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
Other Semiconductors
10.32B +0.18%
Technology
Other Semiconductors
6.71B +50.53%
Technology
Integrated Circuits
11.4B +7.77%
Technology
Integrated Circuits
71.06B -9.54%
Technology
Semiconductor Testing Equipment & Service
4.52B -3.14%
Technology
Semiconductor Machinery Manufacturing
1.1B -1.81%
Technology
Other Semiconductors
1,294B +18.26%
Technology
Integrated Circuits
1.1B +0.92%
Technology
Other Semiconductors
36.32B +25.26%
Technology
Semiconductor Machinery Manufacturing
2.66B +28.26%
Technology
Memory Chips (RAM)
12.94B +18.20%
Technology
Other Semiconductor Equipment & Testing
7.87B +26.77%
Technology
Other Semiconductor Equipment & Testing
1.44B +40.66%
Technology
Other Semiconductors
972B +0.47%
Technology
Other Semiconductor Equipment & Testing
126B +35.87%
Technology
Semiconductor Machinery Manufacturing
1.78B +85.30%
Technology
Integrated Circuits
1.38B +39.22%
Technology
Integrated Circuits
4.47B -13.70%
Technology
Other Semiconductors
64.82B -35.22%
Technology
Other Semiconductors
137B +55.84%
Technology
Semiconductor Machinery Manufacturing
2.38B +30.59%
Technology
Semiconductor Machinery Manufacturing
186M +8.38%
Technology
Other Semiconductors
3,888B +17.83%
Basic Materials
Other Specialty Chemicals
593M +15.86%
Technology
Other Semiconductors
5.19B -12.41%
Technology
Other Semiconductors
3.88B -31.13%
Technology
Other Semiconductors
8.38B +45.41%
Technology
Integrated Circuits
782M -20.00%
Technology
Integrated Circuits
644M -10.00%
Technology
Other Semiconductors
1.42B -14.60%
Technology
Memory Chips (RAM)
3.41B -11.33%
Technology
Other Semiconductors
1.84B -1.96%
Technology
Other Semiconductor Equipment & Testing
22.08B -11.11%
Technology
Other Semiconductors
1.57B -25.03%
Technology
Other Semiconductor Equipment & Testing
86.15B +13.38%
Technology
Integrated Circuits
7.61B +6.23%
Technology
Other Semiconductors
883M -15.96%
Technology
Other Semiconductors
178B +2.91%
Technology
Semiconductor Machinery Manufacturing
1.01B -17.01%
Technology
Other Semiconductor Equipment & Testing
302B -1.05%
Technology
Semiconductor Testing Equipment & Service
122B +44.83%
Technology
Integrated Circuits
474M +95.80%
Technology
Other Semiconductors
356M -1.39%
Technology
Other Semiconductors
1.85B +35.15%
Technology
Semiconductor Testing Equipment & Service
54.04B +19.10%
Technology
Other Semiconductors
11.02B +13.12%
Technology
Semiconductor Machinery Manufacturing
153B +17.31%
Basic Materials
Other Specialty Chemicals
726M +18.87%
Technology
Semiconductor Testing Equipment & Service
14.93B -28.06%
Technology
Other Semiconductors
5.99B +11.21%
Technology
Other Semiconductors
137B +42.49%
Technology
Other Electronic Equipment & Parts
3.9B +37.85%
Technology
Integrated Circuits
5.66B +6.61%
Technology
Other Semiconductors
2.86B -9.86%
Technology
Other Software
85.14B +10.54%
Technology
Other Semiconductors
196B +13.81%
Technology
Integrated Circuits
6.07B -8.91%
Technology
Other Semiconductors
122B +13.81%
Technology
Other Semiconductors
18.99B +0.93%
Technology
Other Semiconductors
3.44B +9.02%
Technology
Integrated Circuits
613M -17.72%
Technology
Semiconductor Machinery Manufacturing
30.42B -1.54%
Technology
Other Semiconductor Equipment & Testing
11.64B +23.54%
Technology
Other Phones & Handheld Devices
305B +15.98%
Technology
Other Semiconductors
8.3B -19.36%
Technology
Semiconductor Machinery Manufacturing
703M +35.94%
Technology
Other Semiconductors
5.69B -6.34%
Technology
Other Semiconductors
20.79B +17.98%
Technology
Memory Chips (RAM)
7.08B +20.68%
Technology
Other Software
89.23B +6.60%
Technology
Other Semiconductors
2.04B -29.00%
Technology
Other Electronic Equipment & Parts
2.22B -28.24%
Technology
Other Semiconductors
1.65B +12.31%
Technology
Other Semiconductors
2.54B +36.54%
Technology
Other Semiconductor Equipment & Testing
3.12B -20.36%
Technology
Integrated Circuits
1.39B -13.76%
Technology
Other Semiconductor Equipment & Testing
759M +89.89%
- - 51.69B -
Technology
Other Semiconductor Equipment & Testing
1.32B +25.76%
Technology
Integrated Circuits
796M +13.36%
Technology
Semiconductor Machinery Manufacturing
1.62B +32.97%
Energy
Photovoltaic Solar Systems & Equipment
2.62B -15.03%
Technology
Other Semiconductors
321M +13.43%
Technology
Semiconductor Testing Equipment & Service
5.31B -15.67%
Technology
Semiconductor Machinery Manufacturing
1.01B +25.73%
Technology
Other Semiconductors
10.47B +6.26%
Technology
Other Semiconductor Equipment & Testing
4.06B +10.19%
Energy
Photovoltaic Solar Systems & Equipment
1.27B -10.24%
Technology
Other Semiconductors
3.35B -8.51%
Technology
Integrated Circuits
1.1B -15.18%
Technology
Other Semiconductors
28.66B +12.34%
Basic Materials
Plastics
4.94B -7.36%
Technology
Other Semiconductor Equipment & Testing
5.49B -16.54%
Industrials
Testing & Measuring Equipment
7.01B -2.12%
Technology
Other Semiconductors
5.19B +67.18%
Technology
Integrated Circuits
1.01B +29.35%
Technology
Semiconductor Machinery Manufacturing
1.29B -23.02%

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