Screener › Confronto Azioni Semiconduttori
Confronto Azioni Semiconduttori
Confronto tra i principali produttori e fornitori di apparecchiature del settore dei semiconduttori — nucleo industriale strategico dell'era dell'IA.
| Ticker | Azienda | Prezzo | Cap. Mercato | P/E | Cresc. Ricavi | Potenziale |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA | $196.97 +0.73% | $4.77T | 30.2x | 85.2% | 53.1% |
| TSM | TSMC | $431.97 -4.39% | $2.24T | 37.5x | 35.1% | 13.5% |
| AVGO | Broadcom | $370.54 -0.9% | $1.76T | 61.6x | 47.9% | 41.3% |
| MU | Micron Technology, Inc. | $939.01 -4.64% | $1.06T | 21.2x | 345.7% | 58.3% |
| AMD | AMD | $516.00 -6.53% | $841.39B | 173.2x | 37.8% | -1.5% |
| ASML | ASML | $1,748.67 -4.19% | $673.97B | 59.5x | 13.2% | 1.8% |
| INTC | Intel | $110.56 -9.53% | $555.67B | — | 7.2% | -8.8% |
| AMAT | Applied Materials, Inc. | $554.50 -6.46% | $440.25B | 52.3x | 11.4% | 4.4% |
| LRCX | Lam Research Corporation | $326.13 -6.87% | $407.85B | 61.7x | 23.8% | 6.9% |
| ARM | ARM Holdings | $300.43 -6.77% | $320.88B | 357.7x | 20.1% | -1.1% |
| KLAC | KLA Corporation | $216.47 -7.22% | $282.77B | 61.5x | 11.5% | -1% |
| TXN | Texas Instruments Incorporated | $293.30 -3.36% | $266.93B | 50.1x | 18.6% | 1.6% |
| QCOM | QUALCOMM Incorporated | $182.97 -1.88% | $192.85B | 19.7x | -3.5% | 17.7% |
| ADI | Analog Devices, Inc. | $379.03 -2.52% | $184.62B | 56.3x | 37.2% | 19.7% |
| IFX.DE | Infineon | $70.83 -8.26% | $92.04B | 86.4x | 0% | 17.8% |
| NXPI | NXP Semiconductors N.V. | $273.15 -2.62% | $68.96B | 26.1x | 12.2% | 12.8% |
| MPWR | Monolithic Power Systems, Inc. | $1,272.81 -5.45% | $62.53B | 90.9x | 26.1% | 40.6% |
| TER | Teradyne, Inc. | $343.11 -9.59% | $53.71B | 63.7x | 87% | 21.4% |
| MCHP | Microchip Technology Incorporat | $84.15 -3.93% | $45.62B | 382.5x | 35.1% | 34.2% |
| ON | ON Semiconductor Corporation | $91.10 -3.79% | $35.45B | 67x | 4.7% | 24.2% |
| NOD.OL | Nordic Semiconductor | $170.00 -6.75% | $33.57B | 132.8x | 24.1% | 13.1% |
| Q | Qnity Electronics, Inc. | $140.52 -4.2% | $29.42B | 45.2x | 17.6% | 24.1% |
| MTSI | MACOM Technology Solutions Hold | $304.82 -6.96% | $23.26B | 129.2x | 22.5% | 32.2% |
| ENTG | Entegris, Inc. | $135.08 -6.95% | $20.57B | 78.1x | 5% | 21.1% |
| BESI.AS | BE Semiconductor Industries | $241.90 -6.28% | $19.16B | 126.7x | 28.3% | 21.5% |
| LSCC | Lattice Semiconductor Corporati | $130.60 -4.89% | $17.89B | 932.9x | 42.2% | 12.5% |
| SITM | SiTime Corporation | $592.19 -3.78% | $17.74B | — | 88.3% | 41.4% |
| AMKR | Amkor Technology, Inc. | $65.33 -6.51% | $16.19B | 37.6x | 27.5% | 19.4% |
| NVMI | Nova Ltd. | $446.43 -4.33% | $14.2B | 55.9x | 10.3% | 33.9% |
| ONTO | Onto Innovation Inc. | $280.21 -7.78% | $13.94B | 129.7x | 9.5% | 31.9% |
| SMTC | Semtech Corporation | $126.40 -8.99% | $11.77B | — | 15.9% | 62.4% |
| RMBS | Rambus | $105.93 -6.46% | $11.45B | 50.4x | 8.1% | 36.5% |
| ALGM | Allegro MicroSystems, Inc. | $51.55 -8.86% | $9.6B | — | 26.1% | 10.4% |
| SWKS | Skyworks Solutions, Inc. | $59.76 -3.47% | $8.99B | 24.9x | -1% | 22.2% |
| FORM | FormFactor | $106.05 -10.63% | $8.27B | 123.3x | 32% | 36.4% |
| MXL | MaxLinear, Inc | $85.82 -10.31% | $7.68B | — | 43% | -20.3% |
| QRVO | Qorvo, Inc. | $85.13 -2.3% | $7.51B | 23.5x | -7% | 7.4% |
| CRUS | Cirrus Logic, Inc. | $146.57 -1.52% | $7.39B | 18.7x | 5.7% | 25.7% |
| SLAB | Silicon Laboratories, Inc. | $217.80 +0.11% | $7.18B | — | 20.1% | 2.3% |
| ACMR | ACM Research, Inc. | $94.66 -3.92% | $6.54B | 72.3x | 34.2% | 7.9% |
| VSH | Vishay Intertechnology, Inc. | $42.20 -8.6% | $6.47B | 4220x | 17.3% | -19.4% |
| KLIC | Kulicke and Soffa | $105.87 -11.49% | $5.54B | 102.8x | 49.8% | -5.5% |
| SYNA | Synaptics Incorporated | $119.37 -3.9% | $4.66B | — | 10.4% | 21.8% |
| PI | Impinj, Inc. | $138.14 -6.66% | $4.21B | — | 0% | 26.7% |
| DIOD | Diodes Incorporated | $91.57 -6.22% | $4.21B | 49.5x | 22.1% | 41.4% |
| IPGP | IPG Photonics Corporation | $96.60 -7.74% | $4.1B | 142.1x | 16.6% | 35.1% |
| UCTT | Ultra Clean Holdings, Inc. | $90.78 -13.98% | $4.07B | — | 2.9% | 18.3% |
| ACLS | Axcelis Technologies, Inc. | $131.54 -6.02% | $4.04B | 40.9x | 3.3% | 29% |
| POWI | Power Integrations, Inc. | $66.83 -8.52% | $3.72B | 222.8x | 2.6% | 14% |
| SOI.PA | Soitec | $98.16 -17.09% | $3.51B | — | -34.6% | 44.5% |
| NVTS | Navitas Semiconductor | $13.99 -8.14% | $3.41B | — | -38.7% | 3.4% |
| VECO | Veeco Instruments Inc. | $53.35 -1.97% | $3.26B | 140.4x | -5.4% | 13.1% |
| AMBA | Ambarella | $71.82 -9.92% | $3.15B | — | 16.9% | 32.3% |
| ICHR | Ichor Holdings | $85.01 -11.14% | $2.96B | — | 4.7% | -3.9% |
| MELE.BR | Melexis | $72.70 -8.44% | $2.86B | 26.5x | 1.9% | -0.8% |
| ELG.DE | Elmos Semiconductor | $160.40 -6.96% | $2.76B | 25.3x | 20.2% | 12.2% |
| HIMX | Himax Technologies, Inc. | $14.05 -1.82% | $2.45B | 74x | -7.5% | 68.7% |
| WAF.DE | Siltronic | $80.90 -11.83% | $2.43B | — | -11.4% | -8.5% |
| COHU | Cohu, Inc. | $50.97 -13.17% | $2.4B | — | 29.3% | 18.3% |
| PLAB | Photronics, Inc. | $27.55 -5.65% | $1.62B | 10.2x | -0.5% | 53.7% |
| CEVA | CEVA Inc | $42.76 -4.21% | $1.19B | — | 11.5% | 7.8% |
| AOSL | Alpha and Omega Semiconductor L | $34.77 -9.07% | $1.04B | — | -0.5% | 35.2% |
| XFAB.PA | X-FAB Silicon Foundries | $7.72 -10.9% | $1.01B | 59.4x | -4.2% | -13.6% |
| INDI | Indie Semiconductor | $4.12 -11.02% | $870.5M | — | 2.6% | 41.8% |
Analisi e Contesto
Questo screener settoriale mostra attualmente 64 azioni del segmento selezionato — aggiornato quotidianamente. Il P/E medio è di 84.1x. La crescita media dei ricavi è del 22.2%. I settori attraversano fasi cicliche fortemente correlate ai fattori macroeconomici — tassi, crescita del PIL, prezzi delle materie prime e contesto normativo guidano la dinamica settoriale. Gli analisti vedono un potenziale medio del 19.8% su questi titoli. Il margine netto medio è del 9.1%. Confronta le metriche con la media di settore per identificare sopra- e sottovalutazioni relative. La concentrazione settoriale aumenta il rischio di portafoglio — mantieni un'adeguata diversificazione tra industrie e modelli di business.
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