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
10.82B +56.42%
Technology
Other Semiconductors
2.03B +46.28%
Technology
Semiconductor Machinery Manufacturing
14.14B +20.26%
Technology
Other Semiconductors
51.56B +167.01%
Technology
Other Semiconductors
1.23B +159.66%
Technology
Other Semiconductors
4.76B +285.90%
Technology
Integrated Circuits
4.44B +83.26%
Technology
Other Semiconductors
21.12B +142.12%
Technology
Other Semiconductors
252B +59.17%
Technology
Integrated Circuits
209B +194.06%
Technology
Other Semiconductors
6.24B +52.02%
Technology
Other Semiconductors
3.44B +95.88%
Technology
Other Semiconductor Equipment & Testing
4.14B +117.45%
Technology
Other Semiconductor Equipment & Testing
90.95B +167.47%
Technology
Integrated Circuits
7.98B +361.17%
Technology
Other Semiconductors
30.44B +138.98%
Technology
Integrated Circuits
793M +21.60%
Technology
Other Semiconductor Equipment & Testing
153B +50.79%
Technology
Other Semiconductor Equipment & Testing
7.38B +78.18%
Technology
Integrated Circuits
16.24B +517.61%
Technology
Integrated Circuits
6.55B +163.39%
Technology
Semiconductor Machinery Manufacturing
4.64B +58.71%
Technology
Other Semiconductors
192B +45.41%
Technology
Semiconductor Machinery Manufacturing
37B +10.77%
Technology
Other Semiconductors
4.25B +96.96%
Technology
Memory Chips (RAM)
12.88B +27.24%
Technology
Other Semiconductor Equipment & Testing
23.41B +33.55%
Technology
Other Semiconductors
22.4B +88.26%
Technology
Semiconductor Machinery Manufacturing
1.4B +37.69%
Technology
Other Semiconductors
59.51B +38.32%
Technology
Other Semiconductor Equipment & Testing
3.3B +86.95%
Technology
Other Semiconductor Equipment & Testing
16.55B +75.07%
Technology
Other Semiconductors
4.92B +163.32%
Technology
Memory Chips (RAM)
30.71B +40.28%
Technology
Other Semiconductors
2.25B +62.56%
Technology
Other Semiconductors
2.22B +417.44%
Technology
Other Phones & Handheld Devices
1,033B +81.82%
Technology
Integrated Circuits
993M +59.57%
- - 61.56B -
Technology
Other Semiconductor Equipment & Testing
638B +62.36%
Technology
Other Semiconductors
1,934B +56.13%
Technology
Other Semiconductors
41.32B +83.60%
Technology
Other Semiconductors
2.47B +35.67%
Technology
Other Semiconductors
1,569B -3.33%
Technology
Other Semiconductor Equipment & Testing
4.17B +89.37%
Technology
Integrated Circuits
817M +29.51%
Technology
Integrated Circuits
3.47B +57.84%
Technology
Other Semiconductor Equipment & Testing
10.39B +6.10%
Technology
Semiconductor Machinery Manufacturing
1.75B +176.77%
Technology
Other Semiconductors
47.59B +125.91%
Technology
Other Semiconductors
7.16B +134.35%
Basic Materials
Other Specialty Chemicals
658M +18.27%
Technology
Other Semiconductors
6.53B +158.56%
Technology
Other Semiconductor Equipment & Testing
330B +59.01%
Technology
Other Semiconductor Equipment & Testing
1.63B +40.83%
Technology
Memory Chips (RAM)
29.6B +31.83%
Technology
Semiconductor Machinery Manufacturing
325B +60.75%
Technology
Semiconductor Machinery Manufacturing
41.49B +46.87%
Technology
Semiconductor Testing Equipment & Service
216B +36.95%
Technology
Other Semiconductors
994B +217.05%
Technology
Semiconductor Machinery Manufacturing
3.7B +42.18%
Industrials
Testing & Measuring Equipment
14.53B +34.80%
Technology
Semiconductor Machinery Manufacturing
4.9B +94.31%
Technology
Other Semiconductors
695B +96.16%
Technology
Semiconductor Machinery Manufacturing
2.19B +67.87%
Technology
Electronic Component
45.87B +25.71%
Technology
Semiconductor Testing Equipment & Service
50.81B +73.35%
Technology
Semiconductor Machinery Manufacturing
3.98B +59.79%
Technology
Other Semiconductors
5,171B +16.40%
Technology
Semiconductor Machinery Manufacturing
193M -8.47%
Technology
Semiconductor Testing Equipment & Service
158B +75.45%
Technology
Semiconductor Machinery Manufacturing
42.03B +51.49%
Technology
Other Semiconductors
200B +179.00%
Technology
Other Semiconductors
5.27B -45.19%
Technology
Semiconductor Machinery Manufacturing
4.14B +60.85%
Technology
Memory Chips (RAM)
2.93B +189.06%
Technology
Other Semiconductors
1.58B +138.31%
Technology
Other Semiconductor Equipment & Testing
2.31B +108.45%
Basic Materials
Other Specialty Chemicals
499M -25.48%
Technology
Other Semiconductor Equipment & Testing
10.83B +43.34%
Technology
Other Semiconductors
12.76B +93.00%
Technology
Other Semiconductors
22.2B +70.58%
Technology
Other Semiconductors
20.03B +55.18%
Technology
Other Semiconductors
10.21B -2.83%
Technology
Other Semiconductors
14.2B +40.36%
Technology
Other Semiconductors
863B +151.24%
Technology
Other Semiconductor Equipment & Testing
6.04B +21.25%
Technology
Other Semiconductors
14.72B +47.77%
Technology
Other Semiconductors
40.1B +16.81%
Technology
Other Semiconductors
12.36B +59.30%
Technology
Integrated Circuits
2.81B +224.42%
Technology
Integrated Circuits
9.7B +77.52%
Technology
Semiconductor Testing Equipment & Service
10.88B +11.79%
Technology
Integrated Circuits
1.87B +96.63%
Technology
Integrated Circuits
5.86B +148.30%
Basic Materials
Other Commodity Chemicals
2.61B +110.43%
Technology
Other Semiconductor Equipment & Testing
1.41B +127.43%
Technology
Other Semiconductors
1.01B +14.87%
Technology
Other Semiconductors
57.83B +6.05%
Energy
Photovoltaic Solar Systems & Equipment
18.55B -34.23%

News of the components

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