U.S. Semiconductors Solid Balance Sheet and Fundamentals

NVIDIA

Market Cap: US$4.4t

Operates as a data center scale AI infrastructure company.

Applied Materials

Market Cap: US$278.6b

Provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally.

Micron Technology

Market Cap: US$471.2b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.