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
Other Semiconductors
9.16B +5.58%
Technology
Other Semiconductors
1.84B +4.47%
Technology
Other Semiconductor Equipment & Testing
1.9B -0.91%
Technology
Integrated Circuits
697M +3.03%
Technology
Memory Chips (RAM)
10.72B +12.41%
Technology
Semiconductor Testing Equipment & Service
10.18B +9.09%
Technology
Semiconductor Machinery Manufacturing
950M +0.72%
Technology
Other Semiconductors
3.84B +24.40%
Technology
Other Semiconductors
147B +8.36%
Technology
Other Semiconductors
45.94B +6.71%
Technology
Semiconductor Machinery Manufacturing
3.02B +11.62%
Technology
Integrated Circuits
657M +15.93%
- - 68.13B -
Technology
Other Semiconductors
1,377B +9.03%
Technology
Other Semiconductors
1,636B +1.77%
Technology
Semiconductor Machinery Manufacturing
988M -0.52%
Technology
Other Semiconductor Equipment & Testing
487B +17.91%
Technology
Other Semiconductor Equipment & Testing
1.9B +14.33%
Technology
Other Semiconductor Equipment & Testing
274B +28.75%
Technology
Semiconductor Testing Equipment & Service
184B +17.54%
Technology
Integrated Circuits
1.98B +6.36%
Technology
Other Phones & Handheld Devices
623B +15.93%
Technology
Other Semiconductors
13.91B +23.49%
Technology
Semiconductor Testing Equipment & Service
34.02B +15.91%
Technology
Semiconductor Testing Equipment & Service
93.19B +10.13%
Technology
Semiconductor Machinery Manufacturing
3.45B +35.26%
Technology
Other Semiconductors
70.58B -2.46%
Technology
Other Semiconductors
388B +21.18%
Technology
Other Semiconductors
352B +14.29%
Technology
Other Semiconductors
21.3B +23.83%
Technology
Other Semiconductors
4,492B -0.84%
Technology
Memory Chips (RAM)
1B -0.87%
Technology
Other Semiconductors
11.69B +22.91%
Technology
Other Semiconductors
13.47B +3.30%
Technology
Other Semiconductors
13.1B +15.34%
Technology
Other Semiconductors
2.98B -3.20%
Technology
Other Semiconductors
331B -3.02%
Basic Materials
Other Specialty Chemicals
611M -0.55%
Technology
Integrated Circuits
583M +2.38%
Technology
Other Semiconductors
8.27B +10.22%
Technology
Integrated Circuits
71.64B +1.05%
Technology
Other Semiconductors
3.9B -4.62%
Technology
Integrated Circuits
887M +0.84%
Technology
Other Semiconductors
1.56B +8.39%
Technology
Semiconductor Machinery Manufacturing
37.73B +17.81%
Technology
Integrated Circuits
5.98B +7.86%
Technology
Other Semiconductor Equipment & Testing
2.67B +15.57%
Technology
Other Semiconductor Equipment & Testing
9.48B +6.46%
Technology
Other Semiconductor Equipment & Testing
12.93B +30.65%
Technology
Other Semiconductors
2.16B +11.34%
Basic Materials
Other Specialty Chemicals
634M +17.53%
Technology
Integrated Circuits
5.42B +4.94%
Technology
Memory Chips (RAM)
24.97B +22.21%
Technology
Semiconductor Machinery Manufacturing
2.78B +21.77%
Technology
Semiconductor Machinery Manufacturing
2.5B +10.46%
Technology
Other Semiconductors
282M -2.20%
Technology
Semiconductor Machinery Manufacturing
2.57B +13.79%
Technology
Semiconductor Machinery Manufacturing
192M -1.91%
Technology
Electronic Component
30.4B +0.33%
Energy
Photovoltaic Solar Systems & Equipment
1.72B -11.12%
Technology
Other Semiconductors
4.8B +11.03%
Technology
Other Semiconductor Equipment & Testing
9.42B +21.01%
Technology
Other Semiconductors
8.93B -2.45%
Energy
Photovoltaic Solar Systems & Equipment
25.61B -8.96%
Technology
Integrated Circuits
6.4B +17.81%
Technology
Other Semiconductors
173B +8.98%
Technology
Other Electronic Equipment & Parts
1.79B 0.00%
Technology
Other Semiconductors
21.87B +12.28%
Technology
Integrated Circuits
2.47B +5.36%
Technology
Integrated Circuits
7.31B +2.41%
Technology
Other Semiconductors
4.67B +27.17%
Technology
Other Semiconductor Equipment & Testing
110B +18.91%
Technology
Integrated Circuits
689M +4.23%
Technology
Integrated Circuits
2.43B +13.84%
Technology
Other Semiconductors
873M +0.26%
Technology
Other Semiconductors
2.18B +13.57%
Technology
Semiconductor Machinery Manufacturing
35.34B +21.02%
Technology
Semiconductor Machinery Manufacturing
239B +19.55%
Technology
Integrated Circuits
9.49B -.--%
Technology
Semiconductor Testing Equipment & Service
9.1B +10.95%
Technology
Other Semiconductors
23.59B +6.08%
Technology
Other Electronic Equipment & Parts
4.74B +5.51%
Technology
Other Semiconductors
7.56B -4.79%
Technology
Other Semiconductors
119B +1.67%
Technology
Other Semiconductors
2.22B +7.51%
Technology
Other Semiconductor Equipment & Testing
37.52B +12.97%
Technology
Other Semiconductors
1.27B +0.37%
Technology
Integrated Circuits
786M +1.09%
Technology
Other Semiconductor Equipment & Testing
17.23B +11.32%
Technology
Other Semiconductors
189B -1.04%
Basic Materials
Other Commodity Chemicals
1.36B +4.88%
Technology
Other Semiconductors
422M +4.07%
Energy
Photovoltaic Solar Systems & Equipment
1.97B +22.37%
Technology
Memory Chips (RAM)
10.05B +1.10%
Technology
Other Semiconductors
5.82B +8.99%
Technology
Other Semiconductors
60.69B +9.80%
Technology
Other Semiconductors
25.53B +8.42%
Technology
Other Semiconductor Equipment & Testing
674M +8.68%
Industrials
Testing & Measuring Equipment
12.5B +16.35%
Energy
Photovoltaic Solar Systems & Equipment
5.15B +8.11%

News of the components

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Heatmap

Calendar 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