Top semiconductor stocks to watch out amid global chip supply shortage

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 Top semiconductor stocks to watch out amid global chip supply shortage
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Highlights

  • The net sales of ASML Holding N.V. (NASDAQ: ASML) were €4 billion in Q2, 2021.
  • The revenue of Advanced Micro Devices (NASDAQ: AMD) jumped 99% YoY in Q2, 2021.
  • GAAP net income of Qualcomm Incorporated (NASDAQ: QCOM) surged 140% YoY.

The semiconductor companies are on investors' radar due to the global chip shortage. In addition, the demand for semiconductors is increasing as companies in the electronic and auto sectors rush to boost production after the covid downturn and capitalize on new opportunities.

The pandemic has affected all economic sectors globally, including the semiconductor industry. The labor and raw material shortage and supply chain bottlenecks hindered a smooth recovery.

Companies like Toyota Motor (TM) has been forced to cut production due to the chip shortage.

So, how the semiconductor stocks are performing amid this topsy-turvy environment? Let's look at the performance of the five major semiconductor stocks in the market.

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ASML Holding N.V. (NASDAQ: ASML)


The stock of this chipmaker traded at US$781.22, up 1.14 percent at 11:46 am ET on August 19 compared to its previous closing price. The stock value of ASML surged 54.49 percent YTD.

The market cap of the Netherlands-based firm is US$318.5 billion, the P/E ratio is 56.69, and the forward P/E one year is 48.16. The earnings per share (EPS) is US$13.71.

The highest and lowest stock price of the firm for the last 52 weeks was US$805.64 and US$343.25. Its share volume on August 18 was 452,683.

The company reported net sales of €4 billion (four billion Euros) in Q2 of fiscal 2021. Its gross profit was €2 billion, and its gross margin was 50.9 percent.

The net income was €1 billion, or EPS of €2.52 in Q2, 2021, compared to €1.3 billion, or EPS of €3.21 in the year-ago quarter. Its Q2 net bookings came in at €8.3 billion.

Source: Pixabay

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Broadcom Inc. (NASDAQ: AVGO)

The stock of this semiconductor company traded at US$473.57, up 0.98 percent at 12:07 pm ET on August 19, compared to its closing price on August 18. The stock value of AVGO increased by 10.29 percent YTD.

The market cap of the California-based company is US$193.8 billion, the P/E ratio is 44.03, and the forward P/E one year is 19.49. The earnings per share (EPS) is US$10.73.

The highest and lowest stock price of the firm for the last 52 weeks was US$495.14 and US$325.00. Its share volume on August 18 was 1,561,643.

The company will release its Q3 fiscal 2021 on September 2, 2021, after the market close.

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The revenue of Broadcom surged 15 percent YoY to US$6.61 billion in Q2, 2021. Its GAAP net income came in at US$1.49 billion, while the adjusted EBITDA was US$3.96 billion.

The GAAP diluted earnings per share were US$3.30 in the second quarter of 2021.

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Advanced Micro Devices (NASDAQ: AMD)

The stock of AMD traded at US$104.62, up 1.14 percent at 12:22 pm ET on August 19, compared to its closing price on August 18. Its stock value rose 12.07 percent YTD.

The market cap of the Santa Clara, California-based company is US$127.4 billion, the P/E ratio is 37.51, and forward P/E one year is 45.57. The earnings per share (EPS) is US$2.80.

The highest and lowest stock price of the firm for the last 52 weeks was US$122.49 and US$72.50. Its share volume on August 18 was 79,387,940.

The revenue of AMD rose 99 percent YoY to US$3.85 billion in Q2, 2021. Its gross profit surged 116 percent YoY to US$1.83 billion, compared to US$848 million in the year-ago quarter.

The operating income was US$831 million, up 380 percent compared to US$173 million in Q2 of fiscal 2020. The net income came in at US$710 million, or US$0.58 per share.

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Micron Technology (NASDAQ: MU)


The stock of the computer memory manufacturer traded at US$70.55, down 0.10 percent at 1:13 pm ET on August 19, compared to its closing price on August 18. The stock value of MU declined 4.63 percent YTD.

The market cap of the Idaho-based company is US$79.5 billion, the P/E ratio is 19.46, and the forward P/E one year is 12.50. The earnings per share (EPS) is US$3.63.

The highest and lowest stock price of the firm for the last 52 weeks was US$96.96 and US$42.25. Its share volume on August 18 was 14,004,290.

The company reported its Q3, 2021, earnings on June 30, which showed the revenue came in at US$7.42 billion compared to US$6.24 billion in the prior quarter and US$5.44 billion in the year-ago quarter.

The GAAP net income was US$1.74 billion, or US$1.52 per diluted share, while its non-GAAP net income came in at US$2.17 billion, or US$1.88 per diluted share in Q3, 2021. Its operating cash flow was US$3.56 billion compared to US$2.02 billion in the year-ago quarter.

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Source: Pixabay

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Qualcomm Incorporated (NASDAQ: QCOM)

The stock of this wireless technology and semiconductor firm traded at US$140.99, down 0.84 at 1:28 pm ET on August 19, compared to its closing price on August 18. The stock value of QCOM slipped by 4.26 percent YTD.

The market cap of the company is US$159.1 billion, the P/E ratio is 17.63, and the forward P/E one year is 19.67. The earnings per share (EPS) is US$8.0.

The highest and lowest stock price of the firm for the last 52 weeks was US$167.94 and US$108.30. Its share volume on August 18 was 6,546,524.

The revenue of the San Diego, California-based firm rose 65 percent YoY to US$8.06 billion in Q3 of fiscal 2021. Its earnings before taxes (EBT) came in at US$2.2 billion, compared to US$868 million in the year-ago quarter.

The GAAP net income was US$2.02 billion, up 140 percent compared to US$845 million in the same quarter the earlier year. Its GAAP diluted earnings per share came in at US$1.77.

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Bottomline

The semiconductor industry is currently in high demand. The reopening of the global economy and vaccinations are assisting its rapid strides. In addition, the labor market is continually improving. And all of that would help the industry grow further.

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