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11 handpicked stocks

Microchips

The tiny components powering our digital world are creating massive investment opportunities. These carefully selected semiconductor stocks represent the companies building the foundation for AI, smart devices, and our technological future.

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Han Tan | Market Analyst

Updated today | Published at May 24

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NVDA

NVIDIA Corporation

NVDA

Current price

$180.45

TSM

Taiwan Semiconductor Manufacturing Co.

TSM

Current price

$238.88

ASML

ASML Holding NV

ASML

Current price

$742.16

About This Group of Stocks

1

Our Expert Thinking

Microchips are the essential building blocks of modern technology, powering everything from smartphones to AI systems. This group captures companies at the core of digital transformation, positioned to benefit from growing demand across multiple industries and the AI revolution.

2

What You Need to Know

The semiconductor market is projected to grow at around 7% annually, with the memory chip sector expected to nearly triple by 2030. These companies range from chip designers to equipment manufacturers, all playing critical roles in the expanding digital ecosystem.

3

Why These Stocks

We've selected industry leaders across the semiconductor value chain. These companies control critical technologies, manufacture advanced chips, and supply essential components that power our increasingly digital world, making them well-positioned for long-term growth.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+9.66%

Group Performance Snapshot

9.66%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 9.66% over the next year.

9 of 11

Stocks Rated Buy by Analysts

9 of 11 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🧠

AI Revolution Fuel

These companies provide the essential hardware that makes AI possible. Without their chips, the AI transformation everyone's talking about simply couldn't happen.

📈

Triple-Digit Growth Potential

The memory chip market alone is projected to grow from $124.3 billion to $365.1 billion by 2030. That's the kind of expansion that can drive serious investment returns.

🔄

Tech That Never Gets Old

Microchips need constant upgrading and replacement, creating recurring revenue streams. As devices get smarter, they need more advanced chips, driving ongoing demand.

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Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

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The Cybersecurity Consolidation Wave

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American Chipmakers: A Tariff-Driven Shift

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