Best semiconductor stocks 2026
Semiconductors are the picks-and-shovels of the AI buildout. Three sub-sectors matter: designers (NVDA, AMD, AVGO), foundries (TSM) and equipment makers (ASML, AMAT, KLAC, LRCX). Cyclicality is real — the industry has had four major down-cycles since 2000 — but secular AI demand has shifted the cycle's amplitude.
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Selection criteria
- Semiconductor industry
- Market cap above $20B
- Positive operating margin
- 12-month return above S&P 500
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Frequently asked questions
- Foundries vs designers?
- TSMC owns the leading-edge fabrication. Designers (NVDA, AMD, AAPL) depend on its capacity. Equipment makers benefit from capex cycles regardless of which designer wins.
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