Semiconductors

As the chip supply glut is nearing an end, the industry is about to enter one of its most bullish cycles in history. Spending on generative AI, IoT, SiC, and many more tailwinds is reverberating throughout the industry, from chip design to equipment providers. Even with the US-China tech war, as both commerce departments banning exports of advanced semiconductors, domestic firms that improved their supply chains will see strong demand in an environment where the US wants to be number one.

Coherent (NASDAQ: COHR)

Optical Materials & Semiconductors

77.46

Avg. Cost

-57.86%

Returns

6.7

Avg. Sustainability Score

Sustainability Highlights

While total energy consumption is slightly higher by 3.2% y/y, more is coming from renewable sources, with the % of consumption from renewable sources increased from 22% to 29% in that span and led to a 52.1% jump in CO₂ eliminated
Extremely diverse global workforce, as 49% are female and 78% are from the Asian region, leading to diversity, equity, and inclusivity efforts becoming synonymous with talent acquisition
Commitment towards promoting STEM education to underrepresented minorities via the II-VI Foundation 16,700 students being impacted, resulting in 71 Ph.D. degrees and 42 M.S. degrees at over 46 higher learning institutions, most of which have joined Coherent - community engagement that benefits both business and the world
46% of the board is ethnically diverse and/or POCs, and over 100% of committees chaired by an independent directors displaying a committment for a more ethical business
Final Scores - Environmental (4/10), Social (9/10), Governance (7/10)