2Mo·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-15,74 %)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-12,78 %)

+73% MediaTek $2454

+72% AMD $AMD (-5,76 %)

+72% Seagate $STX (-7,42 %)

+71% SanDisk $SNDK (-11,23 %)

+67% KIOXIA $285A (-13,62 %)

+66% ON Semiconductor $ON (-4,06 %)

+61% STMicroelectronics $STM (-3,21 %)

+55% Marvell $MRVL (-8,41 %)

+51% NXP $NXPI (-1,97 %)

+49% Siltronic $WAF (-1,05 %)

+47% GLOBALFOUNDRIES $GFS (-7,08 %)

+47% SK Hynix $000660

+47% Micron $MU (-7,3 %)

+46% Infineon $IFX (-3,16 %)

+45% Western Digital $WDC (-7,58 %)

+43% Texas Instruments $TXN (-1,73 %)

+42% Arm Holdings $ARM (-11,76 %)

+41% QUALCOMM $QCOM (-2,91 %)

+41% Monolithic Power $MPWR (-4,81 %)

+40% Aixtron $AIXA (-2,13 %)

+40% Microchip Techn. $MCHP (-2,63 %)

+34% Broadcom $AVGO (-2,79 %)

+30% Skyworks $SWKS (-1,19 %)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (-1,25 %)

+18% TSMC $TSM (-3,01 %)

+16% Lam Research $LRCX (-6,1 %)

+14% KLA $KLAC (-5,5 %)

+13% NVIDIA $NVDA (-0,93 %)

+10% Applied Materials $AMAT (-6,4 %)

+9% ASML $ASML (-3,54 %)

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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