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
10.63B +22.59%
Technology
Integrated Circuits
876M +11.98%
Technology
Semiconductor Testing Equipment & Service
10.96B +14.55%
Technology
Other Semiconductor Equipment & Testing
1.78B -6.18%
Technology
Memory Chips (RAM)
12.46B +30.69%
Technology
Other Semiconductors
157B +18.16%
Technology
Other Semiconductors
4.35B +38.14%
Technology
Other Semiconductors
59.9B +35.69%
Technology
Semiconductor Machinery Manufacturing
45.44B +36.60%
Technology
Integrated Circuits
799M +41.19%
- - 63.36B -
Technology
Other Semiconductors
1,459B +14.84%
Technology
Other Semiconductors
1,578B -3.81%
Technology
Other Semiconductor Equipment & Testing
545B +29.56%
Technology
Semiconductor Machinery Manufacturing
1.08B +6.21%
Technology
Integrated Circuits
2.83B +52.37%
Technology
Semiconductor Testing Equipment & Service
189B +18.75%
Technology
Other Phones & Handheld Devices
691B +32.28%
Technology
Other Semiconductor Equipment & Testing
288B +34.95%
Technology
Other Semiconductors
13.91B +18.40%
Technology
Semiconductor Testing Equipment & Service
47B +55.05%
Technology
Semiconductor Testing Equipment & Service
114B +24.93%
Technology
Semiconductor Machinery Manufacturing
4.05B +58.38%
Technology
Other Semiconductors
444B +38.29%
Technology
Other Semiconductors
396B +28.88%
Technology
Other Semiconductors
70.06B -5.53%
Technology
Other Semiconductors
25.85B +36.79%
Technology
Other Semiconductors
4,505B -0.58%
Technology
Other Semiconductors
6.81B +58.00%
Technology
Memory Chips (RAM)
987M -3.99%
Technology
Other Semiconductors
2.74B -10.16%
Technology
Other Semiconductors
11.01B +18.55%
Technology
Other Semiconductors
15.65B +18.41%
Technology
Other Semiconductors
340B -2.67%
Technology
Other Semiconductors
13.64B +40.06%
Technology
Other Semiconductors
17.69B +37.71%
Basic Materials
Other Specialty Chemicals
616M +0.55%
Technology
Other Semiconductors
24.63B +25.69%
Technology
Other Semiconductors
7.66B -3.37%
Technology
Integrated Circuits
86.26B +19.58%
Technology
Other Semiconductors
4.37B +6.94%
Technology
Integrated Circuits
2.09B -9.15%
Technology
Other Semiconductors
1.95B +10.48%
Technology
Integrated Circuits
890M +0.94%
Technology
Other Semiconductors
1.28B -11.13%
Technology
Semiconductor Machinery Manufacturing
3.58B +24.67%
Technology
Integrated Circuits
5.76B +3.71%
Technology
Other Semiconductor Equipment & Testing
12.14B +32.28%
Technology
Other Semiconductor Equipment & Testing
2.21B +26.95%
Technology
Other Semiconductor Equipment & Testing
2.7B +17.42%
Technology
Other Semiconductor Equipment & Testing
12.2B +25.03%
Technology
Semiconductor Machinery Manufacturing
39.48B +32.11%
Basic Materials
Other Specialty Chemicals
679M +21.03%
Technology
Other Semiconductors
2.38B +21.03%
Technology
Memory Chips (RAM)
27.62B +28.90%
Technology
Semiconductor Machinery Manufacturing
3.62B +45.95%
Technology
Semiconductor Machinery Manufacturing
3.62B +60.24%
Technology
Semiconductor Machinery Manufacturing
3.27B +45.40%
Technology
Semiconductor Machinery Manufacturing
221M +12.80%
Technology
Electronic Component
42.69B +23.36%
Energy
Photovoltaic Solar Systems & Equipment
1.59B -19.53%
Technology
Other Semiconductor Equipment & Testing
10.35B +32.08%
Energy
Photovoltaic Solar Systems & Equipment
23.47B -16.27%
Technology
Other Semiconductors
201B +27.64%
Technology
Semiconductor Machinery Manufacturing
15.41B +23.74%
Technology
Integrated Circuits
7.08B +30.29%
Technology
Other Electronic Equipment & Parts
1.8B -0.40%
Technology
Other Semiconductors
1.24B -1.86%
Technology
Other Semiconductors
5.59B +38.44%
Technology
Integrated Circuits
2.92B +63.13%
Technology
Integrated Circuits
692M +4.69%
Technology
Integrated Circuits
3.5B +52.52%
Technology
Other Semiconductor Equipment & Testing
120B +19.55%
Technology
Other Semiconductors
911M +3.03%
Technology
Other Semiconductor Equipment & Testing
17.24B +1.84%
Technology
Other Semiconductors
1.99B +4.02%
Technology
Other Semiconductors
479M +66.37%
Technology
Semiconductor Machinery Manufacturing
256B +25.50%
Technology
Integrated Circuits
9.27B -2.85%
Technology
Semiconductor Testing Equipment & Service
10.26B +24.40%
Technology
Other Semiconductors
20.77B -7.90%
Technology
Other Semiconductors
131B +13.16%
Technology
Other Electronic Equipment & Parts
4.47B +6.35%
Technology
Other Semiconductors
7.76B -0.93%
Technology
Other Semiconductors
6.17B +13.04%
Technology
Other Semiconductors
2.26B +9.39%
Technology
Integrated Circuits
7.02B -2.41%
Technology
Integrated Circuits
956M +8.58%
Technology
Integrated Circuits
824M +6.52%
Technology
Other Semiconductor Equipment & Testing
41.99B +21.56%
Technology
Other Semiconductor Equipment & Testing
654M +1.04%
Basic Materials
Other Commodity Chemicals
1.5B +14.17%
Technology
Other Semiconductors
448M +5.23%
Industrials
Testing & Measuring Equipment
16.32B +52.04%
Energy
Photovoltaic Solar Systems & Equipment
2.15B +24.51%
Technology
Semiconductor Machinery Manufacturing
1.85B +7.38%
Technology
Memory Chips (RAM)
11.53B +16.55%
Technology
Other Semiconductors
41.13B +19.29%
Technology
Other Semiconductors
26.13B +10.92%
Technology
Other Semiconductors
56.46B +3.34%

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