How are semiconductor stocks doing?
Chipmakers, chip-equipment makers and the hardware their chips go into: the center of the AI build-out. Here is how they have done as a group against the S&P 500, and which of them are leading and lagging.
Updated Oct 9, 2026
Leading
Semiconductor stocks are up 86% over the past year as an equal-weighted group, against +16% for the S&P 500. 40 of 54 beat the index. Lumentum (LITE) leads at +577% and Universal Display (OLED) trails at −48%. Over the past month the group is +10%, against +3% for the S&P.
The past year
The group against the S&P 500, each set to $100 a year ago. Select a stock in the table to chart it against the group.
All 54 semiconductor stocks
Sorted by the past year’s return. Select a row to chart the stock against the group, or its ticker to open its page. Select a column to sort.
| Stock | P3 | 1M | 3M | YTD | 1Y | Type |
|---|---|---|---|---|---|---|
| LITE Lumentum | 99Strong | +17.9% | +44% | +199% | +577% | Bellwether |
| MU Micron Technology | 98Strong | +5.3% | +10% | +261% | +424% | Bellwether |
| DELL Dell Technologies | 93Strong | +15.7% | +37% | +366% | +256% | Bellwether |
| STX Seagate Technology | 98Strong | −9.2% | −9% | +184% | +249% | Bellwether |
| WDC Western Digital | 95Strong | −13.8% | −28% | +131% | +228% | Bellwether |
| MRVL Marvell Technology | 94Strong | +21.3% | +27% | +224% | +198% | Bellwether |
| HPE Hewlett Packard Enterprise | 83Strong | +33.0% | +56% | +206% | +182% | Bellwether |
| CIEN Ciena | 97Strong | +34.4% | +1% | +92% | +182% | Bellwether |
| INTC Intel | 86Strong | +4.4% | +2% | +184% | +180% | Bellwether |
| TER Teradyne | 88Strong | +8.8% | +18% | +108% | +178% | Bellwether |
| COHR Coherent | 71Strong | +6.6% | +2% | +69% | +168% | Faith Trade |
| AMD Advanced Micro Devices | 96Strong | +20.8% | +14% | +184% | +158% | Bellwether |
| MTSI MACOM Technology Solutions | 85Strong | +21.2% | +12% | +93% | +148% | Bellwether |
| AMAT Applied Materials | 45Middling | +11.7% | −12% | +97% | +133% | Rolling Over |
| LRCX Lam Research | 95Strong | +7.0% | −3% | +86% | +124% | Bellwether |
| KEYS Keysight Technologies | 78Strong | +17.5% | +19% | +88% | +122% | Bellwether |
| ONTO Onto Innovation | 31Weak | +9.5% | −3% | +87% | +112% | Rolling Over |
| FLEX Flex | 53Middling | +10.9% | −7% | +98% | +100% | Rolling Over |
| MKSI MKS Instruments | 65Middling | +1.0% | −25% | +66% | +99% | Faith Trade |
| NTAP NetApp | 52Middling | +29.2% | +45% | +121% | +95% | Speculative Pop |
| KLAC KLA | 79Strong | +10.4% | −12% | +61% | +84% | Distribution Top |
| GLW Corning | 93Strong | −3.9% | −14% | +79% | +80% | Bellwether |
| ASML ASML Holding | 58Middling | +5.5% | +3% | +66% | +80% | Rolling Over |
| ENTG Entegris | 86Strong | +20.7% | +22% | +97% | +75% | Bellwether |
| LSCC Lattice Semiconductor | 64Middling | +10.4% | −4% | +71% | +71% | Bellwether |
| ADI Analog Devices | 60Middling | +12.4% | +5% | +50% | +71% | Hot Hand |
| CSCO Cisco | 56Middling | +10.2% | −1% | +54% | +68% | Speculative Pop |
| P Everpure | 80Strong | +64.2% | +105% | +131% | +66% | Bellwether |
| AMKR Amkor Technology | 63Middling | −0.8% | −26% | +24% | +60% | Rolling Over |
| TXN Texas Instruments | 63Middling | +9.6% | −5% | +64% | +56% | Hot Hand |
| ON ON Semiconductor | 41Middling | +10.5% | −14% | +43% | +52% | Faith Trade |
| JBL Jabil | 70Strong | +1.1% | −5% | +34% | +48% | Bellwether |
| MPWR Monolithic Power Systems | 67Strong | +16.9% | +7% | +53% | +41% | Bellwether |
| APH Amphenol | 85Strong | +8.7% | +12% | +29% | +39% | Bellwether |
| ANET Arista Networks | 85Strong | +14.7% | +20% | +65% | +38% | Bellwether |
| GFS GlobalFoundries | 72Strong | +5.0% | −25% | +38% | +34% | Faith Trade |
| AAPL Apple | 24Weak | +3.1% | +6% | +24% | +30% | Hot Hand |
| ALGM Allegro MicroSystems | 90Strong | +0.9% | −30% | +35% | +26% | Bellwether |
| QRVO Qorvo | 55Middling | +1.6% | +35% | +35% | +25% | Hot Hand |
| NVDA Nvidia | 74Strong | +5.0% | +13% | +23% | +21% | Bellwether |
| MCHP Microchip Technology | 51Middling | +5.5% | −10% | +19% | +13% | Rolling Over |
| HPQ HP | 34Middling | −7.7% | +22% | +36% | +12% | Faith Trade |
| AVGO Broadcom | 64Middling | +0.2% | −6% | +4% | +5% | Bellwether |
| QCOM Qualcomm | 34Middling | −0.8% | −5% | +3% | +5% | Faith Trade |
| SNPS Synopsys | 57Middling | +28.4% | +18% | +9% | +4% | Coiled Spring |
| CDNS Cadence Design Systems | 44Middling | +23.8% | −7% | +13% | +1% | Falling Knife |
| NXPI NXP Semiconductors | 41Middling | +0.5% | −18% | +5% | +1% | Churning Winner |
| SWKS Skyworks Solutions | 20Weak | −9.1% | +31% | +20% | 0% | Faith Trade |
| TEL TE Connectivity | 51Middling | +6.7% | +10% | −4% | −3% | Wallflower |
| UI Ubiquiti | 57Middling | +22.4% | +22% | +19% | −4% | Coiled Spring |
| CRUS Cirrus Logic | 20Weak | −8.3% | −27% | −10% | −16% | Show-Me Grower |
| DLB Dolby Laboratories | 14Weak | −6.2% | +19% | −9% | −17% | Falling Knife |
| SMCI Supermicro | 32Weak | +12.0% | +51% | +43% | −29% | Bottom Fished |
| OLED Universal Display | 14Weak | −7.6% | −4% | −36% | −48% | Sleepy Staple |
How to read this page
How it’s measured. A group of large US stocks whose prices have moved together over the past five years once the market’s own moves are taken out: the same groups as Stox’s co-movement clusters. The group is equal-weighted, so each company counts the same whatever its size, and returns are share-price changes from daily closes.
Sources. Daily prices from Financial Modeling Prep; scores and co-movement groups from Stox.
An equal-weighted group can read quite differently from a sector fund, which gives the biggest companies the most weight.
P3 is Stox’s combined score of market beat, staying power and business growth, from 0 to 100. Type is the stock’s Stox Atlas type. Both describe the past year, not what comes next.
Groups are built from how stocks trade rather than from industry labels, so a company can sit with stocks from another sector that move like it.
This page is information, not investment advice. About our data and methods ›