Industry ยท Oct 2026
Semiconductor stocks ranked by gap to the model's fair value
Faircurve's model values 49 semiconductor stocks. 47 of them are ranked below by the gap between the model's fair value and the last close, as of 31 Oct 2026: 18 read as Undervalued, 25 as Fairly valued and 4 as Overvalued. The median gap across the ranked names is +6.6%. The widest gaps above the price are UCTT (+54.3%), AMKR (+51.5%), MU (+43.2%). The widest below it are LSCC (-32.9%), ARM (-18.7%), AMD (-16.4%).
Valuations as of . Prices are the closes of 3 Nov 2026. The gap is the model's fair value against the price: a positive gap means the fair value is above the price. It states what the model concluded, not where the price goes next.
The ranking
| Rank | Company | Last close | Model fair value | Gap | Model verdict | Quality score | Market value |
|---|---|---|---|---|---|---|---|
| 1 | UCTT Ultra Clean Holdings, Inc. | $48.02 | $74.11 | +54.3% | Undervalued | 47 | $2.3B |
| 2 | AMKR Amkor Technology, Inc. | $37.62 | $56.98 | +51.5% | Undervalued | 69 | $9.8B |
| 3 | MU Micron Technology, Inc. | $855.10 | $1,224.66 | +43.2% | Undervalued | 64 | $1.00T |
| 4 | KLIC Kulicke and Soffa Industries, Inc. | $72.44 | $101.19 | +39.7% | Undervalued | 65 | $3.9B |
| 5 | VSH Vishay Intertechnology, Inc. | $27.22 | $35.89 | +31.9% | Undervalued | 40 | $3.8B |
| 6 | ACMR ACM Research, Inc. | $45.33 | $59.55 | +31.4% | Undervalued | 60 | $2.9B |
| 7 | VECO Veeco Instruments Inc. | $37.39 | $47.97 | +28.3% | Undervalued | 49 | $2.4B |
| 8 | ON ON Semiconductor Corporation | $72.60 | $92.80 | +27.8% | Undervalued | 64 | $27.9B |
| 9 | PLAB Photronics, Inc. | $28.00 | $35.40 | +26.4% | Undervalued | 69 | $1.6B |
| 10 | QCOM QUALCOMM Incorporated | $164.43 | $207.68 | +26.3% | Undervalued | 64 | $176.0B |
| 11 | DIOD Diodes Incorporated | $84.24 | $104.39 | +23.9% | Undervalued | 77 | $3.7B |
| 12 | PENG Penguin Solutions, Inc. | $53.19 | $65.79 | +23.7% | Undervalued | 74 | $2.7B |
| 13 | AVGO Broadcom Inc. | $332.13 | $408.88 | +23.1% | Undervalued | 68 | $1.56T |
| 14 | MXL MaxLinear, Inc. | $63.97 | $76.39 | +19.4% | Undervalued | 35 | $6.1B |
| 15 | MCHP Microchip Technology Incorporated | $77.90 | $93.01 | +19.4% | Undervalued | 45 | $42.0B |
| 16 | NVDA NVIDIA Corporation | $206.69 | $242.38 | +17.3% | Undervalued | 69 | $4.93T |
| 17 | AMAT Applied Materials, Inc. | $381.92 | $446.52 | +16.9% | Undervalued | 59 | $309.6B |
| 18 | SWKS Skyworks Solutions, Inc. | $85.40 | $99.80 | +16.9% | Undervalued | 48 | $13.2B |
| 19 | CRUS Cirrus Logic, Inc. | $112.32 | $127.81 | +13.8% | Fairly valued | 71 | $5.5B |
| 20 | LRCX Lam Research Corporation | $230.72 | $259.53 | +12.5% | Fairly valued | 78 | $299.2B |
| 21 | INTC Intel Corp. | $60.55 | $67.05 | +10.7% | Fairly valued | 34 | $347.6B |
| 22 | ASML ASML Holding N.V. | $1,552.14 | $1,715.49 | +10.5% | Fairly valued | 91 | $603.5B |
| 23 | Q Qnity Electronics, Inc. | $118.89 | $127.50 | +7.2% | Fairly valued | 62 | $24.4B |
| 24 | NXPI NXP Semiconductors N.V. | $262.79 | $280.04 | +6.6% | Fairly valued | 55 | $65.4B |
| 25 | SMTC Semtech Corporation | $127.42 | $133.76 | +5.0% | Fairly valued | 55 | $11.9B |
| 26 | TER Teradyne, Inc. | $269.35 | $280.95 | +4.3% | Fairly valued | 61 | $42.9B |
| 27 | SYNA Synaptics Incorporated | $117.41 | $122.46 | +4.3% | Fairly valued | 48 | $4.7B |
| 28 | ONTO Onto Innovation Inc. | $202.39 | $206.26 | +1.9% | Fairly valued | 56 | $9.9B |
| 29 | RMBS Rambus Inc. | $88.18 | $89.20 | +1.2% | Fairly valued | 71 | $9.1B |
| 30 | TEL TE Connectivity plc | $219.77 | $217.80 | -0.9% | Fairly valued | 78 | $61.7B |
| 31 | FORM FormFactor, Inc. | $96.79 | $95.62 | -1.2% | Fairly valued | 75 | $6.8B |
| 32 | KLAC KLA Corporation | $156.20 | $152.29 | -2.5% | Fairly valued | 66 | $206.1B |
| 33 | ALGM Allegro MicroSystems, Inc. | $33.66 | $32.80 | -2.6% | Fairly valued | 62 | $5.7B |
| 34 | ENTG Entegris, Inc. | $152.76 | $148.54 | -2.8% | Fairly valued | 61 | $23.6B |
| 35 | COHU Cohu, Inc. | $50.03 | $48.30 | -3.5% | Fairly valued | 54 | $2.4B |
| 36 | ACLS Axcelis Technologies, Inc. | $97.38 | $92.10 | -5.4% | Fairly valued | 55 | $3.1B |
| 37 | POWI Power Integrations, Inc. | $46.99 | $44.41 | -5.5% | Fairly valued | 70 | $2.5B |
| 38 | TXN Texas Instruments Incorporated | $312.49 | $287.98 | -7.8% | Fairly valued | 64 | $274.9B |
| 39 | MTSI MACOM Technology Solutions Holdings, Inc. | $235.49 | $216.95 | -7.9% | Fairly valued | 50 | $17.9B |
| 40 | PI Impinj, Inc. | $184.46 | $166.42 | -9.8% | Fairly valued | 43 | $5.5B |
| 41 | ADI Analog Devices, Inc. | $419.79 | $375.25 | -10.6% | Fairly valued | 56 | $202.1B |
| 42 | IPGP IPG Photonics Corporation | $74.42 | $64.36 | -13.5% | Fairly valued | 34 | $3.1B |
| 43 | SITM SiTime Corporation | $444.88 | $382.60 | -14.0% | Fairly valued | 50 | $13.4B |
| 44 | MPWR Monolithic Power Systems, Inc. | $1,328.30 | $1,113.71 | -16.2% | Overvalued | 75 | $59.5B |
| 45 | AMD Advanced Micro Devices, Inc. | $483.90 | $404.68 | -16.4% | Overvalued | 63 | $824.1B |
| 46 | ARM Arm Holdings plc American Depositary Shares | $202.49 | $164.63 | -18.7% | Overvalued | 59 | $220.0B |
| 47 | LSCC Lattice Semiconductor Corporation | $105.92 | $71.09 | -32.9% | Overvalued | 61 | $13.2B |
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Valued but not ranked
These 2 names are valued but not ranked, for one of four reasons: the model grades the evidence as low or has not graded it yet, the inputs are under review, the gap is wider than 60%, or the valuation is more than three weeks old. The numbers are shown for reference.
| Company | Last close | Model fair value | Gap | Why it is not ranked | Quality score | Market value |
|---|---|---|---|---|---|---|
| MRVL Marvell Technology, Inc. | $171.97 | $186.51 | +8.5% | Low evidence grade | 45 | $172.0B |
| SLAB Silicon Laboratories Inc. | $222.34 | $206.57 | -7.1% | Low evidence grade | 49 | $7.4B |