Does MM like any ASX semiconductor businesses?
Are you able to provide any information on Australian companies that belong in this field, also any ETF's please? Keep up the good work Cheers Peter
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Hi Peter,
When i think semiconductors my first thoughts are international companies such as Qualcomm (QCOM US), NIDIA (NVDA US), Texas Instruments (TXN US), Broadcom Inc (AVGO US), Intel (INTC US), Taiwan Semiconductors (TSM US), Samsung (005930 KS) etc unfortunately there are no companies of this magnitude on the ASX.
- Two of our preferred ETF’s to gain exposure to the semiconductor markets are the iShares Semiconductor ETF (SOXX US) and the VanEck Vectors Semiconductors ETF (SMH US).
Locally at this stage there aren’t any companies on the MM radar.
