🎁Semiconductor Q1 Winners by Revenue/ EPS/YTD23

🎁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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  • Mrzorro
    ·2023-06-15
    TOP
    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]
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    • PUSHo
      Interesting, why is (AAPL) your main focus? Are you anticipating any upcoming news or earnings reports?
      2023-06-15
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    • Winston
      Agreed, semiconductor stocks have been performing well. Have you looked into (INTC) or (TSM)?
      2023-06-15
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  • airui
    ·2023-06-15
    TOP
    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
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  • 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
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  • Alubin
    ·2023-06-15
    TOP
    $Advanced Micro Devices(AMD)$ is on my watchlist. Have been invested in it since awhile back!
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  • CYKuan
    ·2023-06-15
    TOP
    My watchlist: $Lam Research(LRCX)$
    Long established, historical proven defensive company
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  • icycrystal
    ·2023-06-15
    TOP
    semiconductor is going to do well for some period so there's an opportunity to invest in stocks in this field [smile] [smile] [smile]
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    • koolgal
      Yes I agree with you 😍😍😍🌈🌈🌈
      2023-06-15
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  • Shyon
    ·2023-06-14
    TOP
    Semiconductor and technology sector will be one of the great winners this year!
    I am currently having $Broadcom(AVGO)$ $Teradyne(TER)$ and $Applied Materials(AMAT)$ in my top watchlists. Out of the 3, I think Broadcom got the biggest potential, benefited from the AI boom.
    Come and share your thoughts with us!
    @LMSunshine @koolgal @Universe宇宙 @Aqa @GoodLife99 @koolgal @rL
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    • koolgal
      Thanks for sharing your awesome insights 😍😍😍
      2023-06-16
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    • Universe宇宙
      [ShakeHands]
      2023-06-15
      Reply
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    • ShyonReplying toFenger1188
      Thanks thanks
      2023-06-15
      Reply
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  • Aqa
    ·2023-06-15
    TOP
    Semiconductor technology stocks will perform better in 2023 and even better further on. The stocks on my Watch-list include AAPL, INTl and AMD. INTL will turn in profit from the second half of 2023. AAPL always has profit. AMD is very versatile and in win-win partnerships so it will maintain its competitiveness. Thanks @WallStreet_Tiger Repost and Forward this article to the Tiger community to support. Thanks @Shyon Tag more friends @Jo Tan @Asphen @Optionspuppy @b1uesky @amroui @nerdbull1669 @bs6969 @Universe宇宙 @melson @JC888 @rL
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  • pekss
    ·2023-06-15
    TOP
    I’m vested in a number of semiconductor companies, mostly in Nvidia, Apple and TSMC. Nvidia has been the greatest multibagger for me as it rides in the exploding AI demands and just joined the trillion dollar club. ASML is on my watchlist as it commands monopoly over EUV lithography tool which is essential for the latest and greatest semiconductor technology. @Healthy Tiger @evepek @ngph
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    • ngph
      Hope Nvidia continues to scale greater heights!
      2023-06-15
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    • eveev
      Great buys!
      2023-06-15
      Reply
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  • koolgal
    ·2023-06-15
    TOP
    🌟🌟🌟With the evolution of AI, semiconductor stocks are super hot!  I like $NVIDIA Corp(NVDA)$ as it is the market leader in creating AI chips that are used by big tech like $Microsoft(MSFT)$.  Nvidia has recently reached the USD 1 Trillion Dollars Club!  I believe that Nvidia has exponential growth ahead and is my bet on the future of AI!
    @WallStreet_Tiger
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  • StickyRice
    ·2023-06-15
    TOP




    Super Micro Computer, Inc. $SUPER MICRO COMPUTER INC(SMCI)$ has been one of the biggest AI gainers this year, with the stock more-than-doubling in value since late April. Investor optimism over the company’s AI strategy has largely defied fundamental underperformance reported for the March quarter.
    The company reported fiscal third quarter revenue of $1.28 billion, which underperformed the lower range of its $1.42 billion to $1.52 billion sales guidance offered earlier in the year. However, demand for its “AI/GPU and rack-scale solutions” has stayed resilient, with its data center vertical reporting 37% y/y revenue growth to $601 million during the March quarter. The results support management’s reassurance that the company’s recent underperformance is not a demand problem, but rather a supply problem stemming from a lingering shortage in key components that have thwarted the ramp up of new products critical to satisfying incremental AI opportunities.
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    • ALLinOne
      Investors should keep an eye on SMCI's ability to overcome supply chain challenges and ramp up production to meet AI demand.
      2023-06-15
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    • WinfredBill
      SMCI's AI strategy and resilient demand make it a promising investment despite recent underperformance.
      2023-06-15
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  • LMSunshine
    ·2023-06-15
    TOP
    Every semiconductor is on my watch-list👀📝 because it’s due for recovery when inflation settles🐂🐂🐂 Right now I’m leveraging on SOXL to ride the 🌊 and will keep adding shares when there’s a market correction. THX loads @WallStreet_Tiger for this important update to help us in our investing❣️ 🐯🐯🐯 Please come read, comment, and share for coins🥳 Sorry group tag still not working and when i tag individually, my app auto-exists halfway when I’m typing the message😭
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  • SirBahamut
    ·2023-06-15
    TOP
    Semiconductors are the building block of the digital economy with high visibility. Investing in them for the long term is the right choice, its just a matter of the price entry and the valuation multiple you pay
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    • WillHenry
      As a retail investor, I need to do more research before investing in semiconductors
      2023-06-16
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    • WinifredAnn
      I agree, semiconductors are crucial for the digital economy. But how can I determine the right price entry and valuation multiple?
      2023-06-16
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  • Fenger1188
    ·2023-06-15
    谢谢精彩分享👍🏻👍🏻👍🏻苹果股票是我心爱的股票❤️❤️我会继续等待好时机买入这支股票[财迷][财迷][财迷]
    Reply
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    • Shyon
      😀😀😀
      2023-06-15
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    • Alvinlimsg
      👍🏻👍🏻👍🏻👍🏻👍🏻
      2023-06-15
      Reply
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  • Universe宇宙
    ·2023-06-15
    Reply
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  • Donstark
    ·2023-06-15
    //@pekss: I’m vested in a number of semiconductor companies, mostly in Nvidia, $Apple(AAPL)$ and TSMC, as I'm optimistic of the semiconductor sector despite its prevailing slump. I believe that the global trend of operations automation and business digitisation will drive the long-term growth of semiconductor demands. Nvidia has been the greatest multi-bagger for me as it rides on the exploding AI demands and has just joined the trillion-dollar club. With a market share of over 80% of the AI chip market, enviable gross margin for its AI chip and first-mover advantage, it will be some time before competition catches up. Hopefully, Nvidia will continue to innovate and stay ahead of competition, and one day achieve
    Reply
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  • 安安0715
    ·2023-06-15
    谢谢精彩分享👍🏻👍🏻👍🏻最近股市大好,接下来应该轮到半导体股票😄😄😄😄
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  • Alvinlimsg
    ·2023-06-15
    好文章分享给大家看看❤️❤️❤️看好台积电[财迷][财迷][财迷]朋友们请加入评论赢虎币🥳🥳🥳
    Reply
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  • icycrystal
    ·2023-06-15
    @kokoflp @SweePng @WenWen @KOI @Cnjj please share your thoughts. also reposting [smile] [smile] [smile]
    Reply
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  • 安安0715
    ·2023-06-15
    好文章分享给大家👍🏻👍🏻👍🏻请加入评论😄
    Reply
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