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 | $214.61 -1.03% | $5.2T | 32.9x | 85.2% | 41.7% |
| TSM | TSMC | $418.90 +0.7% | $2.17T | 31.3x | 36% | 32.4% |
| AVGO | Broadcom | $368.32 +1.18% | $1.75T | 61.3x | 47.9% | 43.3% |
| MU | Micron Technology, Inc. | $966.18 -0.84% | $1.09T | 21.8x | 345.7% | 57.5% |
| AMD | AMD | $473.21 +0.8% | $772.5B | 120.1x | 50.1% | 29.8% |
| ASML | ASML | $1,764.97 +0.84% | $677.92B | 60x | 21.3% | 24.5% |
| INTC | Intel | $90.06 -2.25% | $476.07B | — | 25.4% | 27.6% |
| LRCX | Lam Research Corporation | $314.00 +1.12% | $392.91B | 54.7x | 30% | 18.3% |
| AMAT | Applied Materials, Inc. | $492.32 -0.78% | $390.88B | 42.4x | 24.8% | 30.2% |
| ARM | ARM Holdings | $243.32 -2.95% | $259.87B | 248.3x | 22.4% | 17.6% |
| TXN | Texas Instruments Incorporated | $264.36 -0.47% | $241.43B | 40.1x | 22.8% | 22.7% |
| KLAC | KLA Corporation | $183.99 -1.01% | $240.39B | 50.3x | 15.2% | 26% |
| ADI | Analog Devices, Inc. | $373.09 +0.77% | $181.73B | 44.4x | 39.6% | 24.9% |
| QCOM | QUALCOMM Incorporated | $160.75 +0.01% | $168.83B | 18.4x | -4% | 20.1% |
| IFX.DE | Infineon | $55.97 +1.01% | $72.73B | 68.3x | 12.6% | 54% |
| MPWR | Monolithic Power Systems, Inc. | $1,316.28 +0.43% | $64.69B | 80.4x | 47.6% | 39% |
| TER | Teradyne, Inc. | $375.74 -1.93% | $58.74B | 51.6x | 103.9% | 19.7% |
| NXPI | NXP Semiconductors N.V. | $225.56 +1.16% | $56.88B | 19.2x | 19.5% | 37.9% |
| MCHP | Microchip Technology Incorporat | $76.08 +0.36% | $41.31B | 111.9x | 38% | 43.5% |
| NOD.OL | Nordic Semiconductor | $163.10 +0.12% | $32.26B | 110.2x | 33.2% | 18.8% |
| ON | ON Semiconductor Corporation | $74.21 -0.67% | $28.89B | 48.5x | 9.2% | 45.1% |
| Q | Qnity Electronics, Inc. | $128.82 -3.52% | $26.97B | 46x | 22.1% | 37.2% |
| ENTG | Entegris, Inc. | $143.66 -0.67% | $21.88B | 71.8x | 11.5% | 20.7% |
| MTSI | MACOM Technology Solutions Hold | $266.61 +0.16% | $20.36B | 84.9x | 35.8% | 49.9% |
| SITM | SiTime Corporation | $614.83 +2.68% | $18.49B | 1024.7x | 126.5% | 40.3% |
| ONTO | Onto Innovation Inc. | $293.36 -1.83% | $17.93B | 110.3x | 35.3% | 32.4% |
| BESI.AS | BE Semiconductor Industries | $212.80 +0.95% | $16.85B | 81.5x | 68.7% | 39.4% |
| LSCC | Lattice Semiconductor Corporati | $117.69 +0.11% | $16.68B | 470.8x | 62.2% | 40.1% |
| AMKR | Amkor Technology, Inc. | $50.26 -1.18% | $12.46B | 22.5x | 25.6% | 53.4% |
| NVMI | Nova Ltd. | $376.99 -1.79% | $11.99B | 47x | 15.9% | 41.1% |
| SMTC | Semtech Corporation | $124.09 -0.63% | $11.56B | — | 15.9% | 65.4% |
| SWKS | Skyworks Solutions, Inc. | $67.14 -1.18% | $10.1B | 34.8x | -3.1% | 1.7% |
| RMBS | Rambus | $91.24 -0.99% | $9.87B | 41.9x | 20.4% | 61.7% |
| FORM | FormFactor | $114.16 -1.34% | $8.9B | 78.7x | 31.9% | 21.4% |
| QRVO | Qorvo, Inc. | $95.56 -0.78% | $8.43B | 22.2x | -4.2% | -5% |
| SLAB | Silicon Laboratories, Inc. | $218.00 -0.05% | $7.27B | — | 18.3% | 2.2% |
| ALGM | Allegro MicroSystems, Inc. | $37.16 -0.08% | $6.93B | 530.9x | 27.5% | 47.6% |
| MXL | MaxLinear, Inc | $66.61 +2.04% | $6.04B | — | 55.2% | 41.9% |
| CRUS | Cirrus Logic, Inc. | $115.33 -1.34% | $5.78B | 14.1x | 12.9% | 43.1% |
| ACMR | ACM Research, Inc. | $79.41 +1.13% | $5.53B | 37.5x | 36% | 45% |
| PI | Impinj, Inc. | $165.54 +3.64% | $5.06B | — | 10.7% | 6.3% |
| VSH | Vishay Intertechnology, Inc. | $31.64 -0.58% | $4.85B | 158.2x | 16.6% | 23.2% |
| KLIC | Kulicke and Soffa | $85.75 +0.73% | $4.49B | 39.2x | 122.6% | 24.4% |
| DIOD | Diodes Incorporated | $94.04 +3.64% | $4.33B | 52.5x | 21.7% | 72.8% |
| SOI.PA | Soitec | $109.80 +0.05% | $3.92B | — | -34.6% | 26.6% |
| ACLS | Axcelis Technologies, Inc. | $127.07 +1.68% | $3.92B | 42.8x | 10.6% | 26.7% |
| SYNA | Synaptics Incorporated | $97.66 -0.35% | $3.82B | — | 8.9% | 33.5% |
| UCTT | Ultra Clean Holdings, Inc. | $76.43 +4.68% | $3.43B | — | 24.3% | 79.3% |
| NVTS | Navitas Semiconductor | $12.97 +0% | $3.39B | — | -27.3% | 8.5% |
| AMBA | Ambarella | $73.73 +1.77% | $3.23B | — | 16.9% | 28.9% |
| IPGP | IPG Photonics Corporation | $73.26 -1.57% | $3.11B | 112.7x | 11.1% | 72.3% |
| POWI | Power Integrations, Inc. | $55.18 +0.62% | $3.08B | 125.4x | 2.7% | 40.5% |
| VECO | Veeco Instruments Inc. | $47.86 +1.4% | $2.93B | 126x | 16.5% | 28.2% |
| WAF.DE | Siltronic | $83.90 +2.76% | $2.77B | — | -2.3% | 12.6% |
| COHU | Cohu, Inc. | $54.37 +0.48% | $2.57B | — | 38.4% | 30.4% |
| MELE.BR | Melexis | $65.00 +0% | $2.56B | 25.3x | 2.6% | 16.2% |
| HIMX | Himax Technologies, Inc. | $13.79 +0.88% | $2.41B | 65.7x | 5.9% | 119% |
| ELG.DE | Elmos Semiconductor | $137.00 +0% | $2.36B | 23x | 11.2% | 39.4% |
| ICHR | Ichor Holdings | $60.20 +2.26% | $2.25B | — | 22.7% | 59.2% |
| PLAB | Photronics, Inc. | $30.51 -0.03% | $1.8B | 11.3x | -0.5% | 38.8% |
| INDI | Indie Semiconductor | $4.15 +3.75% | $876.8M | — | 24% | 37.8% |
| AOSL | Alpha and Omega Semiconductor L | $26.39 +0.65% | $798.4M | — | -3.5% | 65.8% |
| CEVA | CEVA Inc | $27.99 -0.5% | $788M | — | 13.1% | 68.8% |
| XFAB.PA | X-FAB Silicon Foundries | $5.92 +2.07% | $773.3M | 197.3x | -7.2% | 25.4% |
Analisi e Contesto
Questo screener settoriale mostra attualmente 64 azioni del segmento selezionato — aggiornato quotidianamente. Il P/E medio è di 75.2x. La crescita media dei ricavi è del 30.4%. 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 36.5% su questi titoli. Il margine netto medio è del 9.8%. 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.
Pronto a investire?
Confronta i migliori broker per azioni USA ed europee — commissioni, piattaforme e tipi di conto a confronto.
Confronta broker →