In this article, we will discuss the 11 Best Semiconductor Stocks to Invest In Now.
The Semiconductor Industry Association (SIA) announced that global semiconductor sales came in at $82.5 billion during January 2026, reflecting a rise of 3.7% relative to the December 2025 total of $79.6 billion. This also reflects a growth of 46.1% compared to the January 2025 total of $56.5 billion.
After the broader semiconductor market saw the highest-ever sales total in 2025, the global chip market grew in January 2026, exceeding the results seen in December and surpassing the sales from January 2025 by a wide margin, added SIA’s President and CEO.
Notably, the sales in the Asia Pacific region and China mainly supported the YoY growth, with the global sales expected to touch ~$1 trillion in 2026. As per McKinsey, the computing and data storage vertical is projected to grow to $810 billion in 2030, from an estimated value of $350 billion in 2024, with the demand in the server segment, mainly for AI servers, making up for most of the increase.
The Wireless vertical is expected to grow by an estimated $150 billion through 2030, resulting in the total value of $350 billion.
Amidst such trends, let us now have a look at the 11 Best Semiconductor Stocks to Invest In Now.
A semiconductor. Photo by Tima Miroshnichenko on Pexels
Our Methodology
To list the 11 Best Semiconductor Stocks to Invest In Now, we used a screener to shortlist the stocks catering to the broader semiconductor space. Next, we chose the ones popular among hedge funds, as of Q4 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
11 Best Semiconductor Stocks to Invest In Now
11. KLA Corporation (NASDAQ:KLAC)
KLA Corporation (NASDAQ:KLAC) is one of the Best Semiconductor Stocks to Invest In Now. On March 13, Oppenheimer lifted its price objective on the company’s stock to $1,900 from $1,800, while keeping an “Outperform” rating, as reported by The Fly. As per the firm, KLA Corporation (NASDAQ:KLAC)’s Investor Day was significantly more positive than the expectations, raising the near and long-term targets. The firm also noted that the company is among the highest-quality growth franchises in semicap.
In a different update, Jefferies analyst Blayne Curtis reduced the firm’s price objective on KLA Corporation (NASDAQ:KLAC)’s stock to $1,700 from $1,850, while keeping a “Buy” rating. As per the analyst, the firm is optimistic about the company’s improved near-term outlook. The targets for 2030 assume higher capital intensity and share. Therefore, the company can see the high-end of its long-term range to $26 billion in revenue and $84 in EPS.
KLA Corporation (NASDAQ:KLAC) is involved in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries.
