)

+42% Arm Holdings $ARM (+0.25%)

+41% QUALCOMM $QCOM (+1.96%)

+41% Monolithic Power $MPWR (-1.15%)

+40% Aixtron $AIXA (+2.44%)

+40% Microchip Techn. $MCHP (+1.88%)

+34% Broadcom $AVGO (-4.75%)

+30% Skyworks $SWKS (+6.86%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (-0.11%)

+18% TSMC $TSM (+0.35%)

+16% Lam Research $LRCX (-1.1%)

+14% KLA $KLAC (+0.61%)

+13% NVIDIA $NVDA (+3.04%)

+10% Applied Materials $AMAT (-1.02%)

+9% ASML $ASML (+1.17%)

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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