Foreign IT's strongest Quant picks are almost all semiconductors

[Growth bar graph]
Dougal Waters

Foreign IT stocks are generating some of the strongest Quant signals in the entire market right now, with nine of the ten names on this list carrying scores above 4.50

Below is a list of the top 10 foreign IT stocks ranked according to their Seeking Alpha Quant Ratings.

The list is topped by Silicon Motion Technology Corporation (SIMO [https://seekingalpha.com/symbol/SIMO]), with a near-perfect Quant Rating of 4.98. Taiwan Semiconductor Manufacturing Company (TSM [https://seekingalpha.com/symbol/TSM]) and Credo Technology Group (CRDO [https://seekingalpha.com/symbol/CRDO]) follow closely behind, each with ratings of 4.97. ASE Technology Holding (ASX [https://seekingalpha.com/symbol/ASX]) and United Microelectronics Corporation (UMC [https://seekingalpha.com/symbol/UMC]) round out the top five.

The list shows a heavy concentration of semiconductor companies, particularly from Taiwan and Hong Kong. European chipmakers Infineon Technologies (IFNNY [https://seekingalpha.com/symbol/IFNNY]) from Germany and STMicroelectronics (STM [https://seekingalpha.com/symbol/STM]) from Switzerland also make strong showings. Kyocera Corporation (KYOCY [https://seekingalpha.com/symbol/KYOCY]) from Japan represents the electronic components sector, while GDS Holdings (GDS [https://seekingalpha.com/symbol/GDS]) and Kingsoft Cloud Holdings (KC [https://seekingalpha.com/symbol/KC]) from China provide exposure to internet services and infrastructure.

Seeking Alpha’s Quant system ranks stocks based on their performance on critical quantitative measures, such as valuation, growth, stock momentum, and profitability. Each stock is rated on a scale of 1 to 5, with any rating above 3.5 indicating a bullish rating. A score of 2.5 or below represents a bearish profile.

Here is the list:

*
Silicon Motion Technology Corporation (SIMO [https://seekingalpha.com/symbol/SIMO]), Quant Rating: 4.98

*
Taiwan Semiconductor Manufacturing Company Limited (TSM [https://seekingalpha.com/symbol/TSM]), Quant Rating: 4.97

*
Credo Technology Group Holding Ltd (CRDO [https://seekingalpha.com/symbol/CRDO]), Quant Rating: 4.97

*
ASE Technology Holding Co., Ltd. (ASX [https://seekingalpha.com/symbol/ASX]), Quant Rating: 4.96

*
United Microelectronics Corporation (UMC [https://seekingalpha.com/symbol/UMC]), Quant Rating: 4.93

*
Infineon Technologies AG (IFNNY [https://seekingalpha.com/symbol/IFNNY]), Quant Rating: 4.82

*
STMicroelectronics N.V. (STM [https://seekingalpha.com/symbol/STM]), Quant Rating: 4.76

*
Kyocera Corporation (KYOCY [https://seekingalpha.com/symbol/KYOCY]), Quant Rating: 4.70

*
GDS Holdings Limited (GDS [https://seekingalpha.com/symbol/GDS]), Quant Rating: 4.56

*
Kingsoft Cloud Holdings Limited (KC [https://seekingalpha.com/symbol/KC]), Quant Rating: 3.96

MORE ON KINGSOFT CLOUD, TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY, ETC.

* TSMC: Early Signs Of Formidable Foundry Competition [https://seekingalpha.com/article/4899836-tsmc-stock-early-signs-of-formidable-foundry-competition-downgrade-hold]
* STMicroelectronics N.V. (STM) Shareholder/Analyst Call - Slideshow [https://seekingalpha.com/article/4899803-stmicroelectronics-n-v-stm-shareholder-analyst-call-slideshow]
* Infineon Technologies AG (IFNNY) Q2 2026 Earnings Call Transcript [https://seekingalpha.com/article/4899142-infineon-technologies-ag-ifnny-q2-2026-earnings-call-transcript]
* SA analyst upgrades/downgrades: TSM, OXY, VLO, HOG [https://seekingalpha.com/news/4588688-sa-analyst-upgradesdowngrades-tsm-oxy-vlo-hog]
* Infineon Technologies AG Non-GAAP EPS of €0.34, revenue of €3.81B; updates FY26 outlook [https://seekingalpha.com/news/4586623-infineon-technologies-ag-non-gaap-eps-of-034-revenue-of-381b-updates-fy26-outlook]