233

TSMC

TW0002330008

2330

2330

Semiconductor shares since their 52-week highs

-61% Intel $INTC (+2,85 %)

-54% Aixtron $AIXA (-0,19 %)

-45% STMicroelectronics $STMPA (+4,22 %)

-44% Micron Technology $MU (+2,01 %)

-37% Globalfoundries $GFS (+5,68 %)

-36% BE Semiconductor $OXVE

-33% Lam Research $LRCX (+4,92 %)

-29% AMD $AMD (+5,97 %)

-29% Qualcomm $QCOM (+3,37 %)

-28% ON Semiconductor $ON (+5,23 %)

-27% ASML $ASML (+5,45 %)

-26% Applied Materials $AMAT (+5,15 %)

-26% Elmos Semiconductor $ELG (+4,74 %)

-24% Microchip Techn. $MCHP (+5,02 %)

-23% ARM $ARM (+1,68 %)

-23% Synopsys $SNPS (+2,75 %)

-23% Infineon $IFX (+2,34 %)

-22% NXP Semiconductors $NXPI (+3,59 %)

-20% Cadence Design $CDNS (+4,48 %)

-17% Nvidia $NVDA (+4,79 %)

-17% VanEck Semicon. ETF $IE00BMC38736 (+4,41 %)

-17% Nordic Semi $NRS

-17% KLA Corporation $KLAC (+5,89 %)

-13% Marvell Technology $MRVL (+4,65 %)

-12% TSMC $2330

-11% Broadcom $AVGO (+4,39 %)

-7% Texas Instruments $TXN (+3,84 %)

-6% Monolithic Power Syst. $MPWR (+6,24 %)

>> Which stocks are you invested in and how are they performing? Which of these stocks do you have on your watchlist? #semiconductor
#halbleiter

To the people who are invested in the semiconductor/processor sector, where or how are you invested?

What are your favorite stocks in this area?

$IFX (+2,34 %)
$QCOM (+3,37 %)
$AVGO (+4,39 %)
$2330

19.07.2024 +++ Netflix continues to grow very strongly +++ TSMC with profit-taking +++ Airbus with "Lead" savings program +++ Sartorius with official profit warning +++

Netflix
$NFLX (+1,93 %) continues to grow unabated and wants to steal more viewers from traditional television. In the past quarter, the video streaming market leader gained a good eight million new customer households. There was also significant growth in sales and profits. Netflix also continues to reject bundled offers because it sees itself as a strong brand!

The shares of TSMC
$2330 fell by 2.0% despite strong results for the second quarter. High demand has given the chip manufacturer a jump in profits. Turnover rose by 40 percent to 674 billion Taiwan dollars. However, the share had recently benefited greatly from the high demand for semiconductors for AI applications and had risen to an all-time high.

The aircraft manufacturer Airbus
$AIR (+3,48 %) is clearly preparing for strong headwinds in its aircraft division. After recently informing investors that things are not going as well as expected this year, employees are now being prepared for a cost-cutting program. Although the plan is not backed up with figures, the program, called "Lead", is apparently to be implemented stringently.

The profit warning that everyone knew about is finally here. Sartorius
$SRT (+1,65 %) lowered its forecast for the year as a whole yesterday evening due to weak demand. In the first half of the year, sales amounted to EUR 1.68 billion, down 2.2 % on the previous year, although the second quarter in isolation already contributed slight growth of 3.6 %. Operating EBITDA fell by 8.8 % to EUR 471 million.

Friday: Stock market dates, economic data, quarterly figures

Small expiry day

ex-dividend of individual stocks

Suedzucker EUR 0.90

Procter & Gamble 1.01 USD

Colgate-Palmolive 0.50 US

Quarterly figures / company dates USA / Asia

13:00 American Express quarterly figures

13:00 Travelers Cos quarterly figures

13:00 Schlumberger quarterly figures

Quarterly figures / Company dates Europe

07:00 Sartorius Results 1H

08:00 Yara quarterly figures

08:00 Burberry Q1 sales

09:00 Sartorius PK

Economic data

• 08:00 DE: Producer prices June

FORECAST: +0.1% yoy/-1.6% yoy previously: 0.0% yoy/-2.2% yoy

• 08:00 UK: Retail Sales June

OUTLOOK: -0.5% yoy/+0.2% yoy previous: +2.9% yoy/+1.3% yoy

The Biden administration is considering tougher trade rulesin particular the Foreign Direct Product Rulein order to China's access to advanced semiconductor technology further restrict China's access to advanced semiconductor technology. The FDPR would allow the USA to restrict the export of foreign products that contain even a small amount of American technology.

This potential measure has led to a significant drop in shares from several chip manufacturers.

• NVIDIA ($NVDA (+4,79 %)) fell in pre-market trading by 4%
• Supermicro ($SMCI (-0,24 %)) fell by 5%
• AMD ($AMD (+5,97 %)) fell by 5,6%
• Qualcomm ($QCOM (+3,37 %)) fell by 6,1%

Other companies affected are:

• ASML ($ASML (+5,45 %)) fell by over 6%
• Tokyo Electron ($8035 (+3,93 %)) -7,4%
• TSMC ($2330) fell by 2,3%

The USA reportedly has allies such as the Netherlands and Japan have called for the export of advanced chip manufacturing equipment to China. Failure to comply with this request could lead to the activation of the FDPR rules lead to the activation of the FDPR rules. The potential trade restrictions and the geopolitical tensions surrounding Taiwan have and will lead to considerable fluctuations in the chip industry.