Ils font des semi-conducteurs et de l'argent

À mesure que le monde se numérise, de plus en plus de choses autour de nous sont équipées de puces – des ordinateurs aux smartphones en passant par les appareils ménagers et les équipements médicaux – tout ce qui rend notre vie si simple et si confortable. Cela nous amène au roi de l'électronique moderne : les semi-conducteurs. Malgré les attentes, une série de crises récentes comme celle du covid n'a fait qu'augmenter la demande et a créé une pénurie de semi-conducteurs qui rend ce secteur très attrayant pour les investisseurs. Nous avons dressé une liste des plus grandes entreprises actives dans la fabrication de semi-conducteurs. Classées par capitalisation boursière, elles présentent des opportunités exceptionnelles pour votre portefeuille. Toutefois, n'oubliez pas qu'un investissement réussi nécessite une analyse détaillée, alors n'oubliez pas de faire la vôtre.
Symbole
Pays
Marché
Capitalisation boursière
Prix
Variation %
Volume
Volume Rel
P/E
BPA dil
TTM
Croissance dil du BPA
YoY TTM
Rendement du Dividende %
TTM
Secteur
Note de l'analyste
NVDANVIDIA Corporation
NASDAQ1.173T USD475.06 USD+1.95%35.922M0.9262.737.57 USD+222.20%0.03%Technologie électronique
Strong Buy
2330TAIWAN SEMICONDUCTOR MANUFACTURING
TWSE469.986B USD570 TWD+0.71%34.105M1.3616.501.07 USD+1.00%1.97%Technologie électronique
Strong Buy
AVGOBroadcom Inc.
NASDAQ441.121B USD944.30 USD+2.39%6.967M1.7328.6732.93 USD+25.64%1.95%Technologie électronique
Acheter
ASMLASML HOLDING
EURONEXT280.572B USD649.6 EUR+0.46%499.127K1.0233.6820.39 USD+38.36%0.92%Technologie électronique
Acheter
AMDAdvanced Micro Devices, Inc.
NASDAQ208.27B USD128.92 USD+0.43%89.341M1.941016.720.13 USD−92.40%0.00%Technologie électronique
Acheter
INTCIntel Corporation
NASDAQ180.023B USD42.70 USD+1.30%42.815M1.25−0.40 USD−112.39%1.73%Technologie électronique
Neutre
QCOMQUALCOMM Incorporated
NASDAQ147.996B USD132.97 USD+0.02%7.679M0.9520.716.42 USD−43.55%2.37%Technologie électronique
Acheter
TXNTexas Instruments Incorporated
NASDAQ142.615B USD157.03 USD−0.41%4.732M1.0120.367.71 USD−19.23%3.20%Technologie électronique
Neutre
ADIAnalog Devices, Inc.
NASDAQ91.749B USD184.88 USD+0.27%2.404M0.8128.276.54 USD+24.09%1.81%Technologie électronique
Acheter
MUMicron Technology, Inc.
NASDAQ82.736B USD74.96 USD+1.78%12.007M0.96−5.34 USD−169.00%0.61%Technologie électronique
Acheter
ARMArm Holdings plc
DR
NASDAQ68.926B USD67.23 USD+7.67%18.816M3.690.00%Technologie électronique
Acheter
000660SK HYNIX
KRX66.367B USD127500 KRW+1.51%2.763M0.97−12.30 USD−223.94%0.94%Technologie électronique
Strong Buy
NXPINXP Semiconductors N.V.
NASDAQ55.561B USD215.55 USD+1.82%2.61M1.5319.9610.80 USD+7.59%1.80%Technologie électronique
Acheter
IFXINFINEON TECH.AG NA O.N.
XETR52.197B USD37.160 EUR+2.00%3.771M0.8715.602.52 USD+44.41%0.86%Technologie électronique
Acheter
2454MEDIATEK INC
TWSE47.73B USD943 TWD+1.29%5.071M1.0321.511.36 USD−46.26%8.06%Technologie électronique
Acheter
MCHPMicrochip Technology Incorporated
NASDAQ46.573B USD86.08 USD+0.31%3.839M0.9318.894.56 USD+39.02%1.85%Technologie électronique
Acheter
MRVLMarvell Technology, Inc.
NASDAQ45.715B USD52.88 USD+1.32%7.086M0.66−0.65 USD−285.40%0.45%Technologie électronique
Strong Buy
STMPASTMICROELECTRONICS
EURONEXT43.345B USD44.385 EUR+1.23%1.744M1.2110.174.61 USD+14.66%0.51%Technologie électronique
Acheter
TELTE Connectivity Ltd. New Switzerland Registered Shares
NYSE41.433B USD133.32 USD+0.72%1.446M1.0522.156.02 USD−19.39%1.75%Technologie électronique
Acheter
ONON Semiconductor Corporation
NASDAQ32.793B USD76.14 USD+0.40%4.584M0.8915.364.96 USD+28.63%0.00%Technologie électronique
Acheter
981SEMICONDUCTOR MANUFACTURING INTL CO
HKEX30.185B USD20.55 HKD−0.96%16.743M0.5622.790.12 USD−53.22%0.00%Technologie électronique
Acheter
6723RENESAS ELECTRONICS CORP
TSE29.509B USD2377.0 JPY+1.04%12.844M0.9012.621.26 USD+52.38%0.00%Technologie électronique
Strong Buy
GFSGlobalFoundries Inc.
NASDAQ28.757B USD52.50 USD−0.49%2.969M2.2220.652.54 USD+70.08%0.00%Technologie électronique
Strong Buy
MPWRMonolithic Power Systems, Inc.
NASDAQ27.584B USD575.73 USD+1.27%297.759K0.9862.359.23 USD+13.97%0.65%Technologie électronique
Acheter
601012LONGI GREEN ENERGY TECHNOLOGY
SSE21.963B USD20.73 CNY−0.24%70.312M0.8210.120.28 USD+24.14%1.93%Technologie électronique
Acheter
6971KYOCERA CORP
TSE20.232B USD8050 JPY−1.11%1.466M1.3126.352.04 USD−27.22%2.48%Technologie électronique
Acheter
2303UNITED MICRO ELECTRONICS
TWSE19.301B USD48.55 TWD+0.21%33.772M0.559.180.16 USD−20.90%7.42%Technologie électronique
Acheter
603501WILL SEMICONDUCTOR CO., LTD. SHANGHAI
SSE18.2B USD107.30 CNY+3.87%15.918M1.73−0.09 USD−125.44%0.08%Technologie électronique
Strong Buy
3711ASE TECHNOLOGY HOLDING CO LTD
TWSE17.735B USD129.5 TWD+2.37%14.457M1.3414.830.27 USD−49.86%6.79%Technologie électronique
Acheter
SWKSSkyworks Solutions, Inc.
NASDAQ16.6B USD103.78 USD+1.47%1.734M1.0716.916.14 USD−21.27%2.51%Technologie électronique
Acheter
300274SUNGROW POWER SUPP
SZSE16.029B USD79.02 CNY−0.60%17.681M1.5213.400.81 USD+308.50%0.28%Technologie électronique
Strong Buy
FSLRFirst Solar, Inc.
NASDAQ15.533B USD145.38 USD+0.83%4.314M2.1832.944.41 USD+400.82%0.00%Technologie électronique
Acheter
ENPHEnphase Energy, Inc.
NASDAQ14.066B USD103.01 USD−3.88%4.409M1.1625.943.97 USD+92.05%0.00%Technologie électronique
Acheter
300308ZHONGJI INNOLIGHT
SZSE13.181B USD117.50 CNY+12.58%62.847M2.5355.670.29 USD+40.93%0.17%Technologie électronique
Strong Buy
688223JINKO SOLAR
SSE12.219B USD8.74 CNY+0.11%52.274M1.0612.510.10 USD+233.25%1.02%Technologie électronique
Strong Buy
600703SAN'AN OPTOELECTRONICS CO.,LTD
SSE10.346B USD13.73 CNY+2.54%64.402M2.11−0.00 USD−111.48%0.36%Technologie électronique
Neutre
6526AIROHA TECHNOLOGY CORP
TWSE10.277B USD529 TWD+0.95%472.524K0.48Technologie électronique
300782MAXSCEND MICROELEC
SZSE10.15B USD136.00 CNY+2.56%6.662M1.5780.500.23 USD−43.37%0.13%Technologie électronique
Strong Buy
QRVOQorvo, Inc.
NASDAQ10.121B USD103.97 USD+3.64%1.696M1.44−1.01 USD−115.92%0.00%Technologie électronique
Neutre
688256CAMBRICON TECHNOLOGIES CORPORATION LIMITED
SSE9.868B USD169.42 CNY+7.44%19.201M1.76−0.38 USD+3.30%0.00%Technologie électronique
Acheter
3034NOVATEK MICROELECTRONICS
TWSE9.829B USD508 TWD−0.20%1.859M0.5114.041.12 USD−36.73%7.28%Technologie électronique
Acheter
688008MONTAGE TECHNOLOGY
SSE9.149B USD57.50 CNY+1.05%14.427M2.08122.000.06 USD−59.52%0.52%Technologie électronique
Strong Buy
002129TCL ZHONGHUAN RENE
SZSE8.806B USD15.60 CNY−1.14%60.191M1.218.430.25 USD+5.57%0.51%Technologie électronique
Acheter
LSCCLattice Semiconductor Corporation
NASDAQ8.518B USD61.71 USD+0.72%1.832M0.8440.651.52 USD+37.26%0.00%Technologie électronique
Acheter
603986GIGADEVICE SEMICONDUCTOR INC.
SSE8.514B USD91.91 CNY+2.38%13.219M1.53155.440.08 USD−85.89%0.67%Technologie électronique
Acheter
009150SAMSUNG ELEC MECH
KRX8.456B USD150900 KRW+2.17%363.871K0.9823.184.80 USD−48.45%1.39%Technologie électronique
Strong Buy
688396CHINA RESOURCES MICROELECTRONICS LIMITED
SSE8.434B USD45.70 CNY−0.57%11.824M2.5137.360.17 USD−38.86%0.43%Technologie électronique
Acheter
3443GLOBAL UNICHIP CORP.
TWSE8.075B USD1895 TWD+9.86%9.471M2.8261.730.95 USD+43.39%0.74%Technologie électronique
Neutre
002049UNIGROUP GUOXIN MI
SZSE8.066B USD67.90 CNY+0.01%14.61M1.8421.990.42 USD+3.66%0.34%Technologie électronique
Acheter
688599TRINA SOLAR
SSE8.047B USD26.48 CNY+0.95%20.286M1.619.380.39 USD+100.65%1.80%Technologie électronique
Acheter
6963ROHM CO LTD
TSE8.029B USD2844.0 JPY+6.26%10.803M3.1217.521.09 USD−25.43%1.76%Technologie électronique
Strong Buy
3661ALCHIP TECHNOLOGIES LIMITD
TWSE7.829B USD3335 TWD−1.04%2.535M0.8493.161.11 USD+59.85%0.39%Technologie électronique
Strong Buy
600584JCET GROUP
SSE7.439B USD29.75 CNY+3.59%33.889M2.3230.280.13 USD−46.83%0.67%Technologie électronique
Strong Buy
688728GALAXYCORE INC.
SSE7.348B USD20.21 CNY+1.86%33.061M3.08−0.00 USD−107.92%0.15%Technologie électronique
Strong Buy
2379REALTEK SEMICONDUCTOR CORP
TWSE7.248B USD444.5 TWD+0.68%1.281M0.4825.460.54 USD−51.37%6.07%Technologie électronique
Acheter
2408NANYA TECHNOLOGY CORPORATION
TWSE7.087B USD72.1 TWD+1.98%9.753M0.39−0.06 USD−127.62%2.95%Technologie électronique
Strong Buy
AMKRAmkor Technology, Inc.
NASDAQ7.068B USD28.76 USD+0.95%847.193K1.0317.471.65 USD−50.49%1.04%Technologie électronique
Acheter
RMBSRambus, Inc.
NASDAQ7.044B USD65.52 USD+1.31%991.265K0.7425.022.62 USD0.00%Technologie électronique
Strong Buy
688072PIOTECH INC.
SSE6.83B USD260.99 CNY+3.66%3.956M2.2299.560.36 USD+63.62%0.07%Technologie électronique
Strong Buy
688126NATIONAL SILICON INDUSTRY GROUP
SSE6.683B USD17.40 CNY+2.11%16.412M2.01116.620.02 USD+133.86%0.00%Technologie électronique
Neutre
MTSIMACOM Technology Solutions Holdings, Inc.
NASDAQ6.212B USD86.38 USD+1.85%304.205K0.7767.451.28 USD−79.26%0.00%Technologie électronique
Acheter
FNFabrinet
NYSE6.04B USD166.25 USD+0.69%187.482K0.7324.626.75 USD+14.06%0.00%Technologie électronique
Strong Buy
688472CSI SOLAR
SSE6.033B USD11.70 CNY+0.69%24.832M1.110.00%Technologie électronique
Strong Buy
4185JSR CORP
TSE5.739B USD3987 JPY+0.28%1.302M0.99−0.04 USD−103.37%1.76%Technologie électronique
Neutre
3529EMEMORY TECHNOLOGY INC.
TPEX5.716B USD2460 TWD+2.07%377.261K0.77122.660.62 USD+2.16%0.83%Technologie électronique
Acheter
301308SHENZHEN LONGSYS E
SZSE5.443B USD94.29 CNY+4.71%5.377M1.67−0.34 USD0.00%Technologie électronique
Acheter
300394SUZHOU TFC OPTICAL
SZSE5.405B USD98.15 CNY+17.84%37.243M2.5868.530.20 USD+52.18%0.51%Technologie électronique
Strong Buy
600460HANGZHOU SILAN MICROELECTRONICS CO.,LTD.
SSE5.386B USD23.15 CNY+0.61%12.053M1.11369.220.01 USD−94.32%0.43%Technologie électronique
Acheter
300502EOPTOLINK TECHNOLO
SZSE5.378B USD54.20 CNY+6.32%114.559M1.7967.370.11 USD−40.66%0.17%Technologie électronique
Strong Buy
300661SG MICRO CORP
SZSE5.324B USD81.80 CNY+0.18%5.718M2.39150.170.07 USD−75.84%0.28%Technologie électronique
Acheter
ALGMAllegro MicroSystems, Inc.
NASDAQ5.166B USD26.84 USD−0.19%744.343K0.8220.661.30 USD+109.23%0.00%Technologie électronique
Acheter
688469UNITED NOVA TECHNOLOGY CO.,LTD.
SSE5.031B USD5.11 CNY−0.78%12.584M1.01−0.03 USD−19.86%0.00%Technologie électronique
Strong Buy
WOLFWolfspeed, Inc.
NYSE4.973B USD39.68 USD−0.53%2.747M0.70−5.60 USD−326.87%0.00%Technologie électronique
Acheter
002156TONGFU MICROELECTR
SZSE4.95B USD23.44 CNY+5.68%76.699M1.79−0.00 USD−104.62%0.41%Technologie électronique
Acheter
688120HWATSING TECHNOLOGY CO.,LTD.
SSE4.923B USD221.55 CNY+3.10%5.266M2.8943.990.69 USD0.15%Technologie électronique
Strong Buy
TPROTECHNOPROBE
MIL4.872B USD7.510 EUR+0.40%152.867K0.8940.160.20 USD0.00%Technologie électronique
Neutre
968XINYI SOLAR HOLDINGS LIMITED
HKEX4.694B USD4.12 HKD−1.44%14.106M0.6311.100.05 USD−48.99%4.25%Technologie électronique
Acheter
IPGPIPG Photonics Corporation
NASDAQ4.665B USD99.42 USD−0.58%146.918K1.0954.451.83 USD−64.19%0.00%Technologie électronique
Acheter
688249NEXCHIP SEMICONDUCTOR CORPORATION
SSE4.482B USD15.98 CNY−0.50%4.622M0.90−0.02 USD0.00%Technologie électronique
Strong Buy
POWIPower Integrations, Inc.
NASDAQ4.456B USD78.37 USD−0.09%822.388K2.7070.271.12 USD−65.01%0.98%Technologie électronique
Acheter
300223INGENIC SEMICONDUC
SZSE4.415B USD66.35 CNY+1.80%7.302M1.6575.010.12 USD−58.58%0.12%Technologie électronique
Acheter
603160SHENZHEN GOODIX TECHNOLOGY CO.,LTD.
SSE4.284B USD68.03 CNY−1.41%5.741M1.69−0.19 USD−545.04%0.32%Technologie électronique
Neutre
CRUSCirrus Logic, Inc.
NASDAQ4.233B USD78.53 USD−0.04%545.389K1.4131.772.47 USD−58.88%0.00%Technologie électronique
Acheter
SYNASynaptics Incorporated
NASDAQ4.185B USD106.75 USD+7.24%529.133K2.04−1.22 USD−117.59%0.00%Technologie électronique
Acheter
603290STARPOWER SEMICONDUCTOR LTD.
SSE4.132B USD172.89 CNY−1.96%1.828M0.8633.390.71 USD+21.58%0.83%Technologie électronique
Strong Buy
009830HANWHA SOLUTIONS
KRX4.114B USD31400 KRW−0.48%347.363K0.432426.400.01 USD−99.24%0.00%Technologie électronique
Acheter
5347VANGUARD INTERNATIONAL SEMICONDUCTO
TPEX4.101B USD78.7 TWD+1.29%8.296M0.2617.570.14 USD−55.02%5.72%Technologie électronique
Neutre
600732SHANGHAI AIKO SOLAR ENERGY
SSE4.015B USD15.71 CNY−0.57%27.504M0.779.840.22 USD+217.83%1.79%Technologie électronique
Strong Buy
002185TIANSHUI HUATIAN T
SZSE3.996B USD8.92 CNY+2.41%35.607M1.80215.460.01 USD−88.07%0.29%Technologie électronique
Acheter
300751SUZHOU MAXWELL TEC
SZSE3.97B USD102.41 CNY+0.16%3.233M1.6132.210.44 USD−5.83%0.57%Technologie électronique
Acheter
SLABSilicon Laboratories, Inc.
NASDAQ3.874B USD121.89 USD+3.59%1.311M3.5866.551.83 USD+7.19%0.00%Technologie électronique
Acheter
688521VERISILICON MICROELECTRONICS (SHANGHAI)
SSE3.841B USD54.98 CNY+5.98%7.317M2.69−0.03 USD−236.04%0.00%Technologie électronique
Acheter
MELEMELEXIS
EURONEXT3.807B USD87.30 EUR+1.10%25.311K0.8816.655.54 USD+18.80%2.81%Technologie électronique
Acheter
603893FUZHOU ROCKCHIP ELECTRONICS CO LTD
SSE3.736B USD64.64 CNY+1.32%2.611M1.83536.430.02 USD−91.78%0.39%Technologie électronique
Strong Buy
688385SHANGHAI FUDAN MICROELECTRONICS GROUP CO.,LTD.
SSE3.669B USD42.40 CNY+3.19%11.819M2.6440.580.14 USD−13.22%0.32%Technologie électronique
Acheter
2344WINBOND ELECTRONIC CORP
TWSE3.642B USD27.40 TWD+1.48%16.859M0.62−0.00 USD−101.37%3.62%Technologie électronique
Strong Buy
688099AMLOGIC (SHANGHAI)
SSE3.604B USD61.91 CNY+4.99%5.646M2.1571.800.12 USD−63.81%0.81%Technologie électronique
Strong Buy
688052SUZHOU NOVOSENSE MICROELECTRONICS
SSE3.514B USD160.15 CNY−0.09%3.126M1.77−0.23 USD−178.43%0.25%Technologie électronique
Acheter
5274ASPEED TECHNOLOGY INC
TPEX3.51B USD2925 TWD−0.51%334.533K0.9894.820.96 USD−43.00%1.54%Technologie électronique
Acheter
688347HUA HONG SEMICONDUCTOR LIMITED
SSE3.48B USD43.48 CNY+1.00%2.791M0.920.00%Technologie électronique
Neutre