🔬Silicon FoundryThematic Leadership
Semiconductor Titans
The global semiconductor designers, EDA software providers, and lithography equipment monopolies powering artificial intelligence and computing.
Selection Criteria & Quantitative Methodology
Ranked by gross margin expansion, fab capacity utilization, forward EV/EBITDA, and proprietary pricing power in next-gen silicon packaging.
Showing top institutional securities in this universe. Click any ticker to view complete quotes and forensic factor cards.
Customize Filters in Screener →| # | Symbol | Company Name | Sector | Quant Stance | Analysis |
|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | Quant Conviction | Research |
| 2 | TSM | Taiwan Semiconductor Manufacturing | Consumer Discretionary | Quant Conviction | Research |
| 3 | ASML | ASML Corporation | Consumer Discretionary | Quant Conviction | Research |
| 4 | AVGO | Broadcom Inc. | Technology | Quant Conviction | Research |
| 5 | AMD | Advanced Micro Devices Inc. | Technology | Quant Conviction | Research |
| 6 | QCOM | Qualcomm Inc. | Consumer Discretionary | Quant Conviction | Research |
| 7 | AMAT | AMAT Corporation | Consumer Discretionary | Quant Conviction | Research |
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