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 → Aug 14 · 26/28 picks · equal-weight- #1HXSCLFWD PE4x$41.71last
- #2SSNLFFWD PE5x$65.21last
- #3MUFWD PE5x$971.66last$900fib+8.0%vs fib
- #4QCOMFWD PE16x$165.79last
- #5NXPIFWD PE17x$234.71last
- #6NVDAFWD PE18x$225.16last$71fib+217.1%vs fib
- #7MDTKFFWD PE19x- last
- #8TSMFWD PE22x$426.35last$314fib+35.8%vs fib
- #9IFNNYFWD PE23x$71.71last
- #10AVGOFWD PE23x$392.99last$336fib+17.0%vs fib
- #11AMATFWD PE27x$507.18last
- #12SNPSFWD PE28x$421.50last
- #13ADIFWD PE30x$389.39last
- #14ASMLFWD PE31x$1844.08last$1205fib+53.0%vs fib
- #15TOELYFWD PE31x$184.21last
- #16AMDFWD PE33x$514.39last$253fib+103.3%vs fib
- #17MCHPFWD PE34x$79.17last
- #18KLACFWD PE35x$203.72last
- #20TXNFWD PE36x$279.58last
- #21LRCXFWD PE36x$332.36last
- #22MRVLFWD PE42x$222.02last$126fib+76.2%vs fib
- #23ATEYYFWD PE43x$231.50last
- #24COHRFWD PE44x$325.83last$249fib+30.9%vs fib
- #25SMICYFWD PE46x- last
- #26ASXFWD PE47x$39.54last
- #28MPWRFWD PE60x$1402.01last
- #29INTCFWD PE62x$102.50last$60fib+70.8%vs fib
- #30ARMFWD PE99x$279.44last$185fib+51.0%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 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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