The semiconductor industry has recorded an increase of 40-50% since the beginning of the year
Brief overview:
($NVDA (-7,38 %) , $AMD (-9,5 %) , $ASML (-7,59 %) , $KLAC (-8,77 %) , $CDNS (-6,43 %) , $LRCX (-11,54 %) , $TXN (-9,25 %) , $TSM (-5,68 %) , $LRCX , $KLAC (-8,77 %) , $INTC (+1,62 %) , $QCOM (-10,25 %) ....)
The largest contribution to this was made by companies such as $NVDA (-7,38 %) (Nvidia), $TSM (-5,68 %) (Taiwan Semiconductur) and $AVGO (-10,29 %) (Broadcom).
Here are a few companies you should know:
ASML - $ASML (-7,59 %) :
- ASML is a leading manufacturer of photolithography machines for semiconductor manufacturing
- The share has gained approx. 42.2 % in the last 5 years
- The 5-year average ROIC of ASML is 21.23 %.
Texas Instruments- $TXN (-9,25 %) :
- Texas Instruments specializes in analog and embedded processing chips that are critical to a wide range of electronic applications
- The share has achieved an average annual growth rate of approx. 14.6 % over the last 5 years.
- Earnings per share have increased by 12.19% over the last 10 years
NVIDIA- $NVDA (-7,38 %) :
- Nvidia is a global leader in graphics processing units (GPUs) and artificial intelligence (AI).
- The average annual increase in sales over the last 5 years was 49.37%
- Future EPS growth is estimated at 31.74%
KLA Corporation - $KLAC (-8,77 %) :
- KLA provides advanced inspection, measurement and data analysis solutions that are essential for high-quality semiconductor production
- ROIC 5-year average is 34.66%
- FCF per share has increased by 18.7% over the last 10 years
Cadence Design Systems $CDNS (-6,43 %) :
- CDNS provides software and engineering services for electronic design automation (EDA).
- The share price has increased by an average of approx. 34.5 % annually over the last 5 years
- The free cash flow per share has averaged 18.78% per year over the last 5 years.
Data from: https://finchat.io/