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
197.45Cr +38.22%
Technology
Integrated Circuits
20TCr +180.42%
Technology
Semiconductor Machinery Manufacturing
1.31TCr +8.49%
Technology
Other Semiconductors
116.49Cr +152.58%
Technology
Other Semiconductors
4.84TCr +154.82%
Technology
Other Semiconductors
463.72Cr +276.62%
Technology
Integrated Circuits
397.91Cr +77.46%
Technology
Other Semiconductors
2.04TCr +142.58%
Technology
Other Semiconductors
562.1Cr +43.35%
Technology
Other Semiconductors
327.35Cr +89.00%
Technology
Other Semiconductor Equipment & Testing
403.54Cr +117.09%
Technology
Other Semiconductor Equipment & Testing
8.82TCr +161.08%
Technology
Other Semiconductors
26TCr +64.10%
Technology
Integrated Circuits
741.5Cr +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
650.86Cr +57.13%
Technology
Integrated Circuits
632.09Cr +165.57%
Technology
Semiconductor Machinery Manufacturing
401.74Cr +39.76%
Technology
Other Semiconductors
19TCr +44.20%
Technology
Semiconductor Machinery Manufacturing
3.41TCr +2.33%
Technology
Other Semiconductors
409.52Cr +84.27%
Technology
Memory Chips (RAM)
1.28TCr +29.66%
Technology
Other Semiconductor Equipment & Testing
2.18TCr +28.32%
Technology
Semiconductor Machinery Manufacturing
128.46Cr +26.70%
Technology
Other Semiconductors
2.13TCr +87.05%
Technology
Integrated Circuits
90Cr +38.90%
Technology
Other Semiconductors
5.6TCr +25.79%
Technology
Other Semiconductor Equipment & Testing
283.11Cr +62.41%
Technology
Other Semiconductor Equipment & Testing
1.4TCr +52.62%
Technology
Other Semiconductors
5.92TCr +8.23%
Technology
Other Semiconductors
485.13Cr +162.81%
Technology
Memory Chips (RAM)
3.27TCr +52.80%
Technology
Other Semiconductors
184.5Cr +39.32%
Technology
Other Semiconductors
198.75Cr +362.21%
Technology
Other Phones & Handheld Devices
1,04000Cr +79.73%
Technology
Other Semiconductors
1,89700Cr +53.87%
- - 6.02TCr -
Technology
Other Semiconductor Equipment & Testing
61TCr +52.72%
Technology
Other Semiconductors
3.94TCr +75.87%
Technology
Other Semiconductors
232.46Cr +24.74%
Technology
Other Semiconductors
1,53600Cr -7.06%
Technology
Other Semiconductor Equipment & Testing
359.32Cr +64.40%
Technology
Integrated Circuits
76Cr +18.79%
Technology
Integrated Circuits
316.56Cr +44.67%
Technology
Other Semiconductor Equipment & Testing
976.42Cr -0.46%
Technology
Semiconductor Machinery Manufacturing
152.99Cr +147.36%
Technology
Other Semiconductors
4.38TCr +114.51%
Technology
Other Semiconductors
635.4Cr +102.15%
Technology
Other Semiconductor Equipment & Testing
29TCr +34.42%
Basic Materials
Other Specialty Chemicals
61Cr +8.93%
Technology
Memory Chips (RAM)
3.07TCr +36.29%
Technology
Other Semiconductor Equipment & Testing
146.08Cr +27.73%
Technology
Other Semiconductors
604.2Cr +152.22%
Technology
Semiconductor Machinery Manufacturing
30TCr +46.79%
Technology
Semiconductor Machinery Manufacturing
3.84TCr +35.20%
Technology
Semiconductor Testing Equipment & Service
19TCr +19.84%
Technology
Semiconductor Machinery Manufacturing
375.7Cr +48.53%
Industrials
Testing & Measuring Equipment
1.33TCr +23.00%
Technology
Other Semiconductors
99TCr +207.47%
Technology
Semiconductor Machinery Manufacturing
404.47Cr +62.68%
Technology
Semiconductor Machinery Manufacturing
352.08Cr +28.14%
Technology
Other Semiconductors
70TCr +96.16%
Technology
Semiconductor Machinery Manufacturing
183.59Cr +43.33%
Technology
Electronic Component
4.12TCr +13.39%
Technology
Semiconductor Testing Equipment & Service
4.83TCr +59.56%
Technology
Semiconductor Machinery Manufacturing
351.12Cr +40.80%
Technology
Other Semiconductors
5,09400Cr +13.12%
Technology
Semiconductor Machinery Manufacturing
19Cr -13.94%
Technology
Semiconductor Testing Equipment & Service
15TCr +64.71%
Technology
Semiconductor Machinery Manufacturing
3.81TCr +45.71%
Technology
Other Semiconductors
20TCr +168.90%
Technology
Other Semiconductors
522.49Cr -47.97%
Technology
Memory Chips (RAM)
321.75Cr +173.06%
Technology
Other Semiconductors
142.1Cr +105.86%
Technology
Other Semiconductor Equipment & Testing
205.2Cr +78.92%
Technology
Other Semiconductors
373.34Cr +64.31%
Basic Materials
Other Specialty Chemicals
47Cr -29.86%
Technology
Other Semiconductor Equipment & Testing
975.01Cr +25.86%
Technology
Other Semiconductors
1.23TCr +79.13%
Technology
Other Semiconductors
1.9TCr +42.70%
Technology
Other Semiconductors
1.8TCr +37.93%
Technology
Other Semiconductors
575.54Cr +264.08%
Technology
Other Semiconductors
989.56Cr -5.19%
Technology
Other Semiconductors
1.38TCr +30.30%
Technology
Other Semiconductor Equipment & Testing
565.29Cr +13.93%
Technology
Other Semiconductors
84TCr +141.31%
Technology
Other Semiconductors
1.37TCr +30.73%
Technology
Integrated Circuits
1.26TCr +31.57%
Technology
Other Semiconductors
4.02TCr +16.21%
Technology
Other Semiconductors
1.22TCr +57.87%
Technology
Integrated Circuits
264.91Cr +208.25%
Technology
Integrated Circuits
927.76Cr +74.81%
Technology
Semiconductor Testing Equipment & Service
1.03TCr +11.36%
Technology
Integrated Circuits
179.94Cr +91.64%
Technology
Integrated Circuits
563.08Cr +146.48%
Energy
Photovoltaic Solar Systems & Equipment
1.85TCr -34.16%

News of the components

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Ratings ESG MSCI

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