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
67.97B -11.31%
Technology
Other Semiconductors
9.58B -3.17%
Technology
Integrated Circuits
10.69B +2.99%
Technology
Other Semiconductors
5.89B +37.89%
Technology
Semiconductor Testing Equipment & Service
4.26B -8.07%
Technology
Semiconductor Machinery Manufacturing
1.14B +1.97%
Technology
Other Semiconductors
1,186B +8.74%
Technology
Other Semiconductor Equipment & Testing
76.35B +2.19%
Technology
Other Semiconductors
33.83B +19.42%
Technology
Integrated Circuits
1.1B +1.38%
Technology
Semiconductor Machinery Manufacturing
2.31B +18.66%
Technology
Memory Chips (RAM)
12.59B +17.14%
Technology
Semiconductor Machinery Manufacturing
25.99B -14.09%
Technology
Other Semiconductor Equipment & Testing
6.81B +13.91%
Technology
Other Semiconductor Equipment & Testing
1.23B +26.09%
Technology
Other Semiconductors
903B -4.65%
Technology
Other Semiconductor Equipment & Testing
119B +29.32%
Technology
Semiconductor Testing Equipment & Service
47.34B +3.71%
Technology
Semiconductor Machinery Manufacturing
1.62B +68.34%
Technology
Integrated Circuits
1.32B +32.58%
Technology
Other Semiconductors
60.72B -36.24%
Technology
Integrated Circuits
4.3B -16.33%
Technology
Other Semiconductors
126B +42.61%
Technology
Semiconductor Machinery Manufacturing
2.16B +23.01%
Technology
Semiconductor Machinery Manufacturing
184M +7.04%
Technology
Other Semiconductors
3,530B +7.74%
Technology
Other Semiconductors
6.77B +17.00%
Technology
Other Semiconductors
3.54B -33.92%
Basic Materials
Other Specialty Chemicals
608M +21.08%
Technology
Other Semiconductors
4.52B -21.59%
Technology
Integrated Circuits
880M -7.96%
Technology
Memory Chips (RAM)
3.73B -0.56%
Technology
Other Semiconductors
1.8B -1.07%
Technology
Other Semiconductors
1.54B -5.28%
Technology
Other Semiconductors
1.51B -25.29%
Technology
Integrated Circuits
7.41B +6.62%
Technology
Other Semiconductors
173B +2.12%
Technology
Semiconductor Machinery Manufacturing
1.04B -13.48%
Technology
Other Semiconductors
306M -11.81%
Technology
Other Semiconductor Equipment & Testing
305B -1.27%
Technology
Semiconductor Testing Equipment & Service
118B +41.62%
Technology
Other Semiconductors
1.5B +11.03%
Technology
Other Semiconductors
11.19B +13.31%
Technology
Semiconductor Testing Equipment & Service
3.91B -24.55%
Basic Materials
Other Specialty Chemicals
668M +2.68%
Technology
Semiconductor Testing Equipment & Service
14.07B -30.37%
Technology
Semiconductor Machinery Manufacturing
582M +13.42%
Technology
Other Semiconductors
134B +42.40%
Technology
Other Electronic Equipment & Parts
3.94B +40.26%
Technology
Integrated Circuits
5.34B +4.53%
Technology
Other Semiconductors
2.22B -27.98%
Technology
Other Software
74.39B -1.23%
Technology
Memory Chips (RAM)
6.48B +14.21%
Technology
Integrated Circuits
5.91B -6.81%
Technology
Other Semiconductors
115B +9.10%
Technology
Integrated Circuits
682M -2.50%
Technology
Other Semiconductors
181B +6.25%
Technology
Other Semiconductors
20.48B +11.50%
Technology
Other Semiconductors
3.32B +8.20%
Technology
Other Semiconductor Equipment & Testing
21.41B -10.49%
Technology
Other Semiconductor Equipment & Testing
752M +90.88%
Technology
Other Semiconductors
857M -18.86%
Technology
Other Semiconductor Equipment & Testing
9.28B +0.49%
Technology
Other Phones & Handheld Devices
276B +7.52%
Technology
Integrated Circuits
726M +6.50%
Technology
Semiconductor Machinery Manufacturing
142B +8.56%
Technology
Other Semiconductors
7.96B -21.83%
Technology
Other Semiconductors
21.06B +20.58%
Technology
Other Software
82.13B +0.12%
Technology
Other Electronic Equipment & Parts
2.44B -20.61%
Technology
Other Semiconductors
1.6B +13.93%
Technology
Other Semiconductors
1.99B -29.00%
Technology
Other Semiconductors
2.37B +29.14%
Technology
Other Semiconductor Equipment & Testing
2.89B -27.17%
- - 49.08B -
Technology
Other Semiconductor Equipment & Testing
1.2B +18.64%
Technology
Integrated Circuits
1.36B -13.47%
Technology
Integrated Circuits
435M +77.86%
Technology
Semiconductor Machinery Manufacturing
898M +12.08%
Industrials
Testing & Measuring Equipment
6.28B -10.33%
Energy
Photovoltaic Solar Systems & Equipment
2.48B -18.73%
Technology
Semiconductor Machinery Manufacturing
1.31B +5.75%
Technology
Other Semiconductors
5.52B -8.53%
Technology
Semiconductor Testing Equipment & Service
4.93B -21.15%
Technology
Other Semiconductors
9.76B +0.97%
Technology
Other Semiconductor Equipment & Testing
3.44B -6.69%
Industrials
Other Industrial Machinery & Equipment
1B -27.27%
Technology
Other Semiconductors
3.19B -8.12%
Technology
Integrated Circuits
1.15B -10.47%
Technology
Integrated Circuits
561M -23.10%
Technology
Other Semiconductors
930M -23.09%
Technology
Other Semiconductors
26.41B +5.40%
Basic Materials
Plastics
4.55B -15.27%
Technology
Other Semiconductor Equipment & Testing
1.81B -9.07%
Technology
Other Semiconductor Equipment & Testing
5.05B -20.40%
Technology
Other Semiconductors
5.57B +80.85%
Technology
Other Semiconductors
310M +11.19%
- - 30.43M -
Technology
Other Semiconductors
789M +44.69%
Technology
Integrated Circuits
889M +16.82%

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