3Sem.·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (+1,01 %)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+3,91 %)

+73% MediaTek $2454

+72% AMD $AMD (+4,21 %)

+72% Seagate $STX (+0,72 %)

+71% SanDisk $SNDK

+67% KIOXIA $285A (+13,3 %)

+66% ON Semiconductor $ON (+6,67 %)

+61% STMicroelectronics $STM (+2,21 %)

+55% Marvell $MRVL (+3,59 %)

+51% NXP $NXPI (+7,88 %)

+49% Siltronic $WAF (+2,46 %)

+47% GLOBALFOUNDRIES $GFS (+3,02 %)

+47% SK Hynix $000660

+47% Micron $MU (+0,89 %)

+46% Infineon $IFX (+5,58 %)

+45% Western Digital $WDC (+0,05 %)

+43% Texas Instruments $TXN (+4,41 %)

+42% Arm Holdings $ARM (+4,33 %)

+41% QUALCOMM $QCOM (+11,86 %)

+41% Monolithic Power $MPWR (+3,05 %)

+40% Aixtron $AIXA (+2,77 %)

+40% Microchip Techn. $MCHP (+3,88 %)

+34% Broadcom $AVGO (+0,8 %)

+30% Skyworks $SWKS (+16,01 %)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+4,66 %)

+18% TSMC $TSM (+0,57 %)

+16% Lam Research $LRCX (+1,72 %)

+14% KLA $KLAC (+3,29 %)

+13% NVIDIA $NVDA (-1,75 %)

+10% Applied Materials $AMAT (+1,72 %)

+9% ASML $ASML (+4,37 %)

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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