The theme: The chipmakers and the equipment companies that build the fabs — designers, foundries, memory, analog and the lithography and etch toolmakers behind them. One of the most-searched groups in the market, and one no broad sector page isolates.
How this ranking works
Standard classifications describe what a company files as, not what it's a bet on. This is a curated list of the Semiconductors names in our US universe: the pure-plays, plus the larger companies for which Semiconductors is a real, reported driver rather than a passing mention. Each carries the same 0–100 quality-growth score used everywhere on the site (how it's built), and re-scores every trading day.
The 22 members report under 2 different industries, which is exactly why no standard sector view groups them:
Semiconductors16
Semiconductor Equipment & Materials6
What kind of businesses these are
Average pillar scores across the 22 scored members, against every stock the model scores:
Pillar
Semiconductors
Market
Read
Quality
72.9
56.0
16.9 above
Growth
76.6
61.7
14.9 above
Value
42.8
44.1
in line
Pillars run 0–100 against sector peers. A low Value reading means the group is expensive relative to what it earns, not that the businesses are weak — for an early-stage theme that is the normal shape.
Scores across the group run from NVDA at 86.0 down to SWKS at 28.3, with a median of 60.4. A theme is a thesis, not a quality filter — membership says a company is exposed to Semiconductors, and the score says what the model makes of the business.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.