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
1000660.KOSK Hynix Inc98.0
2NVDA.BANVIDIA Corporation97.6
3NVDC34.SANVIDIA Corporation97.6
4NVDA.MXNVIDIA Corporation97.5
5688188.SHGShanghai Friendess Electronics Tech96.5
6603893.SHGFuzhou Rockchip Electronics Co Ltd96.2
7NVDA.USNVIDIA Corporation95.9
8SKHY.USSK Hynix Inc. American Depositary Shares95.6
9MU.USMicron Technology Inc94.4
10MTE.XETRAMicron Technology Inc94.2
11NVDA.TONvidia CDR (CAD Hedged)93.9
12603986.SHGGigaDevice Semiconductor(Beiji93.0
131YD.XETRABroadcom Inc.92.2
14688766.SHGPuya Semiconductor Shanghai Co Ltd91.7
15MUTC34.SAMicron Technology Inc91.6
16MU.MXMicron Technology Inc.91.4
17TSM.BATaiwan Semiconductor Manufacturing Company Limited89.9
18402340.KOSK Square Co Ltd88.4
19TSMC34.SATaiwan Semiconductor Manufacturing Company Limited84.5
20688256.SHGCambricon Technologies Corp Ltd83.1

Customise the Munger-Style Stocks + Semiconductors screen

The full screener applies both filters and lets you stack 30+ more on top: market cap, country, dividend yield, and the four pillar scores.

Open in screener →

Munger-Style Stocks in other industries

Other strategies in Semiconductors

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.

Frequently asked questions about Munger-Style Stocks in Semiconductors