These two stocks are BofA’s preferred picks among European SMID chipmakers
Published . Updated .
These two stocks are BofA’s preferred picks among European SMID chipmakers Yahoo Finance
Directly affected
- No company is named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
These two stocks are BofA’s preferred picks among European SMID chipmakers Yahoo Finance
Source: Yahoo Finance
How solid the semiconductors case looks
25 out of 100
“These two stocks are BofA’s preferred picks among European SMID chipmakers” scores 25 out of 100. The score uses 2 sources.