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
Semiconductor Testing Equipment & Service
8.98B +106.28%
Technology
Other Semiconductors
8.12B +102.26%
Technology
Other Semiconductor Equipment & Testing
1.79B +74.24%
Technology
Memory Chips (RAM)
7.47B +110.67%
Technology
Other Semiconductors
2.98B +62.28%
Technology
Semiconductor Machinery Manufacturing
1.03B -2.47%
Technology
Other Semiconductors
137B +31.47%
Technology
Other Semiconductors
45.34B +59.96%
Technology
Other Semiconductors
1,700B +55.25%
Technology
Integrated Circuits
922M -9.36%
Technology
Semiconductor Machinery Manufacturing
2.84B +48.29%
- - 67.71B -
Technology
Semiconductor Machinery Manufacturing
1.06B -5.00%
Technology
Other Semiconductor Equipment & Testing
1.59B +69.54%
Technology
Other Semiconductors
1,225B +37.67%
Technology
Other Semiconductor Equipment & Testing
421B +36.33%
Technology
Other Semiconductor Equipment & Testing
8.01B +39.04%
Technology
Other Semiconductor Equipment & Testing
202B +122.23%
Technology
Semiconductor Testing Equipment & Service
157B +89.48%
Technology
Integrated Circuits
556M +147.33%
Technology
Other Phones & Handheld Devices
484B +104.70%
Technology
Semiconductor Machinery Manufacturing
2.39B +40.36%
Technology
Other Semiconductors
10.72B +404.05%
Technology
Semiconductor Testing Equipment & Service
97.06B +125.97%
Technology
Integrated Circuits
1.88B +103.92%
Technology
Semiconductor Machinery Manufacturing
2.52B +157.15%
Technology
Other Semiconductors
71.6B -23.56%
Technology
Other Semiconductors
267B +228.35%
Technology
Other Semiconductors
16.03B +453.85%
Technology
Other Semiconductors
271B +186.53%
Technology
Other Semiconductors
4,253B +30.33%
Technology
Other Semiconductors
13.35B +130.91%
Technology
Other Semiconductors
9.37B +60.37%
Basic Materials
Other Specialty Chemicals
655M +41.98%
Technology
Other Semiconductors
13.29B +36.52%
Technology
Other Semiconductors
3.24B +3.49%
Technology
Other Semiconductors
343B +74.50%
Technology
Memory Chips (RAM)
1.1B +8.60%
Technology
Integrated Circuits
562M -14.38%
Technology
Other Semiconductors
8.65B -7.04%
Technology
Integrated Circuits
71.6B -0.71%
Technology
Other Semiconductors
4.51B -43.67%
Technology
Other Semiconductors
1.87B +9.11%
Technology
Integrated Circuits
823M +27.69%
Technology
Other Semiconductors
1.5B -21.51%
Technology
Semiconductor Machinery Manufacturing
33.98B +14.23%
Technology
Integrated Circuits
5.62B -19.17%
Technology
Integrated Circuits
5.17B -1.76%
Technology
Other Semiconductors
1.89B +38.38%
Technology
Other Semiconductors
19.87B +96.53%
Basic Materials
Other Specialty Chemicals
598M -0.42%
Technology
Semiconductor Testing Equipment & Service
30.28B +53.57%
Technology
Semiconductor Machinery Manufacturing
2.05B +179.19%
Technology
Other Semiconductors
306M +19.40%
Technology
Semiconductor Machinery Manufacturing
200M +26.71%
Technology
Semiconductor Machinery Manufacturing
2.21B +93.97%
Technology
Electronic Component
28.03B +88.26%
Technology
Other Semiconductors
6.23B +168.78%
Technology
Other Semiconductors
4.48B +9.80%
Technology
Other Semiconductor Equipment & Testing
7.76B -6.19%
Technology
Other Semiconductors
9.45B +68.76%
Energy
Photovoltaic Solar Systems & Equipment
27.34B +44.58%
Technology
Integrated Circuits
5.41B -9.11%
Technology
Other Semiconductors
163B -4.31%
Technology
Other Electronic Equipment & Parts
1.69B -41.48%
Technology
Other Semiconductors
19.56B +13.36%
Technology
Integrated Circuits
2.06B +25.12%
Technology
Integrated Circuits
7.25B -25.70%
Technology
Other Semiconductors
3.82B +32.79%
Technology
Integrated Circuits
643M -7.24%
Technology
Other Semiconductor Equipment & Testing
92.7B +30.25%
Technology
Integrated Circuits
2.21B +50.00%
Technology
Other Semiconductors
917M -5.44%
Technology
Other Semiconductor Equipment & Testing
10.95B +72.48%
Technology
Semiconductor Machinery Manufacturing
29.62B -7.62%
Technology
Semiconductor Machinery Manufacturing
206B +59.39%
Technology
Integrated Circuits
9.17B +19.65%
Technology
Other Semiconductors
21.62B +21.18%
Technology
Other Electronic Equipment & Parts
4.4B +54.95%
Technology
Other Semiconductors
180B +88.58%
Technology
Other Semiconductors
8.15B +25.94%
Technology
Memory Chips (RAM)
10.14B +78.26%
Technology
Other Semiconductors
139B +6.10%
Technology
Other Semiconductors
2.03B -23.05%
Technology
Other Semiconductor Equipment & Testing
33.93B +50.31%
Technology
Other Semiconductors
1.26B -17.39%
Technology
Integrated Circuits
715M -40.59%
Technology
Other Semiconductors
1.56B +23.55%
Technology
Other Semiconductors
190B +16.06%
Technology
Other Semiconductors
1.96B +5.99%
Technology
Other Semiconductors
402M +14.58%
Technology
Semiconductor Testing Equipment & Service
8B +25.82%
Energy
Photovoltaic Solar Systems & Equipment
1.77B +117.13%
Technology
Other Semiconductors
5.3B +43.99%
Technology
Other Semiconductors
23.34B -7.85%
Technology
Other Semiconductor Equipment & Testing
630M +28.32%
Technology
Other Semiconductors
57.42B +9.77%
Technology
Other Semiconductor Equipment & Testing
17.92B +104.68%
Basic Materials
Other Commodity Chemicals
1.35B +7.36%
Industrials
Testing & Measuring Equipment
10.46B +49.22%

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