U.S. Semiconductors Top Stock Picks from Analysts

Marvell Technology

Market Cap: US$51.9b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

Onto Innovation

Market Cap: US$4.5b

Engages in the design, development, manufacture, and support of process control tools that performs optical metrology and inspection worldwide.

ACM Research

Market Cap: US$1.4b

Develops, manufactures, and sells capital equipment worldwide.

Photronics

Market Cap: US$1.1b

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

JinkoSolar Holding

Market Cap: US$933.9m

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

Daqo New Energy

Market Cap: US$895.9m

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

Ultra Clean Holdings

Market Cap: US$874.5m

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.

PDF Solutions

Market Cap: US$692.8m

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, Taiwan, and internationally.

indie Semiconductor

Market Cap: US$563.2m

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

Ichor Holdings

Market Cap: US$509.1m

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

CEVA

Market Cap: US$448.7m

Provides silicon and software intellectual property (IP) solutions to semiconductor and original equipment manufacturer companies in the United States, Europe, the Middle East, the Asia Pacific, and internationally.

SEALSQ

Market Cap: US$408.7m

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

Valens Semiconductor

Market Cap: US$235.0m

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

Blaize Holdings

Market Cap: US$204.4m

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

Kopin

Market Cap: US$200.3m

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.

Wolfspeed

Market Cap: US$185.2m

Operates as a bandgap 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.

Magnachip Semiconductor

Market Cap: US$130.2m

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

Everspin Technologies

Market Cap: US$126.0m

Manufactures and sells magnetoresistive random access memory (MRAM) technologies in the United States, Japan, Hong Kong, Germany, Singapore, China, Canada, and internationally.

Intchains Group

Market Cap: US$125.4m

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

QuickLogic

Market Cap: US$82.0m

Operates as a fabless semiconductor company.

inTEST

Market Cap: US$74.5m

Provides test and process technology solutions for use in manufacturing and testing in automotive, defense/aerospace, industrial, life sciences, security, and semiconductor markets in the United States and internationally.

AXT

Market Cap: US$66.4m

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

GCT Semiconductor Holding

Market Cap: US$57.4m

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

Datavault AI

Market Cap: US$52.9m

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

Maxeon Solar Technologies

Market Cap: US$51.5m

A marketers of solar power technology, designs, manufactures, markets, and sells solar panels for residential, commercial, and power plant customers.

Sequans Communications

Market Cap: US$43.7m

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

Pixelworks

Market Cap: US$30.6m

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

Peraso

Market Cap: US$4.7m

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