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Semiconductor stocks (2026)

The 23 stocks below have a combined market cap of $15.2T; the best performer of 2026 is SNDK (+654.8% YTD). The chip industry end to end — designers, the foundry and equipment chain, memory, analog. Not investment advice.

End of day 2026-09-18 · 23 entries · digits update live during market hours

Combined market cap
$15.2T
23 entries
Median YTD return
+53.7%
2026
Best of 2026
+654.8%
SNDK
Worst of 2026
+3.3%
AVGO

Semiconductor stock performance

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Columns (12 shown)
# CompanyCategory1Y
NVDANVIDIALogic & compute$222.27+1.34%+1.2%+5.5%+19.2%+26.1%+914.9%27.8+83.8%$5.36T
TSMTaiwan Semiconductor ManufacturingFoundry & equipment$434.67+1.03%+5.1%-5.9%+43.0%+61.8%+269.1%41.7+37.6%$2.25T
AVGOBroadcomLogic & compute$357.61+2.97%-5.9%-13.1%+3.3%+3.6%+606.7%44.6+48.9%$1.71T
MUMicron TechnologyMemory & storage$1,015.80+3.92%+8.0%-10.4%+255.9%+501.5%+1267.2%22.7+167.9%$1.15T
AMDAdvanced Micro DevicesLogic & compute$559.82+2.70%+15.6%+4.2%+161.4%+254.5%+438.9%142+39.7%$914B
ASMLASML HoldingFoundry & equipment$1,679.92+3.08%-6.8%-12.9%+57.0%+81.1%+95.4%59.5+20.9%$647B
INTCIntelLogic & compute$108.60-0.18%+12.3%-18.9%+194.3%+255.3%+100.1%+7.5%$548B
LRCXLam ResearchFoundry & equipment$288.11+6.98%-12.1%-25.9%+68.3%+128.1%+373.1%49.6+26.1%$361B
AMATApplied MaterialsFoundry & equipment$444.57+6.51%-13.6%-28.0%+73.0%+134.3%+215.7%38.1+7.8%$353B
ARMArm HoldingsLogic & compute$275.61+4.04%+8.8%-37.3%+152.1%+88.1%324+22.8%$293B
SNDKSandiskMemory & storage$1,791.82+10.99%+10.2%-18.0%+654.8%+1712.3%22.9+171.0%$262B
TXNTexas InstrumentsAnalog & embedded$266.64+3.29%-2.1%-17.4%+53.7%+46.8%+35.9%40.2+16.7%$244B
KLACKLAFoundry & equipment$176.99+4.74%-9.1%-31.8%+45.7%+69.1%+378.6%47.9+11.7%$231B
MRVLMarvell TechnologyLogic & compute$244.25+1.45%+13.1%-21.4%+187.4%+229.0%+293.3%81.1+30.7%$214B
QCOMQUALCOMMLogic & compute$177.72-5.82%+10.9%-21.4%+3.9%+5.7%+33.0%20.2+1.9%$187B
ADIAnalog DevicesAnalog & embedded$375.72+3.60%-0.2%-13.5%+38.5%+50.9%+119.1%44.0+33.8%$182B
MPWRMonolithic Power SystemsAnalog & embedded$1,217.80+4.12%-8.7%-22.1%+34.4%+32.7%+144.8%74.6+28.7%$60B
TERTeradyneFoundry & equipment$371.47+5.19%-8.1%-15.2%+91.9%+212.6%+206.1%50.5+58.1%$58B
NXPINXP SemiconductorsAnalog & embedded$227.99+0.02%-0.2%-27.2%+5.0%+0.7%+8.9%19.3+8.8%$57B
ALABAstera LabsLogic & compute$303.25+3.30%-0.1%-27.3%+82.3%+20.4%142+98.6%$53B
MCHPMicrochip TechnologyAnalog & embedded$73.27+3.46%-6.3%-26.6%+15.0%+10.6%-9.0%83.2+20.9%$40B
ONON SemiconductorAnalog & embedded$69.98+2.46%-11.9%-42.5%+29.2%+35.0%+43.1%43.2-3.2%$27B
SWKSSkyworks SolutionsAnalog & embedded$88.76-2.80%+31.6%+22.5%+40.0%+15.2%-49.4%46.0+0.1%$13B

Methodology

The chip industry by role in the supply chain: fabless designers, foundries, the equipment and materials makers they depend on, memory, and analog/embedded. Curated so the categories reflect what each company actually does rather than where GICS files it. Returns are total returns.

Performance columns are price returns: the change in the split-adjusted share price, the way quote screens report it, through the latest print during the session. Dividends are not reinvested. Fundamentals come from company filings via our EDGAR pipeline. Past performance does not predict future returns; this is not investment advice.

FAQ#

What is the largest semiconductor stock?
NVIDIA Corporation (NVDA) is the largest semiconductor stock, with a market cap of about $5.4 trillion.
What is the best-performing semiconductor stock of 2026?
Among the 23 semiconductor stocks tracked here, the best performer of 2026 so far is Sandisk Corporation (SNDK), up +654.8% year-to-date.
Which companies count as semiconductor stocks?
The list spans the whole chip industry: logic and compute designers (NVDA, AMD, AVGO, QCOM, ARM), the foundry and equipment chain (TSM, ASML, AMAT, LRCX, KLAC), memory and storage silicon (MU, SNDK), and analog/embedded names (TXN, ADI, NXPI). Server makers, drive manufacturers and software companies are deliberately excluded.

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