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Best semiconductor stocks
Semis are a cycle, not a trend: the same names lead the upswing and lead the drawdown, because inventory turns faster than production capacity.
The screen: 15 US exchange-listed companies in Technology, 12 of which pay a dividend. Size mix: 3 mega-cap, 10 large-cap, 2 mid-cap.
What separates the winners from the losers here
- End-market mix — data centre, auto, industrial and handset cycles do not move together
- Whether the company owns fabs or is fabless
- Equipment names lead the cycle; memory names amplify it
The full list
| Ticker | Company | Price | 1D | What it is |
|---|---|---|---|---|
| NVDA | NVIDIA | $217.18 | +0.04% | Accelerator silicon and the CUDA software moat around it. |
| AVGO | Broadcom | $336.02 | +0.43% | Custom silicon and networking, bolted to acquired software franchises. |
| AMD | Advanced Micro Devices | $538.50 | +0.08% | CPU and GPU challenger competing for data-centre share. |
| INTC | Intel | $91.97 | -0.07% | Legacy x86 franchise attempting a foundry turnaround. |
| QCOM | Qualcomm | $173.58 | +0.03% | Mobile modems and a licensing business attached to them. |
| TXN | Texas Instruments | $276.51 | +0.13% | Analog chips sold into industrial and automotive cycles. |
| MU | Micron | $904.35 | -0.06% | Memory maker levered to the high-bandwidth memory cycle. |
| AMAT | Applied Materials | $414.92 | +0.44% | Deposition and etch equipment sold to every major fab. |
| LRCX | Lam Research | $274.50 | +0.84% | Etch tools tied to memory capital spending. |
| KLAC | KLA | $167.63 | +0.74% | Process control — the yield inspection layer of chipmaking. |
| ADI | Analog Devices | $397.12 | +0.70% | High-performance analog for industrial and auto customers. |
| MCHP | Microchip Technology | $74.80 | +0.51% | Microcontrollers into embedded and industrial markets. |
| ON | ON Semiconductor | $73.20 | +0.11% | Power semiconductors levered to electric-vehicle content. |
| ARM | Arm Holdings | $228.70 | +0.29% | Instruction-set licensing with royalties on nearly every phone. |
| TSM | Taiwan Semiconductor (ADR) | $421.00 | +0.17% | The foundry almost every advanced chip design depends on. |
Where to buy them
To hold these as real shares you need a stockbroker rather than a CFD provider. If you only want exposure to the price movement, a share CFD does that with leverage — and without ownership.
CFD — no ownershipNon-US residents who want a wide US share-CFD list on MetaTrader 4 or 5
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Frequently asked questions
How many semiconductor stocks are in this list?
15, drawn from our US exchange-listed universe and spread across 1 sector. 12 of them pay a dividend.
Is this a list of semiconductor stocks to buy?
No. It is a screen — a defined, reproducible filter over a stated universe. A screen tells you which companies share a characteristic; it says nothing about whether the price you would pay today is a sensible one. Nothing here is investment advice.
What is the main risk with semiconductor stocks?
Deep cyclicality plus export-control exposure to China. Peak-cycle earnings on a peak-cycle multiple is how semiconductor losses usually happen.
How do I actually buy these from outside the US?
You need a broker that accepts your country of residence and gives you access to US exchanges. To own the shares outright, that usually means an international stockbroker plus a W-8BEN form to claim your treaty rate on dividend withholding.
Screen definition reviewed October 2026. Universe: US exchange-listed securities tracked by InvestingTrading. This page is information, not investment advice.