2H·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-0,27 %)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-0,3 %)

+73% MediaTek $2454

+72% AMD $AMD (+5,54 %)

+72% Seagate $STX (+2,93 %)

+71% SanDisk $SNDK

+67% KIOXIA $285A (+4,33 %)

+66% ON Semiconductor $ON (+0,94 %)

+61% STMicroelectronics $STM (+4,21 %)

+55% Marvell $MRVL (+6,15 %)

+51% NXP $NXPI (+2,07 %)

+49% Siltronic $WAF (+6,98 %)

+47% GLOBALFOUNDRIES $GFS (+2,49 %)

+47% SK Hynix $000660

+47% Micron $MU (-2,19 %)

+46% Infineon $IFX (+3,44 %)

+45% Western Digital $WDC (-2,02 %)

+43% Texas Instruments $TXN (+4,71 %)

+42% Arm Holdings $ARM (+3,99 %)

+41% QUALCOMM $QCOM (+1,77 %)

+41% Monolithic Power $MPWR (+5,04 %)

+40% Aixtron $AIXA (+4,94 %)

+40% Microchip Techn. $MCHP (+3,01 %)

+34% Broadcom $AVGO (+0,49 %)

+30% Skyworks $SWKS (+10,92 %)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+2,59 %)

+18% TSMC $TSM (+0,83 %)

+16% Lam Research $LRCX (+4,51 %)

+14% KLA $KLAC (+5,68 %)

+13% NVIDIA $NVDA (-4,24 %)

+10% Applied Materials $AMAT (+4,53 %)

+9% ASML $ASML (+2,98 %)

I have AMD. Which one do you have?

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4 Comentarios

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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%.
None at all :-)
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None 😕

Except possibly pro rata via my ETFs...
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