What are the best semiconductors stocks?

Top semiconductors stocks by AI conviction score include NXPI, MPWR, QCOM. Ratings are based on fair value analysis, quality screening, and risk-reward asymmetry.

How does Convex evaluate semiconductors stocks?

Each semiconductors stock is evaluated with an 8-step conviction framework: quality screening, classification, signal analysis, fair value estimation (DCF/EV-EBITDA), Monte Carlo scenarios, asymmetry scoring, and buy zone analysis.

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Semiconductors Stocks: Analysis

21 semiconductors stocks analyzed with fair value and Convex Scores.

Ticker	Company	Rating	Convex Score	Fair Value	Upside	Quality	Classification
NXPI	NXP Semiconductors N.V.	Score B	10/10	$292	+25.2%	B	Compounder	View
MPWR	Monolithic Power Systems, Inc.	Score B	10/10	$870	-37.0%	A	Compounder	View
QCOM	QUALCOMM Incorporated	Score A+	10/10	$218	+30.0%	A	Compounder	View
ON	ON Semiconductor Corporation	Score A	10/10	$79	-3.2%	C	Growth	View
SWKS	Skyworks Solutions, Inc.	Score A	10/10	$77	+12.4%	C	Value	View
QRVO	Qorvo, Inc.	Score A	10/10	$110	+13.0%	C	Speculative	View
SKHY	SK hynix Inc.	Score A+	10/10	$258	+90.5%	A	Growth	View
TSM	Taiwan Semiconductor Manufacturing Company Limited	Score A	10/10	$456	+8.9%	A	Compounder	View
AVGO	Broadcom Inc.	Score A	10/10	$375	-11.2%	A	Compounder	View
ARM	Arm Holdings plc American Depositary Shares	Score B	10/10	$116	-56.9%	A	Compounder	View
NVDA	NVIDIA Corporation	Score A	10/10	$203	-6.5%	A	Compounder	View
ADI	Analog Devices, Inc.	Score A	9/10	$350	-8.8%	C	Growth	View
ALAB	Astera Labs, Inc. Common Stock	Score B	9/10	$182	-42.7%	A	Cyclical	View
MCHP	Microchip Technology Incorporated	Score B	9/10	$54	-36.7%	C	Cyclical	View
TXN	Texas Instruments Incorporated	Score B	9/10	$200	-28.8%	A	Compounder	View
AMD	Advanced Micro Devices, Inc.	Score B	6/10	$297	-36.8%	B	Compounder	View
MU	Micron Technology, Inc.	Score B	6/10	$465	-46.0%	B	Cyclical	View
TSEM	Tower Semiconductor Ltd.	Score D	3/10	$111	-56.2%	D	Growth	View
INTC	Intel Corp.	Score D	3/10	$54	-44.7%	F	Compounder	View
MRVL	Marvell Technology, Inc.	Score D	2/10	$138	-33.8%	D	Compounder	View
NVTS	Navitas Semiconductor Corp	Score D (Speculative)	1/10	$8	-44.6%	D	Cyclical	View

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