U.S. Semiconductors Top Stock Picks from Analysts

Micron Technology

Market Cap: US$1.1t

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

Rigetti Computing

Market Cap: US$6.3b

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.

Diodes

Market Cap: US$4.8b

Provides semiconductor products in Asia, the Americas, and Europe.

Ultra Clean Holdings

Market Cap: US$3.8b

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

Himax Technologies

Market Cap: US$2.7b

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

T1 Energy

Market Cap: US$1.5b

Provides energy solutions for solar modules and cells in the United States, Norway and internationally.

Daqo New Energy

Market Cap: US$990.6m

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

Kopin

Market Cap: US$987.3m

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.

JinkoSolar Holding

Market Cap: US$877.2m

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

SEALSQ

Market Cap: US$599.1m

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

Aeluma

Market Cap: US$337.2m

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

Datavault AI

Market Cap: US$272.1m

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$259.3m

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.

QuickLogic

Market Cap: US$233.7m

Operates as a fabless semiconductor company.

Atomera

Market Cap: US$218.5m

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

Valens Semiconductor

Market Cap: US$210.1m

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

GCT Semiconductor Holding

Market Cap: US$181.2m

A fabless semiconductor company, designs, manufactures, and sells communication semiconductors for industrial, business-to-business, and consumer applications in the United States, Taiwan, China, Germany, and South Korea.

Blaize Holdings

Market Cap: US$85.9m

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

Intchains Group

Market Cap: US$53.4m

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

Sequans Communications

Market Cap: US$46.1m

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$32.6m

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

Peraso

Market Cap: US$10.0m

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