U.S. Semiconductors Top Stock Picks from Analysts

Micron Technology

Market Cap: US$958.8b

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

Cerebras Systems

Market Cap: US$39.2b

Operates as an artificial intelligence infrastructure company.

MACOM Technology Solutions Holdings

Market Cap: US$20.4b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

SiTime

Market Cap: US$14.6b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

Semtech

Market Cap: US$11.6b

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

Rigetti Computing

Market Cap: US$4.7b

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.

Universal Display

Market Cap: US$3.7b

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.

AXT

Market Cap: US$2.9b

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

Ambarella

Market Cap: US$2.7b

Develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.

Himax Technologies

Market Cap: US$2.2b

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$1.6b

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

POET Technologies

Market Cap: US$1.3b

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.

Alpha and Omega Semiconductor

Market Cap: US$935.9m

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.

indie Semiconductor

Market Cap: US$869.0m

Provides automotive semiconductors and software solutions for advanced driver assistance systems, autonomous vehicles, connected car, user experience, and electrification applications.

JinkoSolar Holding

Market Cap: US$863.6m

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

Daqo New Energy

Market Cap: US$821.5m

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

Kopin

Market Cap: US$680.8m

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$505.5m

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

Everspin Technologies

Market Cap: US$341.2m

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

Datavault AI

Market Cap: US$316.3m

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

Aeluma

Market Cap: US$267.3m

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

QuickLogic

Market Cap: US$236.9m

Operates as a fabless semiconductor company.

Atomera

Market Cap: US$217.6m

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

TOYO

Market Cap: US$199.3m

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.

Valens Semiconductor

Market Cap: US$185.1m

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

GCT Semiconductor Holding

Market Cap: US$174.5m

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$153.7m

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

Intchains Group

Market Cap: US$49.7m

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

Sequans Communications

Market Cap: US$44.3m

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

Pixelworks

Market Cap: US$35.6m

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

Ascent Solar Technologies

Market Cap: US$29.0m

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

Peraso

Market Cap: US$11.1m

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