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Best Semiconductor Stocks for 2026

Top semiconductor stocks for 2026 including AI chip makers, memory producers, and equipment companies.

πŸ€– AI Analyst7 stocks analyzed⏱ 11 min readπŸ“… 2026-02-04
NVDA000660005930AVGOAMD042700058470

The Semiconductor Supercycle

AI has ignited a semiconductor supercycle that shows no signs of slowing. Global chip spending is expected to exceed $700 billion in 2026.

Top 10 Semiconductor Stocks

1.NVIDIA (NVDA) β€” AI GPU monopoly, Blackwell architecture
2.SK Hynix (000660) β€” World #1 HBM supplier, critical for AI
3.Samsung Electronics (005930) β€” HBM4 + foundry + NAND leader
4.TSMC (TSM) β€” Fabricates chips for NVIDIA, Apple, AMD
5.Broadcom (AVGO) β€” Custom AI ASICs for hyperscalers
6.AMD (AMD) β€” MI400 GPU challenger + EPYC server CPUs
7.ARM Holdings (ARM) β€” Architecture licensing for AI chips
8.ASML (ASML) β€” EUV lithography monopoly, essential for advanced chips
9.ν•œλ―Έλ°˜λ„μ²΄ (042700) β€” HBM packaging equipment specialist
10.리노곡업 (058470) β€” Semiconductor test socket monopoly

Why Korean Semi Stocks?

Korea is the memory capital of the world. SK Hynix and Samsung together control 70%+ of the HBM market. Korean equipment makers like ν•œλ―Έλ°˜λ„μ²΄ and 리노곡업 are essential links in the AI chip supply chain.

Investment Strategy

  • **Core:** NVDA + TSM (the AI chip duopoly)
  • **Memory:** SK Hynix + Samsung (HBM demand)
  • **Equipment:** ASML + ν•œλ―Έλ°˜λ„μ²΄ (picks & shovels)
  • **Design:** ARM + Broadcom (IP + custom chips)

    • ⚠️ This information does not constitute investment advice. Investment decisions should be made at your own judgment.

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