U.S. Semiconductors Breakout Stocks

Applied Materials

Market Cap: US$551.5b

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$363.7b

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

Astera Labs

Market Cap: US$78.2b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States.

Allegro MicroSystems

Market Cap: US$12.4b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions of complex electromechanical or power conversion systems.

MaxLinear

Market Cap: US$9.7b

Provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally.

ACM Research

Market Cap: US$8.2b

Develops, manufactures, and sells capital equipment in Mainland China and internationally.

Ultra Clean Holdings

Market Cap: US$5.9b

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

Ichor Holdings

Market Cap: US$3.7b

Engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in Singapore, the United States, Europe, and internationally.

Ambarella

Market Cap: US$2.9b

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

GEMZ

Market Cap: US$892.9k

Owns marketing rights of NanoSign technology.