2Mon·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-2.21%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+3.89%)

+73% MediaTek $2454

+72% AMD $AMD (+1.5%)

+72% Seagate $STX (+1.78%)

+71% SanDisk $SNDK (-0.7%)

+67% KIOXIA $285A (+1.06%)

+66% ON Semiconductor $ON (+1.79%)

+61% STMicroelectronics $STM (+1.3%)

+55% Marvell $MRVL (+0.68%)

+51% NXP $NXPI (+1.47%)

+49% Siltronic $WAF (-0.68%)

+47% GLOBALFOUNDRIES $GFS (-1.38%)

+47% SK Hynix $000660

+47% Micron $MU (-0.66%)

+46% Infineon $IFX (+2.35%)

+45% Western Digital $WDC (+0.82%)

+43% Texas Instruments $TXN (-2.37%)

+42% Arm Holdings $ARM (-2.65%)

+41% QUALCOMM $QCOM (+1.47%)

+41% Monolithic Power $MPWR (+0.95%)

+40% Aixtron $AIXA (-1.54%)

+40% Microchip Techn. $MCHP (+2.07%)

+34% Broadcom $AVGO (+3.08%)

+30% Skyworks $SWKS (+1.04%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+0.89%)

+18% TSMC $TSM (-0.54%)

+16% Lam Research $LRCX (-0.37%)

+14% KLA $KLAC (-0.97%)

+13% NVIDIA $NVDA (+2.81%)

+10% Applied Materials $AMAT (-1.85%)

+9% ASML $ASML (-0.09%)

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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