Best Semiconductors Stocks
Chips, foundries, fabless designers, and equipment makers. The most cyclical tech industry - but home to some of the highest-moat businesses ever built (TSMC, ASML, NVIDIA).
Industry leader
KLA Corporation KLAC
Buffett-Fit: 80/100
What drives this industry
Semiconductor margins compound when scale + process leadership + customer lock-in stack up. Sustained ROIC above 20% over a full cycle is the moat signal - separates leaders (high-NA EUV, leading-edge nodes, design IP) from commodity memory or analog producers. Capex intensity is the cycle risk: a foundry that misses a node transition can lose decades of compounding in one mistake.
Top 50 ranked by Buffett-Fit
Sorted by composite quality score - ROIC, margin stability, balance-sheet strength, growth quality. Click any ticker for the full Buffett verdict.
- 1
KLACKLA Corporation246.7B mcap
80Q - 2
NVDANVIDIA Corporation5.22T mcap
72Q - 3
AVGOBroadcom Inc.1.96T mcap
71Q - 4
LRCXLam Research Corporation381.9B mcap
70Q - 5
ASMLASML Holding N.V.629.3B mcap
68Q - 6
AMATApplied Materials, Inc.343.1B mcap
68Q - 7
NXPINXP Semiconductors N.V.79.9B mcap
67Q - 8
TSMTaiwan Semiconductor Manufacturing Company Limited2.10T mcap
67Q - 9
QCOMQUALCOMM Incorporated251.0B mcap
64Q - 10
NVMINova Ltd.16.0B mcap
63Q - 11
UMCUnited Microelectronics Corporation45.4B mcap
62Q - 12
CRUSCirrus Logic, Inc.8.7B mcap
62Q - 13
MPWRMonolithic Power Systems, Inc.78.1B mcap
61Q - 14
TXNTexas Instruments Incorporated281.4B mcap
60Q - 15
RMBSRambus Inc.15.5B mcap
60Q - 16
TERTeradyne, Inc.56.1B mcap
57Q - 17
ADIAnalog Devices, Inc.193.4B mcap
57Q - 18
AMDAdvanced Micro Devices, Inc.762.3B mcap
57Q - 19
ACLSAxcelis Technologies, Inc.4.8B mcap
57Q - 20
ENTGEntegris, Inc.20.6B mcap
56Q - 21
CAMTCamtek Ltd.7.7B mcap
56Q - 22
SWKSSkyworks Solutions, Inc.12.4B mcap
53Q - 23
ALABAstera Labs, Inc. Common Stock52.6B mcap
52Q - 24
QQnity Electronics, Inc.32.9B mcap
52Q - 25
DIODDiodes Incorporated4.6B mcap
50Q - 26
ACMRACM Research, Inc.4.7B mcap
49Q - 27
ONON Semiconductor Corporation45.5B mcap
48Q - 28
HIMXHimax Technologies, Inc.3.7B mcap
47Q - 29
MTSIMACOM Technology Solutions Holdings, Inc.29.4B mcap
47Q - 30
ARMArm Holdings plc American Depositary Shares326.1B mcap
46Q - 31
MUMicron Technology, Inc.846.9B mcap
46Q - 32
PLABPhotronics, Inc.3.0B mcap
46Q - 33
ONTOOnto Innovation Inc.13.0B mcap
45Q - 34
FORMFormFactor, Inc.10.1B mcap
43Q - 35
KLICKulicke and Soffa Industries, Inc.5.5B mcap
43Q - 36
MRVLMarvell Technology, Inc.171.9B mcap
43Q - 37
AEHRAehr Test Systems3.0B mcap
42Q - 38
VECOVeeco Instruments Inc.3.6B mcap
41Q - 39
QRVOQorvo, Inc.9.4B mcap
40Q - 40
GFSGLOBALFOUNDRIES Inc.47.7B mcap
38Q - 41
SIMOSilicon Motion Technology Corporation9.3B mcap
37Q - 42
MCHPMicrochip Technology Incorporated50.6B mcap
34Q - 43
TSEMTower Semiconductor Ltd.31.7B mcap
34Q - 44
LSCCLattice Semiconductor Corporation19.6B mcap
34Q - 45
AMKRAmkor Technology, Inc.16.3B mcap
34Q - 46
MRAMEverspin Technologies, Inc.790M mcap
33Q - 47
POWIPower Integrations, Inc.3.9B mcap
32Q - 48
SMTCSemtech Corporation14.6B mcap
32Q - 49
ASXASE Technology Holding Co., Ltd.76.4B mcap
31Q - 50
AAOIApplied Optoelectronics, Inc.14.6B mcap
31Q
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Key terms in this analysis
Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.