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
18.93B +123.18%
Technology
Semiconductor Machinery Manufacturing
20.89B +69.72%
Technology
Integrated Circuits
4.32B +91.52%
Technology
Other Semiconductors
3.28B +89.69%
Technology
Other Semiconductors
3.64B +193.14%
Technology
Other Semiconductors
49.76B +159.90%
Technology
Other Semiconductors
255B +61.15%
Technology
Integrated Circuits
185B +162.24%
Technology
Integrated Circuits
5.54B +215.82%
Technology
Other Semiconductors
6.38B +61.56%
Technology
Other Semiconductor Equipment & Testing
83.16B +144.71%
Technology
Integrated Circuits
720M +11.27%
Technology
Other Semiconductor Equipment & Testing
8.74B +110.97%
Technology
Other Semiconductor Equipment & Testing
3.58B +91.27%
Technology
Integrated Circuits
11.58B +347.17%
Technology
Other Semiconductor Equipment & Testing
174B +82.58%
Technology
Integrated Circuits
4.48B +86.61%
Technology
Memory Chips (RAM)
12.47B +25.86%
Technology
Semiconductor Machinery Manufacturing
4.34B +57.77%
Technology
Other Semiconductors
65.53B +47.16%
Technology
Other Semiconductors
181B +37.12%
Technology
Semiconductor Machinery Manufacturing
40.35B +26.41%
Technology
Other Semiconductor Equipment & Testing
23.64B +45.62%
Technology
Memory Chips (RAM)
42.34B +98.35%
Technology
Semiconductor Machinery Manufacturing
1.41B +44.67%
Technology
Other Semiconductor Equipment & Testing
3.64B +117.87%
Technology
Other Semiconductor Equipment & Testing
18.31B +108.01%
- - 58.84B -
Technology
Other Semiconductors
2.23B +422.67%
Technology
Other Semiconductors
7.39B +214.32%
Technology
Other Semiconductors
9.19B +192.23%
Technology
Other Semiconductors
38.41B +107.77%
Technology
Other Semiconductors
3.11B +64.12%
Technology
Other Semiconductors
1,884B +51.61%
Technology
Other Semiconductor Equipment & Testing
5.17B +132.48%
Technology
Memory Chips (RAM)
47.53B +113.30%
Technology
Other Semiconductor Equipment & Testing
683B +69.63%
Technology
Other Semiconductor Equipment & Testing
1.16B +12.66%
Technology
Other Semiconductors
1,817B +10.35%
Technology
Integrated Circuits
812M +37.98%
Technology
Semiconductor Testing Equipment & Service
275B +73.26%
Technology
Other Semiconductors
2.25B +66.81%
Technology
Other Semiconductors
21.49B +87.05%
Technology
Integrated Circuits
2.89B +47.93%
Technology
Integrated Circuits
854M +19.80%
Technology
Other Semiconductor Equipment & Testing
16.1B +64.54%
Technology
Semiconductor Machinery Manufacturing
1.67B +205.50%
Technology
Semiconductor Machinery Manufacturing
426B +108.67%
Technology
Semiconductor Machinery Manufacturing
47.83B +66.04%
Technology
Semiconductor Testing Equipment & Service
128B +47.42%
Technology
Other Semiconductor Equipment & Testing
382B +78.30%
Technology
Other Semiconductors
878B +170.20%
Technology
Other Phones & Handheld Devices
1,084B +108.09%
Industrials
Testing & Measuring Equipment
22.23B +105.99%
Technology
Semiconductor Machinery Manufacturing
4.66B +95.51%
Technology
Other Semiconductors
5,010B +10.91%
Technology
Semiconductor Machinery Manufacturing
188M -3.77%
Technology
Other Semiconductors
1,040B +222.68%
Technology
Semiconductor Machinery Manufacturing
3.35B +48.01%
Technology
Semiconductor Testing Equipment & Service
54.78B +80.78%
Technology
Semiconductor Machinery Manufacturing
2.52B +9.74%
Technology
Other Semiconductors
170B +128.56%
Technology
Semiconductor Machinery Manufacturing
54.96B +112.26%
Technology
Other Semiconductors
4.94B -44.35%
Technology
Other Semiconductor Equipment & Testing
4.16B +266.17%
Technology
Memory Chips (RAM)
2.76B +175.31%
Technology
Other Semiconductors
26.31B +98.75%
Technology
Other Semiconductors
17.59B +74.53%
Technology
Other Semiconductors
14.64B +56.99%
Basic Materials
Other Specialty Chemicals
496M -19.18%
Technology
Other Semiconductors
20.37B +55.88%
Technology
Semiconductor Machinery Manufacturing
3.15B +80.76%
Technology
Other Semiconductor Equipment & Testing
13.56B +72.70%
Technology
Other Semiconductor Equipment & Testing
6.8B +38.97%
Technology
Other Semiconductors
851B +143.72%
Technology
Other Semiconductors
13.92B +33.37%
Technology
Other Semiconductors
5.7B +42.77%
Technology
Other Semiconductors
2.2B +54.09%
Technology
Integrated Circuits
9.54B +35.56%
Technology
Integrated Circuits
9.06B +70.47%
Technology
Other Semiconductors
42.82B +23.76%
Technology
Integrated Circuits
1.9B +119.80%
Technology
Other Semiconductors
906M +107.47%
Technology
Integrated Circuits
1.65B +74.78%
Technology
Semiconductor Testing Equipment & Service
10.24B +9.49%
Technology
Other Semiconductor Equipment & Testing
1.21B +94.44%
Technology
Other Semiconductors
2.2B +39.83%
Technology
Other Semiconductors
67.98B +24.04%
Technology
Other Semiconductors
47.5B +108.40%
Technology
Other Semiconductors
3.71B +101.01%
Technology
Other Semiconductors
43.54B +83.55%
Basic Materials
Other Specialty Chemicals
648M +20.48%
Technology
Integrated Circuits
2.27B +79.33%
Technology
Semiconductor Machinery Manufacturing
5.83B +113.74%
Industrials
Other Industrial Machinery & Equipment
1.44B +48.10%
Technology
Semiconductor Machinery Manufacturing
1.69B +45.60%
Technology
Electronic Component
55.25B +53.00%
Technology
Other Semiconductors
3.02B +369.61%
Technology
Other Semiconductors
2.99B -3.92%
Energy
Photovoltaic Solar Systems & Equipment
21.79B -22.36%

News of the components

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