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Semiconductors (Broad)

The full chip and semi-equipment universe.

Beyond the AI headliners, semiconductors power everything electronic — analog, memory, foundries and the equipment that fabricates them. This collection gathers the broad semiconductor and semi-cap universe, ranked by market cap.

158 stocksSorted by market capUpdated 16 Jul 2026

Why it matters

The full chip and semi-equipment universe. Technology themes move quickly, so the best use is to separate real revenue exposure from broad market excitement.

What to check next

Look for clear product demand, customer concentration, margins, reinvestment needs and whether the company has pricing power in the theme.

Main risk

Fast narratives can outrun fundamentals; competition, capex cycles and valuation compression matter even when the long-term theme is real.

Showing the 40 largest of 158 — sort or filter to explore the rest.

Company	Market Cap	Reward	Risk	Yield
NVIDIA CorporationNVDA	$4.8T	—	—	0.0%
Taiwan Semiconductor ManufacturingTSM	$1.9T	—	—	0.9%
Broadcom IncAVGO	$1.9T	—	—	0.6%
Advanced Micro Devices IncAMD	$549.6B	—	—	—
ASML Holding NV ADRASML	$537.3B	—	—	0.6%
Micron Technology IncMU	$482.8B	—	—	0.1%
Lam Research CorpLRCX	$313.4B	—	—	0.4%
Applied Materials IncAMAT	$303.6B	—	—	0.5%
Intel CorporationINTC	$234.2B	—	—	—
Arm Holdings plc American Depositary SharesARM	$214.2B	—	—	—
KLA CorporationKLAC	$203.2B	—	—	0.5%
Texas Instruments IncorporatedTXN	$192.7B	—	—	2.6%
Analog Devices IncADI	$190.1B	—	—	1.1%
Qualcomm IncorporatedQCOM	$152.0B	—	—	2.4%
Advantest CorporationADTTF	$137.8B	—	—	33.8%
Tokyo Electron Ltd PKTOELY	$134.0B	—	—	1.4%
Advantest Corp DRCATEYY	$131.8B	—	—	32.5%
Tokyo Electron Ltd.TOELF	$128.8B	—	—	1.4%
Kioxia Holdings Corporation ADRKXIAY	$77.3B	—	—	—
Infineon Technologies AGIFNNF	$73.5B	—	—	0.6%
Marvell Technology Group LtdMRVL	$68.6B	—	—	0.3%
ASE Industrial Holding Co Ltd ADRASX	$67.0B	—	—	0.0%
Monolithic Power Systems IncMPWR	$60.0B	—	—	0.5%
NXP Semiconductors NVNXPI	$59.3B	—	—	1.7%
Disco Corp ADRDSCSY	$54.3B	—	—	0.6%
Cerebras Systems Inc. Class A Common StockCBRS	$50.2B	—	—	—
Teradyne IncTER	$50.1B	—	—	0.1%
ASM International NVASMXF	$48.9B	—	—	0.4%
Microchip Technology IncMCHP	$40.8B	—	—	2.4%
Renesas Electronics CorporationRNECF	$37.7B	—	—	0.9%
Astera Labs, Inc.ALAB	$33.7B	—	—	—
STMicroelectronics NV ADRSTM	$30.4B	—	—	1.1%
ON Semiconductor CorporationON	$28.0B	—	—	—
Globalfoundries IncGFS	$27.2B	—	—	—
Qnity Electronics, IncQ	$26.6B	—	—	0.0%
United MicroelectronicsUMC	$26.3B	—	—	4.6%
Hua Hong Semiconductor LimitedHHUSF	$25.4B	—	—	—
BE Semiconductor Industries N.VBESVF	$22.8B	—	—	0.5%
Credo Technology Group Holding LtdCRDO	$22.4B	—	—	—
Entegris IncENTG	$20.7B	—	—	0.3%

NVIDIA CorporationNVDA · $4.8T
Reward—Risk—Yield0.0%
Taiwan Semiconductor ManufacturingTSM · $1.9T
Reward—Risk—Yield0.9%
Broadcom IncAVGO · $1.9T
Reward—Risk—Yield0.6%
Advanced Micro Devices IncAMD · $549.6B
Reward—Risk—
ASML Holding NV ADRASML · $537.3B
Reward—Risk—Yield0.6%
Micron Technology IncMU · $482.8B
Reward—Risk—Yield0.1%
Lam Research CorpLRCX · $313.4B
Reward—Risk—Yield0.4%
Applied Materials IncAMAT · $303.6B
Reward—Risk—Yield0.5%
Intel CorporationINTC · $234.2B
Reward—Risk—
Arm Holdings plc American Depositary SharesARM · $214.2B
Reward—Risk—
KLA CorporationKLAC · $203.2B
Reward—Risk—Yield0.5%
Texas Instruments IncorporatedTXN · $192.7B
Reward—Risk—Yield2.6%
Analog Devices IncADI · $190.1B
Reward—Risk—Yield1.1%
Qualcomm IncorporatedQCOM · $152.0B
Reward—Risk—Yield2.4%
Advantest CorporationADTTF · $137.8B
Reward—Risk—Yield33.8%
Tokyo Electron Ltd PKTOELY · $134.0B
Reward—Risk—Yield1.4%
Advantest Corp DRCATEYY · $131.8B
Reward—Risk—Yield32.5%
Tokyo Electron Ltd.TOELF · $128.8B
Reward—Risk—Yield1.4%
Kioxia Holdings Corporation ADRKXIAY · $77.3B
Reward—Risk—
Infineon Technologies AGIFNNF · $73.5B
Reward—Risk—Yield0.6%
Marvell Technology Group LtdMRVL · $68.6B
Reward—Risk—Yield0.3%
ASE Industrial Holding Co Ltd ADRASX · $67.0B
Reward—Risk—Yield0.0%
Monolithic Power Systems IncMPWR · $60.0B
Reward—Risk—Yield0.5%
NXP Semiconductors NVNXPI · $59.3B
Reward—Risk—Yield1.7%
Disco Corp ADRDSCSY · $54.3B
Reward—Risk—Yield0.6%
Cerebras Systems Inc. Class A Common StockCBRS · $50.2B
Reward—Risk—
Teradyne IncTER · $50.1B
Reward—Risk—Yield0.1%
ASM International NVASMXF · $48.9B
Reward—Risk—Yield0.4%
Microchip Technology IncMCHP · $40.8B
Reward—Risk—Yield2.4%
Renesas Electronics CorporationRNECF · $37.7B
Reward—Risk—Yield0.9%
Astera Labs, Inc.ALAB · $33.7B
Reward—Risk—
STMicroelectronics NV ADRSTM · $30.4B
Reward—Risk—Yield1.1%
ON Semiconductor CorporationON · $28.0B
Reward—Risk—
Globalfoundries IncGFS · $27.2B
Reward—Risk—
Qnity Electronics, IncQ · $26.6B
Reward—Risk—Yield0.0%
United MicroelectronicsUMC · $26.3B
Reward—Risk—Yield4.6%
Hua Hong Semiconductor LimitedHHUSF · $25.4B
Reward—Risk—
BE Semiconductor Industries N.VBESVF · $22.8B
Reward—Risk—Yield0.5%
Credo Technology Group Holding LtdCRDO · $22.4B
Reward—Risk—
Entegris IncENTG · $20.7B
Reward—Risk—Yield0.3%

Frequently asked questions

What is the Semiconductors (Broad) collection?

The full chip and semi-equipment universe. It currently holds 158 stocks, each rated by Openbook's Reward and Risk scores. Beyond the AI headliners, semiconductors power everything electronic — analog, memory, foundries and the equipment that fabricates them.

How are Semiconductors (Broad) stocks selected?

Constituents are chosen by a rules-based screen over the full UK and US common-stock universe, then ranked by market capitalisation.

How often is the Semiconductors (Broad) list updated?

It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.

How should I use the Reward and Risk ratings?

Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.

Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.