10 Best Semiconductor Stocks to Buy According to Reddit

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In this article, we will discuss the 10 Best Semiconductor Stocks to Buy According to Reddit.

The Semiconductor Industry Association (SIA) announced that global semiconductor sales amounted to $59.0 billion during May 2025, reflecting a rise of 19.8% as compared to the May 2024 total of $49.2 billion. As per John Neuffer, SIA president and CEO, the global semiconductor sales were robust in May, edging above the total of the previous month and remaining ahead of sales from the same month of the prior year.

Key Trends in the Broader Semiconductor Market

As per McKinsey, the profitability and growth dynamics in the broader semiconductor industry transitioned significantly over the recent years. The industry has witnessed an impressive economic profit growth, increasing from $38 billion in the 2000–09 period to $450 billion in 2010–19. Globally, semiconductor companies plan to invest ~$1 trillion through 2030 in new fabrication plants, and the global annual revenue of the industry can reach over $1 trillion by 2030, highlighted McKinsey. This doesn’t include significant revenue potential from the adoption of GenAI, according to even modest upside scenarios.

Beyond satisfying market demand, McKinsey believes that such investments can also help regions in increasing the supply resilience throughout the semiconductor value chain.

Amidst such trends, we will now have a look at the 10 Best Semiconductor Stocks to Buy According to Reddit.

10 Best Semiconductor Stocks to Buy According to Reddit

A technician in a pristine lab, focused on designing a new semiconductor chip.

Our Methodology

To list the 10 Best Semiconductor Stocks to Buy According to Reddit, we sifted through the trending stocks on Reddit and then shortlisted the ones catering to the broader semiconductor market. Next, we chose the ones popular among hedge funds. Finally, the stocks were ranked in ascending order of their hedge fund sentiment, as of Q1 2025.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

10 Best Semiconductor Stocks to Buy According to Reddit

10. POET Technologies Inc. (NASDAQ:POET)

Number of Hedge Fund Holders: 2

POET Technologies Inc. (NASDAQ:POET) is one of the 10 Best Semiconductor Stocks to Buy According to Reddit. The company announced its intention to complete a non-brokered public offering of 5,000,000 units at US$5.00 per unit for aggregate gross proceeds of US$25 million. The company expects to use the net proceeds of the offering for working capital and general corporate purposes.

POET Technologies Inc. (NASDAQ:POET) witnessed robust interest from institutional, strategic, and public market investors over the previous 15 months. This is mainly because of a compelling value proposition, combining critical technical and commercial achievements with a significant market opportunity, rewarding innovative hardware solutions in AI networks and systems.

In Q1 2025, POET Technologies Inc. (NASDAQ:POET) continued to build momentum throughout several fronts, such as technology innovation, strategic partnerships, commercial progress, and production capacity, positioning it for accelerated revenue growth in H2 2025. In Q1 2025, the company shipped final design samples of its POET Infinity transmit product line for 400G and 800G applications to 3 technology leaders. Such products include 400G FR4, 800G 2xFR4, and 800G DR8 transmit formats.

POET Technologies Inc. (NASDAQ:POET) is engaged in designing, developing, manufacturing, and selling semiconductor products and services for commercial applications.

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