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
67.42B -11.66%
Technology
Other Semiconductors
9.55B -3.17%
Technology
Integrated Circuits
10.5B +1.59%
Technology
Other Semiconductors
5.86B +37.59%
Technology
Semiconductor Testing Equipment & Service
4.2B -8.97%
Technology
Semiconductor Machinery Manufacturing
1.11B +0.16%
Technology
Other Semiconductors
1,170B +7.27%
Technology
Other Semiconductor Equipment & Testing
75.72B -1.59%
Technology
Other Semiconductors
32.22B +13.74%
Technology
Integrated Circuits
1.09B +1.38%
Technology
Semiconductor Machinery Manufacturing
2.27B +9.69%
Technology
Memory Chips (RAM)
12.5B +16.35%
Technology
Semiconductor Machinery Manufacturing
24.94B -22.47%
Technology
Other Semiconductor Equipment & Testing
6.67B +7.27%
Technology
Other Semiconductor Equipment & Testing
1.16B +14.57%
Technology
Other Semiconductors
904B -4.19%
Technology
Other Semiconductor Equipment & Testing
115B +23.94%
Technology
Semiconductor Testing Equipment & Service
43.22B -7.55%
Technology
Semiconductor Machinery Manufacturing
1.56B +61.39%
Technology
Integrated Circuits
1.32B +32.88%
Technology
Other Semiconductors
57.93B -39.17%
Technology
Integrated Circuits
4.29B -16.61%
Technology
Other Semiconductors
119B +35.42%
Technology
Semiconductor Machinery Manufacturing
2.13B +14.35%
Technology
Semiconductor Machinery Manufacturing
181M +5.96%
Technology
Other Semiconductors
3,464B +5.72%
Technology
Other Semiconductors
6.53B +12.82%
Technology
Other Semiconductors
3.39B -36.72%
Basic Materials
Other Specialty Chemicals
613M +22.70%
Technology
Other Semiconductors
4.26B -26.05%
Technology
Integrated Circuits
877M -7.96%
Technology
Memory Chips (RAM)
3.68B -1.50%
Technology
Other Semiconductors
1.77B -2.14%
Technology
Other Semiconductors
1.56B -4.04%
Technology
Other Semiconductors
1.5B -25.68%
Technology
Integrated Circuits
7.3B +5.01%
Technology
Other Semiconductors
171B +0.72%
Technology
Semiconductor Machinery Manufacturing
1.03B -15.30%
Technology
Other Semiconductors
308M -12.50%
Technology
Other Semiconductor Equipment & Testing
302B -2.08%
Technology
Semiconductor Testing Equipment & Service
115B +37.70%
Technology
Other Semiconductors
1.53B +13.24%
Technology
Other Semiconductors
11B +11.33%
Technology
Semiconductor Testing Equipment & Service
3.9B -24.72%
Basic Materials
Other Specialty Chemicals
660M +1.63%
Technology
Semiconductor Testing Equipment & Service
13.33B -34.02%
Technology
Semiconductor Machinery Manufacturing
583M +14.22%
Technology
Other Semiconductors
129B +37.36%
Technology
Other Electronic Equipment & Parts
3.85B +37.10%
Technology
Integrated Circuits
5.17B +1.31%
Technology
Other Semiconductors
2.15B -30.26%
Technology
Other Software
74.3B -1.34%
Technology
Memory Chips (RAM)
6.24B +9.91%
Technology
Integrated Circuits
5.88B -6.81%
Technology
Other Semiconductors
112B +5.92%
Technology
Integrated Circuits
673M -3.33%
Technology
Other Semiconductors
177B +3.99%
Technology
Other Semiconductors
20.16B +10.22%
Technology
Other Semiconductors
3.24B +6.15%
Technology
Other Semiconductor Equipment & Testing
21.1B -11.42%
Technology
Other Semiconductor Equipment & Testing
735M +87.42%
Technology
Other Semiconductors
958M -8.71%
Technology
Other Semiconductor Equipment & Testing
9.14B -3.89%
Technology
Other Phones & Handheld Devices
279B +9.59%
Technology
Integrated Circuits
715M +5.45%
Technology
Semiconductor Machinery Manufacturing
137B +4.89%
Technology
Other Semiconductors
7.95B -21.93%
Technology
Other Semiconductors
5.48B -9.07%
Technology
Other Semiconductors
20.82B +19.25%
Technology
Other Software
81.91B -0.15%
Technology
Other Electronic Equipment & Parts
2.48B -19.08%
Technology
Other Semiconductors
1.55B +10.45%
Technology
Other Semiconductors
1.79B -29.52%
Technology
Other Semiconductors
2.28B +23.89%
Technology
Other Semiconductor Equipment & Testing
2.88B -27.44%
- - 48.22B -
Technology
Other Semiconductor Equipment & Testing
1.19B +17.63%
Technology
Integrated Circuits
1.35B -13.37%
Technology
Integrated Circuits
427M +75.57%
Technology
Semiconductor Machinery Manufacturing
895M +12.30%
Industrials
Testing & Measuring Equipment
5.99B -14.39%
Energy
Photovoltaic Solar Systems & Equipment
2.47B -19.27%
Technology
Semiconductor Machinery Manufacturing
1.29B +4.45%
Technology
Semiconductor Testing Equipment & Service
4.88B -21.83%
Technology
Other Semiconductors
9.59B -0.72%
Technology
Other Semiconductor Equipment & Testing
3.21B -12.93%
Industrials
Other Industrial Machinery & Equipment
1.01B -26.41%
Technology
Other Semiconductors
3.1B -10.65%
Technology
Integrated Circuits
1.13B -11.06%
Technology
Integrated Circuits
558M -24.45%
Technology
Other Semiconductors
939M -22.78%
Technology
Other Semiconductors
26.36B +5.42%
Basic Materials
Plastics
4.54B -15.54%
Technology
Other Semiconductor Equipment & Testing
1.73B -12.88%
Technology
Other Semiconductor Equipment & Testing
4.91B -22.58%
Technology
Other Semiconductors
5.61B +82.91%
Technology
Other Semiconductors
308M +11.19%
- - 30.4M -
Technology
Other Semiconductors
742M +36.43%
Technology
Integrated Circuits
878M +15.72%

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