U.S. Semiconductors Top Stock Picks from Analysts

Rigetti Computing

Market Cap: US$8.4b

Through its subsidiaries, builds quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

Universal Display

Market Cap: US$5.6b

Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications.

Allegro MicroSystems

Market Cap: US$4.6b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems.

Impinj

Market Cap: US$4.3b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Power Integrations

Market Cap: US$1.9b

Designs, develops, manufactures, and markets analog and mixed-signal integrated circuits (ICs), and other electronic components and circuitry used in high-voltage power conversion.

Photronics

Market Cap: US$1.2b

Engages in the manufacture and sale of photomask products and services in the United States, Taiwan, China, Korea, Europe, and internationally.

MaxLinear

Market Cap: US$1.2b

Provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally.

Ultra Clean Holdings

Market Cap: US$1.1b

Develops and supplies critical subsystems, components and parts, and ultra-high purity cleaning and analytical services for the semiconductor industry in the United States and internationally.

indie Semiconductor

Market Cap: US$844.5m

Provides automotive semiconductors and software solutions for advanced driver assistance systems, driver automation, in-cabin, connected car, and electrification applications.

Alpha and Omega Semiconductor

Market Cap: US$554.9m

Designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications in Hong Kong, China, South Korea, the United States, and internationally.

POET Technologies

Market Cap: US$550.2m

Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, Singapore, and China.

Datavault AI

Market Cap: US$511.9m

A data sciences technology company, owns and operates data management platforms by supercomputing capabilities in the North America, Asia Pacific, Europe, and internationally.

Ichor Holdings

Market Cap: US$503.4m

Engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in the United States and internationally.

Wolfspeed

Market Cap: US$452.6m

A semiconductor company, focuses on silicon carbide and gallium nitride (GaN) technologies in Europe, Hong Kong, China, rest of Asia Pacific, the United States, and internationally.

Ambiq Micro

Market Cap: US$451.6m

Develops ultra-low-power integrated circuits for power-sensitive applications.

Kopin

Market Cap: US$449.4m

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.

Blaize Holdings

Market Cap: US$278.0m

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

Aeluma

Market Cap: US$243.8m

Develops optoelectronic and electronic devices for sensing, communication, and computing applications in the United States.

Valens Semiconductor

Market Cap: US$178.3m

Provides semiconductor products for the audio-video and automotive industries in Israel, China, Hong Kong, Portugal, the United States, Japan, Germany, Hungary, and internationally.

Sequans Communications

Market Cap: US$96.8m

Engages in the fabless designing, developing, and supplying of cellular semiconductor solutions for massive and broadband internet of things markets.

Magnachip Semiconductor

Market Cap: US$83.8m

Designs, manufactures, and supplies analog and mixed-signal semiconductor platform solutions for communications, the Internet of Things, consumer, computing, industrial, and automotive applications.

GCT Semiconductor Holding

Market Cap: US$76.5m

Operates as a fabless semiconductor company, designs, develops, and markets integrated circuits for the wireless semiconductor industry.

Atomera

Market Cap: US$68.7m

Engages in the developing, commercializing, and licensing proprietary processes and technologies for the semiconductor industry in North America and Europe.

Intchains Group

Market Cap: US$63.6m

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

Pixelworks

Market Cap: US$39.5m

Develops and markets semiconductor and software solutions for mobile, home and enterprise, over-the-air, and cinema markets in the United States, Japan, China, and Taiwan.

Peraso

Market Cap: US$8.1m

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