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
10.35B +44.92%
Technology
Other Semiconductors
2.34B +69.96%
Technology
Integrated Circuits
8.9B +63.95%
Technology
Semiconductor Machinery Manufacturing
19.62B +48.67%
Technology
Other Semiconductors
19.73B +129.02%
Technology
Other Semiconductors
3.17B +79.04%
Technology
Other Semiconductors
1.22B +158.38%
Technology
Other Semiconductors
48.77B +150.76%
Technology
Integrated Circuits
4.32B +88.62%
Technology
Other Semiconductors
236B +50.20%
Technology
Other Semiconductors
3.67B +191.28%
Technology
Other Semiconductors
6.25B +55.78%
Technology
Integrated Circuits
189B +163.29%
Technology
Other Semiconductor Equipment & Testing
81.74B +136.33%
Technology
Integrated Circuits
8.83B +396.17%
Technology
Integrated Circuits
691M +5.16%
Technology
Other Semiconductor Equipment & Testing
3.41B +79.27%
Technology
Other Semiconductor Equipment & Testing
8.45B +109.81%
Technology
Integrated Circuits
4.73B +93.99%
Technology
Other Semiconductor Equipment & Testing
158B +61.45%
Technology
Integrated Circuits
13.14B +399.37%
Technology
Semiconductor Machinery Manufacturing
4.49B +62.18%
Technology
Other Semiconductors
180B +38.22%
Technology
Semiconductor Machinery Manufacturing
41.88B +26.01%
Technology
Other Semiconductors
4.67B +114.98%
Technology
Memory Chips (RAM)
14.82B +47.24%
Technology
Other Semiconductor Equipment & Testing
1.33B +110.76%
Technology
Other Semiconductors
63.15B +44.65%
Technology
Other Semiconductor Equipment & Testing
19.61B +17.90%
Technology
Other Semiconductors
25.01B +114.29%
Technology
Semiconductor Machinery Manufacturing
1.33B +33.29%
Technology
Other Semiconductor Equipment & Testing
15.63B +74.61%
Technology
Other Semiconductors
56.09B +3.43%
Technology
Other Semiconductors
4.22B +126.13%
Technology
Other Semiconductor Equipment & Testing
3.31B +96.74%
Technology
Memory Chips (RAM)
34.77B +62.84%
- - 58.6B -
Technology
Other Semiconductors
2.3B +440.70%
Technology
Other Semiconductors
43.95B +90.00%
Technology
Other Semiconductors
1,934B +53.23%
Technology
Other Semiconductors
54.27B +159.59%
Technology
Other Semiconductor Equipment & Testing
668B +63.77%
Technology
Other Semiconductor Equipment & Testing
4.84B +116.01%
Technology
Other Semiconductors
1,707B +4.19%
Technology
Other Semiconductors
2.66B +39.90%
Technology
Integrated Circuits
878M +41.50%
Technology
Other Semiconductors
2.22B +62.56%
Technology
Integrated Circuits
2.66B +28.85%
Technology
Other Semiconductor Equipment & Testing
11.9B +23.56%
Technology
Other Semiconductors
8.25B +163.94%
Technology
Other Semiconductors
7.71B +214.32%
Technology
Other Semiconductor Equipment & Testing
388B +83.00%
Technology
Other Semiconductor Equipment & Testing
1.29B +19.00%
Technology
Semiconductor Machinery Manufacturing
1.73B +199.44%
Technology
Semiconductor Machinery Manufacturing
384B +88.46%
Technology
Semiconductor Machinery Manufacturing
47B +59.85%
Technology
Semiconductor Testing Equipment & Service
237B +51.13%
Technology
Memory Chips (RAM)
39.95B +78.14%
Industrials
Testing & Measuring Equipment
18.19B +70.30%
Technology
Integrated Circuits
940M +34.93%
Technology
Other Semiconductors
880B +156.68%
Technology
Other Phones & Handheld Devices
1,181B +114.35%
Technology
Other Semiconductors
1,028B +226.98%
Technology
Semiconductor Machinery Manufacturing
5.39B +99.34%
Technology
Semiconductor Testing Equipment & Service
57.05B +92.27%
Technology
Semiconductor Machinery Manufacturing
4.31B +80.56%
Technology
Electronic Component
53.95B +55.36%
Technology
Semiconductor Machinery Manufacturing
3.74B +56.70%
Technology
Semiconductor Machinery Manufacturing
2.22B +80.93%
Technology
Semiconductor Testing Equipment & Service
157B +75.45%
Technology
Semiconductor Machinery Manufacturing
201M -2.58%
Technology
Other Semiconductors
5,049B +13.92%
Technology
Semiconductor Machinery Manufacturing
50.96B +95.40%
Technology
Semiconductor Machinery Manufacturing
3.45B +42.65%
Technology
Other Semiconductors
5.13B -44.44%
Technology
Other Semiconductors
201B +188.94%
Technology
Other Semiconductors
2.13B +215.08%
Technology
Other Semiconductor Equipment & Testing
3.3B +190.33%
Technology
Memory Chips (RAM)
2.6B +160.53%
Technology
Other Semiconductors
23.86B +82.58%
Technology
Other Semiconductor Equipment & Testing
13.88B +83.76%
Basic Materials
Other Specialty Chemicals
563M -13.15%
Technology
Other Semiconductors
19.66B +54.66%
Technology
Other Semiconductors
11.53B +11.97%
Technology
Other Semiconductors
746B +121.30%
Technology
Other Semiconductors
17.47B +70.04%
Technology
Other Semiconductors
16.21B +57.89%
Technology
Other Semiconductor Equipment & Testing
6.55B +35.13%
Technology
Other Semiconductors
40.3B +17.61%
Technology
Other Semiconductors
11.59B +46.42%
Technology
Other Semiconductors
23.75B +87.80%
Technology
Semiconductor Testing Equipment & Service
9.63B +1.39%
Technology
Integrated Circuits
5.49B +134.99%
Technology
Other Semiconductors
2.04B +28.72%
Basic Materials
Other Specialty Chemicals
656M +19.74%
Technology
Other Semiconductors
39.38B +58.97%
Technology
Integrated Circuits
2.85B +113.17%
Technology
Other Semiconductors
12.09B +15.82%
Industrials
Other Industrial Machinery & Equipment
1.62B +64.56%
Energy
Photovoltaic Solar Systems & Equipment
22.39B -20.09%

News of the components

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Ratings ESG MSCI

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