U.S. Semiconductors Top Stock Picks from Analysts

Power Integrations

Market Cap: US$2.2b

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

Blaize Holdings

Market Cap: US$354.0m

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

Aeluma

Market Cap: US$302.2m

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

Valens Semiconductor

Market Cap: US$184.5m

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

Datavault AI

Market Cap: US$158.7m

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

Sequans Communications

Market Cap: US$140.2m

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$113.9m

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

Intchains Group

Market Cap: US$106.9m

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

GCT Semiconductor Holding

Market Cap: US$81.6m

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

Peraso

Market Cap: US$7.7m

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