3Mon·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (+3.28%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+2.54%)

+73% MediaTek $2454

+72% AMD $AMD (+1.64%)

+72% Seagate $STX (+4.2%)

+71% SanDisk $SNDK (+14.59%)

+67% KIOXIA $285A (+9.26%)

+66% ON Semiconductor $ON (-0.31%)

+61% STMicroelectronics $STM (+0.64%)

+55% Marvell $MRVL (+4.64%)

+51% NXP $NXPI (-0.75%)

+49% Siltronic $WAF (+5.38%)

+47% GLOBALFOUNDRIES $GFS (-0.33%)

+47% SK Hynix $000660

+47% Micron $MU (+5.15%)

+46% Infineon $IFX (-1.08%)

+45% Western Digital $WDC (+7.99%)

+43% Texas Instruments $TXN (-0.41%)

+42% Arm Holdings $ARM (+3.7%)

+41% QUALCOMM $QCOM (+1.11%)

+41% Monolithic Power $MPWR (-1.39%)

+40% Aixtron $AIXA (-3.59%)

+40% Microchip Techn. $MCHP (-0.14%)

+34% Broadcom $AVGO (+0.84%)

+30% Skyworks $SWKS (+0.74%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (-0.04%)

+18% TSMC $TSM (+1.01%)

+16% Lam Research $LRCX (+3.85%)

+14% KLA $KLAC (+1.85%)

+13% NVIDIA $NVDA (+0.3%)

+10% Applied Materials $AMAT (+1%)

+9% ASML $ASML (+2.05%)

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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