3Mo·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-2,39 %)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-1,77 %)

+73% MediaTek $2454

+72% AMD $AMD (+5,67 %)

+72% Seagate $STX (+4,19 %)

+71% SanDisk $SNDK (+5,95 %)

+67% KIOXIA $285A (-2,76 %)

+66% ON Semiconductor $ON (+0,56 %)

+61% STMicroelectronics $STM (+0,64 %)

+55% Marvell $MRVL (-1,59 %)

+51% NXP $NXPI (+0,61 %)

+49% Siltronic $WAF (+0,4 %)

+47% GLOBALFOUNDRIES $GFS (+2,11 %)

+47% SK Hynix $000660

+47% Micron $MU (+0,63 %)

+46% Infineon $IFX (-0,71 %)

+45% Western Digital $WDC (+2,44 %)

+43% Texas Instruments $TXN (+1,68 %)

+42% Arm Holdings $ARM (-1,12 %)

+41% QUALCOMM $QCOM (-0,64 %)

+41% Monolithic Power $MPWR (+1,11 %)

+40% Aixtron $AIXA (-1,04 %)

+40% Microchip Techn. $MCHP (+0,96 %)

+34% Broadcom $AVGO (-6,51 %)

+30% Skyworks $SWKS (-0,64 %)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+1,44 %)

+18% TSMC $TSM (-1,4 %)

+16% Lam Research $LRCX (-1,54 %)

+14% KLA $KLAC (-3,56 %)

+13% NVIDIA $NVDA (-0,51 %)

+10% Applied Materials $AMAT (-1,49 %)

+9% ASML $ASML (-0,98 %)

I have AMD. Which one do you have?

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4 Commentaires

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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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