144 stocks in the theme · theme 1-month +6.2% · as of 2026-09-30
Semiconductors is one of the market's hottest themes right now: over the past week its median constituent rose 0.8% and 56% of its members advanced. 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 $5.5T. 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 $5.5T valuation. Within the theme it sits in the Logic, CPUs & GPUs sub-group. The past month has been quiet — +3.4%. Relative strength is strong at 86 — it's outpacing most of the market. Over longer windows it's +15.6% in three months and +20.9% year-to-date.
#2. AAPL — Apple Inc. · $4.7T
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 $4.7T valuation. Within the theme it sits in the Logic, CPUs & GPUs sub-group. The stock is up +5.1% over the past month — clear momentum. Relative strength is strong at 87 — it's outpacing most of the market. Over longer windows it's +13.1% in three months and +22.9% year-to-date.
#3. AVGO — Broadcom Inc. Common Stock · $1.7T
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 $1.7T name. Within the theme it sits in the Analog & Power Management sub-group. A -5.2% one-month move has it out of favor for now. Relative strength sits mid-pack at 62. Over longer windows it's -4.9% in three months and +1.0% year-to-date.
#4. MU — Micron Technology, Inc. · $1.1T
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 $1.1T market cap. Within the theme it sits in the Memory & Storage Chips sub-group. The stock is up +11.1% over the past month — clear momentum. With RS at 99, it's outperforming the broad tape. Over longer windows it's +3.2% in three months and +237.7% year-to-date.
#5. AMD — Advanced Micro Devices · $746.1B
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 $746.1B market cap. Within the theme it sits in the Logic, CPUs & GPUs sub-group. The stock is up +30.0% over the past month — clear momentum. With RS at 98, it's outperforming the broad tape. Over longer windows it's +13.1% in three months and +173.8% year-to-date.
#6. INTC — Intel Corp · $476.0B
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 $476.0B name. Within the theme it sits in the Logic, CPUs & GPUs sub-group. The stock is up +34.3% over the past month — clear momentum. An RS rank of 98 puts it among the market's leaders. Over longer windows it's -5.3% in three months and +205.3% year-to-date.
#7. LRCX — Lam Research Corp · $360.8B
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 $360.8B valuation. Within the theme it sits in the Equipment & Lithography sub-group. A +9.0% one-month move shows buyers in control. Relative strength is strong at 98 — it's outpacing most of the market. Over longer windows it's -16.0% in three months and +77.5% year-to-date.
#8. AMAT — Applied Materials Inc · $348.0B
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 $348.0B valuation. Within the theme it sits in the Equipment & Lithography sub-group. A +11.6% one-month move shows buyers in control. Relative strength is strong at 98 — it's outpacing most of the market. Over longer windows it's -21.4% in three months and +90.2% year-to-date.
Dallas-based Texas Instruments generates over 95% of its revenue from semiconductors and the remainder from its well-known calculators. Texas Instruments is the world's largest maker of analog chips, which are used to process real-world signals such as sound and power. Texas…
TXN (Texas Instruments Incorporated) commands a $231.8B market cap. Within the theme it sits in the Analog & Power Management sub-group. The stock is up +7.4% over the past month — clear momentum. With RS at 92, it's outperforming the broad tape. Over longer windows it's -6.1% in three months and +57.8% year-to-date.
#10. SNDK — Sandisk Corporation Common Stock · $227.7B
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 $227.7B market cap. Within the theme it sits in the Memory & Storage Chips sub-group. The stock is up +11.1% over the past month — clear momentum. With RS at 99, it's outperforming the broad tape. Over longer windows it's -14.4% in three months and +532.1% year-to-date.