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
867M +11.35%
Technology
Other Semiconductors
11.96B +44.56%
Technology
Integrated Circuits
2.26B +8.37%
Technology
Other Semiconductor Equipment & Testing
1.96B +3.09%
Technology
Memory Chips (RAM)
12.38B +24.83%
Technology
Semiconductor Testing Equipment & Service
11.77B +21.21%
Technology
Other Semiconductors
52.61B +14.62%
Technology
Other Semiconductors
4.2B +29.73%
Technology
Other Semiconductors
156B +13.66%
Technology
Semiconductor Machinery Manufacturing
3.97B +34.67%
Technology
Integrated Circuits
4.53B +134.91%
Technology
Semiconductor Machinery Manufacturing
49.42B +47.89%
Technology
Integrated Circuits
4.18B +81.76%
Technology
Integrated Circuits
1.54B +157.58%
Technology
Other Semiconductor Equipment & Testing
535B +28.11%
Technology
Integrated Circuits
1,583B +21.61%
Technology
Semiconductor Machinery Manufacturing
1.23B +18.29%
Technology
Integrated Circuits
2.32B +27.07%
- - 60.2B -
Technology
Semiconductor Machinery Manufacturing
40.85B +36.75%
Technology
Other Semiconductors
24.76B +24.09%
Technology
Semiconductor Testing Equipment & Service
192B +17.69%
Technology
Other Semiconductors
1,618B -2.31%
Technology
Memory Chips (RAM)
26.51B +25.51%
Technology
Other Semiconductors
16.14B +31.96%
Technology
Semiconductor Machinery Manufacturing
279B +31.80%
Technology
Semiconductor Machinery Manufacturing
3.25B +28.14%
Technology
Other Semiconductor Equipment & Testing
273B +23.96%
Technology
Other Semiconductor Equipment & Testing
10.86B +7.42%
Technology
Semiconductor Testing Equipment & Service
115B +24.78%
Technology
Semiconductor Machinery Manufacturing
3.15B +15.98%
Technology
Other Semiconductors
5.82B +150.95%
Technology
Other Phones & Handheld Devices
822B +56.71%
Technology
Other Semiconductors
446B +42.86%
Technology
Semiconductor Testing Equipment & Service
47.28B +50.80%
Technology
Other Semiconductors
471B +42.40%
Technology
Other Semiconductors
78.79B +4.82%
Technology
Other Semiconductors
4,520B -1.33%
Technology
Other Semiconductor Equipment & Testing
2.61B +126.53%
Technology
Other Semiconductors
13.85B +30.28%
Technology
Other Semiconductors
13.44B +3.99%
Technology
Other Semiconductors
16.69B +27.75%
Technology
Other Semiconductors
2.32B -25.46%
Technology
Other Semiconductors
9.23B -8.42%
Technology
Other Semiconductors
334B -7.15%
Technology
Other Semiconductor Equipment & Testing
9.58B +18.77%
Technology
Other Electronic Equipment & Parts
1.42B -21.61%
Technology
Other Semiconductors
24.63B +23.05%
Technology
Semiconductor Machinery Manufacturing
16.04B +31.03%
Technology
Other Semiconductors
7.69B -3.27%
Technology
Integrated Circuits
88.64B +24.83%
Technology
Other Semiconductors
5.01B +18.21%
Technology
Other Semiconductors
2.02B +14.26%
Technology
Other Semiconductor Equipment & Testing
117B +15.82%
Technology
Integrated Circuits
847M +26.29%
Technology
Integrated Circuits
4.64B -19.59%
Technology
Other Semiconductors
1.52B -7.57%
Technology
Other Semiconductor Equipment & Testing
20.43B +22.62%
Technology
Other Semiconductor Equipment & Testing
2.76B +56.03%
Technology
Other Semiconductor Equipment & Testing
11.7B +25.30%
Technology
Other Semiconductors
2.12B +10.05%
Technology
Other Semiconductors
2.79B +42.27%
Basic Materials
Other Specialty Chemicals
664M +15.50%
Technology
Memory Chips (RAM)
28.93B +28.25%
Industrials
Testing & Measuring Equipment
15.08B +34.37%
Technology
Semiconductor Machinery Manufacturing
3.26B +50.92%
Technology
Semiconductor Machinery Manufacturing
223M +15.13%
Technology
Semiconductor Machinery Manufacturing
29.11B +15.62%
Technology
Electronic Component
49.09B +33.72%
Technology
Semiconductor Machinery Manufacturing
3.95B +81.89%
Technology
Memory Chips (RAM)
971M -9.05%
Basic Materials
Other Specialty Chemicals
697M +12.47%
Energy
Photovoltaic Solar Systems & Equipment
1.34B +0.46%
Energy
Photovoltaic Solar Systems & Equipment
1.55B -19.63%
Technology
Other Semiconductors
2.97B +0.31%
Technology
Other Software
81.22B -6.81%
Technology
Integrated Circuits
6.7B +16.72%
Technology
Other Semiconductors
1.3B +13.17%
Technology
Other Semiconductor Equipment & Testing
47.56B +33.73%
Technology
Other Semiconductors
1.31B -9.42%
Technology
Other Semiconductors
871M -11.97%
Technology
Other Semiconductors
50.51B -11.49%
Technology
Other Semiconductors
29.98B +29.06%
Technology
Other Semiconductors
428M +47.47%
Technology
Integrated Circuits
9.24B -4.57%
Technology
Semiconductor Testing Equipment & Service
10.41B +22.89%
Technology
Other Semiconductors
20.72B -10.39%
Technology
Other Semiconductors
7.29B -6.48%
Technology
Semiconductor Machinery Manufacturing
1.91B +10.65%
Technology
Other Electronic Equipment & Parts
4.6B +7.26%
Technology
Memory Chips (RAM)
10.01B -2.75%
Technology
Other Semiconductors
35.6B -1.99%
Technology
Integrated Circuits
1.28B +47.19%
Technology
Other Semiconductors
181B +10.56%
Technology
Integrated Circuits
7.44B +4.14%
Technology
Integrated Circuits
864M +13.95%
Basic Materials
Other Commodity Chemicals
1.33B +0.60%
Technology
Integrated Circuits
3.99B +67.49%
Technology
Other Semiconductor Equipment & Testing
675M +2.43%
Technology
Other Semiconductor Equipment & Testing
4.31B +86.54%

News of the components

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  2. Investment Themes
  3. The buoyant semiconductor sector
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