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$1041.06last$900fib+15.7%vs fib
- #4QCOMFWD PE16x$188.42last
- #5NXPIFWD PE17x$280.09last
- #6NVDAFWD PE18x$198.61last$71fib+179.7%vs fib
- #7MDTKFFWD PE19x- last
- #8TSMFWD PE22x$445.24last$314fib+41.8%vs fib
- #9IFNNYFWD PE23x$89.01last
- #10AVGOFWD PE23x$369.52last$336fib+10.0%vs fib
- #11AMATFWD PE27x$643.09last
- #12SNPSFWD PE28x$455.50last
- #13ADIFWD PE30x$391.75last
- #14ASMLFWD PE31x$1841.24last$1205fib+52.8%vs fib
- #15TOELYFWD PE31x$228.58last
- #16AMDFWD PE33x$549.90last$253fib+117.4%vs fib
- #17MCHPFWD PE34x$89.47last
- #18KLACFWD PE35x$2411.64last
- #20TXNFWD PE36x$299.36last
- #21LRCXFWD PE36x$384.67last
- #22MRVLFWD PE42x$273.88last$126fib+117.4%vs fib
- #23ATEYYFWD PE43x$188.11last
- #24COHRFWD PE44x$367.31last$249fib+47.5%vs fib
- #25SMICYFWD PE46x- last
- #26ASXFWD PE47x$43.12last
- #28MPWRFWD PE60x$1342.36last
- #29INTCFWD PE62x$127.50last$60fib+112.5%vs fib
- #30ARMFWD PE99x$339.95last$185fib+83.8%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.
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