InvestMoat
All sectors

Semiconductors

Design, foundry, memory, equipment, EDA, and the AI compute stack — the capex cycle the rest of the book is levered to.

25Names
65Avg moat
78Avg growth
68Avg val
—Avg score
5In IM25
NVDA
NVIDIA
IM25

Moat 82 · Growth 91 · Val 73

TSM
TSMC
IM25

Moat 94 · Growth 90 · Val 65

CDNS
Cadence Design Systems
IM25

Moat 80 · Growth 84 · Val 78

ASML
ASML
IM25

Moat 92 · Growth 78 · Val 73

AVGO
Broadcom
IM25

Moat 72 · Growth 89 · Val 75

KLAC
KLA Corporation

Moat 78 · Growth 79 · Val 74

ANET
Arista Networks

Moat 65 · Growth 90 · Val 75

ARM
Arm Holdings

Moat 75 · Growth 83 · Val 66

DELL
Dell Technologies

Moat 65 · Growth 83 · Val 74

CRDO
Credo Technology

Moat 67 · Growth 84 · Val 71

SNPS
Synopsys

Moat 80 · Growth 77 · Val 66

MRVL
Marvell Technology

Moat 70 · Growth 83 · Val 68

000660.KS
SK hynix

Moat 74 · Growth 73 · Val 71

MU
Micron

Moat 67 · Growth 73 · Val 69

AMKR
Amkor Technology

Moat 58 · Growth 72 · Val 78

AXTI
AXT, Inc.

Moat 63 · Growth 83 · Val 55

IONQ
IonQ

Moat 60 · Growth 79 · Val 60

005930.KS
Samsung Electronics

Moat 55 · Growth 68 · Val 73

AMD
AMD

Moat 47 · Growth 88 · Val 61

QBTS
D-Wave Quantum

Moat 51 · Growth 76 · Val 63

SMCI
Super Micro Computer

Moat 37 · Growth 84 · Val 72

TER
Teradyne

Moat 54 · Growth 71 · Val 60

RGTI
Rigetti Computing

Moat 48 · Growth 77 · Val 60

QCOM
Qualcomm

Moat 53 · Growth 54 · Val 64

QUBT
Quantum Computing Inc.

Moat 39 · Growth 53 · Val 63

25 stocks · Semiconductors

How this bucket sits against coverage

Moat65vs68 book-3
Growth78vs74 book+4
Val68vs72 book-4