Best Lynch-Style Stocks in Semiconductors for 2026
Growth at a reasonable price (GARP): strong growth with reasonable valuations.
Semiconductors covers logic, memory, and analog producers plus the equipment vendors that supply them. Composite scoring weights the Quality pillar (gross margin, ROIC) and the Growth pillar (revenue CAGR through silicon cycles); Valuation pillar uses normalised mid-cycle earnings since trailing P/E whipsaws on cycle peaks and troughs.
Data as of (updated daily)
Top 20 Semiconductors stocks by composite score
| # | Ticker | Name | Composite |
|---|---|---|---|
| 1 | MU.US | Micron Technology Inc | 76.6 |
| 2 | NVDA.US | NVIDIA Corporation | 78.4 |
| 3 | MU.MX | Micron Technology Inc. | 74.1 |
| 4 | NVDA.MX | NVIDIA Corporation | 79.5 |
| 5 | MUTC34.SA | Micron Technology Inc | 73.9 |
| 6 | MTE.XETRA | Micron Technology Inc | 72.5 |
| 7 | NVDC34.SA | NVIDIA Corporation | 78.0 |
| 8 | AMD.US | Advanced Micro Devices Inc | 59.4 |
| 9 | A1MD34.SA | Advanced Micro Devices Inc | 59.2 |
| 10 | AMD.MX | Advanced Micro Devices Inc | 58.8 |
| 11 | AMD.XETRA | Advanced Micro Devices Inc | 60.7 |
| 12 | AVGO.US | Broadcom Inc | 62.3 |
| 13 | TSM.US | Taiwan Semiconductor Manufacturing | 75.4 |
| 14 | AVGO34.SA | Broadcom Inc | 63.7 |
| 15 | 1YD.XETRA | Broadcom Inc. | 67.3 |
| 16 | 300241.SHE | Shenzhen Refond Optoelectronics Co Ltd | 65.8 |
| 17 | 300139.SHE | Beijing Fuxing Xiaocheng Electronic Technology Co Ltd | 74.0 |
| 18 | TSMC34.SA | Taiwan Semiconductor Manufacturing Company Limited | 72.1 |
| 19 | SIMO.US | Silicon Motion Technology | 61.1 |
| 20 | TSMN.MX | Taiwan Semiconductor Manufacturing Company Limited | 71.3 |
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Methodology: How we score stocks. Data refreshed nightly around 03:30 ET. This page lists the top 20 by composite score within the Semiconductors industry; use the screener for the full ranked list.