U.S. Semiconductors Top Stock Picks from Analysts

NVIDIA

Market Cap: US$4.8t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

Micron Technology

Market Cap: US$1.2t

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Semtech

Market Cap: US$13.7b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Rigetti Computing

Market Cap: US$6.2b

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

AXT

Market Cap: US$4.1b

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

Universal Display

Market Cap: US$3.9b

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.

Himax Technologies

Market Cap: US$2.3b

A fabless semiconductor company, provides display imaging processing technologies in China, Taiwan, Korea, Japan, the United States, Mexico, and internationally.

POET Technologies

Market Cap: US$1.7b

Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, the rest of North and South America, Europe, Malaysia, Singapore, China, and the rest of Asia.

Daqo New Energy

Market Cap: US$859.4m

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

JinkoSolar Holding

Market Cap: US$847.9m

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

Kopin

Market Cap: US$689.4m

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.

SEALSQ

Market Cap: US$601.1m

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

Aeluma

Market Cap: US$375.3m

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

Datavault AI

Market Cap: US$331.7m

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

TOYO

Market Cap: US$252.4m

Engages in the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and other stages of the solar power supply chain in Asia and the United States.

Valens Semiconductor

Market Cap: US$235.8m

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

Blaize Holdings

Market Cap: US$190.7m

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

Intchains Group

Market Cap: US$49.4m

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

Sequans Communications

Market Cap: US$49.3m

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

Ascent Solar Technologies

Market Cap: US$43.9m

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

Pixelworks

Market Cap: US$38.6m

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

Peraso

Market Cap: US$13.0m

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