1Mon·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (+7.31%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+2.38%)

+73% MediaTek $2454

+72% AMD $AMD (+6.22%)

+72% Seagate $STX (+8.54%)

+71% SanDisk $SNDK (+6.81%)

+67% KIOXIA $285A (+3.7%)

+66% ON Semiconductor $ON (+1.42%)

+61% STMicroelectronics $STM (-0.37%)

+55% Marvell $MRVL (+4.07%)

+51% NXP $NXPI (+1.36%)

+49% Siltronic $WAF (+4.99%)

+47% GLOBALFOUNDRIES $GFS (+1.88%)

+47% SK Hynix $000660

+47% Micron $MU (+1.3%)

+46% Infineon $IFX (+0.02%)

+45% Western Digital $WDC (+7.15%)

+43% Texas Instruments $TXN (+1%)

+42% Arm Holdings $ARM (+11.28%)

+41% QUALCOMM $QCOM (+5.49%)

+41% Monolithic Power $MPWR (-0.75%)

+40% Aixtron $AIXA (+0.59%)

+40% Microchip Techn. $MCHP (+2.49%)

+34% Broadcom $AVGO (-0.87%)

+30% Skyworks $SWKS (+1.21%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+1.28%)

+18% TSMC $TSM (+1.24%)

+16% Lam Research $LRCX (+3.03%)

+14% KLA $KLAC (+5.09%)

+13% NVIDIA $NVDA (-0.05%)

+10% Applied Materials $AMAT (+3.62%)

+9% ASML $ASML (-0.21%)

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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