Latest news with #JohnNeuffer
Yahoo
09-07-2025
- Business
- Yahoo
3 Mutual Funds to Grab as Semiconductor Sales Continue to Soar
The semiconductor market is staging a solid rebound, thanks to the artificial intelligence (AI) boom, especially generative AI, which has been pushing demand for microchips. Robust demand across various sectors has resulted in sharp revenue gains for semiconductor companies in recent quarters. This surge has helped drive broader market gains, making semiconductors a key player in powering last year's market upswing. In light of these favorable developments, investing in mutual funds that focus on semiconductors — such as Janus Henderson Global Technology and Innovation Fund JNGTX, Fidelity Advisor Semiconductors Fund Class I FELIX and DWS Science and Technology A KTCAX — could be a strategic investment move. The Semiconductor Industry Association (SIA) reported that global semiconductor sales jumped 3.5% month over month in May, reaching $59 billion from $57 billion in April. On a year-over-year basis, sales jumped 19.8% in May, marking the 12th straight month of annual growth exceeding 17%. SIA President and CEO John Neuffer said, 'Global semiconductor sales remained strong in May, edging above the previous month's total and remaining well ahead of sales from the same month last year.' Earlier in the year, semiconductor sales declined marginally as concerns grew over the competitiveness of U.S. tech companies following the launch of the Chinese budget AI model, DeepSeek. However, industry experts soon dismissed the threat by labeling DeepSeek as overly hyped. May's robust growth in sales follows an outstanding 2024, during which global semiconductor revenues reached $627.6 billion — a 19.1% jump from $526.8 billion in 2023. The final quarter of 2024 alone saw a 17.1% year-over-year increase, totaling $170.9 billion. The growth was driven largely by robust demand from data centers and strong contributions from memory chips. With continued investments in AI technologies, the semiconductor sector is expected to maintain strong momentum, with analysts forecasting continued double-digit growth into 2025. We have, thus, selected three mutual funds with significant exposure to semiconductor producers. These funds carry a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy) and are poised to gain from the above factors. Moreover, these funds have encouraging three- and five-year returns. Additionally, the minimum initial investment is within $5000. We expect these funds to outperform their peers in the future. Remember, the goal of the Zacks Mutual Fund Rank is to guide investors to identify potential winners and losers. Unlike most of the fund-rating systems, the Zacks Mutual Fund Rank is not just focused on past performance but also on the likely future success of the fund. The question here is: why should investors consider mutual funds? Reduced transaction costs and diversification of portfolio without several commission charges that are associated with stock purchases are primarily why one should be parking money in mutual funds (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money). Janus Henderson Global Technology and Innovation Fund aims for long-term growth of capital and specializes in technology. JNGTX invests the majority of its net assets in securities of companies that the portfolio manager believes will benefit significantly from advances or improvements in technology. Janus Henderson Global Technology and Innovation Fund has a track of positive total returns for over 10 years. Specifically, JNGTX's returns over the three and five-year benchmarks are 23.8% and 16.7%, respectively. The annual expense ratio of 0.78% is lower than the category average of 0.99%. JNGTX has a Zacks Mutual Fund Rank #1. To see how this fund performed compared to its category and other #1 or 2 Ranked Mutual Funds, please click here. Fidelity Advisor Semiconductors Fund Class I fund seeks capital appreciation. FELIX invests primarily in common stocks. Fidelity Advisor Semiconductors Fund Class I normally invests at least 80% of its assets in securities of companies principally engaged in the design, manufacture, or sale of electronic components; equipment vendors to electronic component manufacturers; electronic component distributors; and electronic instruments and electronic systems vendors. Fidelity Advisor Semiconductors Fund Class I has a track of positive total returns for over 10 years. Specifically, FELIX's returns over the three and five-year benchmarks are 26.8% and 29.4%, respectively. The annual expense ratio of 0.69% is lower than the category average of 1.01%. FELIX has a Zacks Mutual Fund Rank #1. To see how this fund performed compared to its category, and other #1 and 2 Ranked Mutual Funds, please click here. DWS Science and Technology A fund seeks growth of capital. Under normal circumstances, KTCAX invests at least 80% of its net assets in common stocks of U.S. companies in the technology sector. DWS Science and Technology A fund has a track record of positive total returns for over 10 years. Specifically, KTCAX's returns over the three and five-year benchmarks are 23.3% and 17.6%, respectively. DWS Science and Technology A fund has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 0.88, which is lower than the category average of 1.03%. To see how this fund performed compared to its category and other #1 or 2 Ranked Mutual Funds, please click here. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (KTCAX): Fund Analysis Report Get Your Free (FELIX): Fund Analysis Report Get Your Free (JNGTX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-06-2025
- Business
- Yahoo
3 Mutual Funds to Buy on Continued Growth in Semiconductor Sales
Semiconductor sales have been steadily rising over the past year, largely driven by the enthusiasm surrounding artificial intelligence (AI), particularly generative AI. Robust demand across multiple industries has led to significant revenue growth in the semiconductor sector over recent quarters. In fact, the semiconductor industry, a key segment of the broader tech market, played a key role in powering last year's market upswing. Given these positive trends, investing in semiconductor-focused mutual funds — such as DWS Science and Technology A KTCAX, Fidelity Select Technology Portfolio FSPTX, and Red Oak Technology Select ROGSX — may be a smart move. According to the Semiconductor Industry Association (SIA), global semiconductor sales jumped a solid 2.5% sequentially in April, hitting $57 billion, up from $55.6 billion in March. Year over year, sales grew 22.7%. This marked the 11th consecutive month of year-over-year growth above 17%. SIA President and CEO John Neuffer said, 'Global semiconductor sales in April ticked up on a month-to-month basis for the first time in 2025, and the global market continues to notch year-to-year growth driven by increasing sales into the Americas and Asia Pacific.' The initial decline in monthly sales this year was sparked by uncertainties over the future of U.S. tech companies in AI following the launch of the low-cost Chinese AI model DeepSeek. However, concerns eased quickly, with many experts viewing the launch as overly hyped. The solid April performance followed an impressive 2024, when global semiconductor sales reached $627.6 billion, reflecting a 19.1% increase over 2023's $526.8 billion. Fourth-quarter sales alone grew 17.1% year over year, totaling $170.9 billion. The growth was largely fueled by rising demand for semiconductors in data centers, with memory chips contributing significantly to revenues. As tech firms continue to invest heavily in AI, the semiconductor industry is expected to benefit further. Experts predict strong demand to continue into 2025, with the SIA anticipating double-digit sales growth. We have, thus, selected three mutual funds with significant exposure to semiconductor producers. These funds carry a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy) and are poised to gain from the above factors. Moreover, these funds have encouraging three- and five-year returns. Additionally, the minimum initial investment is within $5000. We expect these funds to outperform their peers in the future. Remember, the goal of the Zacks Mutual Fund Rank is to guide investors to identify potential winners and losers. Unlike most of the fund-rating systems, the Zacks Mutual Fund Rank is not just focused on past performance but also on the likely future success of the fund. The question here is: why should investors consider mutual funds? Reduced transaction costs and diversification of portfolio without several commission charges that are associated with stock purchases are primarily why one should be parking money in mutual funds (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money). DWS Science and Technology A fund seeks growth of capital. Under normal circumstances, KTCAX invests at least 80% of its net assets in common stocks of U.S. companies in the technology sector. DWS Science and Technology A fund has a track record of positive total returns for over 10 years. Specifically, KTCAX's returns over the three and five-year benchmarks are 18.6% and 17.1%, respectively. DWS Science and Technology A fund has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 0.88, which is lower than the category average of 1.03%. To see how this fund performed compared to its category and other #1 or 2 Ranked Mutual Funds, please click here. Fidelity Select Technology Portfolio fund seeks capital appreciation by investing most of its assets in common stocks of companies principally engaged in offering, using, or developing products, processes, or services that will provide or benefit significantly from technological advances and improvements. Specifically, Fidelity Select Technology Portfolio's returns over the three and five-year benchmarks are 15.7% and 18.3%, respectively. FSPTX carries a Zacks Mutual Fund Rank #1 and has an annual expense ratio of 0.62%, which is lower than the category average. To see how this fund performed compared to its category, and other #1 and 2 Ranked Mutual Funds, please click here. Red Oak Technology Select fund seeks long-term capital growth by investing primarily in stocks of companies that rely extensively on technology in their product development or operations, or which may be experiencing growth in sales and earnings driven by technology-related products and services. ROGSX primarily invests in technology companies that develop, produce, or distribute products or services related to computers, semiconductors and electronics. Red Oak Technology Select fund's returns over the three and five-year benchmarks are 12.8% and 13.5%, respectively. ROGSX carries a Zacks Mutual Fund Rank #2 and an annual expense ratio of 0.92% To see how this fund performed compared to its category, and other #1 and 2 Ranked Mutual Funds, please click here. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (FSPTX): Fund Analysis Report Get Your Free (ROGSX): Fund Analysis Report Get Your Free (KTCAX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
4 Stocks to Watch on Steady Growth in Semiconductor Sales
Over the past year, semiconductor sales have shown steady growth, primarily fueled by the optimism around artificial intelligence (AI), especially generative AI. Robust demand from a wide range of industries has significantly boosted revenues for the semiconductor sector in recent quarters. The steady demand for semiconductors was a major driver of last year's overall market rally. Given this scenario, it would be ideal to invest in semiconductor stocks, such as Taiwan Semiconductor Manufacturing Company Limited TSM, Texas Instruments TXN, ASML Holding N.V. ASML and Advanced Energy Industries, Inc. AEIS. Each of these stocks carries a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today's Zacks #1 Rank stocks here. The Semiconductor Industry Association (SIA) reported that global chip sales jumped 2.5% sequentially in April, reaching $57 billion, up from $55.6 billion in March. Year over year, semiconductor sales jumped 22.7%. This marks the 11th straight month of year-over-year sales growth above 17%. John Neuffer, SIA president and CEO, said, 'Global semiconductor demand remains high, with first-quarter sales substantially outpacing the first quarter of last year. Year-to-year sales increased by more than 17% for the 11th consecutive month, driven by a year-to-year sales increase of roughly 45% in the Americas.' Earlier in the year, monthly sales dipped slightly due to concerns over the impact of the budget-friendly Chinese AI platform DeepSeek on U.S. tech firms. However, those worries quickly faded as analysts concluded that the fears were exaggerated. April's strong numbers came after an impressive 2024, when global semiconductor sales reached $627.6 billion — a 19.1% jump from $526.8 billion in 2023. The final quarter of 2024 alone saw $170.9 billion in sales, up 17.1% from the same period a year earlier, and 3% higher than the previous quarter. The steady rise in sales has been driven by robust demand for chips in data centers. Also, the memory chip market is helping boost sales. With ongoing AI investments by tech companies, industry experts expect demand to remain high, with the SIA forecasting continued double-digit growth in 2025. The Semiconductor Industry Association (SIA) previously projected a double-digit growth in 2025, further boosting optimism about the sector's ongoing expansion. Taiwan Semiconductor Manufacturing Company Limited is the world's largest dedicated integrated circuit foundry. As a foundry, TSM manufactures ICs for its customers based on their proprietary IC designs using its advanced production processes. Taiwan Semiconductor Manufacturing Company Limited's goal is to establish itself as one of the world's leading semiconductor companies by building upon the strengths that have made it the world's leading IC foundry. Taiwan Semiconductor Manufacturing Company Limited's expected earnings growth rate for the current year is 30.5%. The Zacks Consensus Estimate for current-year earnings has improved 0.4% over the past 60 days. TSM presently carries a Zacks Rank #3. Texas Instruments is an original equipment manufacturer of analog, mixed-signal and digital signal-processing integrated circuits. TXN has manufacturing and design facilities, including wafer fabrication and assembly/test operations in North America, Asia and Europe. Texas Instruments management's strategy has been to build assets that would be fully utilized through their lifetimes and outsource any excess demand in peak situations to outside foundries. Texas Instruments' expected earnings growth rate for next year is 6.7%. The Zacks Consensus Estimate for current-year earnings has improved 3.5% over the past 60 days. TXN carries a Zacks Rank #3. ASML Holding N.V. is a world leader in the manufacture of advanced technology systems for the semiconductor industry. ASML offers an integrated portfolio for manufacturing complex integrated circuits. ASML Holdingdesigns, develops, integrates, markets and services advanced systems used by customers, which are the major global semiconductor manufacturers, to create chips that power a wide array of electronic, communications and information technology products. ASML Holding's expected earnings growth rate for the current year is 30.5%. The Zacks Consensus Estimate for current-year earnings has improved 7.1% over the past 60 days. ASML currently carries a Zacks Rank #3. Advanced Energy Industries, Inc. is one of the leading suppliers of power subsystems and process-control technologies to the semiconductor industry. AEIS now focuses primarily on power-conversion solutions, including direct current, pulsed DC, low frequency, high voltage, and radio frequency power supplies, as well as matching networks and remote plasma sources for reactive gas applications and RF instrumentation to leverage the semiconductor, flat panel display, and industrial markets. Advanced Energy Industries' expected earnings growth rate for the current year is 39.1%. The Zacks Consensus Estimate for current-year earnings has improved 10% over the past 60 days. AEIS currently carries a Zacks Rank #3. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Texas Instruments Incorporated (TXN) : Free Stock Analysis Report ASML Holding N.V. (ASML) : Free Stock Analysis Report Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report Advanced Energy Industries, Inc. (AEIS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
India Gazette
07-05-2025
- Business
- India Gazette
Global Semiconductor sales surge in Q1 (YoY), 2025 likely to see robust growth: Report
ANI 07 May 2025, 12:42 GMT+10 New Delhi [India] May 7 (ANI): The Semiconductor Industry Association (SIA) reported an 18.8 per cent increase in global semiconductor sales for the first quarter of 2025 as compared with the first quarter of 2024. As per the report, March 2025 sales hit a record USD 55.9 billion, up 1.8 per cent from February 2025.'Global semiconductor demand remains high, with first-quarter sales substantially outpacing the first quarter of last year,' said John Neuffer, SIA president and CEO.'Year-to-year sales increased by more than 17 per cent for the 11th consecutive month, driven by a year-to-year sales increase of roughly 45 per cent in the Americas,' he added.Q1 2025 sales registered a slight decline of 2.8 per cent compared to the fourth quarter of on a year-on-year basis, March sales showed growth of 45.3 per cent in the Americas, followed by Asia Pacific/All Other (15.4 per cent), China (7.6 per cent), and Japan (5.8 per cent). On the other hand, Europe experienced a slight decline (-2.0 per cent). 'Monthly sales data is compiled by the World Semiconductor Trade Statistics (WSTS) organization,' SIA said in a press release. The SIA represents 99 per cent of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firmsHowever, WSTS sees continued expansion for the semiconductor market in 2025, with an 11.2 per cent rise, which will bring global market valuation to an estimated USD 697 billion.'The growth will be driven predominantly by the Logic and Memory sectors, which together are projected to exceed USD 400 billion in value. This includes a year-over-year growth of over 17 per cent for Logic and 13 per cent for Memory,' WSTS also forecasts that regions like the Americas and Asia Pacific are expected to maintain their double-digit growth on a year-over-year the national level, at the recently concluded WAVES 2025 Summit, the focus was brought to India's unique opportunity to leapfrog legacy broadcast infrastructure by embracing Direct-to-Mobile (D2M) technology from semiconductor chips to AI-powered Laptops. (ANI)
Yahoo
06-05-2025
- Business
- Yahoo
4 Semiconductor Stocks to Grab Now as Revenues Skyrocket in Q1
Semiconductor sales skyrocketed in the first quarter of 2025 despite price challenges and threats from the emergence of DeepSeek, a low-cost AI model from China. Also, sales grew month over month in March after declining in the first two months of the year. Optimism surrounding artificial intelligence (AI), particularly generative AI, fueled semiconductor sales last year, and this year too has been no different. Given this scenario, it would be ideal to invest in semiconductor stocks such as Semtech Corporation SMTC, Magnachip Semiconductor Corporation MX, ASML Holding N.V. ASML and Advanced Energy Industries, Inc. AEIS. Each of these stocks carries a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Semiconductor Revenues Grow Sharply The Semiconductor Industry Association (SIA) said on Monday that global semiconductor revenues totaled $167.7 billion in the first quarter of 2025, up 18.8% from year-ago levels. Although revenues were down by a marginal 2.8% from the fourth quarter of 2024, month-over-month sales jumped 1.8% in March, totaling $54.9 billion. John Neuffer, SIA president and CEO, said, 'Global semiconductor demand remains high, with first-quarter sales substantially outpacing the first quarter of last year. Year-to-year sales increased by more than 17% for the 11th consecutive month, driven by a year-to-year sales increase of roughly 45% in the Americas.' The first-quarter figures come after semiconductor revenues jumped a staggering $627.6 billion in 2024, an increase of 19.1% from the previous year's total of $526.8 billion. A major factor behind the steady rise in sales has been the growing demand for semiconductors at data centers. The memory chip market has been contributing significantly in boosting revenues. An increasing number of tech companies are investing heavily in AI, and those who have integrated AI into their products have witnessed substantial growth. Industry experts remain confident about AI's future potential, predicting continued demand as more chipmakers move into the AI arena. The Semiconductor Industry Association previously projected double-digit growth in 2025, further boosting optimism about the sector's ongoing expansion. 4 Semiconductor Stocks With Upside Semtech Corporation Semtech Corporation designs, manufactures and markets a wide range of analog and mixed-signal semiconductors for commercial applications. SMTC's product line comprises Signal Integrity Products, Protection Products, Power and High-Reliability Products, Wireless and Sensing Products, and Systems Innovation Group.
