The semiconductor industry plays a crucial role in driving technological advancements and innovations and is also a key enabler for the growth of other industries, such as automotive and healthcare, therefore, understanding the semiconductor value chain and the companies involved in it is crucial for anyone interested in technology and its impact on the global economy and that is what this article does. Read on.
The semiconductor value chain refers to the various stages involved in the production and distribution of semiconductor devices such as microprocessors, memory chips, and sensors which are used in a wide range of electronic devices, including smartphones, computers, and automobiles. The semiconductor value chain is a complex and dynamic process that involves multiple companies, each with their own specialized roles. (Source) There are the 5 segments in the semiconductor value chain of which pure-play fabless semiconductor companies are one and the performances of the 6 companies in that segment are tracked and commented on by MunAiMarkets below.
A pure-play company is one that concentrates its efforts on one single line of business and a fabless (fabrication-less) manufacturer designs and sells hardware devices and semiconductor chips while outsourcing their fabrication (or fab) to a specialized manufacturer.
There are only 6 pure-play fabless semiconductor companies trading on U.S. stock exchanges and they are outlined below as to their stock performances so far in May (i.e. May 23rd), in descending order, and YTD, along with any recent news, analyses and/or commentary on them where available:
Nvidia (NVDA): UP 20.5% MTD; DOWN 2.2% YTD;
Nvidia shares rise on strong Q1 earnings, despite export control headwinds
Broadcom (AVGO): UP 18.8% MTD; DOWN 1.4% YTD;
Why this chip stock is still deemed a ‘must-own’ AI play — despite its 70% surge in a year
Advanced Micro (AMD): UP 3.3% MTD; DOWN 8.4% YTD;
Here’s why HSBC analysts are giving up their bearish call on AMD’s stock
Monolithic Power (MPWR): UP 11.6% MTD; UP 13.8% YTD;
Monolithic Power Systems: Holding Steady, With AI Upside Still In Play
Marvell (MRVL): UP 4.0% MTD; DOWN 45.1% YTD;
Marvell’s stock is already down almost 50% this year. Here’s why it was just downgraded.
Marvell’s stock is falling. Here’s why investors are spooked.
Qualcomm (QCOM): DOWN 2.1% MTD; DOWN 5.4% YTD
Qualcomm: AI Infrastructure At A Discount
Constituent | SYMBOL | MTD | YTD | Notes |
|---|---|---|---|---|
NVIDA | NVDA | 20.5% | 2.2% | Nvidia shares rise on strong Q1 earnings, despite export control headwinds |
The MunAiMarkets Pure-Play Fabless Semiconductor Companies Portfolio is UP 11.7% so far in May (May 23rd) but remains DOWN 0.3% YTD.
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