Semiconductor cov khoom lag luam tuaj yeem txuas ntxiv yog thaj chaw zoo tshaj plaws ntawm kev ua lag luam rau cov tub ua lag luam, txawm hais tias qhov kev cia siab ntawm lub sijhawm ntev ntawm cov paj laum tau ua rau muaj kev ntxhov siab rau qee cov khoom siv hluav taws xob siab.
Hnub Tuesday, cov tub ua lag luam xa cov chipmakers cov khoom lag luam siab dua tom qab Taiwan Semiconductor Manufacturing Co.
TSM
tau tshaj tawm ob tus lej nce ntxiv hauv peb lub hlis twg muag thiab cov nyiaj tau los, thiab hais tias kev siv peev nyiaj hauv 2022 yuav tag nrho ntawm $ 40 billion thiab $ 44 billion.
Yog vim li cas chipmakers tej zaum yuav yog ib qho ntawm qhov zoo tshaj plaws tech-oriented plays: Kev thov yog nce rau semiconductors siv hauv tsheb thiab txhua yam khoom siv.
Hauv qab no yog ib qho screen ntawm 44 cov khoom lag luam tuav los ntawm peb qhov kev sib pauv pauv nyiaj uas tau tsom mus rau kev lag luam semiconductor.
Peb cov nyiaj muaj ntau txoj hauv kev. Ua ntej, ntawm no yog lawv qhov nruab nrab txhua xyoo rov qab rau ntau lub sijhawm tawm tsam cov ntawm SPDR S&P 500 ETF Trust
SIV
thiab Invesco QQQ Trust
QQQ,
uas taug qab Nasdaq-100 Index:
| ETF | Ticker | Qhov nruab nrab rov qab - 3 xyoo | Qhov nruab nrab rov qab - 5 xyoo | Qhov nruab nrab rov qab - 10 xyoo | Qhov nruab nrab rov qab - 15 xyoo |
| iShares Semiconductor ETF |
SOXX
| 49.7% | 35.4% | 27.5% | 16.7% |
| SPDR S&P Semiconductor ETF |
XSD | 50.1% | 32.8% | 26.2% | 16.5% |
| VanEck Semiconductor ETF |
Smh | 50.8% | 35.1% | 27.0% | 18.1% |
| SPDR S&P 500 ETF Ntseeg |
SIV
| 24.2% | 17.8% | 16.0% | 10.4% |
| Invesco QQQ Kev Ntseeg |
QQQ
| 25.3% | 27.2% | 20.4% | 15.7% |
| Source: FactSet |
Lub semiconductor ETFs tau ua tiav SPY thiab QQQ los ntawm cov npoo dav rau txhua lub sijhawm. Lawv qhov kev ua tau zoo tau zoo sib xws, tab sis sib xyaw nrog VanEck Semiconductor ETF
Smh
coj qhov khoom plig rau peb lub xyoos thiab 15 xyoo.
Lub iShares Semiconductor ETF
SOXX
tau muaj qhov zoo tshaj qhov nruab nrab rov qab rau tsib xyoos thiab 10 xyoo. SPDR S&P Semiconductor ETF
XSD
nyob qib thib ob rau peb xyoos tab sis taug qab ob qho tib si rau tag nrho lwm lub sijhawm ntawm lub rooj.
Nov yog ntau ntxiv txog cov semiconductor ETFs:
- SOXX yog qhov loj tshaj plaws, nrog $ 9.9 nphom hauv tag nrho cov cuab tam. Nws tuav 30 cov khoom lag luam hauv PHLX Semiconductor Index - 30 cov tuam txhab loj tshaj plaws hauv Teb Chaws Asmeskas (xws li Asmeskas cov ntawv txais nyiaj tso nyiaj rau cov tuam txhab tsis yog Asmeskas) uas ua cov tshuab computer los yog muab cov khoom siv lossis cov kev pabcuam siv los ua rau lawv. ADRs raug capped ntawm 10% ntawm cov ntaub ntawv. ETF yog qhov hnyav los ntawm kev lag luam peev, nrog rau kev txwv ntawm 8% rau tsib qhov loj tshaj plaws tuav thiab 4% rau tus so. Nws yog qhov tseem ceeb heev, nrog rau tsib qhov khoom lag luam saum toj kawg nkaus (Broadcom Inc.
AVGO,
Qualcomm Inc.
QCOM,
Nvidia Corp.
NVDA,
Intel Corp.
INTC
thiab Advanced Micro Devices Inc.
AMD
) ua 35% ntawm cov ntaub ntawv. - XSD muaj $ 1.6 nphom hauv cov cuab tam thiab tuav 40 cov khoom lag luam ntawm cov tuam txhab semiconductor ntawm ntau qhov ntau thiab tsawg suav nrog hauv S&P Total Market Index. Cov ntaub ntawv pov thawj yog sib npaug-hnyav thiab rov sib npaug peb lub hlis twg. Raws li FactSet, qhov sib npaug ntawm qhov hnyav "tilts nws cov ntaub ntawv kom deb ntawm cov tuam txhab loj, paub zoo thiab mus rau kev loj hlob me me."
- SMH muaj $ 1.3 nphom hauv cov cuab tam thiab tuav 25 US-listed stocks lossis ADRs, xaiv los ntawm kev hloov kho lub cev hnyav uas tsis txwv rau feem pua ntawm cov tuam txhab tsis yog Asmeskas hauv cov ntaub ntawv. Yog li qhov loj tshaj plaws tuav yog Taiwan Semiconductor, uas ua rau 10.5% ntawm cov ntaub ntawv pov thawj, thaum tsuas yog suav txog 4% ntawm SOXX cov ntaub ntawv.
Muaj qee yam yuav tsum tau hais rau txhua qhov ntawm ETFs 'txoj hauv kev, thiab cov tub ua lag luam mus sij hawm ntev nrhiav qhov dav tshaj plaws ntawm kev lag luam tej zaum yuav tau txais txiaj ntsig zoo tuav cov khoom ntawm tag nrho peb.
Tam sim no cia peb saib rau yav tom ntej tus nqi-rau-cov nyiaj tau los sib piv raws li qhov kev pom zoo kwv yees rau 12 lub hlis tom ntej ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet, nrog rau cov kev xav tau kev loj hlob txhua xyoo rau kev muag khoom ib feem, cov nyiaj tau los ntawm ib feem thiab cov nyiaj pub dawb pub dawb rau ib feem los ntawm 2023: ib.
| lub tuam txhab | Ticker | Xa P / E | Ob xyoos kwv yees muag CAGR | Ob xyoos kwv yees EPS CAGR | Ob xyoos kwv yees FCF CAGR |
| iShares Semiconductor ETF | SOXX | 20.67 | 10% | 11% | 15% |
| SPDR S&P Semiconductor ETF | XSD | 25.02 | 11% | 19% | 23% |
| VanEck Semiconductor ETF | Smh | 21.9 | 11% | 12% | 15% |
| SPDR S&P 500 ETF Ntseeg | SIV | 20.82 | 6% | 9% | 12% |
| Invesco QQQ Kev Ntseeg | QQQ | 28.29 | 10% | 11% | 15% |
| Source: FactSet |
Qhov tseem ceeb tshaj plaws yog qhov kev ntsuas P/E siab tshaj plaws rau QQQ thiab qhov siab tshaj plaws EPS thiab cov nyiaj ntsuab-khiav CAGR rau XSD txog 2023.
XSD tseem yog tus nqi kim tshaj ntawm peb lub semiconductor ETFs ntawm P / E pem hauv ntej. Tom qab ntawd ib zaug ntxiv, nws tseem pheej yig dua li QQQ ntawm lub hauv paus no thiab xav tias yuav loj hlob EPS thiab FCF sai dua.
Semiconductor stock screen
Yog tias peb coj peb ETF cov ntaub ntawv ua ke, tshem tawm cov khoom sib xws, peb sab laug nrog cov npe ntawm 45 cov khoom lag luam. Kev pom zoo kwv yees rau kev muag khoom ib feem thiab cov nyiaj tau los ntawm ib feem ntawm daim ntawv qhia hnub 2023 muaj rau 44 ntawm lawv. Rau qee qhov, kev kwv yees nyiaj pub dawb tsis muaj, thiab cov no raug cim "N/A." Yog tias lub tuam txhab xav kom tshaj tawm cov nyiaj tau los tsis zoo rau ib lub xyoo, EPS CAGR tseem yuav raug cim "N/A." Yog xav paub ntxiv txog ib qho ntawm cov tuam txhab, nyem rau ntawm daim ntawv kos npe.
Cov npe ntawm 44 cov khoom lag luam semiconductor-kev lag luam tau txheeb los ntawm kwv yees li ob xyoos muag CAGR txog xyoo 2023:
| lub tuam txhab | Ticker | Ob xyoos kwv yees muag CAGR | Ob xyoos kwv yees EPS CAGR | Ob xyoos kwv yees FCF CAGR |
| Wolfspeed Inc. | WOLF | 36.9% | N / A | N / A |
| Marvel Technology Inc. | MRVL | 26.2% | 36.3% | 77.7% |
| Taiwan Semiconductor Manufacturing Co. Ltd. ADR | TSM | 20.5% | 22.2% | 52.0% |
| Lub Tuam Txhab Txuas Khoom Inc. | Npe | 20.5% | 14.4% | N / A |
| Universal Zaub Corp. | OLED | 20.4% | 28.6% | 40.1% |
| SunPower Kev lag luam | SPWR | 19.6% | 75.0% | N / A |
| Monolithic Fais Fab Systems Inc. | MPWR | 19.1% | 21.1% | 13.7% |
| Nvidia Corp. | NVDA | 18.8% | 21.2% | 37.5% |
| Micron Technology Inc. | MU | 16.9% | 33.1% | 73.1% |
| Advanced Micro Li Inc. | AMD | 16.0% | 24.7% | 12.9% |
| Tus tsim tawm: Entegris Inc. | ENTG | 15.5% | 16.7% | -3.3% |
| Lattice Semiconductor Corp. | LSCC | 15.3% | 28.7% | N / A |
| Synaptics Inc. | SYNA | 14.7% | 18.7% | N / A |
| Allegro MicroSystems Inc. | ALGM | 13.5% | 21.6% | 35.0% |
| ASML tuav NV ADR | ASML | 13.1% | 18.6% | 20.9% |
| Silicon Laboratories Inc. | SLAB | 12.6% | 32.5% | N / A |
| Smart Global Holdings Inc. | SGH | 11.9% | 11.4% | N / A |
| Txawj Tuam Inc. | SNPS | 11.6% | 14.8% | 4.4% |
| Qualcomm Inc. | QCOM | 11.6% | 13.5% | 21.4% |
| Semtech Corp. | SMTC | 10.2% | 18.6% | 18.6% |
| MaxLinear Inc. | MXL | 9.8% | 12.3% | -0.6% |
| KLA Corp. | KLAC | 9.8% | 12.6% | 4.7% |
| Qorvo Inc. | QRVO | 9.3% | 12.7% | 35.4% |
| NXP Semiconductors NV | NXPI | 9.3% | 11.7% | 12.4% |
| Skyworks Solutions Inc. | SWKS | 9.1% | 10.2% | N / A |
| Khoom Siv Inc. | AMAT | 9.0% | 12.6% | N / A |
| STMicroelectronics NV ADR RegS | STM | 9.0% | 15.7% | 89.3% |
| Teradyne Inc. | Ter | 8.6% | 11.0% | 18.1% |
| Cadence Tsim Tshuab Inc. | CDNS | 8.5% | 10.6% | 8.8% |
| Xilinx Inc. | XLNX | 8.3% | 16.8% | N / A |
| Microchip Technology Inc. | MCHP | 8.2% | 10.8% | 11.1% |
| Thawj Hnub Ci Inc. | FSLR | 8.2% | -5.7% | N / A |
| Tus tsim tawm: Diodes Inc. | TUAG | 8.0% | 13.4% | 76.2% |
| Broadcom Inc. | AVGO | 7.8% | 12.8% | N / A |
| United Microelectronics Corp. ADR | UMC | 7.7% | 6.2% | 20.7% |
| Lam Tshawb Nrhiav Corp. | LRCX | 7.7% | 11.2% | # N / A |
| Power Integrations Inc. | POV | 7.2% | 4.7% | 1.9% |
| ASE Technology Holding Co., Ltd. ADR | asx ua | 7.0% | 2.8% | N / A |
| Cirrus Logic Inc. | CRUS | 5.5% | 9.3% | N / A |
| Rambus Inc. | RMBS | 5.5% | 7.8% | 9.6% |
| ON Semiconductor Corp. | ON | 5.3% | 11.9% | 6.4% |
| MKS Seev Inc. | MKSI | 5.3% | 5.0% | 9.0% |
| Texas Seev Inc. | TXN | 5.3% | 5.0% | 6.2% |
| Intel Corp. | INTC | 2.1% | -15.7% | -54.7% |
| Source: FactSet |
Wolfspeed Inc.
WOLF
xav tau los ntawm cov kws tshuaj ntsuam kom ua tiav qhov nrawm tshaj plaws rau kev muag khoom kom loj hlob mus txog 2023. Txawm li cas los xij, nws tsis xav tias yuav tau txais txiaj ntsig txhua xyoo kom txog rau thaum 2023, yog li EPS CAGR tau cim "N / A."
Txhua lub npov Tshuag yog txwv, tab sis tuaj yeem pab koj pib koj li kev tshawb fawb. Nyem rau ntawm daim tickers kom paub ntxiv txog txhua lub tuam txhab. Nyem qhov no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog kev nplua nuj ntawm cov ntaub ntawv pub dawb ntawm nplooj ntawv MarketWatch quote.
Tsis nco: Cov S&P 500 cov khoom lag luam no tau cratered, tab sis cov kws tshuaj ntsuam xav tias 12 tuaj yeem tig nws nrog kev rov qab los txog li 70%
Cov 3 ETFs cia koj ua si qhov kub semiconductor sector, qhov twg Nvidia, Micron, AMD thiab lwm tus tau loj hlob kev muag khoom sai.
Semiconductor cov khoom lag luam tuaj yeem txuas ntxiv yog thaj chaw zoo tshaj plaws ntawm kev ua lag luam rau cov tub ua lag luam, txawm hais tias qhov kev cia siab ntawm lub sijhawm ntev ntawm cov paj laum tau ua rau muaj kev ntxhov siab rau qee cov khoom siv hluav taws xob siab.
Hnub Tuesday, cov tub ua lag luam xa cov chipmakers cov khoom lag luam siab dua tom qab Taiwan Semiconductor Manufacturing Co.
TSM
tau tshaj tawm ob tus lej nce ntxiv hauv peb lub hlis twg muag thiab cov nyiaj tau los, thiab hais tias kev siv peev nyiaj hauv 2022 yuav tag nrho ntawm $ 40 billion thiab $ 44 billion.
Yog vim li cas chipmakers tej zaum yuav yog ib qho ntawm qhov zoo tshaj plaws tech-oriented plays: Kev thov yog nce rau semiconductors siv hauv tsheb thiab txhua yam khoom siv.
Hauv qab no yog ib qho screen ntawm 44 cov khoom lag luam tuav los ntawm peb qhov kev sib pauv pauv nyiaj uas tau tsom mus rau kev lag luam semiconductor.
Peb cov nyiaj muaj ntau txoj hauv kev. Ua ntej, ntawm no yog lawv qhov nruab nrab txhua xyoo rov qab rau ntau lub sijhawm tawm tsam cov ntawm SPDR S&P 500 ETF Trust
SIV
thiab Invesco QQQ Trust
QQQ,
uas taug qab Nasdaq-100 Index:
SOXX
XSD
Smh
SIV
QQQ
Lub semiconductor ETFs tau ua tiav SPY thiab QQQ los ntawm cov npoo dav rau txhua lub sijhawm. Lawv qhov kev ua tau zoo tau zoo sib xws, tab sis sib xyaw nrog VanEck Semiconductor ETF
Smh
coj qhov khoom plig rau peb lub xyoos thiab 15 xyoo.
Lub iShares Semiconductor ETF
SOXX
tau muaj qhov zoo tshaj qhov nruab nrab rov qab rau tsib xyoos thiab 10 xyoo. SPDR S&P Semiconductor ETF
XSD
nyob qib thib ob rau peb xyoos tab sis taug qab ob qho tib si rau tag nrho lwm lub sijhawm ntawm lub rooj.
Nov yog ntau ntxiv txog cov semiconductor ETFs:
AVGO,
Qualcomm Inc.
QCOM,
Nvidia Corp.
NVDA,
Intel Corp.
INTC
thiab Advanced Micro Devices Inc.
AMD
) ua 35% ntawm cov ntaub ntawv.
Muaj qee yam yuav tsum tau hais rau txhua qhov ntawm ETFs 'txoj hauv kev, thiab cov tub ua lag luam mus sij hawm ntev nrhiav qhov dav tshaj plaws ntawm kev lag luam tej zaum yuav tau txais txiaj ntsig zoo tuav cov khoom ntawm tag nrho peb.
Tam sim no cia peb saib rau yav tom ntej tus nqi-rau-cov nyiaj tau los sib piv raws li qhov kev pom zoo kwv yees rau 12 lub hlis tom ntej ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet, nrog rau cov kev xav tau kev loj hlob txhua xyoo rau kev muag khoom ib feem, cov nyiaj tau los ntawm ib feem thiab cov nyiaj pub dawb pub dawb rau ib feem los ntawm 2023: ib.
Qhov tseem ceeb tshaj plaws yog qhov kev ntsuas P/E siab tshaj plaws rau QQQ thiab qhov siab tshaj plaws EPS thiab cov nyiaj ntsuab-khiav CAGR rau XSD txog 2023.
XSD tseem yog tus nqi kim tshaj ntawm peb lub semiconductor ETFs ntawm P / E pem hauv ntej. Tom qab ntawd ib zaug ntxiv, nws tseem pheej yig dua li QQQ ntawm lub hauv paus no thiab xav tias yuav loj hlob EPS thiab FCF sai dua.
Semiconductor stock screen
Yog tias peb coj peb ETF cov ntaub ntawv ua ke, tshem tawm cov khoom sib xws, peb sab laug nrog cov npe ntawm 45 cov khoom lag luam. Kev pom zoo kwv yees rau kev muag khoom ib feem thiab cov nyiaj tau los ntawm ib feem ntawm daim ntawv qhia hnub 2023 muaj rau 44 ntawm lawv. Rau qee qhov, kev kwv yees nyiaj pub dawb tsis muaj, thiab cov no raug cim "N/A." Yog tias lub tuam txhab xav kom tshaj tawm cov nyiaj tau los tsis zoo rau ib lub xyoo, EPS CAGR tseem yuav raug cim "N/A." Yog xav paub ntxiv txog ib qho ntawm cov tuam txhab, nyem rau ntawm daim ntawv kos npe.
Cov npe ntawm 44 cov khoom lag luam semiconductor-kev lag luam tau txheeb los ntawm kwv yees li ob xyoos muag CAGR txog xyoo 2023:
Wolfspeed Inc.
WOLF
xav tau los ntawm cov kws tshuaj ntsuam kom ua tiav qhov nrawm tshaj plaws rau kev muag khoom kom loj hlob mus txog 2023. Txawm li cas los xij, nws tsis xav tias yuav tau txais txiaj ntsig txhua xyoo kom txog rau thaum 2023, yog li EPS CAGR tau cim "N / A."
Txhua lub npov Tshuag yog txwv, tab sis tuaj yeem pab koj pib koj li kev tshawb fawb. Nyem rau ntawm daim tickers kom paub ntxiv txog txhua lub tuam txhab. Nyem qhov no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog kev nplua nuj ntawm cov ntaub ntawv pub dawb ntawm nplooj ntawv MarketWatch quote.
Tsis nco: Cov S&P 500 cov khoom lag luam no tau cratered, tab sis cov kws tshuaj ntsuam xav tias 12 tuaj yeem tig nws nrog kev rov qab los txog li 70%
Tau qhov twg los: https://www.marketwatch.com/story/these-3-etfs-let-you-play-the-hot-semiconductor-sector-where-nvidia-micron-amd-and-others-are-growing- 11642167077?siteid=yhoof2&yptr=yahoo