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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