4Mes·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (+1,29%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-0,63%)

+73% MediaTek $2454

+72% AMD $AMD (+2,3%)

+72% Seagate $STX (-12,84%)

+71% SanDisk $SNDK (-3,79%)

+67% KIOXIA $285A (+0,02%)

+66% ON Semiconductor $ON (+5,02%)

+61% STMicroelectronics $STM (+4,93%)

+55% Marvell $MRVL (+2,31%)

+51% NXP $NXPI (+2,09%)

+49% Siltronic $WAF (+4,8%)

+47% GLOBALFOUNDRIES $GFS (+2,98%)

+47% SK Hynix $000660

+47% Micron $MU (-1,3%)

+46% Infineon $IFX (+7,81%)

+45% Western Digital $WDC (-12,67%)

+43% Texas Instruments $TXN (+4,76%)

+42% Arm Holdings $ARM (+6,51%)

+41% QUALCOMM $QCOM (+2,36%)

+41% Monolithic Power $MPWR (+5,62%)

+40% Aixtron $AIXA (+6,07%)

+40% Microchip Techn. $MCHP (+4,78%)

+34% Broadcom $AVGO (+2,58%)

+30% Skyworks $SWKS (+1,49%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+3%)

+18% TSMC $TSM (+2,69%)

+16% Lam Research $LRCX (+2,74%)

+14% KLA $KLAC (+3,34%)

+13% NVIDIA $NVDA (+1,71%)

+10% Applied Materials $AMAT (+1,88%)

+9% ASML $ASML (+2,69%)

I have AMD. Which one do you have?

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4 Commenti

immagine del profilo
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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immagine del profilo
$AMD $ASML $AMAT They have performed very well, in some cases almost 200%.
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immagine del profilo
None 😕

Except possibly pro rata via my ETFs...
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ASML and NVIDIA
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