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
9.91B +36.36%
Technology
Other Semiconductors
1.82B -6.23%
Technology
Integrated Circuits
7.82B +36.81%
Technology
Semiconductor Machinery Manufacturing
13.79B +5.35%
Technology
Other Semiconductors
966M +90.72%
Technology
Other Semiconductors
3.96B +192.21%
Technology
Other Semiconductors
40.22B +99.80%
Technology
Integrated Circuits
3.57B +44.64%
Technology
Other Semiconductors
17.75B +91.44%
Technology
Integrated Circuits
6.5B +239.15%
Technology
Integrated Circuits
180B +141.96%
Technology
Other Semiconductors
3.05B +66.32%
Technology
Other Semiconductor Equipment & Testing
3.23B +58.91%
Technology
Other Semiconductor Equipment & Testing
83.84B +128.34%
Technology
Other Semiconductors
285B +60.33%
Technology
Integrated Circuits
13.17B +365.41%
Technology
Other Semiconductors
5.4B +27.17%
Technology
Other Semiconductors
28.78B +111.48%
Technology
Integrated Circuits
624M -9.48%
Technology
Other Semiconductor Equipment & Testing
6.02B +30.41%
Technology
Other Semiconductor Equipment & Testing
138B +27.52%
Technology
Integrated Circuits
5.41B +115.14%
Technology
Semiconductor Machinery Manufacturing
3.82B +13.78%
Technology
Other Semiconductors
197B +33.12%
Technology
Integrated Circuits
6.46B +146.45%
Technology
Semiconductor Machinery Manufacturing
32.44B -13.95%
Technology
Other Semiconductors
3.96B +51.97%
Technology
Memory Chips (RAM)
11.5B +7.59%
Technology
Other Semiconductors
61.5B +24.83%
Technology
Other Semiconductor Equipment & Testing
22.15B +13.24%
Technology
Semiconductor Machinery Manufacturing
1.24B +14.03%
Technology
Other Semiconductors
19.36B +54.36%
Technology
Other Semiconductor Equipment & Testing
10.69B +1.88%
Technology
Other Semiconductor Equipment & Testing
2.62B +27.65%
Technology
Other Semiconductors
5.08B +166.33%
Technology
Memory Chips (RAM)
30.56B +39.05%
Technology
Other Semiconductors
2.11B +44.01%
Technology
Other Semiconductors
1.99B +270.35%
Technology
Other Semiconductors
41.91B +86.53%
- - 63.31B -
Technology
Other Semiconductor Equipment & Testing
1.41B +111.81%
Technology
Other Phones & Handheld Devices
1,038B +68.06%
Technology
Integrated Circuits
939M +22.82%
Technology
Other Semiconductors
1,782B +44.52%
Technology
Other Semiconductor Equipment & Testing
574B +35.66%
Technology
Other Semiconductors
2.29B +15.05%
Technology
Other Semiconductor Equipment & Testing
1.26B -3.06%
Technology
Other Semiconductors
41.04B +65.17%
Technology
Other Semiconductors
1,554B -15.77%
Technology
Other Semiconductor Equipment & Testing
4.06B +67.18%
Technology
Integrated Circuits
1.92B +109.12%
Technology
Other Semiconductors
6.19B +68.58%
Technology
Integrated Circuits
3.08B +25.30%
Technology
Integrated Circuits
736M +10.47%
Basic Materials
Other Specialty Chemicals
602M -2.44%
Technology
Other Semiconductor Equipment & Testing
8.84B -22.77%
Technology
Semiconductor Machinery Manufacturing
1.45B +97.53%
Technology
Other Semiconductors
32.55B +22.83%
Technology
Other Semiconductor Equipment & Testing
277B +8.19%
Technology
Semiconductor Machinery Manufacturing
37.44B +22.84%
Technology
Memory Chips (RAM)
28.7B +22.82%
Technology
Semiconductor Testing Equipment & Service
195B +6.82%
Technology
Semiconductor Machinery Manufacturing
293B +24.23%
Technology
Semiconductor Machinery Manufacturing
3.37B +13.05%
Technology
Other Semiconductors
5.25B +102.03%
Technology
Other Semiconductors
900B +129.98%
Technology
Semiconductor Machinery Manufacturing
3.78B +29.47%
Industrials
Testing & Measuring Equipment
13.18B +10.65%
Technology
Semiconductor Machinery Manufacturing
3.09B -0.35%
Technology
Other Semiconductors
757B +94.16%
Technology
Semiconductor Machinery Manufacturing
1.71B +14.13%
Technology
Semiconductor Testing Equipment & Service
39.19B +9.91%
Technology
Semiconductor Machinery Manufacturing
3.13B +7.22%
Technology
Electronic Component
38.42B -8.02%
Technology
Other Semiconductors
4,833B -2.63%
Technology
Semiconductor Machinery Manufacturing
182M -18.95%
Technology
Other Semiconductors
140B +57.15%
Technology
Semiconductor Testing Equipment & Service
158B +50.17%
Technology
Semiconductor Machinery Manufacturing
34.43B +38.77%
Technology
Other Semiconductors
4.72B -48.85%
Technology
Memory Chips (RAM)
2.91B +90.29%
Technology
Other Semiconductors
1.27B +52.09%
Technology
Other Semiconductor Equipment & Testing
2.11B +46.86%
Technology
Other Semiconductors
3.66B +38.55%
Technology
Other Semiconductor Equipment & Testing
9.07B -1.18%
Basic Materials
Other Specialty Chemicals
437M -38.36%
Technology
Other Semiconductors
5.17B +154.22%
Technology
Other Semiconductors
10.36B +24.22%
Technology
Other Semiconductors
17.8B +11.13%
Technology
Other Semiconductors
16.89B +11.56%
Technology
Other Semiconductor Equipment & Testing
4.73B -13.56%
Technology
Other Semiconductors
9.39B -14.64%
Technology
Other Semiconductors
15.25B +33.23%
Technology
Other Semiconductors
12.13B +0.51%
Technology
Other Semiconductors
802B +88.83%
Technology
Integrated Circuits
12.48B +28.07%
Technology
Other Semiconductors
11.72B +47.24%
Technology
Other Semiconductor Equipment & Testing
1.29B +14.75%
Technology
Other Semiconductors
40.91B +1.77%
Energy
Photovoltaic Solar Systems & Equipment
20.91B -25.06%

News of the components

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