Semiconductor & AI Infrastructure Monitor
Follow a focused basket of chip and AI infrastructure stocks — including Nvidia (NVDA), TSMC (TSM), AMD, Broadcom (AVGO), and ASML — with relative performance, valuation, and profitability metrics. For ticker-level research, explore Chartloom's full dashboard.
Semiconductor and AI Infrastructure stocks are the hardware backbone of the artificial intelligence revolution. This group includes chip designers, foundries, and equipment manufacturers that power data centers, cloud computing, and advanced AI models.
Rev Growth (TTM) vs Fwd P/E (NTM)
Rule of 40 vs P/E (TTM)
Key Valuation Metrics for Semiconductors
| Company | P/E (TTM) | Fwd P/E (NTM) | Rev Growth (TTM) | Fwd Growth (NTM) |
|---|---|---|---|---|
 NVDANVIDIA Corp | 28.9 | 18.6 | 83.4% | 81.9% |
 TSMTaiwan Semiconductor Manufacturing Co Ltd | 32.7 | 22.7 | 31.4% | 44.0% |
 AVGOBroadcom Inc | 46.2 | 20.5 | 48.7% | 79.5% |
 MUMicron Technology Inc | 13.9 | 6.3 | 256.3% | 96.3% |
 AMDAdvanced Micro Devices Inc | 156.8 | 53.9 | 39.5% | 65.6% |
 ASMLASML Holding NV | 56.9 | 31.7 | 9.8% | 45.0% |
 INTCIntel Corp | 0.0 | 61.0 | 7.5% | 20.9% |
 MRVLMarvell Technology Inc | 96.1 | 49.7 | 30.6% | 64.0% |
 SNDKSandisk Corp | 21.7 | 8.1 | 175.3% | 128.5% |
 QCOMQualcomm Inc | 20.3 | 18.5 | 1.9% | -1.4% |
Semiconductors Drawdown from 52-Week High
Track how far each stock is trading below its recent peak.
Frequently Asked Questions
What are the top semiconductor stocks for AI?
Nvidia (NVDA) and AMD are leading designers of AI GPUs, while Taiwan Semiconductor (TSM) manufactures them. Broadcom (AVGO) and Marvell (MRVL) provide critical networking chips for AI data centers.
Why are gross margins important for chip stocks?
High gross margins indicate strong pricing power and technological leadership, which is crucial in the capital-intensive semiconductor industry where R&D costs are massive.
What is a semiconductor foundry?
A foundry, like TSMC, manufactures chips designed by other companies (like Apple or Nvidia). They focus exclusively on fabrication rather than chip design.
What are the best semiconductor and AI stocks to watch in 2026?
Frequently researched chip and AI infrastructure names in 2026 include Nvidia (NVDA), Taiwan Semiconductor (TSM), AMD, Broadcom (AVGO), Intel (INTC), ASML, Micron (MU), Marvell (MRVL), Sandisk (SNDK), and Qualcomm (QCOM). This dashboard compares them on performance, valuation, and gross margins side by side.
What is the difference between a fabless chipmaker and a foundry?
A fabless company (like Nvidia, AMD, or Arm) designs chips but outsources manufacturing. A foundry (like TSMC) builds those chips, while equipment makers such as ASML supply the lithography machines that make advanced nodes possible.
Is there a semiconductor or AI ETF?
Yes — semiconductor ETFs such as SOXX and SMH track baskets of chip stocks, and broader AI ETFs exist too. This Chartloom dashboard instead compares individual chip and AI infrastructure names stock by stock on performance, valuation, and gross margins, which investors may find useful alongside ETF holdings research. Chartloom is a research dashboard, not an ETF.
Free snapshot dashboards. Jump between baskets.
Stress-test theses with data
Scenario Lab, long-term financials, and AI filing summaries, built for investors who model outcomes, not headlines.
14-day full Pro trial included; Free Plan stays on after