5Mon·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-2.5%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-3.47%)

+73% MediaTek $2454

+72% AMD $AMD (-2.66%)

+72% Seagate $STX (-5.2%)

+71% SanDisk $SNDK (-2.43%)

+67% KIOXIA $285A (-9.43%)

+66% ON Semiconductor $ON (+2.61%)

+61% STMicroelectronics $STM (+3.82%)

+55% Marvell $MRVL (-7.09%)

+51% NXP $NXPI (+2.62%)

+49% Siltronic $WAF (+2.19%)

+47% GLOBALFOUNDRIES $GFS (+0.24%)

+47% SK Hynix $000660

+47% Micron $MU (-1.83%)

+46% Infineon $IFX (+3.01%)

+45% Western Digital $WDC (-4.08%)

+43% Texas Instruments $TXN (+2.61%)

+42% Arm Holdings $ARM (-1.08%)

+41% QUALCOMM $QCOM (+1.05%)

+41% Monolithic Power $MPWR (+6.42%)

+40% Aixtron $AIXA (+5.06%)

+40% Microchip Techn. $MCHP (+1.76%)

+34% Broadcom $AVGO (+1.38%)

+30% Skyworks $SWKS (+1.02%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+2.28%)

+18% TSMC $TSM (+0.21%)

+16% Lam Research $LRCX (-0.85%)

+14% KLA $KLAC (+0.49%)

+13% NVIDIA $NVDA (+1.59%)

+10% Applied Materials $AMAT (+0.61%)

+9% ASML $ASML (+0.7%)

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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