Loading data...
Loading data...
Ranks companies inside the Semiconductor Value Chain theme by quality, growth and cash-generation signals.
Theme-level quality and growth rankings refreshed by Datafin.
Theme leaders are tracked by growth, profitability and cash generation.
| Stock | Sales growth | Quality strength |
|---|---|---|
| NVDA | 70.7% | 119.7% |
| MU | 85.5% | 37.7% |
| LRCX | 26.5% | 68.8% |
| AVGO | 25.2% | 27.1% |
| KLAC | 13.4% | 81.5% |
| TER | 30.3% | 29% |
| GLW | 20.1% | 14.1% |
| ASM.AS | 2% | 26.6% |
| AMAT | 3.3% | 33.5% |
| TXN | 14.9% | 24.4% |
| NXPI | 2.4% | 21.2% |
| ADI | 29.8% | 9.4% |
In semis, leadership is cyclical; this ranking leans toward firms whose margins and cash generation hold up even when the cycle turns.
Use it as a curated shortlist: comparable chipmakers side by side, ranked by durable quality before any single-stock deep dive.
The median P/E of every theme we cover; a lower bar marks a more cheaply priced theme. This analysis’ theme is highlighted.
The dark bar is this page’s theme. The lighter bars are the other themes we cover.
Latest published or live-generated results from the official Datafin analysis.
| # | Stock | Score | Sales Growth | EPS Growth | Return on Equity(ROE) | Return on Invested Capital(ROIC) | Free Cash Flow | PEG Ratio | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 🇺🇸 | NVDA.US NVIDIA Corporation | 100 | 70.68% | 109.78% | 114.29% | 125.04% | $119.1B | 0.31 |
| 2 | 🇺🇸 | MU.US Micron Technology Inc | 97 | 85.55% | 408.46% | 39.83% | 35.62% | $39.2B | 0.05 |
| 3 | 🇺🇸 | LRCX.US Lam Research Corp | 95 | 26.53% | 47.53% | 66.76% | 70.88% | $6.5B | 1.02 |
| 4 | 🇺🇸 | AVGO.US Broadcom Inc | 91 | 25.22% | 145.27% | 33.37% | 20.86% | $28.9B | 0.46 |
| 5 | 🇺🇸 | KLAC.US KLA Corporation | 91 | 13.41% | 27.88% | 94.98% | 68.1% | $4.0B | 1.84 |
| 6 | 🇺🇸 | TER.US Teradyne Inc | 90 | 30.32% | 52.09% | 28.75% | 29.23% | $553.2M | 1.22 |
| 7 | 🇺🇸 | GLW.US Corning Incorporated | 86 | 20.05% | 312.67% | 16.07% | 12.05% | $1.5B | 0.3 |
| 8 | 🇳🇱 | ASM.AS ASM International NV | 76 | 2.03% | 104.88% | 24.94% | 28.22% | $537.0M | 0.3 |
| 9 | 🇺🇸 | AMAT.US Applied Materials Inc | 74 | 3.33% | 28.42% | 39.69% | 27.28% | $6.0B | 1.46 |
| 10 | 🇺🇸 | TXN.US Texas Instruments Incorporated | 73 | 14.89% | 10.38% | 32.35% | 16.45% | $3.7B | 4.55 |
| 11 | 🇺🇸 | NXPI.US NXP Semiconductors NV | 69 | 2.37% | 13.57% | 26.2% | 16.21% | $3.0B | 1.59 |
| 12 | 🇺🇸 | ADI.US Analog Devices Inc | 61 | 29.75% | 83.78% | 9.64% | 9.17% | $4.6B | 0.7 |
| 13 | 🇺🇸 | QCOM.US Qualcomm Incorporated | 59 | 5.21% | -6.52% | 36.08% | 22.19% | $12.5B | -2.58 |
| 14 | 🇺🇸 | MPWR.US Monolithic Power Systems Inc | 59 | 23.9% | -63.98% | 19.45% | - | $627.5M | -1.79 |
| 15 | 🇺🇸 | AMD.US Advanced Micro Devices Inc | 58 | 34.97% | 82.12% | 8.16% | 6.12% | $8.6B | 2.33 |