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 Corporation251.0B mcap
80Q - 2
NVDANVIDIA Corporation5.11T mcap
72Q - 3
AVGOBroadcom Inc.2.12T mcap
71Q - 4
LRCXLam Research Corporation397.9B mcap
70Q - 5
AMATApplied Materials, Inc.357.3B mcap
68Q - 6
ASMLASML Holding N.V.621.6B mcap
68Q - 7
TSMTaiwan Semiconductor Manufacturing Company Limited2.17T mcap
67Q - 8
NXPINXP Semiconductors N.V.81.1B mcap
66Q - 9
QCOMQUALCOMM Incorporated264.6B mcap
64Q - 10
UMCUnited Microelectronics Corporation55.7B mcap
63Q - 11
NVMINova Ltd.16.0B mcap
63Q - 12
CRUSCirrus Logic, Inc.8.6B mcap
62Q - 13
MPWRMonolithic Power Systems, Inc.76.9B mcap
61Q - 14
RMBSRambus Inc.15.7B mcap
60Q - 15
TXNTexas Instruments Incorporated278.2B mcap
60Q - 16
ACLSAxcelis Technologies, Inc.4.6B mcap
57Q - 17
TERTeradyne, Inc.58.6B mcap
57Q - 18
ADIAnalog Devices, Inc.201.6B mcap
57Q - 19
ENTGEntegris, Inc.21.1B mcap
56Q - 20
CAMTCamtek Ltd.7.9B mcap
56Q - 21
AMDAdvanced Micro Devices, Inc.841.6B mcap
55Q - 22
QQnity Electronics, Inc.32.7B mcap
52Q - 23
ALABAstera Labs, Inc. Common Stock58.8B mcap
52Q - 24
SWKSSkyworks Solutions, Inc.11.7B mcap
51Q - 25
DIODDiodes Incorporated4.8B mcap
50Q - 26
ACMRACM Research, Inc.6.0B mcap
49Q - 27
ONON Semiconductor Corporation46.9B mcap
48Q - 28
HIMXHimax Technologies, Inc.3.6B mcap
47Q - 29
ARMArm Holdings plc American Depositary Shares377.3B mcap
46Q - 30285A.TKIOXIA HOLDINGS CORPORATION
35.96T mcap
46Q - 31
MTSIMACOM Technology Solutions Holdings, Inc.27.8B mcap
45Q - 32
ONTOOnto Innovation Inc.12.8B mcap
45Q - 33
MUMicron Technology, Inc.1.10T mcap
44Q - 34IFX.DEInfineon Technologies AG
105.4B mcap
44Q - 35
FORMFormFactor, Inc.9.7B mcap
43Q - 36
KLICKulicke and Soffa Industries, Inc.5.3B mcap
43Q - 37
AEHRAehr Test Systems2.9B mcap
42Q - 38
VECOVeeco Instruments Inc.3.5B mcap
41Q - 39
QRVOQorvo, Inc.9.1B mcap
40Q - 40
MRVLMarvell Technology, Inc.179.3B mcap
40Q - 41
PLABPhotronics, Inc.1.9B mcap
38Q - 42
SIMOSilicon Motion Technology Corporation9.4B mcap
37Q - 43
LAESSEALSQ Corp775M mcap
36Q - 44
GFSGLOBALFOUNDRIES Inc.43.9B mcap
35Q - 45
LSCCLattice Semiconductor Corporation20.2B mcap
34Q - 46
AMKRAmkor Technology, Inc.17.2B mcap
34Q - 47
MCHPMicrochip Technology Incorporated51.3B mcap
34Q - 48
MRAMEverspin Technologies, Inc.619M mcap
33Q - 49
POWIPower Integrations, Inc.4.7B mcap
32Q - 50
TSEMTower Semiconductor Ltd.30.4B mcap
32Q
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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.