Top Overvalued Semiconductors industry Stocks 2026

AXT, (AXTI) is the most overvalued stock in the Semiconductors industry with an estimated 93.4% downside, followed by Applied Optoelectronics, (AAOI) at 92.7%, Aehr Test Systems (AEHR) at 91.2%, and POET Technologies (POET) at 89.8%.

Updated todayBased on intrinsic value modelsIndustry: Semiconductors

Page snapshot: 13 Aug 2026, 3:07 pm

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Semiconductors Industry Valuation Insights (Updated Today)

The Semiconductors industry currently shows an average upside of 53.1% on this snapshot.
Top name AXT, Inc. (AXTI) trades at roughly a 93.4% discount to modeled intrinsic value—rankings move with prices and inputs.
This industry's average upside is below our broad overvalued benchmark (~93.0%).

Overvalued Semiconductors Stocks by Market Cap

Large cap (top 5)

1.Applied Optoelectronics, Inc. · AAOI92.7%$11.08B
2.Advanced Micro Devices, Inc. · AMD81.8%$787.47B
3.SiTime Corporation · SITM80.4%$17.96B
4.Marvell Technology, Inc. · MRVL78.9%$190.11B
5.FormFactor, Inc. · FORM77.5%$10.04B

Mid cap (top 5)

1.AXT, Inc. · AXTI93.4%$3.98B
2.Aehr Test Systems · AEHR91.2%$4.22B
3.nLIGHT, Inc. · LASR76.6%$2.99B
4.Cohu, Inc. · COHU74.2%$2.65B
5.Camtek Ltd. · CAMT71.4%$8.13B

Small cap (top 5)

1.POET Technologies Inc. · POET89.8%$1.17B
2.Arteris, Inc. · AIP64.4%$1.3B
3.Silex Systems Limited · SLX.AX48.1%A$1.47B
4.Alpha and Omega Semiconductor Limited · AOSL42.4%$1.09B
5.SkyWater Technology, Inc. · SKYT18.8%$1.6B

What Are Overvalued Semiconductors Stocks?

Overvalued semiconductors stocks are names where price sits above modeled fair (intrinsic) value—often expressed as positive headline downside versus the current quote.

This is not a sell list. Validate each symbol on its company page before you act.

How We Identify Overvalued Semiconductors Stocks

We pull an industry-filtered overvalued snapshot (price, intrinsic value, downside, cap, sector, country) and rank by headline downside. You can sort and search in the table above.

Rankings can shift intraday as prices and model inputs move. Use the stock screener for custom filters beyond this industry leaderboard.

FAQs

Answers about overvalued semiconductors names, intrinsic value, and how often this list refreshes.

What are overvalued semiconductors stocks?

They are Semiconductors names trading above modeled intrinsic value—shown here as downside % versus price. Models vary; use this as a screen, not advice.

How do you find overvalued semiconductors stocks?

We load overvalued names for this industry from our API, then rank and filter in the table. Sort columns and open company pages to dig deeper.

Why are semiconductors stocks overvalued?

Often sentiment, earnings, cycles, rates, or stock-specific news—not always a “misprice.” Intrinsic value is model-dependent.

Are overvalued semiconductors stocks a good investment?

Not by label alone. Discounts can reflect risk or data lag. Check fundamentals and your goals; seek professional advice if needed.

How often is this list updated?

The page rebuilds on a schedule (ISR). Live quotes can move faster—use company pages for the latest.