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
| # | Ticker | Name | Quality |
|---|---|---|---|
| 1 | NVDA.MX | NVIDIA Corporation | 98.7 |
| 2 | 000660.KO | SK Hynix Inc | 98.1 |
| 3 | NVDA.BA | NVIDIA Corporation | 97.7 |
| 4 | NVDC34.SA | NVIDIA Corporation | 97.6 |
| 5 | 688256.SHG | Cambricon Technologies Corp Ltd | 95.9 |
| 6 | 603893.SHG | Fuzhou Rockchip Electronics Co Ltd | 95.6 |
| 7 | MTE.XETRA | Micron Technology Inc | 95.1 |
| 8 | NVDA.US | NVIDIA Corporation | 94.7 |
| 9 | SKHY.US | SK Hynix Inc. American Depositary Shares | 94.7 |
| 10 | NVDA.TO | Nvidia CDR (CAD Hedged) | 92.8 |
| 11 | MU.US | Micron Technology Inc | 92.6 |
| 12 | 688766.SHG | Puya Semiconductor Shanghai Co Ltd | 92.4 |
| 13 | MUTC34.SA | Micron Technology Inc | 91.4 |
| 14 | MU.MX | Micron Technology Inc. | 91.4 |
| 15 | TSM.BA | Taiwan Semiconductor Manufacturing Company Limited | 90.9 |
| 16 | 402340.KO | SK Square Co Ltd | 90.7 |
| 17 | CRUS.US | Cirrus Logic Inc | 84.2 |
| 18 | TSMC34.SA | Taiwan Semiconductor Manufacturing Company Limited | 83.0 |
| 19 | TSMN.MX | Taiwan Semiconductor Manufacturing Company Limited | 82.8 |
| 20 | CRDO.US | Credo Technology Group Holding Ltd | 80.0 |
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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.