What Is the Semiconductor Value Chain?The semiconductor value chain refers to the 6 stages involved in the production and distribution of semiconductor devices that involves multiple companies, each with their own specialized roles.Below are summaries of 6 articles I had posted on TalkMarkets over the past week on the major pure-play stocks in each segment. They are presented in descending order as to their performances in June, and YTD along with their focus, number of constituents in each portfolio, a hyperlink to each article and their pageviews, as follows:
- UP 16.6% in June (UP 20.5% YTD)
- Segment Focus: assembles chips into finished semiconductor components and tests for defects
- Number of Pure-Play Constituents: 2
- Article Pageviews: N/A
- Latest Article:
- UP 14.4% in June (UP 33.8% YTD)
- Segment Focus: concentrates all its efforts in the manufacturing of chips based on designs provided by other semiconductor companies which allows it to specialize in manufacturing processes and technologies
- Number of Pure-Play Constituents: 4
- Article Pageviews: 943
- Latest Article:
- UP 14.1% in June (UP 38.8% YTD)
- Segment Focus: designs and sells hardware devices and semiconductor chips while outsourcing their fabrication (or fab) to a specialized manufacturer
- Number of Pure-play Constituents: 8
- Article Pageviews: 911
- Latest Article:
- UP 9.5% in June (UP 36.4% YTD)
- Segment Focus: provides essential equipment for manufacturing semiconductors such as lithography machines, etching, test and packaging equipment, automation and inspection systems and production materials such as chemicals, gases, wafers and packaging
- Number of Pure-play Constituents: 5
- Article Pageviews: 902
- Latest Article:
- UP 6.6% in June (UP 22.5% YTD)
- Segment Focus: uses electronic design automation (EDA) software to assist engineers in the custom design and development of complex chips
- Number of Pure-Play Constituents: 2
- Article Pageviews: 870
- Latest Article:
- DOWN 1.2% in June (UP 13.1% YTD)
- Segment Focus: designs, manufactures, and sells its own semiconductor products to allow them to control the entire production process, from design to fabrication, resulting in greater efficiency and quality control.
- Number of Constituents: 6
- Article Pageviews: 215
- Latest Article:
SummaryThe above 6 Portfolios went UP 9.6%, on average, in June and are now UP 32.3% YTD. Understanding the semiconductor value chain is crucial for anyone interested in technology and its impact on the global economy and I hope the above information has accomplished that.AddendumIn addition to the above, I had 5 other articles posted on TalkMarkets in the past week (all hyperlinked below) that round out the performances of all the semiconductor and AI sectors that are tracked and commented on in my portfolios. The portfolio performances are summarized below, in descending order, as to their performances in June and YTD along with the number of constituents in each portfolio and the number of pageviews of each article:
- UP 14.5% in June (UP 18.2% YTD)
- Number of Constituents: 7
- Article Pageviews: 1016
- UP 3.2% in June (DOWN 13.5% YTD)
- Number of Constituents: 10
- Article Pageviews: 985
- UP 1.0% in June (DOWN 8.0% YTD)
- Number of Constituents: 11
- Article Pageviews: 1027
- DOWN 10.4% in June (DOWN 39.0% YTD)
- Number of Constituents: 6
- Article Pageviews: 934
- DOWN 13.6% in June (DOWN 35.8% YTD)
- Number of Constituents: 4
- Article Pageviews: 1029
More By This Author:Pure-Play Semiconductor Assembly, Test And Packaging Portfolio Up 17% In June; Now Up 20.5% YTD
Pure-Play Fabless Semiconductor Stocks Up 14%, On Average, In June; Now Up 39% YTD
Pure-Play Semiconductor Supplier Stocks Up 10% In June; Now Up 36% YTD
