Top semiconductor stocks to watch in Singapore in 2025
The semiconductor industry powers everything from smartphones to artificial intelligence. Learn how to trade these tech stocks in Singapore, including which companies to watch and how to manage the risks.
Important to know
This article is intended for educational and informational purposes only and does not constitute any form of investment advice. Please ensure that you understand the risks and consider your specific investment objectives, financial situation or particular needs before making a commitment to trade.
Key takeaways
- Semiconductor stocks benefit from AI growth and tech trends but are highly volatile
- Key risks include supply chain disruptions, trade restrictions and cyclical demand
- Trade these stocks via CFDs with IG Singapore for leveraged exposure
What are semiconductor stocks?
Semiconductor stocks are shares in companies that design, manufacture or sell microchips. These chips power almost every piece of modern technology – from smartphones and cars to AI systems and data centres.
Think of it as three main types of companies:
- Chip designers like NVIDIA create the blueprints
- Manufacturers like Taiwan Semiconductor build the actual chips
- Equipment makers like ASML build the machines that make chips possible
Why are semiconductor stocks popular?
Semiconductor stocks are popular because they power the technologies shaping our future.
Their appeal comes from:
- Strong demand: chips are essential in nearly every digital device and system.
- AI and tech growth: companies like NVIDIA and AMD benefit directly from the AI boom.
- Limited suppliers: a small group of global players dominates, making it easier for traders to follow the market.
- Global relevance: geopolitical and economic shifts can move these stocks quickly, creating frequent trading opportunities.
With so many industries relying on semiconductors, traders see this sector as a gateway to long-term trends and short-term momentum.
Possible risks of trading semiconductor stocks
Semiconductor stocks can be sensitive to global events and market dynamics. Here are a few key risks to consider:
- Supply chain concentration: A large portion of global chip manufacturing is concentrated in just a few companies and regions. Any disruption in production or logistics can affect availability and pricing.
- Trade and export controls: Changes in international trade policy or export regulations can impact the flow of semiconductor technology.
- Sector volatility: The semiconductor industry is cyclical, with sharp fluctuations tied to demand from sectors like smartphones, PCs, and cloud computing.
Top 5 semiconductor stocks to watch
These semiconductor stocks offer exposure to AI, high-performance computing, and the chipmaking supply chain. Whether you're trading on momentum, volatility, or major earnings catalysts, these companies are actively traded and available via CFDs on IG Singapore. All information is correct as of August 2025.
Company |
Market cap |
P/E ratio |
Highlight |
Trade the CFD with us? |
~$4.35 tn |
~56.8× |
AI chip leader; massive liquidity and strong directional moves tied to Blackwell GPU rollout |
✓ |
|
~$1.20 tn |
~27–28× trailing |
Core of global chip supply; proxy for AI and smartphone demand trends |
✓ |
|
~$282 bn |
~104–126× |
High-growth AI accelerator challenger; volatile with earnings surprises |
✓ |
|
~$88 bn |
Negative (~–4×) due to recent losses |
Turnaround stock; trade around earnings volatility and new foundry updates |
✓ |
|
~$1.38 tn |
~107× trailing; ~36× forward |
AI infrastructure exposure; solid fundamentals but premium valuation |
✓ |
1. NVIDIA Corporation (NASDAQ: NVDA)
NVIDIA is a high-growth AI chip leader with strong liquidity
Trading profile: Among the most traded tech stocks globally, with deep liquidity and daily moves often exceeding 3%.
Catalyst: Launch of Blackwell AI chips and earnings momentum from data centre demand.1
Risk: Rich valuation makes it highly sensitive to sentiment shifts in AI and tech.2
Why traders watch it: Strong directional trends, clear correlation with AI market narratives, and frequent headline exposure.
✅ Available via IG CFDs
2. Taiwan Semiconductor Manufacturing Company (NYSE: TSM)
TSM is a global chip foundry with geopolitical exposure
Trading profile: Solid liquidity but less volatile than NVIDIA; often used to trade broader chip cycles.
Catalyst: Expanding fabs in the US and Japan; ramping up 2nm production.3
Risk: 70%+ of capacity based in Taiwan creates geopolitical tension risk.4
Why traders watch it: Essential to Apple, AMD, and NVIDIA - strong macro proxy for chip demand.
✅ Available via IG CFDs
3. Advanced Micro Devices (NASDAQ: AMD)
AMD is a mid-volatility stock chasing NVIDIA in AI GPUs
Trading profile: Strong retail interest; trades with high correlation to tech indices.
Catalyst: Launch of MI300 AI accelerators and expanded server market share.5
Risk: Squeezed between NVIDIA and Intel; slower AI ramp than expected.6
Why traders watch it: Momentum stock with regular earnings moves and reaction to NVIDIA’s direction.
✅ Available via IG CFDs
4. Intel Corporation (NASDAQ: INTC)
Intel is a turnaround story with long-term upside and short-term choppiness
Trading profile: Highly liquid, but volatile around earnings and news.
Catalyst: New foundry business model and $100B+ global expansion.7
Risk: Delays and execution risks; margins under pressure.8
Why traders watch it: Potential breakout or breakdown stock depending on quarterly results.
✅ Available via IG CFDs
5. Broadcom Inc. (NASDAQ: AVGO)
Broadcom is a quiet AI infrastructure winner with strong fundamentals
Trading profile: Less volatile but tightly linked to data centre spending.
Catalyst: Acquisition of VMware, expansion in AI networking.9
Risk: Customer concentration and slower enterprise IT spending.10
Why traders watch it: For exposure to AI infrastructure growth without NVIDIA-level volatility.
✅ Available via IG CFDs
How to trade semiconductor stocks with IG SG
- Create a live or demo account
- Find an opportunity among one of our 10,000+ stocks with our stock screener
- Click ‘buy’ to go long or ‘sell’ to short
- Set your position size
- Take steps to manage your risk
- Open and monitor your position
FAQs about semiconductor stocks
What are semiconductor stocks and why are they important?
Semiconductor stocks are shares of companies that design, manufacture or supply microchips used in electronic devices. They’re important because semiconductors power everything from smartphones and laptops to AI systems and electric vehicles. Traders often follow this sector closely due to its link to tech innovation and high-growth potential.
Are semiconductor stocks a good trading opportunity in 2025?
Many traders see strong potential in semiconductor stocks in 2025, driven by AI growth, data centre demand and the rise of edge computing. However, the sector is also cyclical and can be highly volatile, so it's important to manage risk and stay updated on key catalysts and earnings.
What risks should I consider when trading semiconductor stocks?
Key risks include:
Supply chain disruptions (especially in Taiwan and Asia)
Changes in global trade policies or export bans
Cyclical demand tied to tech spending
Intense competition and pricing pressure
Traders should watch for earnings surprises, regulatory news and sector-wide sentiment shifts.
Can I trade semiconductor stocks on IG Singapore?
Yes. IG Singapore offers semiconductor stocks as CFDs, allowing you to go long or short with leverage. You can trade major names like NVIDIA, TSMC, AMD and local SGX-listed companies such as UMS, AEM and Micro-Mechanics. Remember that CFDs are complex instruments and carry a high risk of rapid losses.
Which Singapore-listed semiconductor stocks should I watch?
Traders in Singapore often monitor:
UMS Holdings (SGX: 558) – chip equipment supplier
AEM Holdings (SGX: AWX) – test and validation solutions
Micro-Mechanics (SGX: 5DD) – precision tooling for chipmakers
These companies offer regional exposure to the global chipmaking supply chain and may show strong movement during semiconductor cycles.
Footnotes
- NVIDIA, May 2025
- Bloomberg, June 2025
- Semiconductor Engineering, April 2025
- TSMC, 2024
- AMD, June 2025
- Nasdaq, August 2025
- TradingView, June 2025
- Intel, July 2025
- Barron’s, June 2025
- CNBC, June 2025
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