Recortes de Economía: SECTORES

#sectores #semiconductores #chips 💻🏭
Leer + sobre semiconductores en http://bit.ly/30qHLcQ
Actualidad · Wikipedia
Empresas destacadas : AMD · Applied Materials · Arm · Cadence · ASMI · ASML · Broadcom · Impinj
Infineon · Intel · KLA-Tencor · LAM Research · Micron · Nvidia · QualcommON · Samsung · Skyworks · Texas Instruments · TSMC

¿Cómo invertir en semiconductores? BofA publicó su top pick del sector, con Nvidia incluida https://t.co/wIZSqRud21 #sectores #semiconductores #chips 💻🏭 #BankofAmerica
Leer + sobre semiconductores en https://t.co/uAL6QPRwKO
— RDE Temas Actualidad (@RdeTemas) April 18, 2025

La fiebre de los semiconductores desaparece: el sector borra todo el rally del último año y medio https://t.co/RyrRXw5sTL via @elEconomistaes #sectores #semiconductores #chips 💻🏭
Leer + sobre semiconductores en https://t.co/uAL6QPRwKO
— RDE Temas Actualidad (@RdeTemas) April 9, 2025

The Ultimate Cheat Sheet for 25 Companies Shaping the Semiconductor Value Chain

1. $NVDA -- Designer of AI GPUs & CUDA platform for model training

2. $TSM -- Manufacturer of advanced 3nm & 5nm chips for AI workloads

3. $AVGO -- Supplier of networking ASICs & high-speed… pic.twitter.com/URGCHnLR4I
— Shay Boloor (@StockSavvyShay) January 26, 2025

I thought I’d compile all my semiconductor pieces in one post for easy access.

It should provide a good foundation for the industry. Hope you guys enjoy.

1/ Starting with the AI semiconductor value chain: pic.twitter.com/6LKyZ8vDob
— Eric (@EricFlaningam) January 26, 2025

Let's take a look at which semiconductor stocks showcase the highest net income margins for 2025 🧐

• Unicorn (50+) | $NVDA, $AVGO
• Elite (40-49) | $ARM, $TSM
• Great (30-39) | $CDNS, $KLAC, $TXN, $ASML, $QCOM, $MRVL, $MU
• Good (20-29) | $AMD, $LRCX, $ON, $SWKS
• Solid… pic.twitter.com/olkJuTyuJT
— Shay Boloor (@StockSavvyShay) October 13, 2024