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
10.88B +55.88%
Technology
Other Semiconductors
2.08B +35.53%
Technology
Integrated Circuits
196B +180.42%
Technology
Semiconductor Machinery Manufacturing
14.24B +12.64%
Technology
Other Semiconductors
1.16B +152.58%
Technology
Other Semiconductors
48.4B +154.82%
Technology
Other Semiconductors
4.63B +276.62%
Technology
Integrated Circuits
3.98B +77.46%
Technology
Other Semiconductors
260B +61.10%
Technology
Other Semiconductors
20.41B +142.58%
Technology
Other Semiconductors
5.62B +43.35%
Technology
Other Semiconductors
3.27B +89.00%
Technology
Other Semiconductor Equipment & Testing
4.03B +117.09%
Technology
Other Semiconductor Equipment & Testing
88.19B +161.08%
Technology
Integrated Circuits
7.41B +326.18%
Technology
Other Semiconductors
27.31B +121.13%
Technology
Integrated Circuits
726M +13.15%
Technology
Other Semiconductor Equipment & Testing
137B +37.79%
Technology
Integrated Circuits
15.93B +520.13%
Technology
Other Semiconductor Equipment & Testing
6.59B +57.13%
Technology
Integrated Circuits
6.32B +165.57%
Technology
Semiconductor Machinery Manufacturing
4.13B +39.76%
Technology
Other Semiconductors
187B +42.24%
Technology
Semiconductor Machinery Manufacturing
35.35B +2.33%
Technology
Other Semiconductors
4.15B +86.54%
Technology
Memory Chips (RAM)
12.75B +29.66%
Technology
Other Semiconductor Equipment & Testing
21.25B +28.32%
Technology
Other Semiconductors
21.32B +87.05%
Technology
Semiconductor Machinery Manufacturing
1.29B +26.70%
Technology
Integrated Circuits
936M +44.56%
Technology
Other Semiconductors
63.07B +28.86%
Technology
Other Semiconductor Equipment & Testing
2.89B +62.41%
Technology
Other Semiconductor Equipment & Testing
14.16B +52.62%
Technology
Other Semiconductors
4.91B +162.31%
Technology
Memory Chips (RAM)
31.79B +48.84%
Technology
Other Semiconductors
1.95B +50.97%
Technology
Other Semiconductors
2.06B +363.95%
Technology
Other Phones & Handheld Devices
1,033B +78.90%
Technology
Other Semiconductors
1,896B +53.87%
- - 60.34B -
Technology
Other Semiconductor Equipment & Testing
611B +53.90%
Technology
Other Semiconductors
2.36B +28.45%
Technology
Other Semiconductors
1,613B -6.61%
Technology
Other Semiconductors
39.94B +76.58%
Technology
Other Semiconductor Equipment & Testing
3.66B +70.76%
Technology
Integrated Circuits
782M +18.79%
Technology
Integrated Circuits
3.2B +46.30%
Technology
Other Semiconductors
7.54B +102.76%
Technology
Other Semiconductor Equipment & Testing
10.86B -1.09%
Technology
Semiconductor Machinery Manufacturing
1.51B +144.22%
Technology
Other Semiconductors
43.8B +114.51%
Basic Materials
Other Specialty Chemicals
616M +8.93%
Technology
Other Semiconductor Equipment & Testing
326B +34.45%
Technology
Other Semiconductor Equipment & Testing
1.49B +30.35%
Technology
Memory Chips (RAM)
29.07B +29.17%
Technology
Other Semiconductors
6.04B +152.22%
Technology
Semiconductor Machinery Manufacturing
38.92B +35.63%
Technology
Semiconductor Machinery Manufacturing
298B +46.15%
Technology
Semiconductor Testing Equipment & Service
213B +21.66%
Technology
Semiconductor Machinery Manufacturing
3.81B +50.74%
Industrials
Testing & Measuring Equipment
14.61B +22.72%
Technology
Semiconductor Machinery Manufacturing
4.09B +62.68%
Technology
Other Semiconductors
1,034B +200.09%
Technology
Semiconductor Machinery Manufacturing
3.42B +24.51%
Technology
Other Semiconductors
672B +87.86%
Technology
Semiconductor Machinery Manufacturing
1.87B +45.87%
Technology
Electronic Component
40.93B +12.60%
Technology
Semiconductor Machinery Manufacturing
3.54B +42.12%
Technology
Other Semiconductors
5,360B +13.79%
Technology
Semiconductor Testing Equipment & Service
54.01B +59.51%
Technology
Semiconductor Machinery Manufacturing
185M -14.04%
Technology
Semiconductor Testing Equipment & Service
149B +64.71%
Technology
Semiconductor Machinery Manufacturing
37.7B +44.33%
Technology
Other Semiconductors
215B +162.97%
Technology
Other Semiconductors
4.97B -47.97%
Technology
Other Semiconductors
1.42B +105.43%
Technology
Memory Chips (RAM)
3.13B +165.39%
Technology
Other Semiconductor Equipment & Testing
2.36B +75.52%
Basic Materials
Other Specialty Chemicals
478M -29.32%
Technology
Other Semiconductor Equipment & Testing
9.75B +25.85%
Technology
Other Semiconductors
21.52B +42.83%
Technology
Other Semiconductors
13.22B +69.79%
Technology
Other Semiconductors
17.54B +34.13%
Technology
Other Semiconductors
10.53B -5.56%
Technology
Other Semiconductor Equipment & Testing
6.21B +12.35%
Technology
Other Semiconductors
15.31B +31.01%
Technology
Other Semiconductors
902B +137.17%
Technology
Other Semiconductors
15.31B +31.01%
Technology
Other Semiconductors
41.89B +16.95%
Technology
Other Semiconductors
12.2B +57.87%
Technology
Integrated Circuits
2.65B +208.25%
Technology
Integrated Circuits
9.27B +74.81%
Technology
Semiconductor Testing Equipment & Service
10.33B +11.36%
Technology
Integrated Circuits
1.8B +91.64%
Technology
Integrated Circuits
5.63B +146.48%
Basic Materials
Other Commodity Chemicals
2.43B +93.36%
Technology
Other Semiconductor Equipment & Testing
1.38B +126.04%
Technology
Other Semiconductors
954M +6.71%
Technology
Other Semiconductors
61.11B +9.55%
Energy
Photovoltaic Solar Systems & Equipment
18.79B -34.44%

News of the components

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