10 companies

NVIDIA

Market Cap: US$5.0t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

NVDA

US$204.65

7D

-0.1%

1Y

40.7%

Semtech

Market Cap: US$15.1b

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

SMTC

US$150.20

7D

-2.6%

1Y

258.4%

Broadcom

Market Cap: US$1.9t

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

AVGO

US$392.90

7D

1.9%

1Y

56.4%

Cerebras Systems

Market Cap: US$46.6b

Operates as an artificial intelligence infrastructure company.

New

CBRS

US$213.67

7D

-10.0%

1Y

n/a

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.

MU

US$1,043.19

7D

17.0%

1Y

756.3%

TOYO

Market Cap: US$453.0m

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.

TOYO

US$12.49

7D

-0.9%

1Y

237.6%

Daqo New Energy

Market Cap: US$1.0b

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

DQ

US$14.46

7D

0%

1Y

2.3%

Veeco Instruments

Market Cap: US$4.6b

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.

VECO

US$75.78

7D

14.9%

1Y

274.6%

T1 Energy

Market Cap: US$2.4b

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

TE

US$9.04

7D

16.9%

1Y

515.0%

Ascent Solar Technologies

Market Cap: US$64.2m

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

ASTI

US$6.19

7D

-11.4%

1Y

286.9%