Finding the Best Semiconductor Stocks

As the world becomes smaller and smaller, domestic bias isn’t just about investing in companies found in your native countries. It’s also about investing in the world’s most powerful brands. For semiconductor brands, few stand out more than Intel (INTC), a company that may have been dethroned by NVIDIA (NVDA), but still packs a punch when it comes to branding. One of the most frequent questions we’ve been receiving on our YouTube channel is whether Intel is a good investment? Our paying subscribers have also been raising various semiconductor stocks, so let’s start by coming up with a universe of semiconductor stocks to provide exposure to the explosive growth of semiconductors predicted by the MBAs over at Gartner.

The semiconductor industry surpassed $500 billion for the first time in 2021, according to Gartner. It’s predicted to double to $1 trillion by the end of this decade.

Gartner via Intel

Investing in Semiconductors

What people are really asking is if semiconductors are a good investment. To find the domain of semiconductor companies, we can use the MSCI / S&P 500 Global Industry Classification Standard (GICS) classification system which identifies two subsectors for semiconductor companies – 45301010 Semiconductor Equipment and 45301020 Semiconductors.