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
9.68B +11.36%
Technology
Other Semiconductor Equipment & Testing
2.05B +8.00%
Technology
Integrated Circuits
720M +5.42%
Technology
Memory Chips (RAM)
11.7B +22.41%
Technology
Semiconductor Testing Equipment & Service
10.48B +9.29%
Technology
Semiconductor Machinery Manufacturing
1B +4.86%
Technology
Other Semiconductors
3.8B +20.54%
Technology
Other Semiconductors
146B +9.88%
Technology
Other Semiconductors
47.12B +8.52%
Technology
Semiconductor Machinery Manufacturing
3.21B +11.08%
Technology
Integrated Circuits
647M +14.55%
- - 69.81B -
Technology
Other Semiconductors
1,404B +10.32%
Technology
Other Semiconductors
1,612B -1.79%
Technology
Other Semiconductor Equipment & Testing
489B +23.68%
Technology
Semiconductor Machinery Manufacturing
1B -0.32%
Technology
Other Semiconductor Equipment & Testing
262B +21.97%
Technology
Semiconductor Testing Equipment & Service
188B +18.06%
Technology
Integrated Circuits
2.25B +21.15%
Technology
Other Phones & Handheld Devices
627B +17.01%
Technology
Other Semiconductors
14.22B +20.82%
Technology
Semiconductor Testing Equipment & Service
36.05B +18.92%
Technology
Semiconductor Testing Equipment & Service
106B +14.54%
Technology
Semiconductor Machinery Manufacturing
3.28B +27.98%
Technology
Other Semiconductors
68.87B -4.44%
Technology
Other Semiconductors
375B +16.80%
Technology
Other Semiconductors
350B +13.98%
Technology
Other Semiconductors
23.21B +22.54%
Technology
Other Semiconductors
4,450B -1.80%
Technology
Other Semiconductors
12.25B +25.78%
Technology
Other Semiconductors
16.11B +25.53%
Technology
Other Semiconductors
13.86B +4.92%
Technology
Memory Chips (RAM)
1.07B +3.68%
Technology
Other Semiconductors
2.79B -8.53%
Technology
Other Semiconductors
364B +4.41%
Basic Materials
Other Specialty Chemicals
600M -2.05%
Technology
Other Semiconductors
21.47B +9.64%
Technology
Integrated Circuits
603M +5.71%
Technology
Other Semiconductors
8.64B +8.79%
Technology
Integrated Circuits
75.83B +4.90%
Technology
Other Semiconductors
4B -2.31%
Technology
Other Semiconductors
1.97B +11.34%
Technology
Integrated Circuits
896M +1.47%
Technology
Other Semiconductors
1.46B +1.20%
Technology
Semiconductor Machinery Manufacturing
41.11B +22.69%
Technology
Integrated Circuits
5.7B +2.75%
Technology
Other Semiconductor Equipment & Testing
2.49B +13.96%
Technology
Other Semiconductor Equipment & Testing
2.07B +20.00%
Technology
Other Semiconductor Equipment & Testing
10.03B +10.76%
Technology
Other Semiconductor Equipment & Testing
12.03B +23.28%
Technology
Other Semiconductors
2.09B +9.07%
Basic Materials
Other Specialty Chemicals
635M +15.87%
Technology
Memory Chips (RAM)
25.07B +18.09%
Technology
Integrated Circuits
5.37B +2.56%
Technology
Semiconductor Machinery Manufacturing
3.03B +24.20%
Technology
Semiconductor Machinery Manufacturing
2.6B +15.32%
Technology
Other Semiconductors
319M +10.77%
Technology
Semiconductor Machinery Manufacturing
2.59B +15.44%
Technology
Semiconductor Machinery Manufacturing
191M -2.17%
Technology
Electronic Component
31.43B -0.25%
Energy
Photovoltaic Solar Systems & Equipment
1.72B -13.19%
Technology
Other Semiconductors
4.9B +14.04%
Technology
Other Semiconductor Equipment & Testing
10.04B +28.09%
Technology
Other Semiconductors
9.11B -1.13%
Energy
Photovoltaic Solar Systems & Equipment
25.37B -9.49%
Technology
Integrated Circuits
7.33B +34.64%
Technology
Other Semiconductors
176B +11.50%
Technology
Other Electronic Equipment & Parts
1.78B -1.61%
Technology
Integrated Circuits
2.41B +4.58%
Technology
Integrated Circuits
7.38B +2.41%
Technology
Other Semiconductors
5.88B +45.38%
Technology
Other Semiconductor Equipment & Testing
123B +24.10%
Technology
Integrated Circuits
703M +6.10%
Technology
Integrated Circuits
2.49B +8.18%
Technology
Other Semiconductors
887M +3.16%
Technology
Other Semiconductors
2.08B +15.58%
Technology
Semiconductor Machinery Manufacturing
34.76B +28.28%
Technology
Semiconductor Machinery Manufacturing
239B +17.47%
Technology
Integrated Circuits
9.5B -.--%
Technology
Semiconductor Testing Equipment & Service
8.91B +8.54%
Technology
Other Semiconductors
22.76B +1.44%
Technology
Other Electronic Equipment & Parts
4.87B +12.39%
Technology
Other Semiconductors
7.57B -3.03%
Technology
Other Semiconductors
111B -3.95%
Technology
Other Semiconductors
2.32B +12.21%
Technology
Other Semiconductor Equipment & Testing
40.7B +17.56%
Technology
Other Semiconductors
1.34B +5.75%
Technology
Integrated Circuits
786M +1.45%
Technology
Other Semiconductor Equipment & Testing
19.71B +20.86%
Technology
Other Semiconductors
175B -3.81%
Basic Materials
Other Commodity Chemicals
1.41B +8.96%
Technology
Other Semiconductors
451M +8.72%
Energy
Photovoltaic Solar Systems & Equipment
2.08B +20.55%
Technology
Memory Chips (RAM)
10.83B +9.50%
Technology
Other Semiconductors
5.96B +12.57%
Technology
Other Semiconductors
60.61B +10.94%
Technology
Other Semiconductors
24.99B +9.20%
Technology
Other Semiconductor Equipment & Testing
702M +17.71%
Industrials
Testing & Measuring Equipment
12.78B +19.09%
Energy
Photovoltaic Solar Systems & Equipment
5.74B +20.53%

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