11 companies

NVIDIA

Market Cap: US$5.5t

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

NVDA

US$225.16

7D

3.5%

1Y

23.7%

Broadcom

Market Cap: US$1.9t

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

New

AVGO

US$392.43

7D

-7.1%

1Y

28.3%

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.

MU

US$971.66

7D

12.9%

1Y

686.5%

TOYO

Market Cap: US$259.3m

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$5.94

7D

11.0%

1Y

15.3%

Nova

Market Cap: US$13.3b

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.

NVMI

US$418.12

7D

8.7%

1Y

60.5%

Applied Materials

Market Cap: US$402.7b

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.

New

AMAT

US$535.31

7D

2.5%

1Y

227.3%

Daqo New Energy

Market Cap: US$990.6m

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

DQ

US$14.24

7D

-2.6%

1Y

-38.1%

Cerebras Systems

Market Cap: US$52.0b

Operates as an artificial intelligence infrastructure company.

New

CBRS

US$251.98

7D

9.6%

1Y

n/a

Ascent Solar Technologies

Market Cap: US$32.6m

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

ASTI

US$3.27

7D

-6.8%

1Y

36.8%

Datavault AI

Market Cap: US$272.1m

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

New

DVLT

US$0.32

7D

6.9%

1Y

-31.6%

Penguin Solutions

Market Cap: US$3.3b

Designs, builds, deploys and manages enterprise solutions worldwide.

PENG

US$63.08

7D

14.3%

1Y

155.2%