SK Hynix Joins the Nasdaq. But This Nasdaq-100 Semiconductor Stock Could Be an Even Better Buy for the Second Half of 2026.
View original at nasdaq.comSK Hynix Joins the Nasdaq. But This Nasdaq-100 Semiconductor Stock Could Be an Even Better Buy for the Second Half of 2026. Key Points The memory chip shortage is one of the biggest bottlenecks for artificial intelligence (AI)…
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ASML has a virtual monopoly on extreme ultraviolet (EUV) machines.
60% confidenceSK Hynix will never join the S&P 500 because it is a South Korean company, similar to Taiwan Semiconductor Manufacturing.
60% confidenceASML is an even better Nasdaq-100 stock than SK Hynix for investors seeking a fundamental AI stock to buy and hold for at least five years.
60% confidenceASML doesn't design or manufacture chips; it produces advanced machines needed to perform the lithography step in semiconductor manufacturing.
60% confidenceIn Q1 2026, memory's share of ASML net system sales rose to 51% (from 42% in Q1 2025), while logic's share fell to 49% (from 58% in Q1 2025).
60% confidenceDemand for SK Hynix memory chips is far outpacing supply, creating a multi-year runway for future growth that has propelled the company to a $1 trillion valuation.
60% confidenceASML is the better buy for folks with a long-term investing time horizon compared to memory stocks like SK Hynix.
60% confidenceStock Advisor's total average return is 929%, a market-crushing outperformance compared to 211% for the S&P 500.
60% confidence
Data points we hold from this source
| Applied Materials, Inc. · forward pe ratio | 49.2 ratio |