Sunday, February 13, 2022

Semiconductor (chip) stocks

Semiconductors, also known as semis, or chips,  can be found in thousands of products such as computers, smartphones, appliances, gaming hardware, and medical equipment.
  • A semiconductor chip is an electric circuit with many components such as transistors and wiring formed on a semiconductor wafer. An electronic device comprising numerous of these components is called integrated circuit (IC). Semiconductors can be classified into a small number of categories including memory chips, microprocessors, graphics processing units (GPUs), and integrated chips.
  • Never has the sector been more competitive, with more than 750 companies vying globally to build the insides of the next hot device or power future mega computers.
ETF  (avg daily vol)  
SMH  The VanEck Vectors Semiconductor ETF  (5.9M)
(by market cap)                
Ticker       Company name Mkt Cap
  1. TSM    Taiwan Semiconductor Manufacturing   621.13B; Taiwan
  2. NVDA  NVIDIA Corp. 604.73B; Santa Clara, California
  3. AVGO   Avago Technologies 238.88B; Singapore-based Apple supplier
  4. INTC     Intel Corp.  193.75B; California-based; stable PC market, strong growth in digital color graphics, improved profitability in mobile and a very large share repurchase plan.
  5. QCOM  QUALCOMM  186.102B; San Diego, California
  6. AMD  Advanced Micro Devices  137.04B; Santa Clara, California
  7. TXN    Texas Instruments    62.22B; 150.05B; Texas
  8. MU  Micron Technology  100.62B; Boise, Idaho
  9. ADI  Analog Devices  80.96B; Wilmington, Massachusetts
  10. MRVL  Marvell Technology  57.17B; Wilmington, Delaware
  11. XLNX  Xilinx  48.42B; San Jose, California
  12. NXPI      NXP Semiconductors N.V.     49.43B: Netherlands-based; the world’s number one supplier for small-signal discretes; will supply the near field communications (NFC) module and secure element NFC booster chip. NFC is a set of standards for smartphones and other devices like the Apple Watch to establish radio communication with each other by touching them together or bringing them into close proximity, usually no more than a few centimeters.
  13. STM STMicroelectronics NV 40.83B; Switzerland-based
  14. MCHP Microchip Technology 39.58B; Chandler, Arizona
  15. GFS GlobalFoundries 28.97B; Malta, New York
  16. ON ON Semiconductor Corp. 25.27B; automotive chip specialist
  17. UMC  United Microelectronics Corporation  24.184B; Taiwan
  18. SWKS    Skyworks Solutions   22.10B : Irvine, California; The company makes radio frequency chips used in Apple's iPhone, Samsung's Galaxy as well as many other wireless devices. 
  19. MPWR   Monolithic Power Systems  20.04B:  California-based; designs high-performance, energy-efficient analog semiconductors for use in cloud computing, telecom, automotive and other industries.
  20. ASX  ASE Technology  15.64B; Taiwan
  21. QRVO   Qorvo 14.02B: North Carolina; radio frequency (RF) solutions for mobile, infrastructure, and aerospace and defense applications.
  22. WOLF  Wolfspeed  11.99B; formerly known as Cree; Durham, North Carolina

  • MXIM Maxim Integrated Products 10.25B
  • CY Cypress Semiconductor 4.98B
  • AUO AU Optronics Corp.; 4.92B Taiwan-based
  • CAVM Cavium, Inc. 3.84B
  • ATML Atmel Corporation 3.57B
  • CRUS     Cirrus Logic   1.90B ; Austin, Texas-based; Apple supplier; makes audio integrated circuits and microphones used in smartphones.
  • Lam Research (LRCX)
  • Applied Materials (AMAT)
  • Nova Measuring Instrument (NVMI)
  • Cascade Microtech (CSCD)
  • Tessera Technologies (TSRA)
  • Cabot Microelectronics (CCMP)
  • Advanced Energy (AEIS)
  • PDF Solutions (PDFS)
  • Kulicke & Soffa Industries (KLIC)
  • MKS Instruments (MKSI)
  • PMC-Sierra (NASDAQ:PMCS)
++++HIMX  Himax Technologies; Taiwan-based

charts - avg vol (3 months):  (day's change) (change from open) (by vol)


Acquisitions
  • Resonant (NASDAQ: RESN) to be acquired by a subsidiary of Japan-based Murata Manufacturing Co. Ltd. (MRAAY) for $4.50/sh or approx. $295.7 million. (Feb 2022)
  • Maxim Integrated (MXIM) acquired by rival chipmaker Analog Devices (ADI) for $20.91 billion. (13 July 2020)
  • ARM Holdings (ARMH); United Kingdom-based; acquired by SoftBank for $32 billion (7/16); Apple supplier; maker of chips used in smartphones. A dominant player in the smartphone tablet market. It licenses its chip technology to some tech heavyweights like Apple, Samsung and Qualcomm (NASDAQ:QCOM), among others, that also pay royalties.
  • Linear Technology (LLTC) acquired by Analog Devices (ADI). (July 2016)
  • Freescale Semiconductor (FSL) was acquired by NXP Semiconductors (NXPI) for about $16.7 billion. (7 Dec 2015)
  • Altera Corp. (NASDAQ: ALTR) acquired by Intel (NASDAQ: INTC) for $17 billion. (June 2015)
  • Broadcom Corp. (NASDAQ: BRCM); California-based; top supplier to both Samsung and Apple; acquired by Avago Technologies (NASDAQ: AVGO) for $37 billion. (June 2015) 
©Artremis (EAS 2/12/22)

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