U.S. Semiconductors Healthy high growth potential

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.

Credo Technology Group Holding

Market Cap: US$50.2b

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

Semtech

Market Cap: US$14.8b

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

Marvell Technology

Market Cap: US$242.1b

Provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.

Advanced Micro Devices

Market Cap: US$847.5b

Operates as a semiconductor company internationally.

Arm Holdings

Market Cap: US$383.5b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

MACOM Technology Solutions Holdings

Market Cap: US$28.5b

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

Lattice Semiconductor

Market Cap: US$19.7b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

Astera Labs

Market Cap: US$68.5b

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

Broadcom

Market Cap: US$1.8t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

SiTime

Market Cap: US$18.3b

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

Silicon Motion Technology

Market Cap: US$10.9b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in China, Japan, Singapore, Taiwan, Korea, the United States, 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.

TOYO

Market Cap: US$290.4m

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.

Teradyne

Market Cap: US$66.9b

Engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Kulicke and Soffa Industries

Market Cap: US$6.5b

Designs, manufactures, and sells capital equipment and consumables in China, the United States, Taiwan, Malaysia, Japan, the Philippines, Korea, Hong Kong, and internationally.

Daqo New Energy

Market Cap: US$905.4m

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

Monolithic Power Systems

Market Cap: US$70.5b

Provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.

Veeco Instruments

Market Cap: US$4.3b

Develops, manufactures, sells, and supports semiconductor and thin film process equipment primarily to make electronic devices in the United States, Europe, the Middle East, and Africa, China, Rest of the Asia-Pacific, and internationally.

Ascent Solar Technologies

Market Cap: US$47.5m

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

Onto Innovation

Market Cap: US$16.0b

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.

T1 Energy

Market Cap: US$2.4b

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

MaxLinear

Market Cap: US$7.6b

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

Allegro MicroSystems

Market Cap: US$10.3b

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.

Camtek

Market Cap: US$7.7b

Develops, manufactures, and sells inspection and metrology equipment for semiconductor industry in the United States, China, Korea, Europe, and the Asia Pacific.

Tower Semiconductor

Market Cap: US$31.0b

An independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.

Aeluma

Market Cap: US$384.9m

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

Impinj

Market Cap: US$3.9b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.