Semiconductor Signals (Small cap)

Semiconductor Signals (Small cap)
Components Performance/Risk
Period Return
76.9%
Return Rank
Strong
Risk Exposure
High Risk

Smeiconductors are all about the use of electric current to control, communicate, and process information, varying smoothly to represent information in analog signals, or in pulses of 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  selection of small-cap component suppliers of the theme seeks to offer insights about industry demand in unique and fast growing segments driven by new standards - such as for instance, high-frequency power for cellular communication  standards (5G) or high-speed battery chargers

Their much larger competitors are included in a separate theme "Semiconductor Signals"

 

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
 
CEVA CEVA TechnologySemiconductors - Signal Processing38.761.1 B66.2% Weak Down High Risk
Cirrus Logic CRUS TechnologySemiconductors - Signal Processing133.537.0 B37.6% Sharp Down Average Risk
Power Integrations POWI TechnologySemiconductors - Signal Processing70.873.9 B38.5% Weak Down High Risk
Silicon Laboratories SLAB TechnologySemiconductors - Signal Processing216.767.2 B60.1% Neutral Above Average
Semtech SMTC TechnologySemiconductors - Signal Processing138.6812 B137.9% Sharp Down High Risk
ROHM Semiconductor (ADR) ROHCY TechnologySemiconductors - Signal Processing28.36-121.4% Weak Down Above Average
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