Valuation
Semiconductors by Forward PE · 2026-05-03
30 semiconductor stocks with > $50B market cap ranked cheapest first on next-fiscal-year forward P/E. Memory + Asian names dominate the cheap end (SK Hynix 4.3x, Samsung 5.1x, MU 5.4x - all PEG <0.3); Arm sits at the top at 98.5x / PEG 4.67. NVDA, AVGO, AMD all sit at PEG <0.5 - convergent with the 038 PEG snapshot. Includes 9 foreign tickers (OTC ADRs + 2 China-domestic) so PEG and growth comparison spans the full global semi universe; foreign tickers do not get auto-populated earnings dates. PEG = fwd P/E ÷ next-year EPS growth; N.M. when growth is flat/negative.
source: tweet-intheassembly-2026-05-03
Aligns with the AI Compute Accelerators bubble8/28Hypothetical· equal-weight buy at inception, mark-to-market today
May 3 → Jul 1 · 26/28 picks · equal-weight- #1HXSCLFWD PE4x$41.71last
- #2SSNLFFWD PE5x$65.21last
- #3MUFWD PE5x$1032.28last$900fib+14.7%vs fib
- #4QCOMFWD PE16x$181.92last
- #5NXPIFWD PE17x$279.18last
- #6NVDAFWD PE18x$197.58last$71fib+178.3%vs fib
- #7MDTKFFWD PE19x- last
- #8TSMFWD PE22x$444.23last$314fib+41.5%vs fib
- #9IFNNYFWD PE23x$89.57last
- #10AVGOFWD PE23x$369.34last$336fib+9.9%vs fib
- #11AMATFWD PE27x$650.91last
- #12SNPSFWD PE28x$454.53last
- #13ADIFWD PE30x$388.98last
- #14ASMLFWD PE31x$1843.04last$1205fib+52.9%vs fib
- #15TOELYFWD PE31x$227.00last
- #16AMDFWD PE33x$540.88last$253fib+113.8%vs fib
- #17MCHPFWD PE34x$88.69last
- #18KLACFWD PE35x$2411.64last
- #20TXNFWD PE36x$298.41last
- #21LRCXFWD PE36x$391.26last
- #22MRVLFWD PE42x$272.05last$126fib+115.9%vs fib
- #23ATEYYFWD PE43x$187.30last
- #24COHRFWD PE44x$368.65last$249fib+48.1%vs fib
- #25SMICYFWD PE46x- last
- #26ASXFWD PE47x$42.99last
- #28MPWRFWD PE60x$1331.73last
- #29INTCFWD PE62x$127.02last$60fib+111.7%vs fib
- #30ARMFWD PE99x$337.47last$185fib+82.4%vs fib
Frequently asked questions
- What stocks are in the Semiconductors by Forward PE · 2026-05-03 watchlist?
- The Semiconductors by Forward PE · 2026-05-03 watchlist tracks 28 tickers on QuantAbundancia: HXSCL, SSNLF, MU, QCOM, NXPI, NVDA, MDTKF, TSM, IFNNY, AVGO, plus 18 more.
- What is the Semiconductors by Forward PE · 2026-05-03 watchlist?
- 30 semiconductor stocks with > $50B market cap ranked cheapest first on next-fiscal-year forward P/E. Memory + Asian names dominate the cheap end (SK Hynix 4.3x, Samsung 5.1x, MU 5.4x - all PEG <0.3); Arm sits at the top at 98.5x / PEG 4.67. NVDA, AVGO, AMD all sit at PEG <0.5 - convergent with the 038 PEG snapshot. Includes 9 foreign tickers (OTC ADRs + 2 China-domestic) so PEG and growth comparison spans the full global semi universe; foreign tickers do not get auto-populated earnings dates. PEG = fwd P/E ÷ next-year EPS growth; N.M. when growth is flat/negative.
Related research
·11 min read
Les 12 bulles IA, classées par leur réalité empirique
·8 min read
Qu'est-ce que le retracement de Fibonacci ? Le backtest d'un quant sur 3 ans et 48 niveaux en conditions réelles
·9 min read
Portefeuille Aschenbrenner (pré-13F) : SNDK, LITE, INTC, COHR, BE
·11 min read
TSMC a un lock-in structurel sur le compute IA - et la plupart du retail l'achète mal