9 companies

NVIDIA

Market Cap: US$4.4t

Operates as a data center scale AI infrastructure company.

NVDA

US$180.25

7D

1.4%

1Y

48.1%

Advanced Micro Devices

Market Cap: US$322.4b

Operates as a semiconductor company internationally.

AMD

US$193.39

7D

0.5%

1Y

91.5%

Broadcom

Market Cap: US$1.6t

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

AVGO

US$322.16

7D

-2.5%

1Y

64.8%

Micron Technology

Market Cap: US$456.2b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

MU

US$426.13

7D

15.1%

1Y

322.8%

Kulicke and Soffa Industries

Market Cap: US$3.3b

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

KLIC

US$64.37

7D

4.7%

1Y

75.2%

Daqo New Energy

Market Cap: US$1.6b

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

DQ

US$23.11

7D

4.3%

1Y

21.2%

Marvell Technology

Market Cap: US$76.6b

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.

MRVL

US$87.86

7D

-1.9%

1Y

27.8%

Penguin Solutions

Market Cap: US$934.0m

Designs, builds, deploys and manages enterprise solutions worldwide.

PENG

US$17.98

7D

-1.5%

1Y

2.5%

Impinj

Market Cap: US$2.8b

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

PI

US$91.74

7D

-2.7%

1Y

1.5%