By the StockSemáforo model · Updated September 12, 2026
Semiconductors are tech's most cyclical sector: years of shortage with record margins followed by years of glut with losses, and again. AI has stretched the upcycle, but hasn't repealed it. It pays to distinguish designers (NVIDIA, AMD), memory (Micron) and the makers of the machines (Applied, Lam, KLA) — each link lives the cycle with different violence.
This ranking sorts by fundamental quality, not by whether a stock is cheap or expensive: an excellent company can be expensive. To find the fair price, enter its quote in the analyzer. The scores recompute on their own with each new SEC filing.
NVDA
94
quality /100
NVIDIA designs graphics processing units (GPUs) and computing platforms.
See full analysis →AVGO
94
quality /100
Broadcom designs semiconductors (chips for networking, broadband and, increasingly, AI) and, after several acquisitions, is also an enterprise-software giant (VMware).
See full analysis →94
quality /100
Micron is one of the few large global makers of memory chips (DRAM and NAND flash): the ones that store data in phones, computers, cars and data centers.
See full analysis →94
quality /100
Monolithic Power Systems designs power-management chips: the circuits that precisely feed everything from an AI server to a car or an appliance.
See full analysis →91
quality /100
Western Digital makes high-capacity hard drives (HDDs) for data centers, after spinning off its flash business (SanDisk).
See full analysis →89
quality /100
NXP Semiconductors is the automobile's big chipmaker: the processors and radars governing brakes, batteries and dashboards, plus industrial and contactless-payment chips.
See full analysis →88
quality /100
Analog Devices designs analog chips: the ones that translate the physical world (temperature, sound, pressure, power) into digital signals.
See full analysis →KLAC
88
quality /100
KLA makes the equipment that inspects and measures chips during manufacturing: it detects nanometer-scale defects so fabs don't waste wafers.
See full analysis →88
quality /100
Marvell designs infrastructure chips: optical connectivity for data centers and, above all, custom AI chips (ASICs) it designs for cloud giants that don't want to depend solely on NVIDIA.
See full analysis →QCOM
87
quality /100
Qualcomm designs the chips that power smartphones (processors and modems to connect to networks).
See full analysis →To understand it better
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Data: official SEC filings (EDGAR) · Recomputed on September 12, 2026
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