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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 bubble8/28

Hypothetical· equal-weight buy at inception, mark-to-market today

May 3 → Aug 5 · 26/28 picks · equal-weight
+6.2%
Semiconductors by Forward PE · 2026-05-03
+7.5%
SPY
-1.3%
alpha
topMU+59.2%·AMD+42.0%·AMAT+37.9%
dragKLAC-88.7%·NXPI-19.9%·SNPS-18.7%

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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