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 → Sep 18 · 28/28 picks · equal-weight- #1HXSCLFWD PE4x$1857000.00last
- #2SSNLFFWD PE5x$65.21last
- #3MUFWD PE5x$1015.80last$900fib+12.9%vs fib
- #4QCOMFWD PE16x$177.72last
- #5NXPIFWD PE17x$227.99last
- #6NVDAFWD PE18x$222.27last$71fib+213.1%vs fib
- #7MDTKFFWD PE19x$4710.00last
- #8TSMFWD PE22x$434.67last$314fib+38.4%vs fib
- #9IFNNYFWD PE23x$64.68last
- #10AVGOFWD PE23x$357.61last$336fib+6.4%vs fib
- #11AMATFWD PE27x$444.57last
- #12SNPSFWD PE28x$384.97last
- #13ADIFWD PE30x$375.72last
- #14ASMLFWD PE31x$1679.92last$1205fib+39.4%vs fib
- #15TOELYFWD PE31x$164.55last
- #16AMDFWD PE33x$559.82last$253fib+121.3%vs fib
- #17MCHPFWD PE34x$73.27last
- #18KLACFWD PE35x$176.99last
- #20TXNFWD PE36x$266.64last
- #21LRCXFWD PE36x$288.11last
- #22MRVLFWD PE42x$244.25last$126fib+93.8%vs fib
- #23ATEYYFWD PE43x$204.70last
- #24COHRFWD PE44x$317.36last$249fib+27.5%vs fib
- #25SMICYFWD PE46x$65.15last
- #26ASXFWD PE47x$41.63last
- #28MPWRFWD PE60x$1217.80last
- #29INTCFWD PE62x$108.60last$60fib+81.0%vs fib
- #30ARMFWD PE99x$275.61last$185fib+49.0%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 QuantAbundance: 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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