Update; Pure-Play Semiconductor Foundries Portfolio Continued To Soar In June
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There are only 4 pure-play semiconductor foundries trading on U.S. stock exchanges and they surged throughout June ending UP 15.2% on top of +12.9% in May (see details here). The stocks in the Portfolio are outlined below as to their stock performances in June (ending June 27th), in descending order, along with their market share based on revenue, and any recent news, analysis and/or commentary on their current situation and future prospects, as follows:
The MunAiMarkets Pure-Play Semiconductor Foundries Portfolio
- Taiwan Semiconductor Manufacturing Company (TSM): UP 18.2% in June
- TSM was the world’s first pure-play and is the largest foundry company. Its primary fab is in Taiwan with additional wholly owned subsidiary fabs in Japan (2), USA (1); China (1); Germany (1 – a JV fab with ESMC to begin production in 2027; U.S. (3 in Arizona with production to begin in 2025, 2028, and 2029/2030; and Japan (2 – by majority owned JASM with production to begin in 2024 and 2027)
- Market Capitalization: $963B.
- Market Share: 62%
- Latest News, Analysis and/or Commentary:
- Tower Semiconductor (TSEM): UP 10.1% in June
- TSEM is domiciled in Israel with a design center there and operates 7 manufacturing facilities: Israel (2); USA (2); Japan (2) and Italy (1 shared with ST Microelectronics).
- Market Capitalization: $4.9B
- Market Share: 1%
- Latest News, Analysis and/or Commentary:
- GlobalFoundries (GFS): UP 7.3% in June
- GFS is headquartered in New York with fabs in Singapore (2); the U.S. (2); and Germany (1). GFS has already received over $1.5 billion via the CHIPS and Science Act.
- Market Capitalization: $21.3B
- Market Share: 6%
- Latest News, Analysis and/or Commentary:
- United Microelectronics Corporation (UMC): UP 0.9% in June
- UMC is headquartered in Taiwan, with fabs in Taiwan (8); China (2); Singapore (1) and Japan (1).
- Market Capitalization: $19.1B
- Market Share: 6%
- Latest News, Analysis and/or Commentary:
In Summary:
The above 4 pure-play semiconductor foundry stocks account for a 75% share of the total market. They were UP 15.2%, on average, in June and are now UP 6.6%, on average, YTD.
Please Note: Not included in the above analysis are Samsung Foundry; SMIC, HuaHong; PSMC; VIS; and DB Hitek with at total of 25% in total market share as they are either not pure-play foundries or are not traded on a U.S. or Canadian stock exchange.
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This article has been composed with the exclusive application of the human intelligence (HI) of the author. No artificial intelligence (AI) technology has been deployed.