🎁Semiconductor Devices Q2 Winners by Revenue, EPS & YTD 2023

Tiger_Earnings
2023-09-13

🎁Industrial Special of Q2 2023🎁

In this post, we will continue to cover the most important industry-semiconductor devices, which lead the $S&P 500(.SPX)$ performance in 2023.

Read more:

🎁Application Software Q2 Winners by Revenue, EPS &YTD 2023

🎁Semiconductor Equipment Q2 Winners by Revenue, EPS & YTD 2023

In the latest September, semiconductor stocks showed some pullback, $NVIDIA Corp(NVDA)$ dropped almost 10%.

Regarding the outlooks for semiconductors devices industry, according to the report by mordorintelligence

The Global Semiconductor Device Market size is estimated at $673.05 billion in 2023, and is expected to reach $990.31 billion by 2028, growing at a CAGR of 8.03% during the forecast period (2023-2028).

  • The semiconductor industry is witnessing rapid growth, with semiconductors emerging as the basic building blocks of all modern technology. The advancements and innovations in this field are resulting in a direct impact on all downstream technologies.

  • The semiconductor industry is estimated to continue its robust growth during the forecast period to accommodate the increasing demand for semiconductor materials in emerging technologies, such as artificial intelligence (AI), autonomous driving, Internet of Things, and 5G, coupled with competition among key players and consistent spending on R&D.

Below are the top list showing the top winners by Revenue/ EPS/ YTD2023 (with market cap over $100 M)of the Semiconductor Devices (data as of September 12.). Hope the data in this article helping you understand more about the field.

1. Top 10 Winners by Market value:

Ticker

Market Cap ($)

Current Price ($)

EPS TTM ($)

Revenue T12M ($)

Total Return YTD

$NVIDIA Corp(NVDA)$

1.116T

455.72

4.41

229391261856

207.03%

$Broadcom(AVGO)$

354.598B

857.55

32.72

248039339881

51.04%

$Advanced Micro Devices(AMD)$

170.162B

106.09

-0.02

152040034462

62.59%

$Intel(INTC)$

161.615B

38.01

-0.23

376067454246

47.03%

$Texas Instruments(TXN)$

150.577B

164.66

8.33

130899383553

12.34%

$Qualcomm(QCOM)$

123.072B

106.14

7.62

267767169438

1.17%

$Analog Devices(ADI)$

88.525B

177.47

7.36

89778039986

6.72%

$Micron Technology(MU)$

76.704B

70.18

-2.66

125374772689

40.68%

$NXP Semiconductors NV(NXPI)$

52.463B

203.05

10.57

91685711051

26.21%

$Marvell Technology(MRVL)$

48.593B

55.74

-0.44

39305131801

50.24%

2. Top 10 Winners by Q2 2023 Revenue:

Ticker

Revenue T12M ($)

Market Cap ($)

Current Price ($)

EPS TTM ($)

Total Return YTD

$Intel(INTC)$

376067454246

161.615B

38.01

-0.23

47.03%

$Qualcomm(QCOM)$

267767169438

123.072B

106.14

7.62

1.17%

$Broadcom(AVGO)$

248039339881

354.598B

857.55

32.72

51.04%

$NVIDIA Corp(NVDA)$

229391261856

1.116T

455.72

4.41

207.03%

$Advanced Micro Devices(AMD)$

152040034462

170.162B

106.09

-0.02

62.59%

$Texas Instruments(TXN)$

130899383553

150.577B

164.66

8.33

12.34%

$Micron Technology(MU)$

125374772689

76.704B

70.18

-2.66

40.68%

$NXP Semiconductors NV(NXPI)$

91685711051

52.463B

203.05

10.57

26.21%

$Analog Devices(ADI)$

89778039986

88.525B

177.47

7.36

6.72%

$Microchip Technology(MCHP)$

60979085304

43.253B

78.78

4.33

11.56%

3. Top 10 Winners by Q2 2023 EPS:

Ticker

EPS T12M($)

Market Cap($)

Current Price($)

Revenue T12M ($)

Total Return YTD

$Broadcom(AVGO)$

32.72

354.598B

857.55

248039339881

51.04%

$NXP Semiconductors NV(NXPI)$

10.57

52.463B

203.05

91685711051

26.24%

$Monolithic Power(MPWR)$

9.33

23.228B

500.87

12849852943

34.03%

$Texas Instruments(TXN)$

8.33

150.577B

164.66

130899383553

-1.05%

$Qualcomm(QCOM)$

7.62

123.072B

106.14

267767169438

1.17%

$Analog Devices(ADI)$

7.36

88.525B

177.47

89778039986

6.72%

$Diodes(DIOD)$

7.18

3.64B

78.18

13577816767

1.47%

$Skyworks Solutions(SWKS)$

6.49

15.657B

99.38

34508987117

6.34%

$NVE Corp(NVEC)$

4.75

416.832M

83.46

275671725.1

32.49%

$ON Semiconductor(ON)$

4.36

42.225B

97.92

58103460373

55.19%

4. Top 10 Winners by YTD 2023:

Ticker

Total Return YTD

Market Cap ($)

Current Price ($)

EPS T12M （$）

Revenue T12M

$MicroCloud Hologram Inc.(HOLO)$

368.26%

487.795M

9.39

-10.76

554377833.1

$NVIDIA Corp(NVDA)$

207.03%

1.116T

455.72

4.41

229391261856

$eMagin(EMAN)$

132.94%

164.712M

1.98

-1.05

191827028

$Navitas Semiconductor Corp(NVTS)$

130.20%

1.404B

8.11

-7.06

376225033.7

$Arteris, Inc.(AIP)$

73.02%

268.389M

7.2

-5.66

339454978.7

$Advanced Micro Devices(AMD)$

62.59%

170.162B

105.31

-0.02

152040034462

$Smart Global Holdings Inc.(SGH)$

59.54

1.189B

24.14

-3.77

11870295458

$ON Semiconductor(ON)$

55.19%

42.225B

97.92

4.36

58103460373

$Rambus(RMBS)$

58.71%

1.189B

56.85

12.22

3259133938

$Netlist, Inc.(NLST)$

40%

407.571M

1.61

-1.6

522042988.6

5.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:

  • Each valid review for any company can receive 5 Tiger Coins

  • Whoever Forward and this article s to the tiger community will get 10 Tiger Coins

  • Top 5 Comments with Most Likes will get an extra 20 Tiger Coins

# 💰Stocks to watch today?(26 Dec)

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.

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Comment（27）

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  • Shyon
    ·2023-09-14
    TOP

    Among the stocks listed above, I like NXP the most for the moment. NXP Semiconductors provides high performance mixed signal analog-digital and standard product solutions. Its product solutions are used in a range of end-market applications, including automotive, personal security and identification, industrial & Internet of Things, wireless and wireline infrastructure, mobile communications, multi-market industrial, consumer and computing. It engages with global original equipment manufacturers. The Company sells products in all geographic regions and countries: China, USA, Japan, Malaysia, South Korea, Germany, The Netherlands, and others.

    It's a great company with various innovative products and also one of the leaders in the industry. @GoodLife99  @Aqa  @icycrystal  @Universe宇宙  @b1uesky  @rL  @koolgal  come and join! [Happy] [Happy] [Happy] [Happy] [Happy] 




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    • Universe宇宙Replying toShyon: 
      [Chuckle] [ShakeHands] [ShakeHands] [ShakeHands]
      2023-09-14
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    • ShyonReplying toicycrystal: 
      👍👍👍😊😊😊
      2023-09-14
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    • ShyonReplying toMorganHope: 
      Yeah there are too many good companies to discover.
      2023-09-14
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  • Aqa
    ·2023-09-14
    $NVIDIA Corp(NVDA)$ is still the market leader. Go for it! Time your entry and exit to make profit. Its share price went up 1.37% again yesterday. Is it now USD 454.85 per share.
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  • Universe宇宙
    ·2023-09-14
    @TigerGPT Review AMD and NVIDIA by compare them using the SWOT analysis and fundamental analysis using as many paragraphs as necessary.
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    • TigerAI: 

      Based on the information provided, here is a SWOT and fundamental analysis comparing AMD and NVIDIA:

      AMD:Strengths:

      AMD has a strong product portfolio, including CPUs and GPUs, which are in high demand in the gaming and data center markets.  

      The company has been gaining market share from its competitor, Intel, in the CPU market.  

      AMD has a strong focus on innovation and has been successful in developing new technologies.  

      Weaknesses:

      AMD faces intense competition from NVIDIA in the GPU market.  

      The company's financial performance has been inconsistent in the past.  

      Opportunities:

      The increasing demand for gaming and data center applications presents growth opportunities for AMD.  

      The company can benefit from the growing trend of AI and machine learning, which require high-performance computing.  

      Threats:

      AMD faces the risk of losing market share to competitors, especially NVIDIA.  

      The semiconductor industry is highly cyclical, and any downturn in the industry could negatively impact AMD's business.  

      NVIDIA:Strengths:

      NVIDIA is a market leader in the GPU market, with a strong brand and a wide range of products.  

      The company has a strong presence in the gaming, data center, and AI markets.  

      NVIDIA has a track record of delivering strong financial performance.  

      Weaknesses:

      The company is heavily dependent on the gaming market, which can be volatile.  

      NVIDIA faces competition from AMD and other players in the GPU market.  

      Opportunities:

      The increasing demand for AI and machine learning technologies presents growth opportunities for NVIDIA.  

      The company can benefit from the growing adoption of GPUs in data centers.  

      Threats:

      NVIDIA faces the risk of losing market share to competitors, especially AMD.  

      The semiconductor industry is subject to technological advancements and changing customer preferences, which could impact NVIDIA's business.  

      Regarding the Q2 winners in the semiconductor devices industry by revenue, EPS, and YTD 2023, the provided information does not include the specific winners in these categories.

      According to the report by Mordor Intelligence, the outlook for the semiconductor devices industry is positive. The industry is expected to grow further in 2024, and sales have been increasing steadily. The report highlights the steady month-to-month growth and the solid second quarter for the semiconductor industry.

      The top 10 winners list by YTD 2023 is not provided in the given information.

      Regarding the rewards for reviewing and forwarding the article to the Tiger community, the information does not mention any specific rewards for doing so.

      Reference articles:

      3 Semiconductor Stocks to Invest In for Big-Time, Long-Term Gains  

      1 Chip Stock to Buy and Hold for the Next Decade  

      4 Semiconductor Stocks to Buy on Solid Rebound in Sales  

      2023-09-14
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  • icycrystal
    ·2023-09-14
    @koolgal @HelenJanet @GoodLife99 @rL @Zarkness @LMSunshine come.comment and win coins [smile] [smile] [smile]
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  • icycrystal
    ·2023-09-14
    $NVIDIA Corp(NVDA)$ would be my choice as AI is the in-thing. so am optimistic on this stock [smile] [smile] [smile]
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  • nomadic_m
    ·2023-09-13
    have position on $NVIDIA Corp(NVDA)$. still considering if I should hold or sell off. what's your strategy? appreciate your input...
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  • TheStrategist
    ·2023-09-13
    $NXP Semiconductors NV(NXPI)$ I have a fren that works for them
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  • WanEH
    ·2023-09-14
    nvidia sure is the best and fast growing company.
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  • LawrenceSG
    ·2023-09-14

    Share for semicon fans

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  • Kok
    ·2023-09-13

    Great article

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    • Fenger1188: 
      👍🏻👍🏻
      2023-09-13
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