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
4.59B +102.90%
Technology
Other Semiconductors
17.91B +110.68%
Technology
Semiconductor Machinery Manufacturing
21.39B +65.08%
Technology
Other Semiconductors
3.55B +104.81%
Technology
Other Semiconductors
62.35B +224.87%
Technology
Integrated Circuits
5.11B +190.70%
Technology
Other Semiconductor Equipment & Testing
4.03B +114.55%
Technology
Other Semiconductors
7.24B +82.95%
Technology
Integrated Circuits
773M +19.25%
Technology
Integrated Circuits
12.57B +384.28%
Technology
Other Semiconductor Equipment & Testing
198B +89.69%
Technology
Semiconductor Machinery Manufacturing
4.71B +53.58%
Technology
Memory Chips (RAM)
13.56B +36.55%
Technology
Other Semiconductors
185B +40.31%
Technology
Other Semiconductors
64.15B +44.05%
Technology
Integrated Circuits
4.85B +101.64%
Technology
Semiconductor Machinery Manufacturing
47.13B +34.48%
Technology
Memory Chips (RAM)
38.03B +79.23%
Technology
Other Semiconductor Equipment & Testing
25.58B +41.31%
Technology
Other Semiconductor Equipment & Testing
1.06B +63.19%
Technology
Semiconductor Machinery Manufacturing
1.54B +45.64%
- - 59.13B -
Technology
Other Semiconductor Equipment & Testing
3.8B +98.16%
Technology
Other Semiconductor Equipment & Testing
21.85B +116.67%
Technology
Other Semiconductors
2.31B +87.79%
Technology
Other Semiconductors
2.27B +401.16%
Technology
Other Semiconductors
8.16B +246.01%
Technology
Other Semiconductors
9.24B +193.91%
Technology
Other Semiconductors
42.14B +127.46%
Technology
Other Semiconductor Equipment & Testing
5.17B +116.70%
Technology
Other Semiconductors
3.15B +58.35%
Technology
Other Semiconductor Equipment & Testing
1.17B +15.28%
Technology
Memory Chips (RAM)
53.33B +140.19%
Technology
Other Semiconductors
1,984B +59.35%
Technology
Other Semiconductors
1,781B +8.19%
Technology
Other Semiconductor Equipment & Testing
704B +64.62%
Technology
Semiconductor Testing Equipment & Service
287B +80.54%
Technology
Integrated Circuits
821M +41.65%
Technology
Other Semiconductors
23.98B +108.23%
Technology
Integrated Circuits
3.12B +62.13%
Technology
Other Semiconductor Equipment & Testing
15.62B +59.63%
Technology
Integrated Circuits
909M +17.15%
Technology
Semiconductor Machinery Manufacturing
445B +118.27%
Technology
Semiconductor Machinery Manufacturing
2.35B +336.14%
Technology
Semiconductor Machinery Manufacturing
50.67B +63.68%
Technology
Other Semiconductor Equipment & Testing
401B +87.50%
Technology
Semiconductor Testing Equipment & Service
132B +40.08%
Technology
Other Semiconductors
906B +182.95%
Technology
Other Phones & Handheld Devices
1,087B +112.68%
Industrials
Testing & Measuring Equipment
22.42B +107.76%
Technology
Other Semiconductors
964B +198.94%
Technology
Semiconductor Machinery Manufacturing
4.99B +95.86%
Technology
Other Semiconductors
5,023B +11.21%
Technology
Semiconductor Machinery Manufacturing
197M +2.17%
Technology
Semiconductor Machinery Manufacturing
4.62B +107.22%
Technology
Semiconductor Testing Equipment & Service
50.45B +66.51%
Technology
Semiconductor Machinery Manufacturing
2.86B +26.47%
Technology
Semiconductor Machinery Manufacturing
51.11B +97.46%
Technology
Other Semiconductors
165B +121.58%
Technology
Other Semiconductors
5.69B -44.22%
Technology
Other Semiconductor Equipment & Testing
4.15B +265.57%
Technology
Memory Chips (RAM)
3.38B +237.27%
Technology
Other Semiconductors
17.06B +69.20%
Technology
Other Semiconductors
26.82B +102.62%
Technology
Other Semiconductors
14.9B +59.85%
Basic Materials
Other Specialty Chemicals
526M -13.01%
Technology
Semiconductor Machinery Manufacturing
3.32B +90.20%
Technology
Other Semiconductors
21.02B +60.84%
Technology
Other Semiconductor Equipment & Testing
6.81B +39.09%
Technology
Other Semiconductors
817B +133.91%
Technology
Other Semiconductor Equipment & Testing
14.01B +78.39%
Technology
Other Semiconductors
14.34B +37.38%
Technology
Other Semiconductors
5.85B +46.24%
Technology
Integrated Circuits
8.89B +26.07%
Technology
Other Semiconductors
2.25B +57.51%
Technology
Integrated Circuits
10.85B +103.58%
Technology
Other Semiconductors
44.35B +28.19%
Technology
Integrated Circuits
1.79B +106.60%
Technology
Other Semiconductors
4.57B +267.35%
Technology
Other Semiconductors
265B +67.86%
Technology
Integrated Circuits
183B +158.74%
Technology
Other Semiconductor Equipment & Testing
92.73B +172.26%
Technology
Other Semiconductor Equipment & Testing
9.5B +108.26%
Technology
Semiconductor Testing Equipment & Service
12.05B +28.48%
Technology
Integrated Circuits
1.98B +108.49%
Technology
Other Semiconductors
2.22B +34.18%
Technology
Other Semiconductors
68.33B +24.69%
Technology
Other Semiconductors
3.56B +82.91%
Technology
Other Semiconductors
46.22B +78.60%
Basic Materials
Other Specialty Chemicals
682M +17.71%
Technology
Integrated Circuits
2.72B +117.63%
Technology
Other Semiconductors
56.93B +131.19%
Technology
Semiconductor Machinery Manufacturing
5.81B +113.16%
Industrials
Other Industrial Machinery & Equipment
1.49B +46.20%
Technology
Semiconductor Machinery Manufacturing
2.24B +95.73%
Technology
Electronic Component
54.18B +50.06%
Technology
Other Semiconductors
2.92B +354.37%
Technology
Other Semiconductors
2.78B -10.66%
Technology
Other Semiconductor Equipment & Testing
5.18B +117.34%
Energy
Photovoltaic Solar Systems & Equipment
22.77B -18.87%

News of the components

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Ratings ESG MSCI

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