Dividend Vision Lists
Semiconductor Stocks
A curated list of the companies that design, manufacture, and equip the world's chips — from fabless designers and foundries to memory makers, the equipment vendors that build the fabs, and the software used to design the silicon.
Updated July 2026 · 29 companies
DV Scorecard
Our proprietary snapshot of this list — averages and standouts, computed from the companies below. Not investment advice.
Semiconductors sit underneath nearly every modern technology — from phones and cars to data centers training AI models. This page gathers the companies that design, manufacture, and equip the world's chips, organized so you can see how the supply chain fits together.
The list spans several roles: fabless designers that create chips but outsource production; foundries that manufacture them; memory makers; the capital-equipment vendors whose machines build the fabs; and the electronic-design-automation software used to lay out the silicon. Some of these companies are steady, cash-generative dividend payers, while others reinvest everything into the next process node and pay little or nothing.
Dividend Vision's angle is what the headlines skip: which of these companies actually pay a dividend, how durable that payout looks through our Distribution Safety Score, and how the group's income and risk profile compares. Live figures refresh from our data pipeline on every build, and nothing here is investment advice.
Semiconductor Stocks
Live data joins from our pipeline on every build — click any header to sort, or open a ticker for the full analysis. We never hard-code yields, prices, or returns.
| Ticker | Company | Role | Yield | Div growth (1y) | Safety | Fwd P/E | Market cap |
|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | Semiconductors | 0.49% | — | 96 | 23.6 | $4.91T |
| TSM | Taiwan Semiconductor Manufacturing Company | — | 0.85% | +39.0% | 96 | 26.4 | $2.07T |
| AVGO | Broadcom Inc. | Semiconductors | 0.66% | +11.9% | 99 | 20.0 | $1.76T |
| MU | Micron Technology, Inc. | Semiconductors | 0.07% | +28.4% | 97 | 5.5 | $958.8B |
| AMD | Advanced Micro Devices, Inc. | Semiconductors | — | — | — | 70.9 | $808.4B |
| ASML | ASML Holding N.V. | Semiconductor Equipment | 0.41% | +147.8% | 88 | 48.5 | $671.2B |
| INTC | Intel Corp. | Technology | — | — | — | 111.1 | $477.7B |
| AMAT | Applied Materials Inc. | Technology | 0.32% | +18.9% | 99 | 35.6 | $420.5B |
| LRCX | Lam Research Corp. | Technology | 0.31% | -49.5% | 98 | 40.5 | $391.8B |
| ARM | Arm Holdings plc | — | — | — | — | 119.0 | $285.4B |
| KLAC | KLA Corp. | Technology | 0.34% | +27.7% | 100 | 43.1 | $277.9B |
| TXN | Texas Instruments Incorporated | Semiconductors | 1.89% | +1.7% | 92 | 38.2 | $258.5B |
| ADI | Analog Devices Inc. | Technology | 1.07% | +33.1% | 100 | 26.0 | $182.8B |
| QCOM | Qualcomm Incorporated | Semiconductors & Wireless | 2.00% | +4.1% | 99 | 15.2 | $181.1B |
| MRVL | Marvell Technology Inc. | — | 0.12% | 0.0% | 96 | 46.5 | $169.3B |
| CDNS | Cadence Design Systems Inc. | Technology | — | — | — | 46.1 | $91.0B |
| ASX | ASE Technology Holding Co., Ltd. | — | 0.95% | — | 67 | 12.3 | $84.3B |
| SNPS | Synopsys Inc. | Technology | — | — | — | 22.3 | $73.6B |
| NXPI | NXP Semiconductors N.V. | Technology | 1.45% | -17.3% | 94 | 18.5 | $67.3B |
| MPWR | Monolithic Power Systems Inc. | Technology | 0.53% | +49.5% | 98 | 54.1 | $64.5B |
| UMC | United Microelectronics Corporation | — | 1.90% | — | 94 | 30.0 | $53.3B |
| TER | Teradyne Inc. | Technology | 0.15% | -11.3% | 98 | 48.5 | $50.5B |
| MCHP | Microchip Technology Inc. | Technology | 2.11% | +9.6% | 98 | 26.3 | $44.0B |
| ON | ON Semiconductor Corp. | Technology | — | — | — | 28.4 | $34.0B |
| GFS | GlobalFoundries Inc. | — | 0.21% | — | — | 29.6 | $31.5B |
| ENTG | Entegris, Inc. | — | 0.29% | 0.0% | 100 | 38.8 | $21.1B |
| LSCC | Lattice Semiconductor Corp. | — | — | — | — | 69.4 | $17.2B |
| SWKS | Skyworks Solutions, Inc. | Semiconductors | 4.94% | -15.1% | 98 | 11.4 | $8.9B |
| QRVO | Qorvo, Inc | Semiconductors | — | — | — | 12.5 | $7.5B |
Why this list matters
Semiconductors are one of the most strategically important — and most cyclical — corners of the market, and "chip stocks" covers very different businesses.
Who it's for
- Investors who want an organized view of the chip supply chain rather than a scattered watchlist
- Dividend investors hunting the mature, cash-generative payers in an otherwise growth-heavy sector
- Growth investors mapping designers, foundries, memory, and equipment as distinct exposures
- Anyone comparing a chip stock they own against its peers on yield, safety, and role
Benefits
- Exposure to a foundational technology behind AI, autos, phones, and data centers
- A mix of profiles — high-growth designers alongside mature equipment and analog names that pay dividends
- The equipment and EDA layers are 'picks and shovels' that supply the whole industry
Risks
- Deep cyclicality — chip demand and pricing can swing sharply with the build cycle
- High capital intensity, especially for foundries and memory, which pressures cash flow in downturns
- Customer and geographic concentration, plus real exposure to export controls and trade policy
- Many of the fastest-growing names pay little or no dividend, so income is concentrated in a subset
- Valuations across much of the group price in years of continued AI-driven demand
What to watch
- Whether a company pays a dividend, and how well earnings and cash flow cover it — start with the Distribution Safety Score and payout ratio
- Where a name sits in the chain: a fabless designer, a foundry, a memory maker, and an equipment vendor behave very differently
- Where the industry is in its cycle — orders and margins can turn quickly
- Concentration risk in a handful of large customers or a single manufacturing region
How we rank these investments
This page is a curated universe, not a ranked buy list — the table sorts on any column. These are the dimensions we surface and what each tells you.
- Distribution yield. The current dividend as a share of price. Many chip names pay little or nothing; a low yield is common and reflects a growth-first return case.
- Dividend growth. How fast the payout is rising. For the paying names — often the analog and equipment makers — a steadily growing dividend can signal financial health better than the headline yield.
- Distribution Safety Score. Dividend Vision's proprietary read on how durable a payout looks, from the same one scorer used across the site. Non-payers carry no score.
- Valuation. Forward P/E and related measures put the growth expectations baked into the price in context.
- Total return. Price change plus dividends over time. On growth names price does most of the work; on mature suppliers the dividend contributes more.
- Business role. Designer, foundry, memory maker, equipment vendor, or EDA software — each carries a different cyclicality and margin profile.
- Liquidity & size. Market capitalization and trading volume. Larger, more liquid names are easier to trade and tend to be less volatile than small suppliers.
- Payout ratio. The share of earnings paid as dividends — the cushion behind the next raise for the companies that pay one.
- Distribution frequency. How often a dividend is paid. The chip companies that pay generally do so quarterly.
Frequently asked questions
What counts as a semiconductor stock?
This page uses a curated view of the chip supply chain: fabless designers, foundries that manufacture chips, memory makers, the capital-equipment vendors that build fabrication plants, and the electronic-design-automation (EDA) software companies. It tracks 29 of them with live market data.
Do semiconductor stocks pay dividends?
Some do and many don't. Mature analog, equipment, and design-software companies are more likely to pay — and grow — a dividend, while the fastest-growing designers often reinvest everything. Each ticker page shows the current yield and our Distribution Safety Score.
What's the difference between a fabless company and a foundry?
A fabless company designs chips but outsources their manufacturing, while a foundry runs the fabrication plants that actually make chips — often for many fabless customers. They have very different capital needs and margins, which is why we flag each company's role.
Why are chip-equipment and EDA companies on this list?
They are the 'picks and shovels' of the industry: equipment vendors sell the machines used to fabricate chips, and EDA software is used to design them. Both supply the entire sector rather than competing in any single chip market.
Why are semiconductor stocks so volatile?
The industry is highly cyclical. Demand, pricing, and capital spending can swing sharply between boom and bust, and the sector is sensitive to trade policy and export controls. That cyclicality shows up as larger price moves than the broad market.
Which semiconductor stocks are best for dividends?
We don't make individual recommendations, but income tends to concentrate in the analog, equipment, and design-software names rather than the pure-growth designers. Sort the table by yield or Safety Score to see where the paying names cluster, then review each on its own page.
What is the Distribution Safety Score?
It's Dividend Vision's proprietary measure of how durable a company's dividend looks, scored from 0 to 100 using the same single model applied across the site. Companies that don't pay a dividend carry no score.
How is this list different from a chip ETF?
An ETF bundles many of these names into one fund. This page lets you see and compare the individual companies, each linking to a full analysis, with a live DV Scorecard summarizing the group. For fund exposure, see our AI Income ETFs and Dividend Growth ETFs lists.
How often is this list updated?
The membership is curated, while yields, prices, market caps, and Safety Scores refresh from our data pipeline on every build. The figures reflect the most recent data run, not a static snapshot.
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