10 Best Semiconductor Stocks to Buy Right Now

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In this article, we will discuss the 10 Best Semiconductor Stocks to Buy Right Now.

According to McKinsey, AI has led to strong growth in the broader semiconductor industry; however, only the top 5% of companies have seen the benefits. The profitability and growth dynamics in the broader semiconductor industry have witnessed a significant transition over recent years. The industry encountered an impressive economic profit growth, increasing from $38 billion in the 2000–09 period to $450 billion in 2010–19, as per McKinsey analysis.

Rise in Global Semiconductor Sales

The Semiconductor Industry Association (SIA) announced that global semiconductor sales came in at $179.7 billion during Q2 2025, reflecting a rise of 7.8% as compared to Q1 2025. Notably, the global sales amounted to $59.9 billion during June 2025, showcasing 19.6% growth YoY. As per John Neuffer, SIA president and CEO, the global chip sales remained robust in Q2, surpassing sales from Q1 by 8% and topping Q2 sales from last year by ~20%.

The YoY market growth stemmed from increased sales in the Asia Pacific and Americas markets, while annual global growth is expected for the second half of the year.

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

10 Best Semiconductor Stocks to Buy Right Now

Our Methodology

To list the 10 Best Semiconductor Stocks to Buy Right Now, we used a screener to shortlist the stocks catering to the broader semiconductor industry. Next, we selected the ones that were popular among hedge funds as of Q2 2025. Finally, the stocks are arranged in ascending order of their hedge fund sentiments.

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 Right Now

10. Arm Holdings plc (NASDAQ:ARM)

Number of Hedge Fund Holders: 41

Arm Holdings plc (NASDAQ:ARM) is one of the 10 Best Semiconductor Stocks to Buy Right Now. On August 17, Jay Goldberg, an analyst at Seaport Global, initiated coverage on the company’s stock with a “Buy” rating and set a price objective of $150. As per the analyst, Arm Holdings plc (NASDAQ:ARM) is recognized for its significant value in the broader semiconductor industry, with a focus on expanding into new markets and enhancing its content offerings. This strategic direction is anticipated to fuel growth and increase Arm Holdings plc (NASDAQ:ARM)’s share of the industry’s value. Overall, the analyst noted the company’s potential as it embarks on the ambitious expansion.

In Q1 2026, the company’s Royalty revenue rose 25% YoY to $585 million, with growth coming from all target end markets, such as data center, automotive, smartphones, and IoT. This highlights the momentum the company has been building throughout every corner of its business. Arm Holdings plc (NASDAQ:ARM) continues to increase its revenue beyond mobile via the broadening range of products, such as CPUs and systems for markets like cloud, automotive, and IoT/embedded compute.

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