Semiconductors industry stocks
70 companies in the Semiconductors industry. 49 have a published intrinsic value and 4 trade at least 20% below it.
The median company in Semiconductors with a published value trades 113% above our estimate of intrinsic value.
Values as of the 22 Sept 2026 close.
Most undervalued stocks in Semiconductors
Liquid names only: at least $1M traded a day and $50M of market value.
Largest companies in Semiconductors
- NVIDIA Corp (NVDA): overvalued, -46% margin of safety
- Taiwan Semiconductor Manufacturing ADR (TSM): overvalued, -26% margin of safety
- Broadcom Inc (AVGO): overvalued, -63% margin of safety
- SK Hynix Inc ADR (SKHY): slightly undervalued, +14% margin of safety
- Micron Technology Inc (MU): overvalued, -20% margin of safety
- Advanced Micro Devices Inc (AMD): overvalued, -136% margin of safety
- Intel Corp (INTC): overvalued, -1189% margin of safety
- Arm Holdings Plc ADR (ARM): overvalued, -630% margin of safety
- Texas Instruments Inc (TXN): overvalued, -40% margin of safety
- Marvell Technology Inc (MRVL): overvalued, -183% margin of safety
- Qualcomm Inc (QCOM): undervalued, +50% margin of safety
- Analog Devices Inc (ADI): overvalued, -47% margin of safety
- ASE Technology Holding CoLtd ADR (ASX): overvalued, -308% margin of safety
- Monolithic Power System Inc (MPWR): overvalued, -75% margin of safety
- United Micro Electronics ADR (UMC): overvalued, -125% margin of safety
- Astera Labs Inc (ALAB): not valued
- NXP Semiconductors NV (NXPI): undervalued, +44% margin of safety
- ST Microelectronics (STM): overvalued, -485% margin of safety
- Cerebras Systems Inc (CBRS): not valued
- Microchip Technology Inc (MCHP): slightly overvalued, -15% margin of safety
- Credo Technology Group Holding Ltd (CRDO): overvalued, -76% margin of safety
- ON Semiconductor Corp (ON): overvalued, -273% margin of safety
- Tower Semiconductor Ltd (TSEM): overvalued, -426% margin of safety
- GlobalFoundries Inc (GFS): undervalued, +53% margin of safety
- MACOM Technology Solutions Holdings Inc (MTSI): overvalued, -113% margin of safety
- SiTime Corp (SITM): overvalued, -3294% margin of safety
- Lattice Semiconductor Corp (LSCC): overvalued, -2331% margin of safety
- Semtech Corp (SMTC): overvalued, -62% margin of safety
- Skyworks Solutions Inc (SWKS): overvalued, -206% margin of safety
- Rambus Inc (RMBS): slightly overvalued, -11% margin of safety
- Qorvo Inc (QRVO): overvalued, -68% margin of safety
- Silicon Motion Technology Corp ADR (SIMO): slightly undervalued, +18% margin of safety
- MaxLinear Inc (MXL): not valued
- Silicon Laboratories Inc (SLAB): overvalued, -64% margin of safety
- Allegro Microsystems Inc (ALGM): overvalued, -1261% margin of safety
- Cirrus Logic Inc (CRUS): undervalued, +68% margin of safety
- Impinj Inc (PI): overvalued, -154% margin of safety
- Vishay Intertechnology Inc (VSH): overvalued, -349% margin of safety
- Diodes Inc (DIOD): overvalued, -270% margin of safety
- Synaptics Inc (SYNA): not valued
- Navitas Semiconductor Corp (NVTS): not valued
- Power Integrations Inc (POWI): overvalued, -470% margin of safety
- Himax Technologies ADR (HIMX): overvalued, -350% margin of safety
- Chipmos Technologies Inc ADR (IMOS): overvalued, -209% margin of safety
- nLIGHT Inc (LASR): overvalued, -58% margin of safety
- Ambiq Micro Inc (AMBQ): overvalued, -231% margin of safety
- Wolfspeed Inc (WOLF): not valued
- POET Technologies Inc (POET): not valued
- Arteris Inc (AIP): overvalued, -314% margin of safety
- Ceva Inc (CEVA): overvalued, -78% margin of safety
- Alpha & Omega Semiconductor Ltd (AOSL): overvalued, -320% margin of safety
- Indie Semiconductor Inc (INDI): overvalued, -172% margin of safety
- SEALSQ Corp (LAES): slightly undervalued, +15% margin of safety
- NVE Corp (NVEC): overvalued, -111% margin of safety
- Everspin Technologies Inc (MRAM): overvalued, -770% margin of safety
- Aeluma Inc (ALMU): not valued
- GSI Technology Inc (GSIT): not valued
- Valens Semiconductor Ltd (VLN): slightly undervalued, +12% margin of safety
- GCT Semiconductor Holding Inc (GCTS): not valued
- Quicklogic Corp (QUIK): not valued
- MagnaChip Semiconductor Corp (MX): not valued
- Ideal Power Inc (IPWR): not valued
- Nano Labs Ltd (NA): not valued
- WISeKey International Holding Ltd ADR (WKEY): no reliable verdict
- Sequans Communications S.A ADR (SQNS): not valued
- Pixelworks Inc (PXLW): not valued
- Semileds Corp (LEDS): not valued
- Fabric.AI Inc (FABC): no published value
- Mobix Labs Inc (MOBX): not valued
- Peraso Inc (PRSO): not valued
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