Daniel (@Danielo) sur getquin

Daniel

@Danielo

2Sem.·

Do you know of any European alternatives to $IFX (+0,04 %) ?

I am not really satisfied with the performance of the share and am considering selling it after the dividend in 2025.

5 Commentaires

Thomas@UndNun

2Sem.

$SMHN $NXPI can't say anything about either as I haven't observed them. I only know that they exist.

Then of course the world market leader for lithography systems. I have done very well with it over the last 4 years. In the long term, it is certainly still a good investment.
However, with the general overheating and the export restrictions imposed by the USA on China, I am rather skeptical for the next few years. That's why I sold them this year as I only have a 3-year investment horizon at the moment.

But why not the ? You don't need to worry about individual companies and can save for many years. $ASML $SMH

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Nico Uhlig@RealMichaelScott

2Sem.

If you want a chip manufacturer, a European alternative is $NXPI. There are not that many European chip manufacturers.

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Benjy@Benjy

2Sem.

STMicroelectronics... have crashed this year (somewhat exaggerated in my opinion) as they, like IFX, are strong in the automotive sector. STM is currently definitely the most favorably valued chip stock from Europe.

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