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 24 · 28/28 picks · equal-weight- #1HXSCLFWD PE4x$1862000.00last
- #2SSNLFFWD PE5x$65.21last
- #3MUFWD PE5x$1080.53last$900fib+20.1%vs fib
- #4QCOMFWD PE16x$194.26last
- #5NXPIFWD PE17x$230.16last
- #6NVDAFWD PE18x$224.58last$71fib+216.3%vs fib
- #7MDTKFFWD PE19x$5285.00last
- #8TSMFWD PE22x$451.15last$314fib+43.7%vs fib
- #9IFNNYFWD PE23x$64.81last
- #10AVGOFWD PE23x$350.36last$336fib+4.3%vs fib
- #11AMATFWD PE27x$474.25last
- #12SNPSFWD PE28x$424.91last
- #13ADIFWD PE30x$382.61last
- #14ASMLFWD PE31x$1722.50last$1205fib+42.9%vs fib
- #15TOELYFWD PE31x$174.20last
- #16AMDFWD PE33x$629.26last$253fib+148.7%vs fib
- #17MCHPFWD PE34x$74.69last
- #18KLACFWD PE35x$187.11last
- #20TXNFWD PE36x$270.65last
- #21LRCXFWD PE36x$307.16last
- #22MRVLFWD PE42x$258.95last$126fib+105.5%vs fib
- #23ATEYYFWD PE43x$209.42last
- #24COHRFWD PE44x$290.61last$249fib+16.7%vs fib
- #25SMICYFWD PE46x$63.80last
- #26ASXFWD PE47x$43.50last
- #28MPWRFWD PE60x$1335.55last
- #29INTCFWD PE62x$127.39last$60fib+112.3%vs fib
- #30ARMFWD PE99x$306.34last$185fib+65.6%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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