144 stocks in the theme · theme 1-month -4.9% · as of 2026-07-07
The world's leading AI memory chipmaker is launching a record-breaking $28.1 billion Nasdaq listing to capitalize on surging demand for high-bandwidth memory used in next-generation artificial intelligence accelerators. Companies designing, manufacturing, or equipping the semiconductor supply chain.
Below are the 10 largest Semiconductors stocks by market capitalization, led by NVDA (Nvidia Corp) at $4.8T. Each is shown with its 1-month, 3-month, and year-to-date performance, relative-strength rank, and recent price action — a snapshot of where the money and momentum sit in the theme today.
These are the recognizable leaders, not micro-cap lottery tickets: ranking by market cap surfaces the companies with the scale, liquidity, and institutional ownership to actually represent the theme. Use the relative-strength column to separate the names outperforming the broad market from those just along for the ride.
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence to…
NVDA (Nvidia Corp) carries a $4.8T valuation. Within the theme it sits in the Logic, CPUs & GPUs sub-group. A -9.9% one-month move has it out of favor for now. Relative strength sits mid-pack at 78. Over longer windows it's +10.9% in three months and +4.3% year-to-date.
#2. AAPL — Apple Inc. · $4.2T
Consumer Electronics · Mobile Devices — Integrated Ecosystem · Public since 1980
Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple's iPhone accounts for the majority of the firm's sales, and Apple's other products, such as the Mac, iPad, and Watch, are…
AAPL (Apple Inc.) carries a $4.2T valuation. Within the theme it sits in the Logic, CPUs & GPUs sub-group. It's roughly flat over the past month (-0.2%). Relative strength is strong at 88 — it's outpacing most of the market. Over longer windows it's +20.0% in three months and +14.6% year-to-date.
#3. AVGO — Broadcom Inc. Common Stock · $1.8T
Semiconductors · Semiconductors — Analog & Mixed-Signal · Public since 2009
Broadcom is one of the largest semiconductor companies in the world and has also expanded into infrastructure software. Its semiconductors primarily serve computing and networking, with custom AI accelerators now accounting for the bulk of the business. It is primarily a fabless…
AVGO (Broadcom Inc. Common Stock) is a $1.8T name. Within the theme it sits in the Analog & Power Management sub-group. A -11.5% one-month move has it out of favor for now. An RS rank of 85 puts it among the market's leaders. Over longer windows it's +17.9% in three months and +6.7% year-to-date.
#4. MU — Micron Technology, Inc. · $1.3T
Semiconductors · Memory & Storage — Dram/Nand Manufacturing · Public since 1984
Micron is one of the largest semiconductor companies in the world, specializing in memory and storage chips. Its primary revenue stream comes from dynamic random access memory, or DRAM, and it also has minority exposure to not-and or NAND, flash chips. Micron serves a global…
MU (Micron Technology, Inc.) commands a $1.3T market cap. Within the theme it sits in the Memory & Storage Chips sub-group. It's down -5.8% over the past month, lagging the theme's leaders. With RS at 99, it's outperforming the broad tape. Over longer windows it's +148.4% in three months and +197.5% year-to-date.
#5. AMD — Advanced Micro Devices · $947.2B
Semiconductors · Processors — High-Performance Computing · Public since 1973
Advanced Micro Devices designs a variety of digital semiconductors for markets such as PCs, gaming consoles, data centers (including artificial intelligence), industrial, and automotive applications. AMD's traditional strength was in central processing units and graphics…
AMD (Advanced Micro Devices) commands a $947.2B market cap. Within the theme it sits in the Logic, CPUs & GPUs sub-group. It's roughly flat over the past month (-1.4%). With RS at 98, it's outperforming the broad tape. Over longer windows it's +134.4% in three months and +131.0% year-to-date.
#6. INTC — Intel Corp · $701.8B
Semiconductors · Microprocessors — X86 Architecture · Public since 1971
Intel is a leading digital chipmaker focused on designing and manufacturing microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors and led the semiconductor industry down the path of Moore's law for…
INTC (Intel Corp) is a $701.8B name. Within the theme it sits in the Logic, CPUs & GPUs sub-group. It's roughly flat over the past month (-1.2%). An RS rank of 98 puts it among the market's leaders. Over longer windows it's +117.4% in three months and +180.3% year-to-date.
#7. AMAT — Applied Materials Inc · $574.0B
Semiconductor Equipment · Semiconductor Equipment — Process Control · Public since 1972
Applied Materials is the largest semiconductor wafer fabrication equipment manufacturer in the world. It has a broad portfolio spanning nearly every corner of the WFE ecosystem. Applied Materials holds leading market share in deposition, which entails the layering of new…
AMAT (Applied Materials Inc) carries a $574.0B valuation. Within the theme it sits in the Equipment & Lithography sub-group. A +10.5% one-month move shows buyers in control. Relative strength is strong at 97 — it's outpacing most of the market. Over longer windows it's +57.3% in three months and +106.2% year-to-date.
#8. LRCX — Lam Research Corp · $541.9B
Semiconductor Equipment · Semiconductor Equipment — Process Control · Public since 1984
Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the…
LRCX (Lam Research Corp) carries a $541.9B valuation. Within the theme it sits in the Equipment & Lithography sub-group. The past month has been quiet — -3.1%. Relative strength is strong at 97 — it's outpacing most of the market. Over longer windows it's +47.8% in three months and +76.2% year-to-date.
#9. KLAC — KLA Corporation Common Stock · $394.1B
Semiconductor Equipment · Semiconductor Equipment — Process Control · Public since 1980
KLA is one of the largest semiconductor wafer fabrication equipment, or WFE, manufacturers in the world. It specializes in the market segment of semiconductor process control, wherein machines inspect semiconductor wafers during research and development and manufacturing for…
KLAC (KLA Corporation Common Stock) carries a $394.1B valuation. Within the theme it sits in the Equipment & Lithography sub-group. The past month has been quiet — +1.6%. Relative strength is strong at 96 — it's outpacing most of the market. Over longer windows it's +40.6% in three months and +69.9% year-to-date.
#10. SNDK — Sandisk Corporation Common Stock · $336.7B
Semiconductors · Memory & Storage — Dram/Nand Manufacturing · Public since 2025
Sandisk is one of the five largest suppliers of NAND flash memory semiconductors globally. Sandisk is vertically integrated, producing substantially all of its flash chips at manufacturing sites across Japan via a joint-venture framework with Kioxia. Sandisk then repackages most…
SNDK (Sandisk Corporation Common Stock) commands a $336.7B market cap. Within the theme it sits in the Memory & Storage Chips sub-group. It's down -8.1% over the past month, lagging the theme's leaders. With RS at 99, it's outperforming the broad tape. Over longer windows it's +123.2% in three months and +487.7% year-to-date.