Pure-Play Fabless Semiconductor Stocks Up 14%, On Average, In June; Now Up 39% YTD


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An Introduction
There are 5 segments in the semiconductor value chain whose pure-play constituent stock performances are tracked and commented on by munKNEE in its latest hyperlinked articles below. The fabless semiconductor companies category is analyzed in this article and is one of the 5 and the other 4 are semiconductor foundries; equipment and materials suppliersintegrated device manufacturers; and electronic design automation software designers.

What Is A Pure-Play Fabless Semiconductor Company? 
A pure-play company is one that concentrate 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.

The munKNEE Pure-Play Fabless Semiconductor Companies Portfolio
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 in June, and YTD along with their current market capitalizations, and any recent news, analyses and commentary on them where available:

  • Broadcom (AVGO): UP 20.8% in June; UP 43.8% YTD

    • Market Capitalization: $808B
    • Recent News, Analyses and Commentary:
      • Broadcom Up 21%: Here’s How to Play AVGO Ahead of Split
  • Nvidia (NVDA): UP 12.7% in June; UP 149.5% YTD

    • Market Capitalization: $3,240B
    • Recent News, Analyses and Commentary:
      • Nvidia Stock Has Come Back To Life; Is The Stock A Buy Now?
  • Monolithic Power (MPWR): UP 11.7% in June; UP 30.3% YTD

    • Market Capitalization: $40B
    • Recent News, Analyses and Commentary:
      • Here’s Why Monolithic Power is a Strong Momentum Stock
  • Marvell (MRVL): UP 1.6% in June; UP 15.9% YTD

    • Market Capitalization: $63B
    • Recent News, Analyses and Commentary:
      • Why Isn’t the Marvell Stock Rising Despite Massive AI Growth?
  • Qualcomm (QCOM): DOWN 2.4% in June; UP 37.7% YTD

    • Market Capitalization: $240B
    • Recent News, Analyses and Commentary:
      • Qualcomm Stock Sinks As Market Gains: What You Should Know
  • Advanced Micro (AMD): DOWN 2.8% in June; UP 10.0% YTD

    • Market Capitalization: $258B
    • Recent News, Analyses and Commentary:
      • Intel Stock: Down But Not Out?
  • Summary
    The average pure-play fabless semiconductor company was UP 14.1% in June and is now UP 38.8% YTDMore By This Author:Pure-Play Semiconductor Supplier Stocks Up 10% In June; Now Up 36% YTD
    Pure-Play Semiconductor Foundries Portfolio Went Up 14% In June; Now Up 34% YTD
    Micro/Small Cap AI Stocks Portfolio Declined +10% In June

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