Semiconductor Stock reviews from Reddit
Summary
We analyzed 206 Reddit reviews across 5 subreddits and 11 posts to rank the best Semiconductor Stock brands recommended by redditors, including communities like r/stocks, r/investing, r/ValueInvesting, r/growth_investing, r/dalalstreetbets. Top-rated brands include Nvidia (4.1/5), TSMC (4.4/5), AMD (4.1/5).
Stats
Reviews206
Subreddits5
Posts11
Brands56
Products9
206 reviews from
and
By Brand
/By Product
#1
Nvidia
4.1
(27)
"Take your pick NVDA, TSM, AMD."
"I am currently buying NVDA and AMD weekly."
"NVDA is the only chip maker which successfully pivoted into AI."
"The performance of the Nvidia GeForce RTX 3080 is outstanding for gaming."
"NVIDIA has been a monster ...Hey man I hope everyone makes bank"
"Nvidia. Long term."
"Nvidia. Long term."
"Asml nvda, I love tsm aswell tho I can't hold it in my isa"
"Asml nvda, I love tsm aswell tho I can't hold it in my isa"
"Asml nvda, I love tsm aswell tho I can't hold it in my isa"
#2
TSMC
4.4
(22)
"$TSM is a mammoth of a well-run business with spectacular technology."
"TSMC is leaps and bounds ahead of Intel and sells half of the world’s chips."
"Take your pick NVDA, TSM, AMD."
"TSMC dominates the chip market with 56% share, and demand is expected to increase."
"TSM…hands down."
"The ones I have are TSM, AMD, KLIC, UCTT, AMKR, ONTO."
"Look at the tech they are far ahead and basically sell chips to everyone."
"Good dividend, very good long term growth potential."
"TSM - actually Taiwan semi is also a good buy right now (China risk way overblown)."
"Strong performance in the semiconductor space."
#3
AMD
4.1
(23)
"Take your pick NVDA, TSM, AMD."
"I am currently buying NVDA and AMD weekly."
"AMD gives you the biggest bang for your buck."
"Advanced Micro Devices is THE semi play."
"AMD AMD AMD"
"AMD!"
"Amd and tsm seem the most interesting to me."
"AMD is the only company that can challenge Nvidia. NVIDIA is the winner but definitely not the only winner."
"Amd buy and chill"
"AMD"
#4
ASML
4.3
(16)
"ASML: leader in advanced node photolith equipment"
"Asml....defacto monopoly"
"A moat that everyone needs."
"ASML is the best semiconductor stock in my opinion."
"ASML is the current bottleneck for everyone else in the industry because they produce the only machine capable of the latest, most precise generation of chip-making."
"They have a monopoly on EUV lithography for the foreseeable future."
"ASML - probably the safest play but a bit expensive."
"Leading technology in lithography."
"ASML is a monopoly in lithography machines, making it a strong investment."
"ASML - they make the machines that make the semis"
#5
Intel
3.5
(17)
"Intel for fucking sure."
"My choice is Intel."
"Intel will be the only manufacturer on US soil becoming a strategic asset for the entire western world."
"Intel is very undervalued compared to AMD and Nvidia."
"The 10 year play for INTC is probably pretty decent."
"IMO INTC is currently the best bang for your buck. It checks a ton of buy boxes and they have even been buying back shares."
"INTC is the dark horse."
"Intel is a decent choice."
"Intel is severely underrated with low PE and decent dividends."
"INTC is also highly rated by advisors."
#6
Micron
3.7
(11)
"MU stock had amazing earnings and raised forward guidance. Memory demand is still at an uptrend going into 2022, also most undervalued compared to other SEMICONDUCTORS."
"Buy MU."
"MU is substantially higher rated by most advisors."
"Buy micron at around book value (approx $45) and leave the rest."
"Micron, one of my value plays."
"Micron is still a strong choice despite recent drops."
"MU"
"AMD, MU, TSM & NVDA"
"MU"
"MU"
#7
Texas Instruments
4.0
(8)
"Gross Margin: 66% (thats massive for a hardware company)"
"They are leaders in analog and stand the most to gain from IoT/connected everything."
"Guarantee almost almost every electronic device you own has Texas Instruments chip in it."
"TXN for semiconductors in the long run. Been steadily growing since the early 2000s."
"Txn, ON, Indi, qcom"
"Diverse product portfolio in semiconductors."
"TXN makes industrial chips but seems a bit expensive."
"TXN"
#8
Broadcom
4.0
(5)
"AVGO - check out the long term return on that one"
"AVGO focuses on IT/Telecom and appears strong."
"Broadcom"
"I like AVGO."
"Broadcom is a solid choice."
#9
Qualcomm
3.6
(5)
"Strong position in mobile chipsets."
"Qualcomm is also a decent option."
"Qualcomm and Nvidia, but also those who are generating their own chips like Facebook and Google"
"QCOM has diverse revenue streams but past performance raises concerns."
"I like INTC, QCOM, SWKS"
#10
Applied Materials
4.3
(4)
"AMAT: largest and most diverse portfolio of equipment"
"TSM>AMAT>INTC>ASML in my opinion based on growth/valuation"
"I’d recommend Teradyne or Applied Materials."
"$AMAT"
#11
Lam Research
4.3
(4)
"LRCX has been on a tear and they keep revising guidance upwards."
"$LRCX is a strong stock to consider."
"LRCX, MU, AVGO"
"$lrcx boutta kill earnings tmo"
#12
SOXX
4.3
(4)
"I am also buying SOXX weekly for exposure to most other semi stocks."
"I like SOXX, but to each their own!"
"I just hold SOXX."
"Investing in SOXX is a lower risk strategy compared to individual semiconductor stocks."
#14
SOXL
3.5
(4)
"Just go SOXL and capture them all in a leveraged x3 ETF. That's my play anyways"
"SOXL. You get them all times 3!"
"SOXL."
"The product collapsed and did not perform as expected."
#15
Skyworks Solutions
3.3
(3)
"Skyworks and tsm works well for me"
"I like INTC, QCOM, SWKS"
"SWKS is still a viable option, but I'm looking for more stability."
#16
Amkor Technology
5.0
(2)
"AMKR absolutely, this stock will triple over the next few years."
"The value/growth ones for me are KLIC, UCTT, AMKR"
#17
Taiwan Semiconductor Manufacturing Company (TSMC)
4.5
(2)
"I like TSMC, they have taken the lead from Intel."
"It baffles the hell out of me that no one ever mentions TSM. Steady growth."
#18
Teradyne
4.5
(2)
"TER has a strong balance sheet and is a favorite supplier to TSMC, indicating good sales growth potential."
"I’d recommend Teradyne or Applied Materials."
#19
ON Semiconductor
4.0
(2)
"ON has outstanding management."
"ON, NVDA, AMD"
#20
Analog Devices
4.0
(2)
"$ADI $TXN $NVDA"
"ADI, TXN, QCOM, MXIM."
#21
AVGO
4.0
(2)
"AVGO."
"AVGO."
#22
Qorvo
4.0
(2)
"They are getting into cars, medical equipment, and obviously 5G. Anything RF related Qorvo is in it."
"I like Qorvo as a 5g smartphone play but it’s had a difficult time breaking thru 185."
#23
Cypress Semiconductor
3.5
(2)
"CY, AMD are two I own long."
"I have CY, AMD, NVDA"
#24
NXP Semiconductors
3.0
(2)
"These, NXPI SYNAPTICS NVIDIA has been a monster"
"NXPI has been underperforming due to the QCOM deal."
#25
ACM Research
5.0
(1)
"ACM Research, becuase they make and sell machines everyone in this industry needs"
#26
NVEC
5.0
(1)
"I'm going with NVEC. Super under the radar."
#27
KLA
5.0
(1)
"KLAC is crucial for repairing the photolithography machines."
#28
VanEck Semiconductor ETF (SMH)
5.0
(1)
"I mean I’ve had SMH for several years and keep adding to my position."
#29
TSEM
5.0
(1)
"I personally am a fan of $TSEM."
#30
Diodes Incorporated
4.0
(1)
"DIOD and LSCC. One is mature and makes a little bit of everything at factories around the world."
#31
BE Semiconductor Industries
4.0
(1)
"BESI- gives dividend and growth"
#32
Marvell Technology
4.0
(1)
"Really like MRVL, been in since mid 40s and it's a long term hold for me."
#33
AAOI
4.0
(1)
"AAOI is a good buy even at current valuation."
#34
AMAT
4.0
(1)
"AMAT, LRCX, SWKS and QRVO."
#35
AMKR
4.0
(1)
"AMKR/UMC."
#36
LRCX
4.0
(1)
"I have LRCX, MU, and Intel."
#37
Indium Corporation
4.0
(1)
"INDI, successfully scalped it a few times over the past few months."
#38
Himax Technologies (HIMX)
4.0
(1)
"I own AMBA, HIMX, and NVDA."
#39
Ambarella (AMBA)
4.0
(1)
"I own AMBA, HIMX, and NVDA."
#40
Maxim Integrated (MXIM)
4.0
(1)
"Maxim Integrated- MXIM"
#41
Cirrus Logic (CRUS)
4.0
(1)
"Surprised nobody has mentioned CRUS. Long on that one."
#42
Skyworks Solutions (SWKS)
4.0
(1)
"SWKS"
#43
Affimed N.V.
4.0
(1)
"AFM has a 6% div. WOW and nice chart."
#44
MKS Instruments
4.0
(1)
"MKSI"
#45
Fidelity MSCI Information Technology Index ETF (FSELX)
4.0
(1)
"Semi ETF is best to capture the full growth of the market. FSELX at Fidelity is good."
#47
Van Eck
4.0
(1)
"Glad I didn't listen to the overpriced claims."
#48
II-VI
4.0
(1)
"$IIVI acquired $COHR recently, and the acquisition went through."
#49
Coherent
4.0
(1)
"They're just $COHR now."
#50
OSAT
4.0
(1)
"SPEL is a decent investment, need to look at the Fundies."
#51
Ultra Clean Holdings
3.0
(1)
"The value/growth ones for me are KLIC, UCTT, AMKR"
#52
Alpha and Omega Semiconductor
3.0
(1)
"AOSL They build MOSFETs/power ICs, which I think has good upside because of the growing EV market."
#53
Cohu
3.0
(1)
"And as a related play, I like COHU. They are involved in the production of semiconductors by making testing equipment. It's a riskier play than AVGO and the other big names like TSM, AMD, and so on."
#54
Axcelis Technologies
3.0
(1)
"ACLS"
#55
Vishay Intertechnology
3.0
(1)
"VSH has had a bizarre drop."
#56
Kulicke and Soffa
3.0
(1)
"The value/growth ones for me are KLIC, UCTT, AMKR"
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