Stock themes · Semiconductor

Semiconductor Stocks List 2026

Companies that design or make chips, or supply the equipment and materials to make them.

Companies
101
Combined market cap
$15.13T
Average YTD
+48.1%
Last reviewed
November 12, 2026

See how Semiconductor stocks have performed

Core 82

Adjacent 19

About this list

How does a company get on this list?
A model reads each company's own description and drafts a reason it might fit. A person then approves, edits or rejects it. Core means: Chips, chip manufacturing or chip-making equipment are a main line of business. Adjacent means the theme is real business for the company, but not a main line of it.
How often is the list reviewed?
New drafts are made monthly. An approval lasts about a year, then that company leaves the list until it is reviewed again. Stocks that stop trading drop off by themselves.
Is this list a recommendation?
No. It describes what companies do. It says nothing about whether a stock is a good investment.

A person checks every company and reason on this list before it appears. Drafts come from a model reading the company's own description. A list is not a recommendation.