U.S. Semiconductors Top Stock Picks from Analysts

JinkoSolar Holding

Market Cap: US$1.0b

Engages in the design, development, production, and marketing of photovoltaic products.

Daqo New Energy

Market Cap: US$959.5m

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

Kopin

Market Cap: US$869.2m

Develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally.

SEALSQ

Market Cap: US$621.0m

Designs, develops, and markets semiconductors in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Datavault AI

Market Cap: US$347.8m

A data sciences technology company, owns and operates data management platforms with high computing capabilities in North America, Asia Pacific, Europe, and internationally.

Valens Semiconductor

Market Cap: US$258.0m

Provides semiconductor products for the audio-video and automotive industries.

Blaize Holdings

Market Cap: US$200.6m

Provides artificial intelligence (AI)-enabled edge computing solutions.

Ascent Solar Technologies

Market Cap: US$58.9m

A solar technology company, engages in the manufacture and sale of photovoltaic solar modules in the United States.

Intchains Group

Market Cap: US$45.5m

Engages in the provision of altcoin mining products in the People’s Republic of China.

Sequans Communications

Market Cap: US$44.9m

Engages in the fabless design, development, and supply of cellular semiconductor solutions for mass and broadband internet of things markets.

Pixelworks

Market Cap: US$40.7m

Provides content creation, video delivery, and display processing solutions, and technology in the United States.

Peraso

Market Cap: US$13.4m

A fabless semiconductor company, develops, markets, and sells semiconductor devices and antenna modules in Europe, North America, Hong Kong, Taiwan, and internationally.