Investment Themes

The buoyant semiconductor sector

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Investment Themes

Electronic chips are everywhere. The expansion of connected objects (IoT) in our environments and the digitalization of the world we live in are reflected in the electronic components industry. Cars, smartphones, dishwashers... virtually every object in our daily lives is equipped with a range of technological components.

Among these components, semiconductors are materials that control the flow of current in electronic devices. They are usually made from silicon (sometimes also from gallium, germanium or arsenide). These solid chemical compounds are sometimes current conductors and sometimes insulators. It is this very property that characterizes semiconductors. Behind the generic term of semiconductor hides a whole family of components: we find analog circuits, digital circuits (logic, memory, micro-processor), sensors or optical components. There are important growth levers for all the players in this industry due to the emergence of artificial intelligence, the demand from the Internet of Things (IoT), autonomous cars and big data, and the development of the middle classes in emerging countries. This thematic list identifies the best players in the semiconductor sector based on their fundamentals and the potential for appreciation of their listed stock. The list is updated regularly and only includes the top 100 stocks in terms of growth, financial strength, profitability, valuation (and many other fundamental criteria) out of hundreds of stocks listed worldwide. We find designers, producers, founders and integrated companies.

Our selection

Technology
Integrated Circuits
834M +9.08%
Technology
Integrated Circuits
2.64B +15.18%
Technology
Other Semiconductors
14.98B +73.28%
Technology
Other Semiconductors
4.99B +23.99%
Technology
Other Semiconductor Equipment & Testing
2.24B +18.36%
Technology
Other Semiconductor Equipment & Testing
54.17B +56.89%
Technology
Integrated Circuits
5.48B +139.62%
Technology
Semiconductor Testing Equipment & Service
10.69B +12.12%
Technology
Other Semiconductors
18.83B +50.27%
Technology
Other Semiconductors
66.5B +48.00%
Technology
Memory Chips (RAM)
11.4B +14.48%
Technology
Integrated Circuits
895M +35.68%
Technology
Other Semiconductors
171B +27.35%
Technology
Other Semiconductor Equipment & Testing
126B +23.72%
Technology
Other Semiconductors
4.31B +35.45%
Technology
Semiconductor Machinery Manufacturing
4.05B +41.38%
Technology
Other Semiconductors
20.99B +11.40%
Technology
Integrated Circuits
6.75B +277.65%
Technology
Semiconductor Machinery Manufacturing
45.59B +39.86%
Technology
Other Semiconductor Equipment & Testing
3.12B +71.21%
Technology
Semiconductor Machinery Manufacturing
1.16B +15.90%
- - 67.43B -
Technology
Other Semiconductor Equipment & Testing
574B +36.29%
Technology
Memory Chips (RAM)
27.57B +23.73%
Technology
Other Semiconductors
1.92B +32.39%
Technology
Other Semiconductors
13.26B +13.20%
Technology
Integrated Circuits
1.57B +181.47%
Technology
Other Semiconductors
3.5B +77.11%
Technology
Semiconductor Machinery Manufacturing
43.48B +44.01%
Technology
Integrated Circuits
1,634B +29.03%
Technology
Other Semiconductor Equipment & Testing
1.22B +19.43%
Technology
Other Semiconductors
1,759B +7.68%
Technology
Semiconductor Testing Equipment & Service
228B +42.66%
Technology
Integrated Circuits
2.6B +40.24%
Technology
Memory Chips (RAM)
25.76B +21.84%
Technology
Semiconductor Machinery Manufacturing
987M +85.19%
Technology
Semiconductor Machinery Manufacturing
317B +53.17%
Technology
Other Semiconductor Equipment & Testing
329B +53.54%
Technology
Other Semiconductor Equipment & Testing
14.36B +49.35%
Technology
Semiconductor Testing Equipment & Service
115B +26.71%
Technology
Semiconductor Machinery Manufacturing
3.16B +20.94%
Technology
Other Phones & Handheld Devices
882B +71.81%
Technology
Other Semiconductors
486B +57.76%
Technology
Other Semiconductors
474B +44.81%
Technology
Other Semiconductors
8.53B +270.09%
Technology
Semiconductor Testing Equipment & Service
57.61B +87.80%
Technology
Semiconductor Machinery Manufacturing
4.01B +79.82%
Technology
Semiconductor Machinery Manufacturing
3.72B +64.71%
Technology
Other Semiconductors
112B +54.30%
Technology
Other Semiconductors
4,583B +0.85%
Technology
Semiconductor Machinery Manufacturing
208M +7.64%
Technology
Other Semiconductor Equipment & Testing
3.45B +200.36%
Technology
Other Semiconductors
2.86B -0.57%
Energy
Photovoltaic Solar Systems & Equipment
1.39B -29.02%
Technology
Other Semiconductors
22.95B +76.59%
Technology
Other Semiconductor Equipment & Testing
8.12B +63.14%
Technology
Other Semiconductors
15.77B +51.36%
Technology
Other Semiconductors
19.36B +53.31%
Technology
Other Semiconductors
11.05B +21.75%
Technology
Other Semiconductors
399B +13.51%
Technology
Other Semiconductor Equipment & Testing
12.79B +59.56%
Technology
Other Semiconductors
6.96B +61.77%
Technology
Integrated Circuits
7.59B +40.07%
Technology
Other Semiconductors
24.57B +25.89%
Technology
Semiconductor Machinery Manufacturing
19.66B +55.14%
Technology
Integrated Circuits
79.2B +10.14%
Technology
Integrated Circuits
6.2B +153.55%
Technology
Other Semiconductors
1.5B -7.26%
Technology
Other Semiconductor Equipment & Testing
23.42B +39.08%
Technology
Other Semiconductor Equipment & Testing
12.77B +40.35%
Technology
Other Semiconductors
2.16B +13.57%
Basic Materials
Other Specialty Chemicals
602M +7.82%
Industrials
Testing & Measuring Equipment
18.09B +67.04%
Technology
Semiconductor Machinery Manufacturing
4.33B +80.52%
Technology
Integrated Circuits
8.54B -11.97%
Technology
Electronic Component
60.05B +65.67%
Technology
Memory Chips (RAM)
1.17B +18.71%
Technology
Semiconductor Machinery Manufacturing
2.42B +37.12%
Technology
Other Semiconductors
2.31B -25.62%
Technology
Other Software
73.35B -12.05%
Technology
Other Semiconductors
38.72B +12.03%
Technology
Other Semiconductors
8.25B +3.89%
Technology
Integrated Circuits
4.58B -17.65%
Technology
Other Semiconductors
51.64B -7.31%
Technology
Other Semiconductors
35.36B +51.16%
Technology
Other Semiconductors
30.27B +18.27%
Technology
Integrated Circuits
4.66B -13.13%
Technology
Other Semiconductors
9.56B -7.02%
Technology
Semiconductor Testing Equipment & Service
10.05B +19.97%
Technology
Other Semiconductors
2B +226.91%
Energy
Photovoltaic Solar Systems & Equipment
1.18B -7.59%
Technology
Other Semiconductors
7.4B -6.54%
Technology
Other Semiconductor Equipment & Testing
4.05B +69.89%
Technology
Other Electronic Equipment & Parts
4.83B +16.20%
Technology
Memory Chips (RAM)
11.95B +21.47%
Technology
Other Semiconductors
196B +23.10%
Technology
Integrated Circuits
7.55B +5.35%
Technology
Other Semiconductors
706M +58.51%
Technology
Other Semiconductors
2.43B +37.80%
Technology
Other Semiconductors
1.31B -8.73%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The buoyant semiconductor sector