In this article, we will list the 5 Best Performing Semiconductor Stocks to Invest In. Please visit 12 Best Performing Semiconductor Stocks to Invest In to see the extended list and the methodology behind it.
5. CEVA Inc. (NASDAQ:CEVA)
6-Month Performance: 95.03%
CEVA Inc. (NASDAQ:CEVA) is one of the best performing semiconductor stocks to invest in. On June 23, Ceva introduced RealSpace Elevate, a Microsoft-certified Windows Audio Processing Object/APO designed for PC gaming headsets. This licensable software allows OEMs to create fully customizable, branded spatial audio experiences that enhance immersion and competitive gameplay without the high costs of developing proprietary stacks.
Unlike standard OS-level audio or third-party applications, this production-ready solution provides OEMs with full control over audio tuning and branding. By addressing the trade-off between performance and integration complexity, RealSpace Elevate helps manufacturers differentiate their product lines while significantly reducing development time.
Built on CEVA Inc.’s (NASDAQ:CEVA) proven spatial audio technology, the software delivers precise sound localization and natural externalization. This expansion into the gaming and PC audio market offers OEMs a streamlined, cost-effective way to meet growing consumer demands for premium, immersive sound across diverse headset products.
CEVA Inc. (NASDAQ:CEVA) delivers silicon and software IP that facilitates smart edge devices to connect, sense, and process data.
4. Arteris Inc. (NASDAQ:AIP)
6-Month Performance: 99.60%
Arteris Inc. (NASDAQ:AIP) is one of the best performing semiconductor stocks to invest in. On July 8, Arteris partnered with IC-Link by imec to accelerate the development of next-generation AI and HPC semiconductors. By integrating Arteris’ network-on-chip/NoC IP technology into IC-Link’s ASIC design services, the collaboration provides a scalable, reusable infrastructure that simplifies the creation of complex chiplets and custom silicon.
This partnership aims to increase engineering productivity by reducing the need to rebuild foundational infrastructure for every new project. By using Arteris’ proven NoC technology, IC-Link’s reference designs minimize development risk and integration complexity, allowing engineering teams to focus their resources on optimizing accelerator cores rather than foundational data movement.
This collaboration reflects a broader industry movement toward reusable architectures to manage the rising scale and complexity of AI and HPC systems. By combining subsystem expertise with Arteris Inc.’s (NASDAQ:AIP) high-performance, energy-efficient IP, the two companies are helping developers accelerate their time-to-market and deliver innovative, custom silicon for AI data centers and edge devices.
Arteris Inc. (NASDAQ:AIP) is a California-based provider of semiconductor system intellectual property solutions. The company also offers professional & licensing services, IP support & maintenance, and on-site support services.
3. STMicroelectronics (NYSE:STM)
6-Month Performance: 147.44%
STMicroelectronics (NYSE:STM) is one of the best performing semiconductor stocks to invest in. On July 6, STMicroelectronics announced the status of its common share repurchase program, reporting the purchase of 145,390 ordinary shares between June 29 and July 3. These shares were acquired on the Euronext Paris exchange at a weighted average price of EUR 63.5445, totaling ~EUR 9.24 million.
The buyback program, which was approved by shareholders in May 2024, is intended to fulfill obligations related to employee share option plans and other corporate share allocations. Any repurchased shares not utilized for these purposes may be used for other lawful activities as permitted under Market Abuse Regulation.
This update follows STMicroelectronics’s (NYSE:STM) ongoing strategy to manage its issued share capital through regulated market transactions. The repurchased shares currently represent 0.02% of the company’s total issued share capital and may be held in treasury until they are required for distribution.
STMicroelectronics (NYSE:STM) is a technology company that specializes in semiconductor products and operates through four segments: AM&S (Analog products, MEMS & Sensors Group), P&D (Power and Discrete products), EMP (Embedded Processing), and D&RF (RF Products).
2. Ambiq Micro Inc. (NYSE:AMBQ)
6-Month Performance: 164.11%
Ambiq Micro Inc. (NYSE:AMBQ) is one of the best performing semiconductor stocks to invest in. On June 25, Ambiq has successfully closed an upsized public offering of 2,300,000 shares of common stock for $78.00 per share. This includes the full exercise of the underwriters’ option to purchase an additional 300,000 shares, resulting in total gross proceeds of approximately $179.4 million for the company.
The offering was managed by a syndicate of financial institutions, including BofA Securities and UBS Investment Bank as joint lead book-running managers. The proceeds were raised through a registration statement declared effective by the US Securities and Exchange Commission on June 23.
This transaction provides Ambiq Micro Inc. (NYSE:AMBQ), a leader in ultra-low-power semiconductor solutions for edge AI, with additional capital to support its ongoing business operations. The offering was conducted strictly through a prospectus in accordance with all applicable legal and regulatory requirements.
Ambiq Micro Inc. (NYSE:AMBQ) is a Texas-based company providing ultra-low-power semiconductor solutions, as well as technical support services. Incorporated in 2010, the company offers its products through an internal direct sales force, distributors, and sales representatives.
1. Vishay Intertechnology Inc. (NYSE:VSH)
6-Month Performance: 175.74%
Vishay Intertechnology Inc. (NYSE:VSH) is one of the best performing semiconductor stocks to invest in. On July 9, Vishay Intertechnology has launched the VOMHA43A, an automotive-grade 1 MBd high-speed optocoupler featuring a compact 3.6 mm SOP-5 package. The device is designed to save PCB space while delivering industry-leading performance, including a minimum common-mode transient immunity/CMTI of 40 kV/µS and an isolation voltage of 707 Vpeak, meeting the requirements for 400 V EV battery systems.
Optimized for isolated data communication and signal switching, the AEC-Q102-qualified optocoupler provides robust protection for CAN, LIN, I²C, and SPI interfaces in automotive and industrial applications. Its integrated Faraday shield and junction-isolated photodetector minimize noise and electrical interference, ensuring reliable signal transmission in thermally stressed, high-frequency environments.
The RoHS-compliant device operates between -40 °C and +125 °C and serves as a pin-to-pin compatible replacement for existing market parts, eliminating the need for design modifications. Samples and production units are available now, offering manufacturers a space-efficient and robust solution for modern electrification and signal isolation needs.
Vishay Intertechnology Inc. (NYSE:VSH) manufactures and sells a global portfolio of discrete semiconductors and passive electronic components across six specialized product segments. The company serves diverse global markets, including automotive, industrial, computing, military, aerospace, and healthcare.
While we acknowledge the potential of VSH to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VSH and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 11 Oversold Tech Stocks to Buy Now and 10 Best Performing Tech Stocks to Buy According to Analysts.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
