THEME RANKINGS

Semiconductor Value Chain Ranking - Theme-level quality and growth rankings refreshed by Datafin.
Official Theme RankingPublished

Semiconductor Value Chain Ranking

Ranks companies inside the Semiconductor Value Chain theme by quality, growth and cash-generation signals.

Open live tool
Theme universe
74
Visible candidates
15
Model type
Quality ranking
Generated: Jul 15, 2026, 04:30 AM
Data as of: 2026-07-14
Theme Rankings· 6 analyses

Theme-level quality and growth rankings refreshed by Datafin.

Theme Leader Matrix

Theme leaders are tracked by growth, profitability and cash generation.

Quality strength
Sales growth
Top 3:1NVDA2MU3CRDO
Theme Leader Matrix
StockSales growthQuality strength
NVDA70.7%119.7%
MU167%64.6%
CRDO205.7%54%
LRCX26.5%68.8%
AVGO32.3%30.7%
KLAC13.4%82.5%
TER30.3%29%
GLW20.1%14.1%
AEIS22.2%14.7%
ASM.AS2%26.6%
AMAT3.3%39.6%
TXN14.9%27.5%

Datafin’s View

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.

This analysis is for informational purposes only and is not investment advice; it is a repeatable research starting point using the same rules.

Cross-Theme Valuation

The median P/E of every theme we cover; a lower bar marks a more cheaply priced theme. This analysis’ theme is highlighted.

  • AI Software Layer
    18
  • Strategic Minerals
    19.5
  • Battery and Energy Storage
    20.2
  • AI Platforms and Models
    20.4
  • Pharmaceutical Manufacturers
    20.8
  • Financial Rails and Payments
    20.9
  • Food Security
    22.4
  • Water Scarcity and Infrastructure
    23.3
  • Agricultural Technology
    23.8
  • Next-Generation Healthcare
    27.2
  • Circular Economy and Waste
    28.3
  • Digital Commerce and Marketplaces
    28.7
  • Digital Infrastructure
    29.6
  • Clean Energy Equipment
    30.4
  • Robotics and Automation
    32.2
  • Cybersecurity
    33.3
  • Defense and Sovereign Technology
    36.9
  • Nuclear Fuel and Uranium
    37
  • Copper and Power Transmission
    37.1
  • AI Data Center Infrastructure
    37.6
  • Space and Satellite Economy
    44.1
  • Semiconductor Value Chain
    65
  • AI Chips and Accelerators
    73.1

The dark bar is this page’s theme. The lighter bars are the other themes we cover.

Results

Latest published or live-generated results from the official Datafin analysis.

1🇺🇸
NVDA.US
NVIDIA Corporation
100
Sales Growth
70.68%
EPS Growth
109.78%
Return on Equity(ROE)
114.29%
Return on Invested Capital(ROIC)
125.04%
Free Cash Flow
$119.1B
PEG Ratio
0.29
2🇺🇸
MU.US
Micron Technology Inc
100
Sales Growth
166.98%
EPS Growth
696.65%
Return on Equity(ROE)
66.64%
Return on Invested Capital(ROIC)
62.66%
Free Cash Flow
$49.3B
PEG Ratio
0.03
3🇺🇸
CRDO.US
Credo Technology Group Holding Ltd
97
Sales Growth
205.68%
EPS Growth
755.43%
Return on Equity(ROE)
34.41%
Return on Invested Capital(ROIC)
73.69%
Free Cash Flow
$407M
PEG Ratio
0.13
4🇺🇸
LRCX.US
Lam Research Corp
94
Sales Growth
26.53%
EPS Growth
47.53%
Return on Equity(ROE)
66.76%
Return on Invested Capital(ROIC)
70.88%
Free Cash Flow
$6.5B
PEG Ratio
1.36
5🇺🇸
AVGO.US
Broadcom Inc
93
Sales Growth
32.29%
EPS Growth
124.64%
Return on Equity(ROE)
37.28%
Return on Invested Capital(ROIC)
24.07%
Free Cash Flow
$32.8B
PEG Ratio
0.52
6🇺🇸
KLAC.US
KLA Corporation
90
Sales Growth
13.41%
EPS Growth
27.88%
Return on Equity(ROE)
94.98%
Return on Invested Capital(ROIC)
70.07%
Free Cash Flow
$4B
PEG Ratio
2.33
7🇺🇸
TER.US
Teradyne Inc
90
Sales Growth
30.32%
EPS Growth
52.09%
Return on Equity(ROE)
28.75%
Return on Invested Capital(ROIC)
29.23%
Free Cash Flow
$553.2M
PEG Ratio
1.25
8🇺🇸
GLW.US
Corning Incorporated
86
Sales Growth
20.05%
EPS Growth
300.16%
Return on Equity(ROE)
16.07%
Return on Invested Capital(ROIC)
12.05%
Free Cash Flow
$1.5B
PEG Ratio
0.3
9🇺🇸
AEIS.US
Advanced Energy Industries Inc
86
Sales Growth
22.2%
EPS Growth
134.1%
Return on Equity(ROE)
14.57%
Return on Invested Capital(ROIC)
14.76%
Free Cash Flow
$68.3M
PEG Ratio
0.5
10🇳🇱
ASM.AS
ASM International NV
76
Sales Growth
2.03%
EPS Growth
104.88%
Return on Equity(ROE)
24.94%
Return on Invested Capital(ROIC)
28.22%
Free Cash Flow
$537M
PEG Ratio
0.44
11🇺🇸
AMAT.US
Applied Materials Inc
75
Sales Growth
3.33%
EPS Growth
28.42%
Return on Equity(ROE)
39.69%
Return on Invested Capital(ROIC)
39.48%
Free Cash Flow
$5.3B
PEG Ratio
1.97
12🇺🇸
TXN.US
Texas Instruments Incorporated
74
Sales Growth
14.89%
EPS Growth
10.38%
Return on Equity(ROE)
32.35%
Return on Invested Capital(ROIC)
22.75%
Free Cash Flow
$3.7B
PEG Ratio
5.01
13🇺🇸
MRVL.US
Marvell Technology Group Ltd
74
Sales Growth
34.07%
EPS Growth
-
Return on Equity(ROE)
16.03%
Return on Invested Capital(ROIC)
14.73%
Free Cash Flow
$1.7B
PEG Ratio
0.13
14🇺🇸
RMBS.US
Rambus Inc
74
Sales Growth
19.12%
EPS Growth
9.89%
Return on Equity(ROE)
18.02%
Return on Invested Capital(ROIC)
36.64%
Free Cash Flow
$335.2M
PEG Ratio
5.08
15🇺🇸
CRUS.US
Cirrus Logic Inc
74
Sales Growth
5.34%
EPS Growth
29.67%
Return on Equity(ROE)
20.33%
Return on Invested Capital(ROIC)
30.21%
Free Cash Flow
$636.5M
PEG Ratio
0.58

Methodology

Sales Growth> 12% · 18 pts
EPS Growth> 8% · 14 pts
Return on Equity (ROE)> 14% · 20 pts
Return on Invested Capital (ROIC)> 10% · 16 pts
Free Cash Flow> $0 · 20 pts
PEG Ratio< 2.5 · 12 pts

Last 5 Updates

Jul 15, 2026, 04:30 AM15 companies
List unchanged (refreshed).
Jun 30, 2026, 01:48 PM15 companies
List unchanged (refreshed).
Jun 30, 2026, 12:33 PM15 companies
Entered:CRDO.US, AEIS.US, MRVL.US, CRUS.US, RMBS.US
Exited:NXPI.US, ADI.US, QCOM.US, MPWR.US, AMD.US
May 31, 2026, 08:33 AM15 companies
First run.

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