U.S. Semiconductors Solid Balance Sheet and Fundamentals

NVIDIA

Market Cap: US$4.4t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Lam Research

Market Cap: US$185.8b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

QUALCOMM

Market Cap: US$182.4b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

Nova

Market Cap: US$10.1b

Engages in the design, development, production, and sells of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.

Monolithic Power Systems

Market Cap: US$51.3b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.

Camtek

Market Cap: US$5.4b

Develops, manufactures, and sells inspection and metrology equipment for semiconductor industry in the United States, China, Korea, Europe, and the Asia Pacific.