The global semiconductor sector has been in sell-off mode over the past month. Interestingly, Nvidia is holding up just fine.
By Vlad from Bastion on
It's the only major US semiconductor still posting a positive 1-month return.
1-month return, 10 largest semiconductors by market cap:
🇺🇸 Nvidia +1% $NVDA 🇺🇸 AMD -2% $AMD 🇳🇱 ASML -4% 🇺🇸 Broadcom -5% $AVGO 🇹🇼 TSMC -5% 🇺🇸 Applied Materials -5% $AMAT 🇺🇸 Lam Research -14% $LRCX 🇺🇸 Micron -18% $MU 🇺🇸 Intel -20% $INTC 🇰🇷 SK hynix -26%