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
8.65B +104.48%
Technology
Other Semiconductors
7.94B +95.94%
Technology
Other Semiconductor Equipment & Testing
1.58B +56.61%
Technology
Memory Chips (RAM)
7.18B +116.29%
Technology
Other Semiconductors
3.13B +71.79%
Technology
Other Semiconductors
138B +31.38%
Technology
Semiconductor Machinery Manufacturing
1.03B -1.81%
Technology
Other Semiconductors
46.15B +66.23%
Technology
Other Semiconductors
1,843B +73.01%
Technology
Semiconductor Machinery Manufacturing
2.79B +48.43%
- - 68.95B -
Technology
Other Semiconductor Equipment & Testing
1.66B +79.34%
Technology
Semiconductor Machinery Manufacturing
1.11B +0.47%
Technology
Other Semiconductors
1,210B +39.07%
Technology
Other Semiconductor Equipment & Testing
429B +41.92%
Technology
Other Semiconductor Equipment & Testing
8.28B +45.26%
Technology
Memory Chips (RAM)
19.14B +81.31%
Technology
Other Phones & Handheld Devices
482B +105.83%
Technology
Other Semiconductor Equipment & Testing
199B +125.31%
Technology
Semiconductor Testing Equipment & Service
160B +94.34%
Technology
Integrated Circuits
526M +126.72%
Technology
Semiconductor Machinery Manufacturing
2.45B +44.41%
Technology
Semiconductor Testing Equipment & Service
94.54B +120.43%
Technology
Integrated Circuits
1.81B +99.40%
Technology
Semiconductor Machinery Manufacturing
2.28B +141.99%
Technology
Other Semiconductors
255B +231.80%
Technology
Other Semiconductors
266B +193.39%
Technology
Other Semiconductors
83.89B -16.70%
Technology
Other Semiconductors
15.15B +458.97%
Technology
Other Semiconductors
4,432B +38.17%
Technology
Other Semiconductors
12.79B +129.66%
Technology
Other Semiconductors
9.62B +68.98%
Basic Materials
Other Specialty Chemicals
697M +49.73%
Technology
Other Semiconductors
13.8B +42.82%
Technology
Other Semiconductors
3.19B +5.43%
Technology
Other Semiconductors
355B +83.05%
Technology
Memory Chips (RAM)
1.14B +15.22%
Technology
Integrated Circuits
560M -13.75%
Technology
Other Semiconductors
8.73B -6.16%
Technology
Integrated Circuits
72.67B +1.77%
Technology
Other Semiconductors
4.76B -40.98%
Technology
Other Semiconductors
1.88B +9.11%
Technology
Integrated Circuits
847M +33.70%
Technology
Other Semiconductors
1.57B -17.86%
Technology
Integrated Circuits
953M -6.42%
Technology
Semiconductor Machinery Manufacturing
32.16B +15.73%
Technology
Integrated Circuits
5.77B -16.41%
Technology
Other Semiconductors
2.02B +50.00%
Technology
Integrated Circuits
5.3B +2.12%
Technology
Other Semiconductors
19.54B +100.27%
Basic Materials
Other Specialty Chemicals
642M +3.61%
Technology
Semiconductor Testing Equipment & Service
31.44B +61.21%
Technology
Other Semiconductors
8.89B +358.78%
Technology
Semiconductor Machinery Manufacturing
2.04B +176.51%
Technology
Semiconductor Machinery Manufacturing
202M +29.12%
Technology
Semiconductor Machinery Manufacturing
2.34B +99.35%
Technology
Electronic Component
28.57B +96.20%
Technology
Other Semiconductors
325M +25.62%
Technology
Other Semiconductors
6B +176.46%
Technology
Other Semiconductor Equipment & Testing
7.82B -3.70%
Technology
Other Semiconductors
9.19B +68.72%
Energy
Photovoltaic Solar Systems & Equipment
27.64B +45.19%
Technology
Integrated Circuits
5.51B -7.41%
Technology
Other Semiconductors
166B -3.50%
Technology
Other Electronic Equipment & Parts
1.73B -40.20%
Technology
Other Semiconductors
19.62B +14.52%
Technology
Integrated Circuits
2.06B +28.75%
Technology
Integrated Circuits
7.52B -23.31%
Technology
Other Semiconductors
3.71B +31.15%
Technology
Other Semiconductor Equipment & Testing
97.75B +38.14%
Technology
Integrated Circuits
2.29B +54.46%
Technology
Other Semiconductors
988M +0.73%
Technology
Other Semiconductor Equipment & Testing
10.69B +74.04%
Technology
Semiconductor Machinery Manufacturing
29.41B -1.04%
Technology
Semiconductor Machinery Manufacturing
214B +64.89%
Technology
Integrated Circuits
9.12B +20.26%
Technology
Semiconductor Testing Equipment & Service
5.12B -3.53%
Technology
Other Semiconductors
20.46B +15.87%
Technology
Semiconductor Machinery Manufacturing
1.16B +148.88%
Technology
Other Electronic Equipment & Parts
4.52B +56.85%
Technology
Other Semiconductors
8.33B +27.84%
Technology
Other Semiconductors
4.65B +12.12%
Technology
Other Semiconductors
150B +13.31%
Technology
Memory Chips (RAM)
10.94B +96.88%
Technology
Other Semiconductors
2.03B -21.93%
Technology
Other Semiconductor Equipment & Testing
32.21B +46.60%
Technology
Other Semiconductors
1.26B -16.61%
Technology
Integrated Circuits
738M -39.88%
Technology
Integrated Circuits
666M -3.62%
Technology
Other Semiconductors
1.55B +23.01%
Technology
Other Semiconductors
187B +14.12%
Technology
Other Semiconductors
1.94B +4.74%
Technology
Other Semiconductors
406M +15.28%
Technology
Semiconductor Testing Equipment & Service
7.85B +27.34%
Energy
Photovoltaic Solar Systems & Equipment
1.77B +123.75%
Technology
Other Semiconductors
5.45B +49.55%
Technology
Other Semiconductors
23.16B -8.44%
Technology
Other Semiconductor Equipment & Testing
18.83B +115.28%
Basic Materials
Other Commodity Chemicals
1.37B +7.86%
Technology
Other Semiconductor Equipment & Testing
2.4B +15.54%

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