Semiconductor Supply Chain

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

Results

6 new

No matter which side of the AI supply chain you prefer, this screener covers the equipment makers, foundries and chip designers building the hardware behind the AI boom, screened for strong growth prospects and a proven track record to back it up.

41 companies

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield
NVDA	US$217.44	2.1%	27.3%	US$5.3t	US$325.99	27.2	25.6%	0.5%
2330	NT$2,385.00	-1.2%	105.6%	NT$63.3t	NT$3,229.33	27.9	21.8%	0.9%
AVGO	US$369.68	3.6%	24.0%	US$1.8t	US$525.97	60.0	33.7%	0.7%
AMD	US$459.61	-4.1%	183.2%	US$768.4b	US$613.84	116.0	38.0%	n/a
688825	CN¥54.38	-3.1%	n/a	CN¥3.4t	CN¥87.39	40.0	31.1%	n/a
AMAT	US$441.85	-8.0%	180.4%	US$363.8b	US$640.89	37.8	23.9%	0.5%
SNDK	US$1,536.87	3.8%	2,909.3%	US$229.4b	US$2,125.09	19.7	17.0%	n/a
3711	NT$589.00	-0.5%	275.2%	NT$2.7t	NT$684.83	42.6	37.5%	1.1%
TER New	US$335.46	-8.5%	178.1%	US$54.7b	US$446.47	45.6	22.1%	0.2%
603986	CN¥389.15	-0.9%	127.5%	CN¥276.3b	CN¥600.97	34.4	9.1%	0.2%
688008 New	CN¥193.10	-3.9%	71.7%	CN¥242.0b	CN¥307.97	76.0	29.3%	0.3%
7769 New	NT$5,710.00	-9.9%	232.0%	NT$1.1t	NT$9,210.18	58.9	47.9%	1.1%
P	US$93.78	-8.8%	21.1%	US$30.9b	US$130.53	123.1	41.9%	n/a
688072	CN¥643.92	-4.6%	245.3%	CN¥188.3b	CN¥821.91	85.7	44.5%	0.05%
2344	NT$179.00	-1.4%	790.5%	NT$792.0b	NT$247.57	19.7	68.3%	0.3%
SMCI	US$36.71	-4.6%	-10.0%	US$24.5b	US$42.38	11.0	16.3%	n/a
2301	NT$315.00	2.6%	152.0%	NT$681.9b	NT$290.64	36.9	33.7%	1.7%
TPRO New	€25.98	-5.4%	297.2%	€16.6b	€41.88	80.6	41.1%	n/a
6223	NT$5,275.00	4.7%	279.5%	NT$530.1b	NT$8,581.54	112.9	61.5%	0.4%
3189	NT$847.00	-3.9%	714.4%	NT$460.5b	NT$952.77	157.1	72.1%	0.2%
603893	CN¥197.41	12.1%	-4.4%	CN¥85.0b	CN¥257.40	60.2	29.6%	0.8%
2449	NT$270.50	10.9%	85.0%	NT$358.2b	NT$340.73	37.2	38.1%	0.4%
300223 New	CN¥132.37	0.2%	76.4%	CN¥67.9b	CN¥187.50	49.7	31.7%	0.1%
SIMO	US$237.35	-1.9%	197.4%	US$8.4b	US$369.70	27.8	24.5%	0.8%

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