3Mes·

The semiconductor industry has recorded an increase of 40-50% since the beginning of the year


Brief overview:


($NVDA (-2,33%) , $AMD (+1,27%) , $ASML (+0,8%) , $KLAC (+1,58%) , $CDNS (+2,17%) , $LRCX (-0,05%) , $TXN (+1,13%) , $TSM (+0,44%) , $LRCX , $KLAC (+1,58%) , $INTC (+1,17%) , $QCOM (+1,51%) ....)

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The largest contribution to this was made by companies such as $NVDA (-2,33%) (Nvidia), $TSM (+0,44%) (Taiwan Semiconductur) and $AVGO (+0,78%) (Broadcom).


Here are a few companies you should know:


ASML - $ASML (+0,8%) :


- 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 %.

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Texas Instruments- $TXN (+1,13%) :


- 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

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NVIDIA- $NVDA (-2,33%) :


- 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%

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KLA Corporation - $KLAC (+1,58%) :


  • 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


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Cadence Design Systems $CDNS (+2,17%) :


- 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.

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Data from: https://finchat.io/


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