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
1.09TCr +55.88%
Technology
Other Semiconductors
207.92Cr +35.53%
Technology
Integrated Circuits
20TCr +180.42%
Technology
Semiconductor Machinery Manufacturing
1.42TCr +12.97%
Technology
Other Semiconductors
116.43Cr +152.58%
Technology
Other Semiconductors
4.84TCr +154.82%
Technology
Other Semiconductors
463.47Cr +276.62%
Technology
Integrated Circuits
397.7Cr +77.46%
Technology
Other Semiconductors
26TCr +61.10%
Technology
Other Semiconductors
2.04TCr +142.58%
Technology
Other Semiconductors
561.81Cr +43.35%
Technology
Other Semiconductors
327.18Cr +89.00%
Technology
Other Semiconductor Equipment & Testing
403.33Cr +117.09%
Technology
Other Semiconductor Equipment & Testing
8.82TCr +161.08%
Technology
Integrated Circuits
741.12Cr +326.18%
Technology
Other Semiconductors
2.73TCr +121.13%
Technology
Integrated Circuits
73Cr +13.15%
Technology
Other Semiconductor Equipment & Testing
14TCr +37.79%
Technology
Integrated Circuits
1.59TCr +520.13%
Technology
Other Semiconductor Equipment & Testing
658.82Cr +57.13%
Technology
Integrated Circuits
631.76Cr +165.57%
Technology
Semiconductor Machinery Manufacturing
413.47Cr +39.76%
Technology
Other Semiconductors
19TCr +42.24%
Technology
Semiconductor Machinery Manufacturing
3.53TCr +2.33%
Technology
Other Semiconductors
414.58Cr +86.54%
Technology
Memory Chips (RAM)
1.27TCr +29.66%
Technology
Other Semiconductor Equipment & Testing
2.13TCr +28.32%
Technology
Other Semiconductors
2.13TCr +87.05%
Technology
Semiconductor Machinery Manufacturing
129.44Cr +26.70%
Technology
Integrated Circuits
94Cr +44.56%
Technology
Other Semiconductors
6.31TCr +28.86%
Technology
Other Semiconductor Equipment & Testing
288.78Cr +62.41%
Technology
Other Semiconductor Equipment & Testing
1.42TCr +52.62%
Technology
Other Semiconductors
490.94Cr +161.31%
Technology
Memory Chips (RAM)
3.18TCr +48.84%
Technology
Other Semiconductors
194.76Cr +49.94%
Technology
Other Semiconductors
205.99Cr +369.77%
Technology
Other Phones & Handheld Devices
1,03300Cr +78.90%
Technology
Other Semiconductors
1,89600Cr +53.87%
- - 6.03TCr -
Technology
Other Semiconductor Equipment & Testing
61TCr +54.03%
Technology
Other Semiconductors
235.64Cr +28.45%
Technology
Other Semiconductors
1,61300Cr -6.61%
Technology
Other Semiconductors
3.99TCr +77.09%
Technology
Other Semiconductor Equipment & Testing
365.55Cr +71.80%
Technology
Integrated Circuits
78Cr +18.79%
Technology
Integrated Circuits
319.62Cr +46.30%
Technology
Other Semiconductors
753.77Cr +102.76%
Technology
Other Semiconductor Equipment & Testing
1.09TCr -1.09%
Technology
Semiconductor Machinery Manufacturing
150.81Cr +144.22%
Technology
Other Semiconductors
4.38TCr +114.51%
Basic Materials
Other Specialty Chemicals
62Cr +8.93%
Technology
Other Semiconductor Equipment & Testing
33TCr +34.45%
Technology
Other Semiconductor Equipment & Testing
148.84Cr +30.35%
Technology
Memory Chips (RAM)
2.91TCr +29.17%
Technology
Other Semiconductors
603.89Cr +152.22%
Technology
Semiconductor Machinery Manufacturing
3.89TCr +36.21%
Technology
Semiconductor Machinery Manufacturing
30TCr +46.15%
Technology
Semiconductor Testing Equipment & Service
21TCr +21.66%
Technology
Semiconductor Machinery Manufacturing
380.67Cr +50.74%
Industrials
Testing & Measuring Equipment
1.46TCr +22.72%
Technology
Semiconductor Machinery Manufacturing
409.27Cr +62.68%
Technology
Other Semiconductors
1,03400Cr +200.09%
Technology
Semiconductor Machinery Manufacturing
342.12Cr +24.51%
Technology
Other Semiconductors
67TCr +87.86%
Technology
Semiconductor Machinery Manufacturing
186.54Cr +45.87%
Technology
Electronic Component
4.09TCr +12.60%
Technology
Semiconductor Machinery Manufacturing
353.86Cr +42.12%
Technology
Other Semiconductors
5,36000Cr +13.79%
Technology
Semiconductor Testing Equipment & Service
5.4TCr +59.51%
Technology
Semiconductor Machinery Manufacturing
18Cr -14.04%
Technology
Semiconductor Testing Equipment & Service
15TCr +64.71%
Technology
Semiconductor Machinery Manufacturing
3.77TCr +44.33%
Technology
Other Semiconductors
21TCr +162.97%
Technology
Other Semiconductors
496.77Cr -47.97%
Technology
Other Semiconductors
141.8Cr +105.43%
Technology
Memory Chips (RAM)
312.71Cr +165.39%
Technology
Other Semiconductor Equipment & Testing
236.44Cr +75.52%
Basic Materials
Other Specialty Chemicals
48Cr -29.32%
Technology
Other Semiconductor Equipment & Testing
974.96Cr +25.85%
Technology
Other Semiconductors
2.15TCr +42.83%
Technology
Other Semiconductors
1.32TCr +69.79%
Technology
Other Semiconductors
1.75TCr +34.13%
Technology
Other Semiconductors
1.05TCr -5.56%
Technology
Other Semiconductor Equipment & Testing
620.95Cr +12.35%
Technology
Other Semiconductors
1.53TCr +31.01%
Technology
Other Semiconductors
90TCr +137.17%
Technology
Other Semiconductors
1.53TCr +31.01%
Technology
Other Semiconductors
4.19TCr +16.95%
Technology
Other Semiconductors
1.22TCr +57.87%
Technology
Integrated Circuits
264.77Cr +208.25%
Technology
Integrated Circuits
927.28Cr +74.81%
Technology
Semiconductor Testing Equipment & Service
1.03TCr +11.36%
Technology
Integrated Circuits
179.85Cr +91.64%
Technology
Integrated Circuits
562.78Cr +146.48%
Basic Materials
Other Commodity Chemicals
242.79Cr +93.36%
Technology
Other Semiconductor Equipment & Testing
138.27Cr +126.39%
Technology
Other Semiconductors
95Cr +6.71%
Technology
Other Semiconductors
6.11TCr +9.55%
Energy
Photovoltaic Solar Systems & Equipment
1.88TCr -34.44%

News of the components

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