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

  1. Taiwan Semiconductor Manufacturing Company (TSM): UP 18.2% in June
  2. Tower Semiconductor (TSEM): UP 10.1% in June
  3. GlobalFoundries (GFS): UP 7.3% in June
  4. United Microelectronics Corporation (UMC): UP 0.9% in June


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. 

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