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
Semiconductor Testing Equipment & Service
859.8Cr +97.76%
Technology
Other Semiconductors
776.36Cr +93.68%
Technology
Other Semiconductor Equipment & Testing
157.81Cr +53.90%
Technology
Memory Chips (RAM)
683.55Cr +92.88%
Technology
Other Semiconductors
309.32Cr +68.40%
Technology
Other Semiconductors
14TCr +30.50%
Technology
Semiconductor Machinery Manufacturing
102.26Cr -2.80%
Technology
Other Semiconductors
4.56TCr +61.02%
Technology
Other Semiconductors
1,79900Cr +64.35%
Technology
Semiconductor Machinery Manufacturing
283.96Cr +45.37%
- - 6.87TCr -
Technology
Other Semiconductor Equipment & Testing
163.56Cr +75.89%
Technology
Semiconductor Machinery Manufacturing
111.17Cr -0.82%
Technology
Other Semiconductors
1,19500Cr +34.42%
Technology
Other Semiconductor Equipment & Testing
43TCr +41.24%
Technology
Other Semiconductor Equipment & Testing
856.78Cr +43.47%
Technology
Memory Chips (RAM)
1.92TCr +76.29%
Technology
Other Phones & Handheld Devices
47TCr +97.56%
Technology
Other Semiconductor Equipment & Testing
20TCr +117.49%
Technology
Semiconductor Testing Equipment & Service
16TCr +91.72%
Technology
Integrated Circuits
52Cr +132.44%
Technology
Semiconductor Machinery Manufacturing
246.66Cr +43.79%
Technology
Other Semiconductors
829.45Cr +290.54%
Technology
Semiconductor Testing Equipment & Service
9.73TCr +119.61%
Technology
Integrated Circuits
179.9Cr +94.27%
Technology
Semiconductor Machinery Manufacturing
224.6Cr +129.27%
Technology
Other Semiconductors
25TCr +211.67%
Technology
Other Semiconductors
25TCr +169.31%
Technology
Other Semiconductors
8.33TCr -11.10%
Technology
Other Semiconductors
1.49TCr +416.24%
Technology
Other Semiconductors
4,45600Cr +36.56%
Technology
Other Semiconductors
1.29TCr +123.39%
Technology
Other Semiconductors
303.35Cr -2.31%
Technology
Other Semiconductors
950.48Cr +62.75%
Basic Materials
Other Specialty Chemicals
70Cr +50.81%
Technology
Other Semiconductors
1.4TCr +43.99%
Technology
Other Semiconductors
35TCr +78.81%
Technology
Memory Chips (RAM)
114.6Cr +12.98%
Technology
Integrated Circuits
56Cr -14.17%
Technology
Other Semiconductors
871.73Cr -6.16%
Technology
Integrated Circuits
7.15TCr -0.71%
Technology
Other Semiconductors
485.88Cr -39.20%
Technology
Other Semiconductors
185.1Cr +7.86%
Technology
Integrated Circuits
84Cr +31.17%
Technology
Other Semiconductors
158.32Cr -17.08%
Technology
Integrated Circuits
96Cr -5.50%
Technology
Semiconductor Machinery Manufacturing
3.19TCr +7.89%
Technology
Integrated Circuits
577.45Cr -16.92%
Technology
Other Semiconductors
196.51Cr +45.74%
Technology
Integrated Circuits
534.03Cr +1.69%
Technology
Other Semiconductors
1.99TCr +97.01%
Basic Materials
Other Specialty Chemicals
63Cr +6.71%
Technology
Semiconductor Testing Equipment & Service
3.11TCr +57.74%
Technology
Semiconductor Machinery Manufacturing
201.52Cr +172.93%
Technology
Semiconductor Machinery Manufacturing
20Cr +25.82%
Technology
Semiconductor Machinery Manufacturing
228.44Cr +99.71%
Technology
Electronic Component
2.79TCr +87.22%
Technology
Other Semiconductors
33Cr +27.11%
Technology
Other Semiconductors
594.82Cr +169.44%
Technology
Other Semiconductor Equipment & Testing
791.72Cr -4.33%
Technology
Other Semiconductors
914.8Cr +63.38%
Energy
Photovoltaic Solar Systems & Equipment
2.76TCr +45.98%
Technology
Integrated Circuits
543.7Cr -8.61%
Technology
Other Semiconductors
16TCr -3.94%
Technology
Other Semiconductors
1.92TCr +11.50%
Technology
Integrated Circuits
205.42Cr +25.12%
Technology
Integrated Circuits
746.13Cr -23.41%
Technology
Other Semiconductors
367.54Cr +27.87%
Technology
Other Semiconductor Equipment & Testing
10TCr +37.03%
Technology
Integrated Circuits
215.6Cr +46.53%
Technology
Other Semiconductors
102.26Cr +1.57%
Technology
Other Semiconductor Equipment & Testing
1.07TCr +68.08%
Technology
Semiconductor Machinery Manufacturing
2.9TCr -8.45%
Technology
Semiconductor Machinery Manufacturing
21TCr +65.68%
Technology
Integrated Circuits
907.81Cr +18.70%
Technology
Semiconductor Testing Equipment & Service
512.47Cr -4.22%
Technology
Other Semiconductors
2.04TCr +14.45%
Technology
Semiconductor Machinery Manufacturing
116.09Cr +145.37%
Technology
Other Electronic Equipment & Parts
460.12Cr +61.86%
Technology
Other Semiconductors
823.64Cr +27.23%
Technology
Other Semiconductors
455.8Cr +11.69%
Technology
Other Semiconductors
15TCr +13.89%
Technology
Memory Chips (RAM)
1.06TCr +86.93%
Technology
Other Electronic Equipment & Parts
173.19Cr -39.95%
Technology
Other Semiconductors
205.65Cr -21.93%
Technology
Other Semiconductor Equipment & Testing
3.17TCr +40.74%
Technology
Other Semiconductors
126.33Cr -17.39%
Technology
Integrated Circuits
74Cr -38.82%
Technology
Integrated Circuits
66Cr -4.52%
Technology
Other Semiconductors
155.56Cr +22.70%
Technology
Other Semiconductors
19TCr +13.49%
Technology
Other Semiconductors
197.06Cr +5.24%
Technology
Other Semiconductors
41Cr +15.97%
Technology
Semiconductor Testing Equipment & Service
788.69Cr +24.37%
Energy
Photovoltaic Solar Systems & Equipment
191Cr +134.85%
Technology
Other Semiconductors
550.65Cr +47.69%
Technology
Other Semiconductors
2.29TCr -7.83%
Technology
Other Semiconductor Equipment & Testing
1.87TCr +114.69%
Basic Materials
Other Commodity Chemicals
138.24Cr +9.00%
Technology
Other Semiconductor Equipment & Testing
237.89Cr +20.89%

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