In an ever-evolving market, we have compiled a comprehensive list of the 10 Best Electronic Components Stocks to Buy Now. This article will delve into where Flex Ltd. (NASDAQ:FLEX) stands in comparison to other prominent electronic components stocks amidst a backdrop of significant tariff changes instigated by recent government policies.

On April 11, 2023, President Donald Trump announced that smartphones, computers, and a variety of electronic and tech devices were exempt from a series of reciprocal tariffs that had been recently imposed. This new guidance from the US Customs and Border Protection followed the enactment of a staggering 145% tariff on products imported from China. The exemptions also extend to crucial components such as semiconductors, solar cells, flat panel TV displays, flash drives, and memory cards, which are integral to the functionality of most modern electronic devices.

The White House articulated that these exemptions were strategically designed to allow companies the necessary time to relocate their production and manufacturing operations back to the United States. Secretary of Commerce Howard Lutnick emphasized on April 13 that while these electronics currently enjoy exemption from tariffs, they will soon fall under new tariffs in the near future, as indicated by President Trump in a social media post where he stated that no exceptions would be made for these products.

An official notice published by the Federal Register revealed that the US Commerce Department has initiated a national security investigation focused on the importation of semiconductor technology and related products. This crucial investigation is inviting public comments, with the comment period set to close on May 7, 2025. This development reinforces the notion that semiconductors and the broader electronic supply chain are very much included in President Trumps tariff strategies.

The scope of the investigation is extensive, encompassing a variety of items such as silicon wafers, machinery utilized in chip production, and downstream products containing semiconductors. Given the pivotal role semiconductors play in the functioning of contemporary electronic devices, the outcome of this investigation could wield significant influence over the tech and electronics industries.

To compile our list of the 10 best electronic components stocks to buy now, we utilized stock screeners from Finviz and Yahoo Finance to identify the largest companies within the electronic components sector. Our methodology involved sorting results based on market capitalization and selecting the top 25 electronic components stocks. We then cross-referenced our findings with financial media reports and various online resources to ensure a well-rounded perspective on the current market landscape.

Following this, we focused specifically on the 10 stocks that have garnered the most interest and support from institutional investors. Data pertaining to hedge fund sentiment surrounding each stock was extracted from Insider Monkeys Q4 2024 database, which encompasses insights from over 1,000 elite hedge funds. Ultimately, these 10 electronic components stocks were ranked in ascending order based on the number of hedge funds holding stakes in them as of the last quarter of 2024.