Catalog of SIP Cores
System on Chip design resources
System on Chip design resources
August 12, 2026 -
By simplywall.st
TSMC’s surge in AI chip sales, higher revenue guidance for 2026, and a larger capex plan have put fresh attention on semiconductor heavyweights across the globe. With the sector still up 72% this year despite a recent pullback, many investors fear missing the next leg of this story. This article unpacks the news and then walks through 3 stocks from our Semiconductor Industry screener that appear positively exposed.
The stocks highlighted below are only a small sample from this theme, while the full screen surfaced 28 more semiconductor companies with equally compelling stories that are not covered here. To identify and analyze the wider opportunity set in this space, head straight into the Semiconductor Industry screener.