Tech USA
Semiconductors
Il comparto semiconduttori è tra i più ciclici e strategici dei mercati globali, con impatti diretti su AI, elettronica di consumo e difesa. Comprende sia i produttori di chip sia le aziende di attrezzature e materiali per la loro fabbricazione. MarketSider traccia questi titoli con particolare attenzione ai segnali di momentum, dato il legame stretto con i cicli di domanda hardware.
Titoli
35P/E medio
105.91ROE medio
26.68%Titoli Semiconductors
35 assetTICKER
P/E
ROE
0981
Semiconductor Manufacturing International Corporation
106.7
2.6%
→
285A
Kioxia Holdings Corp.
80.9
51.9%
→
3436
Sumco Corp.
—
-3.5%
→
6146
Disco Corp.
62.5
25.1%
→
6723
Renesas Electronics Corp.
—
-0.4%
→
6857
Advantest Corp.
57.2
57.6%
→
6920
Lasertec Corp.
48.6
44.1%
→
6963
Rohm Co., Ltd.
—
-19.2%
→
7735
Screen Holdings Co., Ltd.
36.7
20.3%
→
8035
Tokyo Electron Ltd.
57.8
29.3%
→
ADI
Analog Devices
56.2
9.6%
→
AMAT
Applied Materials Inc.
56.8
39.7%
→
AMD
Advanced Micro Devices
172.6
8.1%
→
ARM
Arm Holdings
370.9
12.0%
→
ASML
ASML Holding N.V.
60.2
52.2%
→
AVGO
Broadcom Inc.
59.9
37.3%
→
IFX
Infineon Technologies
91.5
6.3%
→
INTC
Intel Corporation
—
-2.9%
→
KLAC
KLA Corporation
66.7
95.0%
→
LRCX
Lam Research Corporation
66.2
66.8%
→
MCHP
Microchip Technology
384.7
3.4%
→
MPWR
Monolithic Power Systems
92.6
19.6%
→
MRVL
Marvell Technology
84.0
16.0%
→
MU
Micron Technology
22.1
66.6%
→
NVDA
Nvidia Corporation
29.8
114.3%
→
NXPI
NXP Semiconductors
26.1
25.8%
→
ON
ON Semiconductor Corp.
67.1
7.5%
→
Q
Qnity Electronics
45.7
7.5%
→
QCOM
Qualcomm Inc.
18.9
36.1%
→
STMMI
STMicroelectronics
439.3
0.9%
→
STMPA
STMicroelectronics
439.1
0.9%
→
SWKS
Skyworks Solutions
26.1
6.2%
→
TER
Teradyne
68.5
28.7%
→
TSM
TSM
37.7
36.2%
→
TXN
Texas Instruments
50.0
32.3%
→
0981
Semiconductor Manufacturing International Corporation
P/E 106.7
285A
Kioxia Holdings Corp.
P/E 80.9
3436
Sumco Corp.
P/E —
6146
Disco Corp.
P/E 62.5
6723
Renesas Electronics Corp.
P/E —
6857
Advantest Corp.
P/E 57.2
6920
Lasertec Corp.
P/E 48.6
6963
Rohm Co., Ltd.
P/E —
7735
Screen Holdings Co., Ltd.
P/E 36.7
8035
Tokyo Electron Ltd.
P/E 57.8
ADI
Analog Devices
P/E 56.2
AMAT
Applied Materials Inc.
P/E 56.8
AMD
Advanced Micro Devices
P/E 172.6
ARM
Arm Holdings
P/E 370.9
ASML
ASML Holding N.V.
P/E 60.2
AVGO
Broadcom Inc.
P/E 59.9
IFX
Infineon Technologies
P/E 91.5
INTC
Intel Corporation
P/E —
KLAC
KLA Corporation
P/E 66.7
LRCX
Lam Research Corporation
P/E 66.2
MCHP
Microchip Technology
P/E 384.7
MPWR
Monolithic Power Systems
P/E 92.6
MRVL
Marvell Technology
P/E 84.0
MU
Micron Technology
P/E 22.1
NVDA
Nvidia Corporation
P/E 29.8
NXPI
NXP Semiconductors
P/E 26.1
ON
ON Semiconductor Corp.
P/E 67.1
Q
Qnity Electronics
P/E 45.7
QCOM
Qualcomm Inc.
P/E 18.9
STMMI
STMicroelectronics
P/E 439.3
STMPA
STMicroelectronics
P/E 439.1
SWKS
Skyworks Solutions
P/E 26.1
TER
Teradyne
P/E 68.5
TSM
TSM
P/E 37.7
TXN
Texas Instruments
P/E 50.0