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
1.04TCr +45.72%
Technology
Other Semiconductors
238.44Cr +66.91%
Technology
Integrated Circuits
974.32Cr +79.70%
Technology
Semiconductor Machinery Manufacturing
1.68TCr +35.70%
Technology
Other Semiconductors
322.27Cr +82.13%
Technology
Integrated Circuits
470.44Cr +105.36%
Technology
Other Semiconductors
488.91Cr +288.68%
Technology
Other Semiconductors
5.81TCr +199.49%
Technology
Other Semiconductors
24TCr +48.79%
Technology
Other Semiconductors
2.38TCr +176.89%
Technology
Integrated Circuits
23TCr +214.69%
Technology
Other Semiconductors
635.62Cr +58.67%
Technology
Other Semiconductor Equipment & Testing
8.46TCr +145.11%
Technology
Other Semiconductors
2.46TCr +95.08%
Technology
Integrated Circuits
867.58Cr +388.09%
Technology
Integrated Circuits
67Cr +1.41%
Technology
Other Semiconductor Equipment & Testing
356.33Cr +87.64%
Technology
Other Semiconductor Equipment & Testing
15TCr +54.75%
Technology
Integrated Circuits
1.33TCr +406.29%
Technology
Integrated Circuits
625.83Cr +157.38%
Technology
Other Semiconductor Equipment & Testing
855.3Cr +115.11%
Technology
Semiconductor Machinery Manufacturing
424.24Cr +56.01%
Technology
Other Semiconductors
18TCr +33.72%
Technology
Semiconductor Machinery Manufacturing
3.52TCr +8.82%
Technology
Other Semiconductors
488.51Cr +119.81%
Technology
Memory Chips (RAM)
1.37TCr +35.86%
Technology
Other Semiconductor Equipment & Testing
120.73Cr +96.88%
Technology
Other Semiconductors
5.75TCr +29.04%
Technology
Other Semiconductor Equipment & Testing
2.07TCr +31.86%
Technology
Other Semiconductors
2.4TCr +105.81%
Technology
Semiconductor Machinery Manufacturing
139.71Cr +41.89%
Technology
Other Semiconductor Equipment & Testing
1.5TCr +68.04%
Technology
Other Semiconductor Equipment & Testing
314.03Cr +89.93%
Technology
Other Semiconductors
5.75TCr +5.02%
Technology
Other Semiconductors
442.91Cr +141.21%
Technology
Memory Chips (RAM)
3.54TCr +64.97%
Technology
Other Semiconductors
225.09Cr +65.79%
Technology
Other Semiconductors
227.2Cr +440.70%
Technology
Other Phones & Handheld Devices
1,16700Cr +110.59%
Technology
Integrated Circuits
101.74Cr +63.55%
- - 5.98TCr -
Technology
Other Semiconductors
5.28TCr +152.85%
Technology
Other Semiconductors
1,97100Cr +56.45%
Technology
Other Semiconductors
4.35TCr +89.13%
Technology
Other Semiconductor Equipment & Testing
63TCr +53.90%
Technology
Other Semiconductor Equipment & Testing
442.34Cr +97.40%
Technology
Other Semiconductors
276.94Cr +44.95%
Technology
Other Semiconductors
1,65800Cr +0.35%
Technology
Integrated Circuits
88Cr +37.83%
Technology
Integrated Circuits
386.61Cr +84.17%
Technology
Other Semiconductor Equipment & Testing
1.19TCr +21.45%
Technology
Other Semiconductors
722.73Cr +195.31%
Technology
Other Semiconductors
858.89Cr +173.25%
Technology
Semiconductor Machinery Manufacturing
374.56Cr +58.59%
Technology
Other Semiconductor Equipment & Testing
135.59Cr +23.58%
Technology
Semiconductor Machinery Manufacturing
181.54Cr +205.95%
Technology
Memory Chips (RAM)
3.88TCr +72.64%
Technology
Other Semiconductor Equipment & Testing
34TCr +57.33%
Technology
Semiconductor Testing Equipment & Service
22TCr +39.07%
Technology
Semiconductor Machinery Manufacturing
33TCr +62.42%
Technology
Semiconductor Machinery Manufacturing
4.45TCr +52.78%
Industrials
Testing & Measuring Equipment
1.62TCr +50.33%
Technology
Other Semiconductors
92TCr +168.05%
Technology
Semiconductor Machinery Manufacturing
223.48Cr +81.87%
Technology
Semiconductor Testing Equipment & Service
5.52TCr +82.44%
Technology
Semiconductor Machinery Manufacturing
472.01Cr +71.79%
Technology
Electronic Component
5.8TCr +60.36%
Technology
Other Semiconductors
1,10400Cr +242.49%
Technology
Semiconductor Machinery Manufacturing
415.77Cr +73.78%
Technology
Semiconductor Testing Equipment & Service
14TCr +63.23%
Technology
Other Semiconductors
5,29600Cr +17.61%
Technology
Semiconductor Machinery Manufacturing
20Cr -4.08%
Technology
Semiconductor Machinery Manufacturing
4.99TCr +91.89%
Technology
Semiconductor Machinery Manufacturing
412.62Cr +70.04%
Technology
Other Semiconductors
539.99Cr -40.56%
Technology
Other Semiconductors
21TCr +183.31%
Technology
Other Semiconductors
198.34Cr +187.33%
Technology
Memory Chips (RAM)
269.28Cr +168.66%
Technology
Other Semiconductor Equipment & Testing
305.8Cr +166.64%
Basic Materials
Other Specialty Chemicals
53Cr -18.49%
Technology
Other Semiconductor Equipment & Testing
1.23TCr +58.39%
Technology
Other Semiconductors
2.48TCr +86.71%
Technology
Other Semiconductors
2.01TCr +53.63%
Technology
Other Semiconductors
1.66TCr +141.81%
Technology
Other Semiconductors
1.11TCr +5.99%
Technology
Other Semiconductors
1.8TCr +69.48%
Technology
Other Semiconductors
89TCr +154.52%
Technology
Other Semiconductor Equipment & Testing
672.83Cr +35.61%
Technology
Other Semiconductors
1.54TCr +47.50%
Technology
Other Semiconductors
3.85TCr +11.14%
Technology
Other Semiconductors
1.16TCr +46.22%
Technology
Other Semiconductors
144.51Cr +206.70%
Technology
Integrated Circuits
195.21Cr +103.50%
Technology
Integrated Circuits
500.91Cr +114.62%
Technology
Semiconductor Testing Equipment & Service
1.07TCr +12.42%
Technology
Other Semiconductors
195.03Cr +31.95%
Technology
Other Semiconductors
101.46Cr +17.11%
Technology
Other Semiconductors
8.1TCr +44.18%
Basic Materials
Other Specialty Chemicals
61Cr +7.93%
Energy
Photovoltaic Solar Systems & Equipment
2.16TCr -23.00%

News of the components

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