What are the best semiconductor stocks in 2026?

Based on AI conviction analysis, the top best semiconductor stocks include KLAC, LRCX, ASML, NXPI, MPWR. Each stock is scored on quality, fair value, and risk-reward asymmetry.

How are best semiconductor stocks ranked?

Stocks are ranked by AI conviction score (1-10) using fundamental analysis: DCF valuation, earnings quality, Monte Carlo scenarios, and risk-reward asymmetry. Each stock also receives a quality grade (A-F) and a rating from Strong Buy to Avoid.

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Best Semiconductor Stocks

Top semiconductor and chip stocks ranked by AI conviction: fair value, quality grade, and risk-reward. The picks and shovels of the AI build-out.

29 stocks

#	Ticker	Company	Rating	Convex Score	Fair Value	Upside	Quality
1	KLAC	KLA Corporation	Score B	10/10	$139	-27.9%	A	View
2	LRCX	Lam Research Corporation	Score B	10/10	$222	-28.7%	A	View
3	ASML	ASML Holding N.V.	Score A	10/10	$1,419	-18.2%	A	View
4	NXPI	NXP Semiconductors N.V.	Score B	10/10	$292	+25.2%	B	View
5	MPWR	Monolithic Power Systems, Inc.	Score B	10/10	$870	-37.0%	A	View
6	QCOM	QUALCOMM Incorporated	Score A+	10/10	$218	+30.0%	A	View
7	ON	ON Semiconductor Corporation	Score A	10/10	$79	-3.2%	C	View
8	SWKS	Skyworks Solutions, Inc.	Score A	10/10	$77	+12.4%	C	View
9	QRVO	Qorvo, Inc.	Score A	10/10	$110	+13.0%	C	View
10	SKHY	SK hynix Inc.	Score A+	10/10	$258	+90.5%	A	View
11	TSM	Taiwan Semiconductor Manufacturing Company Limited	Score A	10/10	$456	+8.9%	A	View
12	AVGO	Broadcom Inc.	Score A	10/10	$375	-11.2%	A	View
13	ARM	Arm Holdings plc American Depositary Shares	Score B	10/10	$116	-56.9%	A	View
14	NVDA	NVIDIA Corporation	Score A	10/10	$203	-6.5%	A	View
15	ADI	Analog Devices, Inc.	Score A	9/10	$350	-8.8%	C	View
16	ALAB	Astera Labs, Inc. Common Stock	Score B	9/10	$182	-42.7%	A	View
17	MCHP	Microchip Technology Incorporated	Score B	9/10	$54	-36.7%	C	View
18	TXN	Texas Instruments Incorporated	Score B	9/10	$200	-28.8%	A	View
19	ONTO	Onto Innovation Inc.	Score B	8/10	$122	-58.1%	B	View
20	Q	Qnity Electronics, Inc.	Score B	7/10	$166	+23.7%	D	View
21	AMAT	Applied Materials, Inc.	Score B	7/10	$306	-41.4%	A	View
22	AMD	Advanced Micro Devices, Inc.	Score B	6/10	$297	-36.8%	B	View
23	MU	Micron Technology, Inc.	Score B	6/10	$465	-46.0%	B	View
24	TER	Teradyne, Inc.	Score B	4/10	$183	-50.0%	A	View
25	AXTI	AXT, Inc.	Score D	4/10	$73	-1.7%	F	View
26	TSEM	Tower Semiconductor Ltd.	Score D	3/10	$111	-56.2%	D	View
27	INTC	Intel Corp.	Score D	3/10	$54	-44.7%	F	View
28	MRVL	Marvell Technology, Inc.	Score D	2/10	$138	-33.8%	D	View
29	NVTS	Navitas Semiconductor Corp	Score D (Speculative)	1/10	$8	-44.6%	D	View

Methodology

Stocks are selected using our 8-step AI conviction framework, which evaluates quality, fair value (PEG, FCF DCF, EV/EBITDA), scenario modeling, and risk/reward asymmetry. The list is updated regularly as new analyses are processed.