In a recent analysis, we have compiled a detailed list of the 10 Best Electronic Components Stocks to Buy Now. This report specifically examines the current position of Amphenol Corporation (NYSE:APH) in relation to other stocks within the electronic components sector.

In a significant move impacting the tech industry, President Donald Trump has exempted a range of products, including smartphones, computers, and various electronic components, from his recently imposed reciprocal tariffs. This decision was detailed in a new directive issued by the U.S. Customs and Border Protection on April 11. This guidance comes on the heels of Trump's controversial decision to impose steep tariffs of 145% on a variety of products imported from China, a strategy aimed at addressing trade imbalances and protecting domestic manufacturers.

The exempted items also include critical components such as semiconductors, solar cells, flat-panel TV displays, flash drives, and memory cards. The White House has indicated that these exemptions are part of a broader strategy by President Trump to provide American companies with the necessary leeway to relocate their production and manufacturing facilities back to the United States.

Further complicating matters, U.S. Commerce Secretary Howard Lutnick stated on April 13 that these electronic products and components are expected to be subject to new tariffs in the near future. Trump also reiterated via social media that no exceptions would be made for these products under his tariff policies, which raises questions about the future of the tech industry in America.

In addition to tariff exemptions, a Federal Register notice reveals that the U.S. Commerce Department has initiated a national security investigation concerning the imports of semiconductor technology and related products. This investigation is particularly crucial, as it underscores a growing concern over the nation's reliance on foreign semiconductor manufacturing. The notice invites public comments and has established a comment period ending on May 7, 2025. This further solidifies the notion that semiconductors and the broader electronic supply chain will not escape President Trump's imposed tariffs.

The scope of this investigation is broad, encompassing various items, including chip components like silicon wafers, the equipment necessary for chip manufacturing, and downstream products that incorporate semiconductors. Semiconductors are indispensable to a myriad of modern electronic devices, indicating that this inquiry could potentially reshape the dynamics of 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. We sorted through the results based on market capitalization and then selected the top 25 electronic components stocks. Our analysis included a review of financial media reports, institutional rankings, and various online resources. Ultimately, we honed in on the 10 stocks that have garnered the most interest from institutional investors.

Data concerning hedge fund sentiments was extracted from Insider Monkeys Q4 2024 database, which encompasses insights from over 1,000 elite hedge funds. Our final ranking of the 10 Best Electronic Components Stocks reflects the ascending order based on the number of hedge funds holding stakes in them as of Q4 2024.