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$9.58T
Avg YTD+6.3%
Avg 3-Year+171.5%
Avg net margin23.8%

Sector Highlights

Top picks by key criteria across the sector

Top YTD Performer
Applied Materials

Applied Materials

AMAT

+39.3%

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

$4.24T

Market cap (USD equivalent)

Sector Performance

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

Applied MaterialsApplied Materials
+39.3%
Lam ResearchLam Research
+28.6%
ASMLASML
+19.3%
STMicroSTMicro
+17.4%
IntelIntel
+9.8%
Texas InstrumentsTexas Instruments
+9.1%
TSMCTSMC
+6.5%
InfineonInfineon
-1.8%
NvidiaNvidia
-7.6%
BroadcomBroadcom
-9.1%
AMDAMD
-10.3%
QualcommQualcomm
-26.1%

Our Top 12 Semiconductor Picks

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

Nvidia

Nvidia

NVDA
NASDAQ
174.48USD-0.66%
YTD -7.6%
TSMC

TSMC

TSM
NYSE
340.36USD+0.56%
YTD +6.5%
Broadcom

Broadcom

AVGO
NASDAQ
316.11USD-1.98%
YTD -9.1%
ASML

ASML

ASML
NASDAQ
1,388.41USD+1.37%
YTD +19.3%
AMD

AMD

AMD
NASDAQ
200.35USD-1.15%
YTD -10.3%
Applied Materials

Applied Materials

AMAT
NASDAQ
374.58USD+3.54%
YTD +39.3%
Lam Research

Lam Research

LRCX
NASDAQ
237.90USD+1.97%
YTD +28.6%
Intel

Intel

INTC
NASDAQ
43.25USD-1.73%
YTD +9.8%
Texas Instruments

Texas Instruments

TXN
NASDAQ
193.67USD+2.67%
YTD +9.1%
Qualcomm

Qualcomm

QCOM
NASDAQ
127.77USD-0.45%
YTD -26.1%
Infineon

Infineon

IFNNY
OTC
44.01USD-1.94%
YTD -1.8%
STMicro

STMicro

STMPA.PA
PAR
27.51EUR+1.89%
YTD +17.4%

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
G
Broadcom

Broadcom

AVGO

E
G
G
G
W
ASML

ASML

ASML

E
A
E
G
A
AMD

AMD

AMD

A
E
E
E
P
Applied Materials

Applied Materials

AMAT

E
E
E
G
A
Lam Research

Lam Research

LRCX

E
E
E
G
A
Intel

Intel

INTC

P
E
E
E
P
Texas Instruments

Texas Instruments

TXN

E
E
G
G
A
Qualcomm

Qualcomm

QCOM

G
E
G
G
G
Infineon

Infineon

IFNNY

W
A
E
E
A
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)
Free to join

Unlock the full Semiconductor research

Access the complete fundamental breakdown, expert investment takes, live charts and AI-powered briefings for every Semiconductor stock. All in one ad-free workspace.

Start for freeView pricing →