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
4.77B +108.26%
Technology
Other Semiconductors
21.76B +154.61%
Technology
Semiconductor Machinery Manufacturing
27.46B +131.85%
Technology
Other Semiconductors
56.23B +184.26%
Technology
Integrated Circuits
6.69B +266.23%
Technology
Other Semiconductors
2.87B +64.26%
Technology
Other Semiconductor Equipment & Testing
3.78B +96.73%
Technology
Other Semiconductor Equipment & Testing
82.37B +137.52%
Technology
Integrated Circuits
997M +52.58%
Technology
Other Semiconductors
8.12B +99.42%
Technology
Semiconductor Testing Equipment & Service
10.78B +13.33%
Technology
Integrated Circuits
6.63B +183.61%
Technology
Other Semiconductor Equipment & Testing
201B +119.32%
Technology
Memory Chips (RAM)
16.65B +60.69%
Technology
Other Semiconductors
73.63B +59.78%
Technology
Other Semiconductors
203B +52.82%
Technology
Integrated Circuits
10.73B +344.03%
Technology
Semiconductor Machinery Manufacturing
4.85B +81.36%
Technology
Semiconductor Machinery Manufacturing
55.13B +72.16%
Technology
Other Semiconductor Equipment & Testing
26.01B +87.05%
- - 63.34B -
Technology
Other Semiconductor Equipment & Testing
3.75B +136.74%
Technology
Other Semiconductor Equipment & Testing
1.07B +71.53%
Technology
Other Semiconductor Equipment & Testing
17.64B +115.75%
Technology
Memory Chips (RAM)
44.62B +122.84%
Technology
Other Semiconductors
2.54B +504.65%
Technology
Other Semiconductors
10.18B +309.38%
Technology
Other Semiconductors
9.59B +231.31%
Technology
Other Semiconductors
28.11B +140.92%
Technology
Other Semiconductors
41.75B +126.42%
Technology
Other Semiconductors
3.41B +77.94%
Technology
Other Semiconductor Equipment & Testing
1.56B +55.02%
Technology
Other Semiconductors
1,973B +53.87%
Technology
Memory Chips (RAM)
55.71B +173.53%
Technology
Other Semiconductor Equipment & Testing
710B +79.77%
Technology
Other Semiconductors
1,792B +13.52%
Technology
Semiconductor Testing Equipment & Service
310B +96.47%
Technology
Integrated Circuits
1.39B +138.90%
Technology
Other Semiconductors
2.09B +56.40%
Technology
Other Semiconductor Equipment & Testing
21.45B +118.92%
Technology
Integrated Circuits
1.04B +35.31%
Technology
Semiconductor Machinery Manufacturing
2.01B +280.25%
Technology
Semiconductor Machinery Manufacturing
451B +130.72%
Technology
Semiconductor Machinery Manufacturing
56.03B +102.09%
Technology
Other Semiconductor Equipment & Testing
462B +118.59%
Technology
Semiconductor Testing Equipment & Service
137B +52.23%
Industrials
Testing & Measuring Equipment
24.74B +132.33%
Technology
Other Phones & Handheld Devices
1,448B +188.99%
Technology
Other Semiconductors
1,118B +287.25%
Technology
Semiconductor Machinery Manufacturing
4.77B +113.48%
Technology
Other Semiconductors
5,024B +9.73%
Technology
Other Semiconductors
1,151B +265.51%
Technology
Semiconductor Machinery Manufacturing
5.03B +138.14%
Technology
Semiconductor Testing Equipment & Service
64.08B +111.08%
Technology
Semiconductor Machinery Manufacturing
4.04B +86.76%
Technology
Other Semiconductors
5.51B -34.95%
Technology
Other Semiconductors
244B +240.72%
Technology
Semiconductor Machinery Manufacturing
44.22B +91.77%
Technology
Semiconductor Machinery Manufacturing
243M +27.77%
Technology
Other Semiconductor Equipment & Testing
4.9B +340.62%
Technology
Memory Chips (RAM)
3.06B +205.11%
Technology
Other Semiconductors
19.66B +90.08%
Basic Materials
Other Specialty Chemicals
610M +4.11%
Technology
Other Semiconductors
30.27B +127.50%
Technology
Other Semiconductors
28.1B +114.33%
Technology
Other Semiconductor Equipment & Testing
15.73B +102.03%
Technology
Other Semiconductors
18.08B +91.74%
Technology
Other Semiconductor Equipment & Testing
8.39B +67.51%
Technology
Semiconductor Machinery Manufacturing
4.59B +165.15%
Technology
Other Semiconductors
827B +139.30%
Technology
Other Semiconductors
17.5B +68.83%
Technology
Integrated Circuits
10.15B +80.78%
Technology
Other Semiconductors
1.02B +131.96%
Technology
Other Semiconductors
51.84B +47.69%
Technology
Integrated Circuits
231B +211.89%
Technology
Other Semiconductors
7.58B +82.37%
Technology
Other Semiconductors
278B +74.00%
Technology
Other Semiconductors
5.37B +325.79%
Technology
Integrated Circuits
1.7B +81.65%
Technology
Other Semiconductor Equipment & Testing
10.41B +171.14%
Technology
Other Semiconductors
2.42B +52.92%
Technology
Semiconductor Machinery Manufacturing
1.53B +60.96%
Technology
Other Semiconductors
76.47B +37.38%
Technology
Other Semiconductor Equipment & Testing
7.36B +246.72%
Technology
Other Semiconductors
3.55B +91.46%
Technology
Other Semiconductors
50.7B +117.29%
Technology
Integrated Circuits
4.25B +134.47%
Technology
Integrated Circuits
9.53B +1.51%
Technology
Semiconductor Machinery Manufacturing
6.3B +143.83%
Technology
Semiconductor Machinery Manufacturing
2.65B +133.47%
Technology
Electronic Component
74.89B +105.26%
Technology
Other Semiconductors
2.99B +385.35%
Technology
Other Semiconductor Equipment & Testing
6.14B +155.73%
Technology
Other Semiconductors
2.94B -7.00%
Technology
Other Semiconductors
15.05B +103.83%
Technology
Other Semiconductors
11.08B +52.35%
Technology
Integrated Circuits
9.65B +37.70%
Technology
Integrated Circuits
2.38B +182.51%
Technology
Other Semiconductors
3.41B +71.36%
Energy
Photovoltaic Solar Systems & Equipment
28.41B -2.46%

News of the components

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  3. The buoyant semiconductor sector
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