Semiconductor Signals

Components Performance/Risk
Period Return
45.9%
Return Rank
Strong
Risk Exposure
High Risk

Semiconductors are all about the use of electric current to control, communicate, and process information, varying smoothly to transmit information in analog signals, or pulsing current with digital signals

Digital Signal Processors (DSP) are semiconductor chips designed for specific communications functions

They are becoming everyday workhorses and new applications have found their way in telecommunications, digital image processing, radar, sonar and speech recognition systems, and in common consumer electronic devices

Targeting market share across many industry segments, the largest chip specialists are connecting the signal processors with controlers (DSC where the C stands for controler) - all on a microchip unit (MCU) dedicated to a specific application

 

The two themes of 'semiconductor signals' - one of large cap companies found here and another focused on "Semiconductor Signals  (Small cap)" -  highlight firms believed to be essential to the wave of automation sweeping across every industry and every service provider

The selections are not exclusive of many other specialized firms likely to benefit from demand for robots and automation in broad segments such as general industrial processes, or 'Internet of Things' (IoT) and in a wide range of niche sectors such as medical robotics, logistics  or automated driving, amongst many others

'Semiconductor signals' will  be updated periodically to reflect the importance of major semiconductor suppliers

Analysis of trends in robotics may be further refined by tracking the related theme of key automation suppliers in 'Controllers and Sensors'

Semiconductor Signals is illustrative of the focus of Pininvest on strong long-term technological and collective trends, ensuring better protection to the investor in case of market pull-back

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Microchip Technology MCHP TechnologySemiconductors - Signal Processing72.7639 B20.2% Weak Down Above Average
NXP Semiconductors NXPI TechnologySemiconductors - Signal Processing228.5058 B3.4% Sharp Down Above Average
Skyworks Solutions SWKS TechnologySemiconductors - Signal Processing71.6711 B3.5% Neutral Above Average
Analog Devices ADI TechnologySemiconductors - Signal Processing355.71174 B48.6% Neutral Below Average
Renesas Electronics (ADR) RNECY TechnologySemiconductors - Signal Processing10.15-78.4% Sharp Down Above Average
STMicroelectronics (ADR) STM TechnologySemiconductors - Specialized50.7145 B99.8% Sharp Down Above Average
ON Semiconductor ON TechnologySemiconductors - Specialized72.3429 B51.4% Sharp Down Above Average
Infineon Technologies (ADR) IFNNY TechnologySemiconductors - Specialized64.69-72.4% Sharp Down Above Average
Texas Instruments TXN TechnologySemiconductors - Broad Line254.80231 B35.8% Weak Down Average Risk
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