6️⃣ High Quality Semiconductor Stocks - AVGO, TSM, NVDA, AMD, ASML & MRVL

As AI, cloud computing, and advanced networking drive unprecedented demand for chips, a handful of semiconductor leaders stand out for their scale, profitability, and long-term growth potential.

Here are six of the highest-quality names shaping the future of the industry:

6️⃣ High Quality Semiconductor Stocks

1. $Broadcom(AVGO)$

Country: US

Industry: Networking&Connectivity

Ticker:

$AVGO

Market Cap: $1.85T

FCF Margin: 43%

ROIC: 20.2%

FWD P/E: 24

2028 Revenue CAGR: 56%

2028 EPS CAGR: 77%

2. $Taiwan Semiconductor Manufacturing(TSM)$

Country: Taiwan

Industry: Semiconductor Foundries

Ticker:

$TSM

Market Cap: $2.25T

FCF Margin: 25.7%

ROIC: 45.5%

FWD P/E: 26

2028 Revenue CAGR: 16.5%

2028 EPS CAGR: 29%

3. $NVIDIA(NVDA)$

Country: US

Industry: GPUs, CPUs

Ticker:

$NVDA

Market Cap: $5.1T

FCF Margin: 47%

ROIC: 101%

FWD P/E: 21

2028 Revenue CAGR: 42%

2028 EPS CAGR: 37%

4. $Advanced Micro Devices(AMD)$

Country: US

Industry: GPUs, CPUs

Ticker:

$AMD

Market Cap: $897B

FCF Margin: 15%

ROIC: 7.4%

FWD P/E: 59

2028 Revenue CAGR: 44%

2028 EPS CAGR: 90%

5. $ASML Holding NV(ASML)$

Country: Netherlands

Industry: Semiconductor Equipment

Ticker:

$ASML

Market Cap: $723B

FCF Margin: 26.6%

ROIC: 20.7%

FWD P/E: 48

2028 Revenue CAGR: 16.5%

2028 EPS CAGR: 22%

6. $Marvell Technology(MRVL)$

Country: US

Industry: Networking&Connectivity

Ticker:

$MRVL

Market Cap: $258B

FCF Margin: 19.1%

ROIC: 5.8%

FWD P/E: 62

2028 Revenue CAGR: 42%

2028 EPS CAGR: 50%


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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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