🎁Semiconductor Q1 Winners by Revenue/ EPS/YTD23

WallStreet_Tiger
2023-06-14

🎁Industrial Special of Q1 2023🎁

Semiconductor technology and Equipment stocks have been the second-highest industry by return in 2023.

Do you expect that the semiconductor technology stocks will perform better in 2023 or further?

WSTS forecasts the global semiconductor market will fall 10.3% in 2023 to US$515.1 billion, from $574.1 billion last year, led by a 35% drop in memory chips, it said. Growth is forecast to resume in 2024, seen up 11.8% to $576 billion.

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The following are Top Winners by Market value, Revenue, EPS, and YTD2023 respectively in Q1 2023.

We looks forward to the data in this article helping you understand more about the field of semiconductor equipment and technology companies.

TOP 15 Semiconductor Tech Companies by Market Value, as of June 13th 2023

Rank

Ticker

Market Value($)

Price:D-1($)

P/E (%)

YTD 2023 (%)

EPS T12M ($)

1

$Apple(AAPL)$

2883228270592.00

183.31

31.12

41.50

5.91

2

$NVIDIA Corp(NVDA)$

1013243379712.00

410.22

199.14

180.78

1.93

3

$Taiwan Semiconductor Manufacturing(TSM)$

553909026816.00

106.80

14.99

44.10

39.36

4

$Broadcom(AVGO)$

351244812288.00

851.12

26.37

53.32

32.88

5

$ASML Holding NV(ASML)$

297221718016.00

737.27

39.47

35.63

17.23

6

$Cisco(CSCO)$

207012954112.00

50.80

17.29

8.29

2.80

7

$Advanced Micro Devices(AMD)$

200538357760.00

124.53

286.60

92.26

0.24

8

$Texas Instruments(TXN)$

161026867200.00

177.41

19.82

8.96

8.98

9

$Intel(INTC)$

141438615552.00

33.91

30.45

-0.68

10

$Qualcomm(QCOM)$

138615013376.00

124.43

12.46

14.67

9.40

11

$Sony(SONY)$

126347780096.00

100.19

18.51

31.77

758.28

12

$Applied Materials(AMAT)$

119067787264.00

141.79

18.24

46.33

7.62

13

$Analog Devices(ADI)$ I

96457842688.00

192.37

17.76

18.39

7.12

14

$Lam Research(LRCX)$

84035338240.00

625.54

17.01

49.76

36.01

15

$Micron Technology(MU)$

74276544512.00

67.87

39.36

36.06

1.42

  • Revenue mainly refers to the income obtained by an enterprise within a certain period of time, but does not include costs, fees, and taxes. From the growth rate of revenue, it is often possible to observe the growth cycle of a company, and even observe the decline of the company.

TOP 15 Semiconductor Companies by Revenue, as of June 13th 2023

Rank

Ticker

Revenue T12M ($)

Price:D-1($)

P/E (%)

YTD 2023 (%)

EPS T12M ($)

1

$LG Display(LPL)$

24091357085696.00

6.55

/

32.06

-12032.00

2

$Sony(SONY)$

11539837091840.00

100.19

18.51

31.77

758.28

3

$Taiwan Semiconductor Manufacturing(TSM)$

2281448407040.00

106.80

14.99

44.10

39.36

4

$ASE Technology(ASX)$

657372889088.00

8.96

9.77

42.90

12.74

5

$Apple(AAPL)$

385094991872.00

183.31

31.12

41.50

5.91

6

$Synnex(SNX)$

61999204352.00

95.45

10.22

1.49

7.19

7

$Intel(INTC)$

56416001024.00

33.91

/

30.45

-0.68

8

$HP Inc(HPQ)$

56206000128.00

30.89

9.37

17.04

2.66

9

$Cisco(CSCO)$

54897000448.00

50.80

17.29

8.29

2.80

10

$Qualcomm(QCOM)$

41070000128.00

124.43

12.46

14.67

9.40

11

$Broadcom(AVGO)$

35041999872.00

851.12

26.37

53.32

32.88

12

$Flex Ltd(FLEX)$

30346000384.00

26.61

15.16

24.00

1.74

13

$Hewlett Packard Enterprise(HPE)$

29604000256.00

16.64

9.38

5.13

0.79

14

$Applied Materials(AMAT)$

26638000128.00

141.79

18.24

46.33

7.62

15

$Avnet(AVT)$

26354926080.00

48.33

6.05

17.75

9.22

  • EPS is equal to the net profit at the end of the period divided by the net number of shares at the end of the period. The ranking of U.S. stock returns can distinguish blue-chip stocks and junk stocks. You can also choose leading stocks by comparing the company's EPS, or observing the company's growth with EPS in different periods.

TOP 15 Semiconductor Companies by EPS, as of June 13th 2023

Rank

Ticker

EPS T12M ($)

Market Value($)

Revenue T12M ($)

Price:D-1($)

P/E (%)

YTD 2023 (%)

1

$Sony(SONY)$

758.28

126347780096.00

11539837091840.00

100.19

18.51

31.77

2

$Taiwan Semiconductor Manufacturing(TSM)$

39.36

553909026816.00

2281448407040.00

106.80

14.99

44.10

3

$Lam Research(LRCX)$

36.01

84035338240.00

18856813056.00

625.54

17.01

49.76

4

$Broadcom(AVGO)$

32.88

351244812288.00

35041999872.00

851.12

26.37

53.32

5

$KLA-Tencor(KLAC)$

24.65

65840381952.00

10627657984.00

479.89

18.73

28.13

6

$ASML Holding NV(ASML)$

17.23

297221718016.00

24385199616.00

737.27

39.47

35.63

7

$Teledyne(TDY)$

16.02

18938198016.00

5520900096.00

402.55

26.22

0.66

8

$Viasat(VSAT)$

14.08

5476993024.00

2652448960.00

44.43

/

40.38

9

$ASE Technology(ASX)$

12.74

19592992768.00

657372889088.00

8.96

9.77

42.90

10

$Qualcomm(QCOM)$

9.40

138615013376.00

41070000128.00

124.43

12.46

14.67

11

$Avnet(AVT)$

9.22

4417330688.00

26354926080.00

48.33

6.05

17.75

12

$Texas Instruments(TXN)$

8.98

161026867200.00

19502000128.00

177.41

19.82

8.96

13

$Motorola Solutions(MSI)$

8.21

46959104000.00

9389999872.00

279.99

30.19

9.00

14

$Zebra(ZBRA)$

7.92

14574843904.00

5754000000.00

283.39

21.95

10.52

15

$Applied Materials(AMAT)$

7.62

119067787264.00

26638000128.00

141.79

18.24

46.33

TOP 15 Semiconductor Companies by YTD2023, as of June 13th 2023

Rank

Ticker

YTD 2023 (%)

Market Value($)

Price:D-1($)

P/E (%)

Revenue T12M ($)

EPS T12M ($)

1

$SUPER MICRO COMPUTER INC(SMCI)$

197.49

12819789824.00

244.24

23.03

6574081024.00

11.13

2

$NVIDIA Corp(NVDA)$

180.78

1013243379712.00

410.22

199.14

25877999616.00

1.93

3

$Axcelis(ACLS)$

127.17

5897162752.00

180.28

31.80

970423008.00

5.76

4

$Advanced Micro Devices(AMD)$

92.26

200538357760.00

124.53

286.60

23067000320.00

0.24

5

$Rambus(RMBS)$

76.83

6894253568.00

63.34

82.05

469505000.00

0.51

6

$Entegris(ENTG)$

73.89

17028184064.00

113.76

88.68

3554783040.00

0.03

7

$Onto Innovation Inc.(ONTO)$

64.14

5470145536.00

111.76

28.33

962997984.00

4.04

8

$Broadcom(AVGO)$

53.32

351244812288.00

851.12

26.37

35041999872.00

32.88

9

$Lam Research(LRCX)$

49.76

84035338240.00

625.54

17.01

18856813056.00

36.01

10

$ON Semiconductor(ON)$

48.58

40021655552.00

92.67

17.69

8340899968.00

4.24

11

$Applied Materials(AMAT)$

46.33

119067787264.00

141.79

18.24

26638000128.00

7.62

12

$Taiwan Semiconductor Manufacturing(TSM)$

44.10

553909026816.00

106.80

14.99

2281448407040.00

39.36

13

$ASE Technology(ASX)$

42.90

19592992768.00

8.96

9.77

657372889088.00

12.74

14

$Apple(AAPL)$

41.50

2883228270592.00

183.31

31.12

385094991872.00

5.91

15

$Viasat(VSAT)$

40.38

5476993024.00

44.43

2652448960.00

14.08


Reply & Forward to Win Prizes

  • Which of the above companies is on your Watch-list?

  • Please comment on the reasons for the change of any data on any company.

Rewards:

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Mrzorro
    2023-06-15
    Mrzorro
    No doubt Semiconductor stocks is the hot pick of the year. (NVDA) and (AMD) for sure in my watchlist! But (AAPL) still my main focus! [Miser]
    • mizzmo
      Interesting, why is (AAPL) your main focus? Are you anticipating any upcoming news or earnings reports?
    • gleezy
      Agreed, semiconductor stocks have been performing well. Have you looked into (INTC) or (TSM)?
  • airui
    2023-06-15
    airui
    I have TSM and ASML as well as the rest of the semiconductor equipment manufacturers.  they formed the backbones of the AI boom, u do not have to pick companies in riding the AI wave
  • 第N次大变革大分流
    2023-06-15
    第N次大变革大分流
    如果从分红角度来说,半导体第一赢家是台积电,台股的风格都是分红大于回购,所以在美股上市也是会遵循这个风格,而且台积电的现金流是目前半导体股票中的number 1。所以我选台积电
  • Alubin
    2023-06-15
    Alubin
    $Advanced Micro Devices(AMD)$ is on my watchlist. Have been invested in it since awhile back!
  • CYKuan
    2023-06-15
    CYKuan
    My watchlist: $Lam Research(LRCX)$
    Long established, historical proven defensive company
  • icycrystal
    2023-06-15
    icycrystal
    semiconductor is going to do well for some period so there's an opportunity to invest in stocks in this field [smile] [smile] [smile]
    • koolgal
      Yes I agree with you 😍😍😍🌈🌈🌈
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