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
6.57B +52.63%
Technology
Other Semiconductors
10.14B +1.76%
Technology
Integrated Circuits
77.44B +0.35%
Technology
Integrated Circuits
10.33B -1.20%
Technology
Semiconductor Testing Equipment & Service
4.31B -7.62%
Technology
Semiconductor Machinery Manufacturing
1.13B +1.15%
Technology
Other Semiconductors
1,291B +18.35%
Technology
Integrated Circuits
1.04B -4.59%
Technology
Other Semiconductors
35.24B +24.40%
Technology
Semiconductor Machinery Manufacturing
2.64B +30.26%
Technology
Memory Chips (RAM)
13.16B +22.28%
Technology
Other Semiconductors
976B +2.33%
Technology
Other Semiconductor Equipment & Testing
7.67B +24.55%
Technology
Other Semiconductor Equipment & Testing
1.41B +39.60%
Technology
Other Semiconductor Equipment & Testing
130B +40.84%
Technology
Semiconductor Testing Equipment & Service
56.22B +25.19%
Technology
Semiconductor Machinery Manufacturing
1.82B +89.14%
Technology
Integrated Circuits
1.37B +38.91%
Technology
Integrated Circuits
4.56B -11.47%
Technology
Other Semiconductors
62.69B -34.17%
Technology
Other Semiconductors
148B +69.35%
Technology
Semiconductor Machinery Manufacturing
2.33B +25.75%
Technology
Other Semiconductors
4,024B +22.81%
Basic Materials
Other Specialty Chemicals
597M +20.36%
Technology
Other Semiconductors
5.07B -12.08%
Technology
Other Semiconductors
4.17B -22.23%
Technology
Other Semiconductors
8.35B +44.28%
Technology
Integrated Circuits
781M -18.92%
Technology
Integrated Circuits
635M -9.79%
Technology
Memory Chips (RAM)
3.48B -7.87%
Technology
Other Semiconductors
1.39B -15.53%
Technology
Integrated Circuits
590M -17.88%
Technology
Other Semiconductor Equipment & Testing
83.94B +9.51%
Technology
Other Semiconductors
1.57B -22.69%
Technology
Integrated Circuits
7.39B +6.35%
Technology
Other Semiconductors
885M -14.03%
Technology
Other Semiconductors
173B +2.50%
Technology
Semiconductor Machinery Manufacturing
992M -17.95%
Technology
Other Semiconductor Equipment & Testing
311B +0.28%
Technology
Integrated Circuits
499M +106.87%
Technology
Semiconductor Testing Equipment & Service
122B +46.73%
Technology
Other Semiconductors
1.9B +37.35%
Technology
Other Semiconductors
355M +2.08%
Technology
Other Semiconductors
10.96B +10.82%
Technology
Semiconductor Machinery Manufacturing
159B +21.71%
Basic Materials
Other Specialty Chemicals
748M +17.14%
Technology
Semiconductor Testing Equipment & Service
15.57B -22.93%
Technology
Other Semiconductors
6.16B +13.53%
Technology
Other Semiconductors
139B +47.97%
Technology
Semiconductor Machinery Manufacturing
192M +13.45%
Technology
Other Electronic Equipment & Parts
3.57B +27.07%
Technology
Integrated Circuits
5.36B +4.87%
Technology
Other Semiconductors
2.84B -8.06%
Technology
Other Software
86.78B +15.23%
Energy
Photovoltaic Solar Systems & Equipment
17.42B -7.83%
Technology
Other Semiconductors
201B +17.99%
Technology
Integrated Circuits
5.9B -7.51%
Technology
Other Semiconductors
121B +15.16%
Technology
Other Semiconductors
3.44B +11.48%
Technology
Other Semiconductors
18.58B +0.46%
Technology
Other Semiconductors
1.86B +1.61%
Technology
Other Semiconductors
2.5B +35.93%
Technology
Other Semiconductor Equipment & Testing
22.31B -7.41%
Technology
Semiconductor Machinery Manufacturing
32.13B +3.60%
- - 52.52B -
Technology
Other Semiconductor Equipment & Testing
11.79B +22.95%
Technology
Other Phones & Handheld Devices
298B +17.67%
Technology
Other Semiconductors
8.36B -17.99%
Technology
Semiconductor Machinery Manufacturing
680M +34.19%
Technology
Other Semiconductors
20.74B +18.55%
Technology
Other Semiconductors
5.81B -3.84%
Technology
Memory Chips (RAM)
6.88B +21.19%
Technology
Other Software
87.54B +6.70%
Technology
Other Semiconductors
2.04B -27.81%
Technology
Other Electronic Equipment & Parts
2.18B -29.52%
Technology
Other Semiconductors
1.64B +16.67%
Technology
Other Semiconductor Equipment & Testing
3.2B -19.09%
Technology
Other Semiconductor Equipment & Testing
726M +86.44%
Technology
Integrated Circuits
1.41B -10.59%
Technology
Other Semiconductor Equipment & Testing
1.41B +38.31%
Technology
Integrated Circuits
762M +13.18%
Technology
Semiconductor Machinery Manufacturing
1.88B +53.74%
Energy
Photovoltaic Solar Systems & Equipment
2.75B -10.24%
Technology
Other Semiconductors
323M +17.41%
Technology
Other Semiconductors
4.55B +46.84%
Technology
Semiconductor Testing Equipment & Service
5.39B -13.77%
Technology
Semiconductor Machinery Manufacturing
1.01B +27.07%
Technology
Other Semiconductors
10.13B +4.84%
Technology
Other Semiconductor Equipment & Testing
4.08B +10.68%
Energy
Photovoltaic Solar Systems & Equipment
1.35B +3.60%
Technology
Other Semiconductors
3.27B -5.93%
Technology
Integrated Circuits
1.11B -14.24%
Technology
Other Semiconductors
985M -19.61%
Basic Materials
Plastics
5.02B -6.76%
Technology
Other Semiconductors
28.94B +12.17%
Technology
Other Semiconductor Equipment & Testing
5.4B -14.91%
Industrials
Testing & Measuring Equipment
7.14B +1.97%
Energy
Photovoltaic Solar Systems & Equipment
1.26B -1.97%
Technology
Semiconductor Machinery Manufacturing
1.27B -21.04%

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