Global Breakout Stocks

Intel

Market Cap: US$587.8b

Designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.

Lam Research

Market Cap: US$453.4b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

Applied Materials

Market Cap: US$438.8b

Provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally.

KLA

Market Cap: US$315.0b

Designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.

Sandisk

Market Cap: US$278.6b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

Credo Technology Group Holding

Market Cap: US$48.8b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Kingboard Laminates Holdings

Market Cap: HK$205.7b

An investment holding company, engages in the manufacture and sale of laminates in the People's Republic of China, Europe, other Asian countries, and the United States.

Peric Special Gases

Market Cap: CN¥159.9b

Engages in the research and development, production, and sale of electronic special gases and trifluoromethanesulfonic acid series products in China.

Entegris

Market Cap: US$22.1b

Provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.

ACM Research (Shanghai)

Market Cap: CN¥146.9b

Engages in the research, development, production, and sale of semiconductor equipment in China.

King Slide Works

Market Cap: NT$658.5b

Designs, manufactures, and sells rail kits for computer and network communications equipment, furniture wooden kitchen accessories, slides, and molds in Taiwan, the United States, China, and internationally.

Amkor Technology

Market Cap: US$18.9b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Nova

Market Cap: US$17.8b

Engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.

Anhui Tongguan Copper Foil Group

Market Cap: CN¥117.1b

Engages in research and development, manufacture, and sales of various electronic copper foils in China.

Chongqing Polycomp International

Market Cap: CN¥107.2b

Engages in the research, development, production, and sale of glass fibers and materials in China and internationally.

Onto Innovation

Market Cap: US$15.1b

Engages in the design, development, manufacture, and support of process control tools that perform macro-defect inspection and metrology in the United States, Taiwan, South Korea, Japan, China, Southeast Asia, Asia, and Europe.

Galaxy Digital

Market Cap: US$13.0b

Engages in the digital asset and data centre infrastructure businesses in North America and internationally.

Advanced Energy Industries

Market Cap: US$12.9b

Provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally.

Kingboard Holdings

Market Cap: HK$99.0b

An investment holding company, manufactures and sells laminates, printed circuit boards (PCBs), magnetic products, and chemicals in the People’s Republic of China, Europe, Africa, the United States, and Other Asian countries.

Haohua Chemical Science & Technology

Market Cap: CN¥73.7b

Haohua Chemical Science & Technology Corp., Ltd.

Konfoong Materials International

Market Cap: CN¥72.4b

Konfoong Materials International Co., Ltd.

CAVA Group

Market Cap: US$10.3b

Owns and operates a chain of restaurants under the CAVA brand in the United States.

Nanya New Material TechnologyLtd

Market Cap: CN¥67.7b

Engages in the design, research and development, production, and sales of composite materials in China and internationally.

Nuvalent

Market Cap: US$9.8b

A clinical-stage biopharmaceutical company, engages in the development of therapies for patients with cancer.

Goldenmax International Group

Market Cap: CN¥65.4b

Produces and sells copper clad laminates and related products for the electronics industry in China and internationally.

Shenyang Fortune Precision Equipment

Market Cap: CN¥55.5b

Shenyang Fortune Precision Equipment Co., Ltd.

GuoCheng MiningLTD

Market Cap: CN¥54.6b

Engages in the mining and exploration of mineral resources, and nonferrous and ferrous metals.

JoulWatt Technology

Market Cap: CN¥52.8b

Engages in the research and development, and sale of analog integrated circuits in China.

Zhejiang Hailiang

Market Cap: CN¥51.8b

Engages in the research, development, production, sale, and service of copper products, conductor materials, and aluminum-based materials in China and internationally.

L&K Engineering (Suzhou)Ltd

Market Cap: CN¥46.5b

Engages in the provision of specialized engineering technical services in China.

TG Therapeutics

Market Cap: US$6.8b

A commercial stage biopharmaceutical company, focuses on the acquisition, development, and commercialization of novel treatments for B-cell mediated diseases in the United States and internationally.

Wonik IPS

Market Cap: ₩8.9t

Researches and develops, manufactures, sells, and installs semiconductor, display, and solar cell systems in South Korea.

Hubei Sinophorus Electronic MaterialsLtd

Market Cap: CN¥38.9b

Hubei Sinophorus Electronic Materials Co.,Ltd.

GrandiT

Market Cap: CN¥36.7b

Researches and develops, produces, and markets electronic chemical materials for the semiconductor industry in China and internationally.

Axcelis Technologies

Market Cap: US$5.3b

Designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Europe, and the Asia Pacific.

EO Technics

Market Cap: ₩7.5t

Manufactures and supplies laser processing equipment worldwide.