ā† Watchtower
July 6, 2026

The top 5 semiconductor stocks in the world by Momentum Score right now are all Taiwanese.

šŸ‡¹šŸ‡¼ MPI Corporation 100
šŸ‡¹šŸ‡¼ ASE Group 99
šŸ‡¹šŸ‡¼ UMC 99
šŸ‡¹šŸ‡¼ Kinsus Interconnect 99
šŸ‡¹šŸ‡¼ GlobalWafers 98

What each one does:

- MPI Corporation: makes IC test handlers, the machines semiconductor fabs use to sort and validate chips at the end of the production line. Up +226% YTD.

- ASE Group: the world's largest chip packaging and testing company. After wafers are made, ASE cuts, packages, and tests them. +173% YTD.

- UMC: the second-largest semiconductor foundry globally after TSMC. Makes chips for fabless companies on older nodes. +244% YTD.

- Kinsus Interconnect: makes IC substrates, the high-end boards that physically connect a chip to its package. Without substrates, AI chips don't ship. +439% YTD.

- GlobalWafers: third-largest silicon wafer maker in the world. Every foundry buys wafers before a single transistor is printed. +207% YTD.