Best Munger-Style Stocks in Semiconductors for 2026

Great businesses at reasonable prices: quality over cheapness.

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 quality score

#TickerNameQuality
1NVDA.MXNVIDIA Corporation98.7
2000660.KOSK Hynix Inc98.1
3NVDA.BANVIDIA Corporation97.7
4NVDC34.SANVIDIA Corporation97.6
5688256.SHGCambricon Technologies Corp Ltd95.9
6603893.SHGFuzhou Rockchip Electronics Co Ltd95.6
7MTE.XETRAMicron Technology Inc95.1
8NVDA.USNVIDIA Corporation94.7
9SKHY.USSK Hynix Inc. American Depositary Shares94.7
10NVDA.TONvidia CDR (CAD Hedged)92.8
11MU.USMicron Technology Inc92.6
12688766.SHGPuya Semiconductor Shanghai Co Ltd92.4
13MUTC34.SAMicron Technology Inc91.4
14MU.MXMicron Technology Inc.91.4
15TSM.BATaiwan Semiconductor Manufacturing Company Limited90.9
16402340.KOSK Square Co Ltd90.7
17CRUS.USCirrus Logic Inc84.2
18TSMC34.SATaiwan Semiconductor Manufacturing Company Limited83.0
19TSMN.MXTaiwan Semiconductor Manufacturing Company Limited82.8
20CRDO.USCredo Technology Group Holding Ltd80.0

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Methodology: How we score stocks. Data refreshed nightly around 03:30 ET. This page lists the top 20 by quality score within the Semiconductors industry; use the screener for the full ranked list.

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