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
4.68B +105.80%
Technology
Other Semiconductors
17.7B +107.05%
Technology
Semiconductor Machinery Manufacturing
23.11B +90.88%
Technology
Other Semiconductors
61.13B +216.75%
Technology
Integrated Circuits
5.78B +227.08%
Technology
Other Semiconductors
3.05B +74.91%
Technology
Other Semiconductor Equipment & Testing
3.77B +99.64%
Technology
Other Semiconductors
7.37B +84.97%
Technology
Integrated Circuits
833M +27.70%
Technology
Integrated Circuits
13.05B +400.00%
Technology
Other Semiconductor Equipment & Testing
205B +112.53%
Technology
Memory Chips (RAM)
15.29B +53.10%
Technology
Semiconductor Machinery Manufacturing
4.75B +70.24%
Technology
Other Semiconductors
66.46B +49.25%
Technology
Other Semiconductors
193B +45.89%
Technology
Integrated Circuits
5.36B +121.86%
Technology
Semiconductor Machinery Manufacturing
48.73B +50.63%
Technology
Memory Chips (RAM)
48.21B +127.56%
Technology
Other Semiconductor Equipment & Testing
24.63B +49.70%
Technology
Semiconductor Machinery Manufacturing
1.69B +71.75%
Technology
Other Semiconductor Equipment & Testing
1.06B +69.44%
- - 58.48B -
Technology
Other Semiconductor Equipment & Testing
4.01B +136.88%
Technology
Other Semiconductors
42.05B +125.65%
Technology
Other Semiconductor Equipment & Testing
21.25B +138.19%
Technology
Other Semiconductors
2.36B +455.23%
Technology
Other Semiconductors
8.63B +263.75%
Technology
Other Semiconductors
11.07B +252.05%
Technology
Other Semiconductor Equipment & Testing
5.63B +152.12%
Technology
Other Semiconductors
3.33B +75.26%
Technology
Other Semiconductor Equipment & Testing
1.26B +25.76%
Technology
Memory Chips (RAM)
63.43B +185.65%
Technology
Other Semiconductors
1,951B +55.81%
Technology
Other Semiconductors
1,903B +15.56%
Technology
Other Semiconductor Equipment & Testing
690B +70.28%
Technology
Semiconductor Testing Equipment & Service
302B +90.54%
Technology
Integrated Circuits
913M +59.57%
Technology
Other Semiconductors
24.75B +113.68%
Technology
Other Semiconductor Equipment & Testing
17.47B +78.50%
Technology
Other Semiconductors
2.15B +58.89%
Technology
Integrated Circuits
953M +31.27%
Technology
Semiconductor Machinery Manufacturing
2.12B +298.88%
Technology
Semiconductor Machinery Manufacturing
478B +134.44%
Technology
Semiconductor Machinery Manufacturing
50.88B +75.89%
Technology
Other Semiconductor Equipment & Testing
438B +104.66%
Technology
Semiconductor Testing Equipment & Service
134B +51.92%
Technology
Other Phones & Handheld Devices
1,213B +137.70%
Industrials
Testing & Measuring Equipment
24.9B +130.65%
Technology
Other Semiconductors
1,106B +243.12%
Technology
Other Semiconductors
1,058B +234.87%
Technology
Other Semiconductors
5,110B +13.12%
Technology
Semiconductor Machinery Manufacturing
5B +107.07%
Technology
Semiconductor Testing Equipment & Service
56.29B +85.78%
Technology
Semiconductor Machinery Manufacturing
4.05B +84.09%
Technology
Semiconductor Machinery Manufacturing
208M +9.45%
Technology
Semiconductor Machinery Manufacturing
3.11B +39.15%
Technology
Semiconductor Machinery Manufacturing
61.38B +137.39%
Technology
Other Semiconductors
206B +177.49%
Technology
Other Semiconductor Equipment & Testing
4.76B +319.54%
Technology
Memory Chips (RAM)
4.01B +300.56%
Technology
Other Semiconductors
25.11B +89.70%
Technology
Other Semiconductors
18.83B +86.79%
Technology
Other Semiconductors
16.6B +78.07%
Basic Materials
Other Specialty Chemicals
493M -17.40%
Technology
Other Semiconductors
23.54B +80.13%
Technology
Other Semiconductor Equipment & Testing
6.62B +35.21%
Technology
Other Semiconductors
910B +160.50%
Technology
Semiconductor Machinery Manufacturing
3.5B +100.84%
Technology
Other Semiconductor Equipment & Testing
15.99B +103.62%
Technology
Other Semiconductors
15.13B +44.92%
Technology
Other Semiconductors
6.06B +50.58%
Technology
Other Semiconductors
2.66B +85.96%
Technology
Integrated Circuits
10.07B +87.84%
Technology
Other Semiconductors
283B +79.53%
Technology
Other Semiconductors
48.11B +39.03%
Technology
Integrated Circuits
1.9B +118.15%
Technology
Other Semiconductors
5.03B +302.60%
Technology
Integrated Circuits
195B +174.48%
Technology
Other Semiconductor Equipment & Testing
92.57B +170.26%
Technology
Other Semiconductor Equipment & Testing
10.05B +142.61%
Technology
Semiconductor Testing Equipment & Service
11.75B +24.65%
Technology
Integrated Circuits
2.54B +165.92%
Technology
Other Semiconductors
2.25B +42.68%
Technology
Other Semiconductors
73.79B +34.64%
Technology
Other Semiconductors
63B +176.29%
Technology
Other Semiconductors
3.44B +85.68%
Technology
Other Semiconductors
53.49B +122.52%
Basic Materials
Other Specialty Chemicals
669M +22.69%
Technology
Integrated Circuits
3.43B +80.33%
Technology
Integrated Circuits
3.06B +148.63%
Industrials
Other Industrial Machinery & Equipment
1.49B +53.16%
Technology
Semiconductor Machinery Manufacturing
7.12B +161.09%
Technology
Semiconductor Machinery Manufacturing
2.5B +120.93%
Technology
Electronic Component
63.48B +75.81%
Technology
Other Semiconductors
7.03B -30.19%
Technology
Other Semiconductors
3.5B +444.22%
Technology
Other Semiconductors
3.39B +9.12%
Technology
Other Semiconductor Equipment & Testing
5.94B +148.92%
Technology
Other Semiconductors
12.68B +84.73%
Energy
Photovoltaic Solar Systems & Equipment
24.48B -12.79%

News of the components

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Ratings ESG MSCI

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