π The stock market winners of the first half of the year are clearly the semiconductors
π Their performance since the beginning of the year
πΊπΈ Super Micro Comp. $SMCI +188.2%
πΊπΈ NVidia $NVDA +149.5%
π¬π§ ARM $ARM +117.7%
π―π΅ Disco Corp $6146 +73.6%
πΉπΌ TSMC $TSM +62.9%
πΊπΈ Micron $MU +54.1%
π³π± ASM Int. $ASM 51.7%
πΊπΈ Applied Mat. $AMAT +45.6%
πΊπΈ Broadcom $AVGO +43.8%
π³π± ASML $ASML +42.0%
πΊπΈ KLA Corporation $KLAC +41.8%
π―π΅ Tokyo Electron $8035 +37.9%
πΊπΈ Qualcomm $QCOM +37.7%
πΊπΈ LAM Research $LRCX +35.9%
πΊπΈ ACM Research $ACMR +18.0%
πΊπΈ NXP Semiconductors $NXPI +17.2%
πΊπΈ Marvell $MRVL +15.9%
πΊπΈ Analog Devices $ADI +15.0%
πΊπΈ Texas Instruments $TXN +14.1%
π³π± BE Semiconductor $BESI +13.7%
πΊπΈ AMD $AMD +10.0%
However some are not performing well - especially the ones exposed to other cycles than AI (cars, ...)
π©πͺ Infineon $IFX -8.7%
π§πͺ Melexis $MELE -10.7%
π«π· STM $STMPA -17.8%
π«π· Soitec $SOI -34.7%
πΊπΈ Intel $INTC -38.4%
π©πͺ Aixtron $AIXA -52.8%
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