This week, Zacks Chief Equity Strategist and Economist John Blank, PhD discusses:

• An overview of the top Semiconductor industry stocks in 2025, in what John calls the “first lesson” in his continuing analysis of the state of the Info Tech sector. This discussion is broken into two parts: first, the big picture of this rapidly-evolving industry, and then a look at valuations for these tickers using a variety of relevant metrics.

• To begin, John offers descriptions of semiconductors, including their various classifications, properties, and applications. He also walks through different types of players in the industry, including Fabless (chip design only); Foundries (manufacturing only); Integrated Device Manufacturers (IDMs) that both design and build; and Outsourced Semiconductor Assembly and Test (OSAT) specialists in semiconductor manufacturing back-end processes.

• John then presents an array of charts to illustrate performance metrics for Semiconductor companies, broken out into market caps ranging from micro-cap to mega-cap—with Nvidia (NVDA) in a class of its own due to its market cap of $3.85 trillion. Other companies reviewed in this analysis include big names like Broadcom (AVGO) and Qualcomm (QCOM), plus less familiar companies such as Himax Technologies (HIMX), Navitas Semiconductor (NVTS), and Maxlinear (MXL). Get up to speed on this cutting-edge industry with this week’s video!

The views of John Blank, PhD are not necessarily the views of Zacks Investment Research.

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