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
17.65B +107.05%
Technology
Semiconductor Machinery Manufacturing
23.06B +90.88%
Technology
Integrated Circuits
4.66B +105.80%
Technology
Other Semiconductors
60.95B +216.75%
Technology
Integrated Circuits
5.76B +227.08%
Technology
Other Semiconductors
3.04B +74.91%
Technology
Other Semiconductor Equipment & Testing
3.76B +99.64%
Technology
Other Semiconductors
7.34B +84.97%
Technology
Integrated Circuits
830M +27.70%
Technology
Integrated Circuits
13.01B +400.00%
Technology
Other Semiconductor Equipment & Testing
199B +112.53%
Technology
Semiconductor Machinery Manufacturing
4.53B +70.24%
Technology
Memory Chips (RAM)
15.25B +53.10%
Technology
Other Semiconductors
67.51B +49.97%
Technology
Other Semiconductors
192B +46.52%
Technology
Integrated Circuits
5.35B +121.86%
Technology
Semiconductor Machinery Manufacturing
47.77B +50.63%
Technology
Memory Chips (RAM)
51.4B +127.56%
Technology
Other Semiconductor Equipment & Testing
23.75B +49.70%
Technology
Other Semiconductor Equipment & Testing
1.05B +69.44%
Technology
Semiconductor Machinery Manufacturing
1.61B +71.75%
Technology
Other Semiconductor Equipment & Testing
3.9B +136.88%
Technology
Other Semiconductor Equipment & Testing
20.67B +138.19%
- - 58.06B -
Technology
Other Semiconductors
2.36B +455.23%
Technology
Other Semiconductors
8.6B +263.75%
Technology
Other Semiconductors
10.99B +249.35%
Technology
Other Semiconductors
41.92B +125.65%
Technology
Other Semiconductor Equipment & Testing
5.84B +152.12%
Technology
Other Semiconductors
3.3B +75.26%
Technology
Other Semiconductor Equipment & Testing
1.1B +25.76%
Technology
Memory Chips (RAM)
69.14B +185.65%
Technology
Other Semiconductors
1,945B +55.81%
Technology
Other Semiconductors
1,908B +15.59%
Technology
Other Semiconductor Equipment & Testing
705B +70.28%
Technology
Semiconductor Testing Equipment & Service
300B +90.39%
Technology
Integrated Circuits
854M +59.57%
Technology
Other Semiconductors
24.67B +113.68%
Technology
Other Semiconductor Equipment & Testing
17.89B +78.37%
Technology
Other Semiconductors
2.17B +58.89%
Technology
Integrated Circuits
960M +31.27%
Technology
Semiconductor Machinery Manufacturing
1.72B +298.88%
Technology
Semiconductor Machinery Manufacturing
467B +134.46%
Technology
Semiconductor Machinery Manufacturing
51.79B +75.89%
Technology
Other Semiconductor Equipment & Testing
442B +105.46%
Technology
Semiconductor Testing Equipment & Service
130B +51.92%
Technology
Other Phones & Handheld Devices
1,175B +137.70%
Industrials
Testing & Measuring Equipment
24.91B +131.40%
Technology
Other Semiconductors
1,026B +234.87%
Technology
Other Semiconductors
1,120B +244.41%
Technology
Semiconductor Machinery Manufacturing
3.38B +84.09%
Technology
Other Semiconductors
4,911B +12.64%
Technology
Semiconductor Machinery Manufacturing
4.9B +107.07%
Technology
Semiconductor Testing Equipment & Service
56.79B +86.51%
Technology
Semiconductor Machinery Manufacturing
193M +9.45%
Technology
Semiconductor Machinery Manufacturing
2.79B +39.15%
Technology
Semiconductor Machinery Manufacturing
66.47B +137.39%
Technology
Other Semiconductors
213B +178.68%
Technology
Other Semiconductor Equipment & Testing
4.76B +321.16%
Technology
Memory Chips (RAM)
4.17B +303.73%
Basic Materials
Other Specialty Chemicals
465M -17.40%
Technology
Other Semiconductors
19.12B +86.48%
Technology
Other Semiconductors
25.54B +89.44%
Technology
Other Semiconductors
17.11B +79.35%
Technology
Semiconductor Machinery Manufacturing
3.51B +101.78%
Technology
Other Semiconductors
24.21B +80.50%
Technology
Other Semiconductor Equipment & Testing
6.69B +36.40%
Technology
Other Semiconductors
891B +159.24%
Technology
Other Semiconductor Equipment & Testing
15.77B +104.18%
Technology
Other Semiconductors
15.06B +45.31%
Technology
Other Semiconductors
6.04B +50.58%
Technology
Other Semiconductors
2.74B +85.59%
Technology
Integrated Circuits
10.04B +87.84%
Technology
Other Semiconductors
281B +79.98%
Technology
Other Semiconductors
47.93B +39.78%
Technology
Integrated Circuits
1.9B +118.15%
Technology
Other Semiconductors
5.02B +302.60%
Technology
Integrated Circuits
195B +174.48%
Technology
Other Semiconductor Equipment & Testing
92.29B +170.26%
Technology
Other Semiconductor Equipment & Testing
10.54B +142.61%
Technology
Semiconductor Testing Equipment & Service
11.72B +24.65%
Technology
Integrated Circuits
2.53B +165.92%
Technology
Other Semiconductors
2.26B +42.68%
Technology
Other Semiconductors
73.35B +34.97%
Technology
Other Semiconductors
63.68B +176.29%
Technology
Other Semiconductors
3.5B +85.68%
Technology
Other Semiconductors
53.83B +122.52%
Basic Materials
Other Specialty Chemicals
640M +22.69%
Technology
Integrated Circuits
3.26B +80.33%
Technology
Integrated Circuits
2.92B +148.63%
Industrials
Other Industrial Machinery & Equipment
1.5B +53.16%
Technology
Semiconductor Machinery Manufacturing
7.33B +162.36%
Technology
Semiconductor Machinery Manufacturing
2.2B +120.93%
Technology
Electronic Component
64.02B +76.69%
Technology
Other Semiconductors
6.9B -30.19%
Technology
Other Semiconductors
3.36B +446.50%
Technology
Other Semiconductors
3.44B +9.35%
Technology
Other Semiconductor Equipment & Testing
5.83B +147.94%
Technology
Other Semiconductors
12.81B +84.15%
Energy
Photovoltaic Solar Systems & Equipment
24.55B -12.73%

News of the components

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Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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