U.S. Semiconductors Healthy high growth potential

NVIDIA

Market Cap: US$5.2t

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$43.0b

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.

Himax Technologies

Market Cap: US$2.4b

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

Arm Holdings

Market Cap: US$259.9b

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.

Marvell Technology

Market Cap: US$207.9b

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$772.6b

Operates as a semiconductor company internationally.

Monolithic Power Systems

Market Cap: US$64.7b

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

Lattice Semiconductor

Market Cap: US$16.7b

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$49.4b

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

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.

Broadcom

Market Cap: US$1.8t

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

Onto Innovation

Market Cap: US$14.4b

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.

MaxLinear

Market Cap: US$6.0b

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

Silicon Motion Technology

Market Cap: US$8.8b

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.

TOYO

Market Cap: US$205.9m

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.

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.

Teradyne

Market Cap: US$58.7b

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.

Lam Research

Market Cap: US$392.9b

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$390.7b

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.

Nova

Market Cap: US$12.0b

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.

Daqo New Energy

Market Cap: US$918.9m

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

Ascent Solar Technologies

Market Cap: US$30.3m

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

Cerebras Systems

Market Cap: US$46.6b

Operates as an artificial intelligence infrastructure company.

Microchip Technology

Market Cap: US$41.3b

Develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

Analog Devices

Market Cap: US$180.8b

Engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia.

Veeco Instruments

Market Cap: US$2.9b

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.

Datavault AI

Market Cap: US$272.6m

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

Aehr Test Systems

Market Cap: US$3.3b

Provides test solutions for testing, burn-in, and semiconductor devices at wafer level, singulated die, and package level in the United States, Asia, Europe, and the Middle East.

Sequans Communications

Market Cap: US$46.7m

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

Camtek

Market Cap: US$6.8b

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

Penguin Solutions

Market Cap: US$2.7b

Designs, builds, deploys and manages enterprise solutions worldwide.

Tower Semiconductor

Market Cap: US$25.2b

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

Amtech Systems

Market Cap: US$256.1m

Manufactures and sells capital equipment and related consumables for use in fabricating and packaging semiconductor devices in the United States, Canada, Mexico, China, Malaysia, Taiwan, Singapore, the Czech Republic, Austria, Hungary, the United Kingdom, Germany, and internationally.

Allegro MicroSystems

Market Cap: US$6.9b

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.

Impinj

Market Cap: US$5.1b

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