Semiconductor Sector

Best Semiconductor Stocks in 2026

The Semiconductor & Chips category covers organizations that design, produce, or supply the processors and components at the core of nearly all modern electronics. These chips are critical to technologies such as smartphones, data centers, AI systems, computers, cars and industrial machinery. Making the sector a foundational pillar of the digital economy.

Top picks12
Total market cap$12.67T
Avg YTD+70.7%
Avg 3-Year+288.2%
Avg net margin24.6%

Sector Highlights

Top picks by key criteria across the sector

Top YTD Performer
Intel

Intel

INTC

+226.9%

Year-to-date return

Strongest Fundamentals
Applied Materials

Applied Materials

AMAT
ProfitabilityExcellent
LiquidityExcellent
LeverageExcellent
Cash FlowGood
ValuationAverage

Proprietary section scores

Market Leader
Nvidia

Nvidia

NVDA

$5.37T

Market cap (USD equivalent)

Sector Performance

Compare returns and net margin across our picks — toggle between periods

IntelIntel
+226.9%
STMicroSTMicro
+112.5%
AMDAMD
+109.3%
Texas InstrumentsTexas Instruments
+70.1%
Lam ResearchLam Research
+69.0%
Applied MaterialsApplied Materials
+67.8%
InfineonInfineon
+57.7%
ASMLASML
+42.2%
TSMCTSMC
+30.7%
QualcommQualcomm
+23.0%
BroadcomBroadcom
+21.1%
NvidiaNvidia
+18.5%

Our Top 12 Semiconductor Picks

Sorted by market cap — our best-in-class selection for long-term investors

Nvidia

Nvidia

NVDA
NASDAQ
220.91USD+0.67%
YTD +18.5%
TSMC

TSMC

TSM
NYSE
397.28USD-1.79%
YTD +30.7%
Broadcom

Broadcom

AVGO
NASDAQ
419.30USD-2.13%
YTD +21.1%
AMD

AMD

AMD
NASDAQ
448.29USD-2.29%
YTD +109.3%
Intel

Intel

INTC
NASDAQ
120.61USD-6.82%
YTD +226.9%
ASML

ASML

ASML
NASDAQ
1,520.94USD-2.87%
YTD +42.2%
Lam Research

Lam Research

LRCX
NASDAQ
289.24USD-2.30%
YTD +69.0%
Applied Materials

Applied Materials

AMAT
NASDAQ
431.20USD-2.80%
YTD +67.8%
Texas Instruments

Texas Instruments

TXN
NASDAQ
295.17USD-0.87%
YTD +70.1%
Qualcomm

Qualcomm

QCOM
NASDAQ
210.31USD-11.46%
YTD +23.0%
Infineon

Infineon

IFNNY
OTC
69.04USD-4.90%
YTD +57.7%
STMicro

STMicro

STMPA.PA
PAR
47.68EUR-5.22%
YTD +112.5%

Fundamental Analysis Comparison

Side-by-side view of all 5 proprietary section scores — hover a cell to see the exact score

CompanyProf.Liq.Lev.CFVal.
Nvidia

Nvidia

NVDA

E
E
E
G
A
TSMC

TSMC

TSM

E
E
E
A
A
Broadcom

Broadcom

AVGO

E
G
G
G
P
AMD

AMD

AMD

A
G
E
E
P
Intel

Intel

INTC

P
E
E
E
P
ASML

ASML

ASML

E
A
E
G
W
Lam Research

Lam Research

LRCX

E
E
E
G
W
Applied Materials

Applied Materials

AMAT

E
E
E
G
A
Texas Instruments

Texas Instruments

TXN

E
E
G
G
W
Qualcomm

Qualcomm

QCOM

E
G
G
G
G
Infineon

Infineon

IFNNY

W
A
G
E
P
STMicro

STMicro

STMPA.PA

P
E
E
E
P
Excellent(4.2–5.0)
Good(3.4–4.2)
Average(2.6–3.4)
Weak(1.8–2.6)
Poor(1.0–1.8)
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