US Semiconductor Stocks: Leading US Semiconductor Companies in 2026
The global semiconductor market crossed $600 bn in annual sales in 2024 and is projected to reach $1 tn by 2030, according to industry estimates, with data centre and AI-linked chip demand as the fastest-growing segment. US-headquartered companies account for roughly half of global semiconductor sales and hold the largest share of chip design and intellectual property revenue worldwide. In this article, we will be covering all the US semiconductor stocks that might benefit from increasing semiconductor demand, along with an overview of the top semiconductor companies.
US Semiconductor Stocks - List of US Semiconductor Stocks 2026
US Semiconductor Stocks
US Semiconductor Stocks Explore US semiconductor stocks covering chip designers, manufacturers, foundries and semiconductor equipment companies listed on American exchanges. Use 60+ filters to analyse them based on market cap, returns, PE ratio, valuation and key financial metrics.
Showing 1 - 20 of 101 results
last updated at 8:30 AM IST
| NameUS Stocks (101)↓ | ↓Sub-SectorSub-Sector↓ | ↓Market CapMarket Cap↓ | ↓Close PriceClose Price↓ | ↓PE Ratio (TTM)PE Ratio (TTM)↓ | ↓1M Return1M Return↓ | ↓1D Return1D Return↓ | ↓Return on EquityReturn on Equity↓ | ↓PB RatioPB Ratio↓ | ||
|---|---|---|---|---|---|---|---|---|---|---|
| 1. | NVIDIA CorporationNVDA | SemiconductorsSemiconductors | 52,04,124.1152,04,124.11 | 223.67223.67 | 29.1629.16 | 2.812.81 | -0.88-0.88 | 117.21117.21 | 24.0924.09 | |
| 2. | Taiwan Semiconductor ManufacturingTSM | SemiconductorsSemiconductors | 21,72,043.5321,72,043.53 | 435.36435.36 | 31.8431.84 | 4.044.04 | -0.82-0.82 | 39.9739.97 | 10.6610.66 | |
| 3. | Broadcom IncAVGO | SemiconductorsSemiconductors | 19,98,077.4319,98,077.43 | 368.56368.56 | 45.6545.65 | -12.75-12.75 | -1.13-1.13 | 44.2544.25 | 17.0517.05 | |
| 4. | Micron Technology IncMU | SemiconductorsSemiconductors | 10,10,314.3810,10,314.38 | 1,027.771,027.77 | 22.9922.99 | 19.3719.37 | 2.732.73 | 66.6466.64 | 10.7410.74 | |
| 5. | Advanced Micro Devices IncAMD | SemiconductorsSemiconductors | 8,21,643.388,21,643.38 | 505.74505.74 | 121.83121.83 | 7.717.71 | 3.043.04 | 10.2010.20 | 11.0811.08 | |
| 6. | Intel CorporationINTC | SemiconductorsSemiconductors | 6,20,811.526,20,811.52 | 104.47104.47 | -- | 7.137.13 | 1.601.60 | -10.72-10.72 | 5.785.78 | |
| 7. | ASML Holding NV ADRASML | Semiconductor Equipment & MaterialsSemiconductor Equipment & Materials | 6,12,212.806,12,212.80 | 1,764.851,764.85 | 58.1358.13 | 1.811.81 | -2.11-2.11 | 53.9453.94 | 24.9924.99 | |
| 8. | Lam Research CorpLRCX | Semiconductor Equipment & MaterialsSemiconductor Equipment & Materials | 4,03,534.254,03,534.25 | 315.84315.84 | 53.5053.50 | 3.083.08 | -1.40-1.40 | 65.0765.07 | 29.3729.37 | |
| 9. | Applied Materials IncAMAT | Semiconductor Equipment & MaterialsSemiconductor Equipment & Materials | 3,61,164.213,61,164.21 | 472.79472.79 | 39.2039.20 | -9.45-9.45 | -0.84-0.84 | 41.0741.07 | 13.5013.50 | |
| 10. | Arm Holdings plc American Depositary SharesARM | SemiconductorsSemiconductors | 3,41,777.613,41,777.61 | 261.53261.53 | 257.23257.23 | -2.36-2.36 | 0.860.86 | 13.3513.35 | 30.0230.02 | |
| 11. | Texas Instruments IncorporatedTXN | SemiconductorsSemiconductors | 2,95,680.052,95,680.05 | 261.59261.59 | 39.2239.22 | -6.72-6.72 | 1.041.04 | 35.1835.18 | 12.8712.87 | |
| 12. | KLA CorporationKLAC | Semiconductor Equipment & MaterialsSemiconductor Equipment & Materials | 2,62,742.882,62,742.88 | 182.91182.91 | 50.7150.71 | -5.10-5.10 | -3.20-3.20 | 87.5087.50 | 35.5835.58 | |
| 13. | Qualcomm IncorporatedQCOM | SemiconductorsSemiconductors | 2,62,256.282,62,256.28 | 176.40176.40 | 19.2619.26 | 8.778.77 | 1.281.28 | 33.7533.75 | 6.516.51 | |
| 14. | Analog Devices IncADI | SemiconductorsSemiconductors | 2,04,547.332,04,547.33 | 363.20363.20 | 43.1343.13 | -5.40-5.40 | 0.530.53 | 12.2312.23 | 5.155.15 | |
| 15. | Marvell Technology Group LtdMRVL | SemiconductorsSemiconductors | 1,82,342.701,82,342.70 | 235.01235.01 | 74.0274.02 | 12.6812.68 | 4.254.25 | 16.5216.52 | 10.1310.13 | |
| 16. | ASE Industrial Holding Co Ltd ADRASX | SemiconductorsSemiconductors | 84,434.0184,434.01 | 39.7939.79 | 45.7445.74 | 5.855.85 | 3.693.69 | 17.0117.01 | 7.947.94 | |
| 17. | NXP Semiconductors NVNXPI | SemiconductorsSemiconductors | 83,989.5583,989.55 | 223.32223.32 | 19.4619.46 | -4.33-4.33 | -0.27-0.27 | 27.9227.92 | 4.984.98 | |
| 18. | Monolithic Power Systems IncMPWR | SemiconductorsSemiconductors | 81,702.2181,702.21 | 1,203.751,203.75 | 74.6374.63 | -12.84-12.84 | -1.21-1.21 | 21.9821.98 | 15.3115.31 | |
| 19. | Teradyne IncTER | Semiconductor Equipment & MaterialsSemiconductor Equipment & Materials | 60,916.8260,916.82 | 383.69383.69 | 49.0449.04 | 5.095.09 | 3.193.19 | 36.4736.47 | 15.4015.40 | |
| 20. | STMicroelectronics NV ADRSTM | SemiconductorsSemiconductors | 59,700.3059,700.30 | 51.5551.55 | -- | -5.15-5.15 | -0.77-0.77 | 2.692.69 | 2.492.49 |
Disclaimer: Please note that the above table is for informational purposes only and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape US Stock Screener and is subject to real-time updates.
Overviews of Top US Semiconductor Stocks
NVIDIA Corporation
NVIDIA designs GPUs and AI accelerator chips used in data centres, gaming and autonomous systems. Its data centre business has become its largest revenue driver, supported by demand for AI infrastructure from cloud providers. Its GPU ecosystem and CUDA software platform have made it a key supplier for AI workloads.
Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing is the world’s largest contract chip manufacturer, producing advanced chips for companies such as NVIDIA, Apple and AMD. Its leadership in advanced process technology and expanding US manufacturing footprint have made it a critical part of the global semiconductor supply chain.
Broadcom Inc
Broadcom provides semiconductor and infrastructure software solutions, including networking chips and custom AI accelerators for data centres. Its semiconductor business serves AI, networking and storage markets, while its software segment has expanded after the VMware acquisition.
Micron Technology Inc
Micron manufactures memory and storage chips, including DRAM and NAND products used in computers, smartphones and data centres. The company is also a supplier of high-bandwidth memory, a key component in AI servers, making it a major player in the AI-driven memory cycle.
Advanced Micro Devices Inc
AMD designs CPUs and GPUs for personal computers, servers and gaming devices, while expanding its AI accelerator portfolio. Its EPYC server processors and Instinct AI chips position the company as a competitor in data centre computing and AI infrastructure markets.
What are US Semiconductor Stocks?
US semiconductor stocks are shares of companies involved in designing, manufacturing or supplying semiconductor chips used across artificial intelligence, data centres, automobiles, smartphones, consumer electronics and industrial applications. The sector includes fabless chip designers, integrated device manufacturers, foundries and semiconductor equipment companies that support the global chip supply chain.
Types of US Semiconductor Companies
- Fabless Chip Designers: Fabless companies design chips but outsource manufacturing to third-party foundries. NVIDIA and AMD are examples of this model, relying on foundries such as Taiwan Semiconductor Manufacturing to produce their chip designs.
- Foundries and Contract Manufacturers: Foundries manufacture chips designed by other companies without designing their own branded products. Taiwan Semiconductor Manufacturing is the leading example, operating fabrication plants that produce chips for a wide range of fabless customers.
- Integrated Device Manufacturers: Integrated device manufacturers both design and manufacture their own chips in-house. Micron Technology falls into this category, operating its own memory fabrication facilities alongside its chip design operations.
- Diversified Semiconductor Suppliers: Some companies combine chip design with adjacent infrastructure software or networking businesses. Broadcom fits this category, supplying semiconductor solutions alongside enterprise infrastructure software following its software acquisitions.
How to Evaluate and Invest in US Semiconductor Sector Stocks?
Here's how to invest in the US semiconductor stock market from India, step by step:
- Log in or Create an Account: Visit Tickertape US Stocks and log in to your account. Create an account if you have not registered yet and complete the US investing account-opening process.
- Search for Semiconductor Stocks: Use the Tickertape US Stock Screener and select 'Semiconductors' and 'Semiconductor Equipment & Materials' under the sector filter.
- Analyse the Stocks: Each stock page provides information such as the live market price, 52-week range, financial performance, peer comparison and recent news.
- Add Money to Your US Wallet: Connect an eligible bank account and transfer money to your US Wallet under the Liberalised Remittance Scheme.
- Place Your Order: Select the semiconductor stock you want to invest in and click on 'Buy' to place the order through Tickertape.
Taxation of US Semiconductor Stocks for Indian Investors
The tax treatment of US semiconductor stocks generally depends on the holding period, the investor’s applicable income-tax rate and US withholding rules on dividend income.
| Income | Holding Period / Condition | Tax Rate in the US | Tax Rate in India |
|---|---|---|---|
| Long-Term Capital Gains (LTCG) | Held for > 24 months | 0% (Taxed only in India under DTAA) | 12.5% (+ applicable surcharge & cess) |
| Short-Term Capital Gains (STCG) | Held for < 24 months | 0% (Taxed only in India under DTAA) | Taxed as per your applicable income slab rate |
Advantages of Investing in US Semiconductor Stocks
Exposure to a Growing Industry
Global semiconductor sales reached a record $791.7 bn in 2025, up 25.6% from 2024. The Semiconductor Industry Association expects annual sales to approach $1 tn in 2026, supported by demand across AI, automotive, connectivity and industrial applications.
Participation in AI Infrastructure
Artificial intelligence requires processors, memory, networking chips, power-management components and other semiconductor technologies. A study by the Semiconductor Industry Association and Deloitte estimates that annual revenue from chips deployed in AI data centres could exceed $1.2 tn by 2028.
Participation in Manufacturing Expansion
Semiconductor companies in USA continue to invest in fabrication, testing and advanced packaging capacity. Global semiconductor equipment billings rose 14% year-on-year to $36.55 bn in the first quarter of 2026, indicating continued investment across the manufacturing supply chain.
Access to Multiple End Markets
Semiconductor demand comes from data centres, smartphones, automobiles, industrial equipment, telecom networks, consumer electronics and connected devices. Exposure across several end markets can reduce dependence on the performance of one industry, although individual companies may remain concentrated in specific segments.
Currency Diversification
For Indian investors, US semiconductor stocks provide exposure to dollar-denominated assets. Changes in the USD/INR exchange rate can affect rupee returns in addition to the movement in the underlying stock price.
Government Support
Public incentives and private investment are supporting the expansion of domestic semiconductor capacity in the US. In July 2026, the US Department of Commerce said TSMC’s planned US investment had reached $265 bn.
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Risks of Investing in US Semiconductor Stocks
Cyclical Demand
The semiconductor industry moves through cycles of high demand and oversupply. A slowdown in electronics, automobiles or data centre spending can reduce chip orders, prices and company earnings.
High Share Price Volatility
Semiconductor stocks can react sharply to earnings, guidance, product announcements and changes in AI-related demand. High market expectations may increase the impact of any slowdown or operational setback.
Rapid Technological Change
Chip technology advances quickly. Companies that fall behind in chip design, manufacturing processes, performance or energy efficiency may lose customers and market share.
High Research and Manufacturing Costs
Developing advanced chips and building fabrication plants require significant investment. Delays, cost overruns or weak demand can reduce the returns generated from this spending.
Supply Chain Concentration
Semiconductor production depends on specialised manufacturers, equipment suppliers, raw materials and packaging companies located across different countries. Disruptions at any stage can delay production and raise costs.
Geopolitical and Trade Risks
Export controls, tariffs and restrictions on technology sales can affect access to major markets. Tensions involving the US, China and Taiwan may also create uncertainty across semiconductor supply chains.
Factors to Consider Before Investing in US Semiconductor Stocks
Demand for AI and Data Centre Chips
Spending on artificial intelligence infrastructure influences demand for GPUs, networking chips, processors and high-bandwidth memory. Changes in cloud companies’ capital expenditure plans can affect semiconductor revenue expectations and stock prices.
Semiconductor Industry Cycles
The industry regularly moves between periods of shortage and oversupply. Rising demand can improve chip prices and factory utilisation, while excess inventory may weaken pricing, production and profit margins.
Product Launches and Technology Leadership
New chip architectures, manufacturing nodes and performance improvements can affect market share. Product delays, manufacturing problems or weaker-than-expected launches may place a company at a disadvantage.
Customer Spending and Concentration
Semiconductor companies often depend on large customers in cloud computing, smartphones, automobiles and consumer electronics. Changes in orders from major customers can have a significant impact on revenue and earnings.
Manufacturing Capacity and Supply
Semiconductor production requires expensive fabrication plants and specialised equipment. Capacity shortages may support pricing, while rapid expansion can create oversupply if demand weakens.
Memory and Component Prices
Changes in DRAM, NAND and high-bandwidth memory prices affect memory manufacturers and companies that use these components. Higher prices can support supplier revenue but may also increase costs for device and server manufacturers.
Key Growth Drivers for US Semiconductor Stocks
Rising AI and Data Centre
The expansion of generative AI and cloud computing is increasing demand for GPUs, CPUs, networking chips and specialised AI accelerators. Deloitte expects global semiconductor sales to reach around $975 bn in 2026, with AI infrastructure remaining the industry’s main growth engine.
Growing Demand for Memory
AI servers require high-bandwidth memory and advanced DRAM to process large amounts of data quickly. This is supporting demand for memory manufacturers as well as companies involved in semiconductor testing, packaging and production equipment.
Expansion of Advanced Packaging
As chipmakers combine processors, memory and other components within a single system, advanced packaging has become increasingly important. SEMI expects global semiconductor equipment sales to reach approximately $145 bn in 2026, with assembly and packaging equipment sales projected to grow by 9.2%.
Growth in Connected Devices
Smartphones, industrial automation, telecom networks, smart appliances and Internet of Things devices continue to support demand for processors, sensors, connectivity chips and power semiconductors.
Support for Domestic Manufacturing
Governments are offering incentives to expand domestic semiconductor production and reduce supply-chain dependence. The US CHIPS and Science Act allocated $50 bn for semiconductor manufacturing, research and development, while industry announcements linked to US expansion have exceeded $770 bn across more than 160 projects since 2020.
New Manufacturing Capacity
Semiconductor companies in USA are expanding fabrication plants, foundries and packaging facilities to meet demand for advanced chips. This creates opportunities across the supply chain, including chip designers, foundries, equipment manufacturers, material suppliers and testing companies.
How to Track US Semiconductor Stocks From India on Tickertape?
You can track US semiconductor stocks and ETFs from India on Tickertape’s US Stocks & ETFs platform.
- Open US Stocks Screener: Visit the Tickertape US Stock Screener and explore semiconductor-related companies listed on US exchanges.
- Search Semiconductor Stocks: Search for “Semiconductors” under the sector and select it to explore companies operating in the semiconductor industry.
- Apply Filters: Compare companies using 200+ parameters, including market capitalisation, valuation ratios, profitability metrics, growth indicators and financial health measures.
- Analyse Company Metrics: Review individual stock pages to understand financial performance, revenue trends, margins, debt levels, price movements and other available insights.
- Create a Watchlist: Add selected semiconductor stocks to your watchlist to track price updates, company developments and performance changes from India.
Conclusion
US semiconductor stocks provide exposure to companies supporting industries such as artificial intelligence, data centres, automotive, consumer electronics and communications. However, factors such as chip demand, technological changes, supply chain disruptions, capital expenditure and trade policies can influence company performance. Investors looking to analyse semiconductor companies can use the Tickertape US Stock Screener to compare stocks using 60+ unique filters and custom filters across valuation, profitability, growth, financial health and other key metrics. This can help investors evaluate companies using their preferred analytical approach.
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Frequently Asked Questions on US Semiconductor Stocks
What are US semiconductor stocks?
US semiconductor stocks are shares of US-listed companies involved in designing, manufacturing or supplying chips used in computing, communications, automotive and consumer electronics. This includes fabless chip designers, foundries and integrated device manufacturers.Who are the top 5 semiconductor companies?
As of 27th July 2026, the top 5 semiconductor companies as per market cap include:- NVIDIA Corporation
- Taiwan Semiconductor Manufacturing
- Broadcom Inc
- Micron Technology Inc
- Advanced Micro Devices Inc
Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.
What is the outlook for US semiconductor stocks?
The 2026 outlook is supported by strong demand for AI processors, high-bandwidth memory, networking chips and semiconductor equipment. WSTS expects global semiconductor sales to grow 90% to about $1.51 tn in 2026, while SEMI projects DRAM equipment sales to rise 39%. However, stock performance may vary based on valuations, product execution, export restrictions, supply conditions and changes in AI spending.Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.
Are US semiconductor stocks risky for Indian investors?
Indian investors face currency risk from rupee-dollar fluctuations, sector-specific risks such as demand cyclicality and geopolitical exposure, and an additional compliance layer under the Liberalised Remittance Scheme. Regulatory changes in either the US or India can also affect returns and tax treatment.How can I compare US semiconductor stocks on Tickertape?
Investors can use the Tickertape US Stock Screener to filter semiconductor companies by sector and financial metrics, and then use the peer comparison section on individual stock pages to compare fundamentals such as margins, valuation and growth across companies.Can beginners invest in US semiconductor stocks?
Beginners can invest in US semiconductor stocks, but the sector can be volatile and sensitive to technology cycles, valuations, competition and geopolitical developments. Semiconductor ETFs may offer broader exposure than individual stocks, while fractional investing can lower the initial capital required.Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.
How to invest in US semiconductor stocks from India?
Indian investors can invest in US semiconductor stocks through Tickertape. After opening a US investing account and completing KYC, investors can link an eligible bank account and transfer funds to their US Wallet. They can then use the Tickertape US Stock Screener to find semiconductor companies, review their financials, peers and recent news, and place a buy order for the selected stock.What are the advantages of investing in US semiconductor stocks?
US semiconductor stocks provide exposure to a growing technology sector driven by AI, data centres, electric vehicles and advanced computing. They also offer access to global semiconductor leaders across chip design, manufacturing and equipment.Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research before investing.What is the difference between individual US semiconductor stocks and semiconductor-focused ETFs?
Individual semiconductor stocks provide exposure to a specific company, while semiconductor ETFs invest in a basket of companies across chip design, manufacturing, equipment and related segments. ETFs can provide broader sector exposure, while individual stocks may have higher company-specific risks.
Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research before investing.What metrics are commonly used to evaluate US semiconductor stocks?
Common metrics include revenue growth, profit margins, earnings growth, price-to-earnings (P/E) ratio, free cash flow, research and development spending, market share and exposure to key segments such as AI chips, memory and semiconductor equipment.Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.
Do US semiconductor stocks pay dividends?
Some US semiconductor companies pay dividends, while others reinvest earnings into research, manufacturing capacity and business expansion. Dividend payments depend on the company’s profitability, cash flow position and capital allocation strategy. You can use the Tickertape US Stock Screener to see the dividend yield of individual stocks.Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.
