Non trovato

~ Michael 💎 🏅 · 2024-06-23T08:55:57.780397Z

Hier sind die wichtigsten Chiplieferanten für Apples $AAPL iPhone 15 Pro. Eine spannende Übersicht mit vielen bekannten Namen. Auch Bosch und $HY9H sind vertreten.

~ Michael 💎 🏅

@Michael-official

6Mes·

Here are the most important chip suppliers for Apple's $AAPL (-0,11%)
iPhone 15 Pro.

An exciting overview with many well-known names. Bosch and $HY9H (+5,44%) are also represented.

9 Commenti

MrMister@MrMister

6Mes

Almost all of them are covered by this ETF:
MSCI Semiconductor: $CHIP. Apple is missing, of course.
However, this can be compensated for by other ETFs.

•

K@TechNav

6Mes

@MrMister overexposure to NVIDIA with over 30%.
I prefer the Semiconductor ETF <security:n/a:IE00BMC38736> here

•

MrMister@MrMister

6Mes

@TechNav well, I have sold my NVIDIA shares. Amundi is more diversified, despite the high NVIDIA share. 74 positions to 67% at Amundi vs. 24 positions to 89% at Vaneck.

••

K@TechNav

6Mes

@MrMister This means that if $AVGO or $QCOM or even $NXPI continue to rise, VanEck will gain more than Amundi. In addition, $NVDA is already at 3T... to get 10% here you need 300 billion, but with Broadcom, for example, you only need 70 billion. I see long term that VanEck will outperform the other semiconductor ETFs.

https://www.justetf.com/en/how-to/invest-in-semiconductors.html

The VanEck ETF will sell NVIDIA shares at the next rebalancing as it is capped at 10% and the stock currently accounts for more than 10% of the total holding. This will realize the gains to protect the ETF NAV. 🥳

•

MrMister@MrMister

6Mes

@TechNav I like your point of view very much.
The Vaneck caps the top 5 at 8% and the rest at 5%. The Amundi only caps at 35% and is dependent on the market cap. Both have advantages and disadvantages. A rebalancing would definitely make sense now.

•

Homer@Simpson

6Mes

Cool 😊 👍

$AVGO $NXPI $QCOM $TXN $SWKS in the savings plan 😁👍

•

Tenbagger2024@Tenbagger2024

6Mes

The European company should perhaps also be mentioned.
$STMPA

which is hardly ever mentioned as an Appel supplier.
But is mostly associated with e-mobility.
It has also suffered from stagnating sales of electric cars and lost profits last year.
The share price has moved sideways since then, but this should now change again due to rising profits.
As a result, st Micro should be valued favorably again and may be attractive for you.

•

Tenbagger2024@Tenbagger2024

6Mes

Thanks for sharing. I had already introduced Hynix as an important Nvidia supplier.

With regard to the new generation of smartphones, the topic of saving energy and battery power, which is of course increased by AI-capable devices, is also exciting.

With a new, more economical OLED screen generation, an important Apple supplier is coming into play here.
Which of course also supplies other customers and also plays a role in notebooks and tablets.

$OLED

••

anilerensen@anilerensen

6Mes

Well, the real shovel vendors are not shown on this chart 😂 the chart only highlights the immediate suppliers that contribute directly to the completion of the iPhone, but not the deep production steps and machine suppliers and this includes ASML in 1st place followed by TSMC, Samsung, Applied Materials, micron tech etc. What you see here are small fish

••