Semiconductor stocks this week and month with a beta > 1.0
Worst Performing (1-Week)$AXT(AXTI.US): -27.15% $Astera Labs(ALAB.US): -23.41% $Marvell Tech(MRVL.US): -22.60%$Maxlinear(MXL.US): -22.34% Worst Performing (1-Month)$AXT(AXTI.US): -58.85% $Navitas Semiconductor(NVTS.US): -50.46% $Vishay Intertech(VSH.US): -42.81% $Atomera(ATOM.US): -40.11%
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Goldman Sachs had released a supply/demand heatmap and price trends for major sub-segments/products. To provide an overview, here are some key names at each layer:
DRAMSK Hynix $000660.KS Micron $Micron Tech(MU.US) CXMT Nanya Technology $2408.TW Samsung Electronics $005930.KSNANDSK Hynix $000660.KS Micron $Micron Tech(MU.US) Samsung Electronics $005930.KS Sandisk $Sandisk(SNDK.US) Kioxia $285A.T Western Digital $Western Digital(WDC.US) YMTC Nearline HDDSeagate $Seagate Tech(STX.US) Toshiba Western Digital $Western Digital(WDC.US) Foundry - TSMC & Local ChinaSMIC $0981.HK Hua Hong Grace Semiconductor $1347.HK Taiwan Semiconductor Manufacturing $Taiwan Semiconductor(TSM.US) Analog Semis - Global & Local ChinaInfineon Technologies $IFX.DE Texas Instruments $Texas Instruments(TXN.US) ON Semiconductor $ON Semiconductor(ON.US) STMicroelectronics $STMicroelectronics NV(STM.US) OmniVision Integrated Circuits $603501.SS StarPower Semiconductor $603290.SS Nexperia SPE (Front/Back-End) - Japan & Local ChinaTokyo Electron $8035.T Advantest $6857.T Lasertec $6920.T Disco $6146.T Naura Technology $002371.SZ Advanced Micro-Fabrication Equipment $688012.SSKingsemi $688037.SSOptics - Cables, Connectors, Devices Coherent $Coherent Corp.(COHR.US) Lumentum $Lumentum(LITE.US) Applied Optoelectronics $Applied Optoelectronics(AAOI.US) Fabrinet $Fabrinet(FN.US) Zhongji Innolight $300308.SZ Eoptolink $300502.SZ Amphenol $Amphenol(APH.US) Credo $Credo Tech(CRDO.US) Semtech $Semtech(SMTC.US) Macom $Macom Tech(MTSI.US) TE Connectivity $TE Connectivity(TEL.US) Corning $Corning(GLW.US) MLCCVishay Intertechnology $Vishay Intertech(VSH.US) Murata Manufacturing $6981.T Taiyo Yuden $6937.T TDK $6762.T Yageo $2327.TWABF SubstrateUnimicron $2302.TW Shinko Electric $6967.T Ibiden $4062.T AT&S $ATS(ATS.US).VI Nan Ya PCB $8046.TWPCB/CCLVictory Giant Technology $300476.SZ Unimicron $2302.TW Elite Material $2383.TW WUS Printed Circuit $2368.TW Furukawa Electric $5801.T Taiwan Union Technology $6274.TW Doosan $000150.KS Shennan Circuits $002916.SZT-GlassNittobo $6762.TInP SubstrateAXT Inc $AXT(AXTI.US) Sumitomo Electric $5802.TTantalum PowderAdvanced Metallurgical Group $Affiliated Managers(AMG.US).ASSilicon WafersShin-Etsu Chemical $4063.T SUMCO $3436.T GlobalWafers $6488.TW Siltronics AG $WAF.DENote: Does not cover all possible names. This is a brief overview. - M
$Semiconductor(CP00062.US). Jack
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The US-Iran conflict has disrupted semiconductor shipments from Israel’s Tower Semi, prompting clients to shift orders to Taiwan’s Vanguard (VIS) and Powerchip (PSMC), media report. Affected chips include power (PMICs), CIS sensors, RF, MEMS, and analog signal chips, by a range of companies, including Broadcom, Onsemi, Vishay, others. $Tower Semicon(TSEM.US) $Broadcom(AVGO.US) $Intel(INTC.US) $Skyworks Solutions(SWKS.US) $ON Semiconductor(ON.US) $Vishay Intertech(VSH.US) #Samsung #semiconductors
Source: Dan Nystedt
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China’s top passive component maker, FengHua Advanced Technology (FHAT), notified clients of price increases for inductors, varistors and thick-film resistors as it passes along higher silver prices, media report, noting other companies may raise prices for the same reason. Prices for MLCCs, the most widely used passive component in end devices are not likely to rise because demand for consumer electronics remains muted. MLCCs: Multilayer Ceramic Capacitors. $Vishay Intertech(VSH.US) #Yageo #Murata
Source: Dan Nystedt