2Wk·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (+1.54%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+3.13%)

+73% MediaTek $2454

+72% AMD $AMD (+4.14%)

+72% Seagate $STX (+0.29%)

+71% SanDisk $SNDK

+67% KIOXIA $285A (+0.32%)

+66% ON Semiconductor $ON (+5.92%)

+61% STMicroelectronics $STM (+2.21%)

+55% Marvell $MRVL (+3.19%)

+51% NXP $NXPI (+6.46%)

+49% Siltronic $WAF (+1.31%)

+47% GLOBALFOUNDRIES $GFS (+3.87%)

+47% SK Hynix $000660

+47% Micron $MU (-0.99%)

+46% Infineon $IFX (+5.58%)

+45% Western Digital $WDC (-0.42%)

+43% Texas Instruments $TXN (+3.89%)

+42% Arm Holdings $ARM (+3.94%)

+41% QUALCOMM $QCOM (+12.04%)

+41% Monolithic Power $MPWR (+1.77%)

+40% Aixtron $AIXA (+0.97%)

+40% Microchip Techn. $MCHP (+2.63%)

+34% Broadcom $AVGO (-0.08%)

+30% Skyworks $SWKS (+13.52%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+3.3%)

+18% TSMC $TSM (-0.57%)

+16% Lam Research $LRCX (+1.22%)

+14% KLA $KLAC (+2.19%)

+13% NVIDIA $NVDA (-1.88%)

+10% Applied Materials $AMAT (+1.13%)

+9% ASML $ASML (+2.56%)

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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