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
661.18Cr +56.39%
Technology
Other Semiconductors
1.01TCr +0.88%
Technology
Integrated Circuits
1.03TCr -0.80%
Technology
Integrated Circuits
7.52TCr -1.41%
Technology
Semiconductor Testing Equipment & Service
414.2Cr -7.17%
Technology
Semiconductor Machinery Manufacturing
111.38Cr +0.33%
Technology
Other Semiconductors
1,29600Cr +21.18%
Technology
Integrated Circuits
101.04Cr -5.50%
Technology
Other Semiconductors
3.45TCr +21.28%
Technology
Semiconductor Machinery Manufacturing
262.84Cr +30.76%
Technology
Memory Chips (RAM)
1.31TCr +25.63%
Technology
Other Semiconductors
97TCr +3.26%
Technology
Other Semiconductor Equipment & Testing
756.25Cr +28.66%
Technology
Other Semiconductor Equipment & Testing
138.39Cr +45.43%
Technology
Other Semiconductor Equipment & Testing
13TCr +39.93%
Technology
Semiconductor Testing Equipment & Service
5.71TCr +28.89%
Technology
Semiconductor Machinery Manufacturing
184.76Cr +95.10%
Technology
Integrated Circuits
138.05Cr +44.80%
Technology
Integrated Circuits
454.16Cr -11.92%
Technology
Other Semiconductors
6.25TCr -34.44%
Technology
Other Semiconductors
15TCr +71.65%
Technology
Semiconductor Machinery Manufacturing
227.2Cr +25.69%
Technology
Other Semiconductors
4,00300Cr +27.11%
Technology
Other Semiconductors
499.95Cr -11.86%
Technology
Other Semiconductors
406.58Cr -22.25%
Technology
Other Semiconductors
828.91Cr +45.17%
Basic Materials
Other Specialty Chemicals
60Cr +34.05%
Technology
Integrated Circuits
76Cr -19.78%
Technology
Integrated Circuits
62Cr -11.04%
Technology
Memory Chips (RAM)
347.03Cr -7.30%
Technology
Other Semiconductors
137.4Cr -16.30%
Technology
Other Semiconductor Equipment & Testing
2.2TCr -7.10%
Technology
Other Semiconductor Equipment & Testing
8.22TCr +16.87%
Technology
Other Semiconductors
152.65Cr -23.86%
Technology
Integrated Circuits
727.39Cr +3.73%
Technology
Other Semiconductors
88Cr -14.87%
Technology
Other Semiconductors
17TCr +0.44%
Technology
Semiconductor Machinery Manufacturing
97Cr -16.19%
Technology
Other Semiconductor Equipment & Testing
31TCr +4.04%
Technology
Integrated Circuits
49Cr +110.31%
Technology
Semiconductor Testing Equipment & Service
12TCr +48.63%
Technology
Other Semiconductors
188.47Cr +37.79%
Technology
Other Semiconductors
36Cr +6.94%
Technology
Other Semiconductors
1.09TCr +7.68%
Technology
Semiconductor Machinery Manufacturing
16TCr +22.54%
Basic Materials
Other Specialty Chemicals
74Cr +21.48%
Technology
Semiconductor Testing Equipment & Service
1.53TCr -26.12%
Technology
Other Semiconductors
602.36Cr +9.64%
Technology
Other Semiconductors
13TCr +42.72%
Technology
Semiconductor Machinery Manufacturing
19Cr +12.63%
Technology
Other Electronic Equipment & Parts
356.42Cr +24.30%
Technology
Integrated Circuits
534.22Cr +2.57%
Technology
Other Semiconductors
280.95Cr -8.47%
Technology
Other Software
8.53TCr +17.25%
Energy
Photovoltaic Solar Systems & Equipment
1.72TCr -2.45%
Technology
Other Semiconductors
20TCr +16.45%
Technology
Integrated Circuits
597.61Cr -6.21%
Technology
Other Semiconductors
12TCr +13.16%
Technology
Other Semiconductors
344Cr +11.89%
Technology
Other Semiconductors
1.84TCr +1.16%
Technology
Other Semiconductors
182.39Cr +1.25%
Technology
Integrated Circuits
59Cr -17.56%
Technology
Other Semiconductors
246.08Cr +31.67%
Technology
Semiconductor Machinery Manufacturing
3.25TCr +10.09%
- - 5.22TCr -
Technology
Other Semiconductor Equipment & Testing
1.14TCr +28.84%
Technology
Other Phones & Handheld Devices
30TCr +19.74%
Technology
Other Semiconductors
833.8Cr -17.67%
Technology
Semiconductor Machinery Manufacturing
67Cr +36.74%
Technology
Other Semiconductors
2.07TCr +17.71%
Technology
Other Semiconductors
577.83Cr -2.77%
Technology
Memory Chips (RAM)
679.7Cr +22.08%
Technology
Other Software
8.67TCr +5.85%
Technology
Other Electronic Equipment & Parts
219.36Cr -28.75%
Technology
Other Semiconductors
199.68Cr -28.25%
Technology
Other Semiconductors
163.37Cr +18.78%
Technology
Other Semiconductor Equipment & Testing
321.5Cr -17.36%
Technology
Other Semiconductor Equipment & Testing
70Cr +82.98%
Technology
Integrated Circuits
140.22Cr -1.78%
Technology
Other Semiconductor Equipment & Testing
137.34Cr +35.93%
Technology
Integrated Circuits
79Cr +16.17%
Technology
Semiconductor Machinery Manufacturing
186.58Cr +53.02%
Energy
Photovoltaic Solar Systems & Equipment
272.83Cr -11.39%
Technology
Other Semiconductors
32Cr +20.90%
Technology
Other Semiconductors
457.84Cr +42.74%
Technology
Semiconductor Testing Equipment & Service
545.39Cr -13.33%
Technology
Semiconductor Machinery Manufacturing
99Cr +30.43%
Technology
Other Semiconductors
1.02TCr +5.69%
Technology
Other Semiconductor Equipment & Testing
401.08Cr +12.60%
Energy
Photovoltaic Solar Systems & Equipment
135.19Cr +1.49%
Technology
Other Semiconductors
318.94Cr -12.40%
Technology
Integrated Circuits
108.99Cr -14.82%
Technology
Other Semiconductors
97Cr -21.16%
Basic Materials
Plastics
491.17Cr -10.27%
Technology
Other Semiconductors
2.85TCr +12.96%
Technology
Other Semiconductor Equipment & Testing
526.72Cr -16.08%
Industrials
Testing & Measuring Equipment
702.11Cr -0.45%
Energy
Photovoltaic Solar Systems & Equipment
125.46Cr -3.65%
Technology
Semiconductor Machinery Manufacturing
123.36Cr -22.57%

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