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 azioni

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

Metodologia

Le azioni sono selezionate usando il nostro framework di convinzione IA a 8 passi, che valuta qualità, valore equo (PEG, FCF DCF, EV/EBITDA), modellazione di scenari e asimmetria rischio/rendimento. La lista viene aggiornata regolarmente.