142 companies

Allegro MicroSystems

Market Cap: US$8.6b

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.

ALGM

US$49.35

7D

-5.7%

1Y

36.2%

Silicon Motion Technology

Market Cap: US$8.6b

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.

SIMO

US$278.17

7D

-9.8%

1Y

287.1%

FormFactor

Market Cap: US$8.2b

Designs, manufactures, and sells probe cards, analytical probes, probe stations, thermal systems, cryogenic systems, and related services in the United States, South Korea, Taiwan, China, Japan, Singapore, Europe, Malaysia, and internationally.

FORM

US$113.75

7D

-2.2%

1Y

225.3%

Qorvo

Market Cap: US$7.6b

Engages in development and commercialization of technologies and products for wireless, wired, and power markets in the United States, China, rest of Asia, Taiwan, and Europe.

QRVO

US$88.93

7D

7.8%

1Y

1.3%

Silicon Laboratories

Market Cap: US$7.2b

A fabless semiconductor company, provides mixed-signal analog intensive products in the United States, China, Taiwan, and internationally.

SLAB

US$217.40

7D

-0.3%

1Y

52.6%

Cirrus Logic

Market Cap: US$6.9b

A fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally.

CRUS

US$139.42

7D

1.5%

1Y

33.7%

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.

CAMT

US$156.15

7D

4.2%

1Y

69.1%

MaxLinear

Market Cap: US$6.7b

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

MXL

US$86.06

7D

-7.1%

1Y

457.4%

ACM Research

Market Cap: US$5.7b

Develops, manufactures, and sells capital equipment in Mainland China and internationally.

ACMR

US$95.27

7D

-3.7%

1Y

221.9%

Kulicke and Soffa Industries

Market Cap: US$5.2b

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$108.54

7D

-1.4%

1Y

208.2%

Enphase Energy

Market Cap: US$5.2b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

ENPH

US$39.94

7D

-11.2%

1Y

-6.0%

CMC Materials

Market Cap: US$5.0b

CMC Materials, Inc., together with its subsidiaries, provides consumable materials to semiconductor manufacturers, and pipeline and adjacent industry customers in North America, Asia, Europe, the Middle East, Africa, and South America.

CCMP

US$173.69

7D

-0.8%

1Y

18.6%

Rigetti Computing

Market Cap: US$4.7b

Through its subsidiaries, builds and operates quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

RGTI

US$15.28

7D

-5.2%

1Y

-1.0%

Synaptics

Market Cap: US$4.4b

Develops, markets, and sells semiconductor products worldwide.

SYNA

US$119.32

7D

-2.9%

1Y

77.3%

Impinj

Market Cap: US$4.2b

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

PI

US$136.03

7D

-5.9%

1Y

20.1%

Ultra Clean Holdings

Market Cap: US$4.1b

Develops and supplies critical subsystems, components and parts, and cleaning and analytical services for the semiconductor industry in the United States and internationally.

UCTT

US$105.15

7D

1.3%

1Y

338.7%

Axcelis Technologies

Market Cap: US$4.0b

Designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Europe, and the Asia Pacific.

ACLS

US$143.21

7D

0.7%

1Y

90.3%

Diodes

Market Cap: US$4.0b

Provides semiconductor products in Asia, the Americas, and Europe.

DIOD

US$93.75

7D

-1.5%

1Y

72.4%

Power Integrations

Market Cap: US$4.0b

Designs, develops, manufactures, and markets analog and mixed-signal integrated circuits, and other electronic components and circuitry used in high-voltage power conversion.

POWI

US$74.39

7D

5.1%

1Y

37.7%

Universal Display

Market Cap: US$3.8b

Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications.

OLED

US$82.18

7D

4.5%

1Y

-45.8%

AXT

Market Cap: US$3.1b

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

AXTI

US$56.51

7D

-1.8%

1Y

2,304.7%

Veeco Instruments

Market Cap: US$3.1b

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$55.17

7D

-4.9%

1Y

162.5%

SolarEdge Technologies

Market Cap: US$3.0b

Operates as an energy technology company in the United States, Europe, and internationally.

SEDG

US$50.27

7D

-9.5%

1Y

57.8%

Ichor Holdings

Market Cap: US$2.9b

Engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in Singapore, the United States, Europe, and internationally.

ICHR

US$95.85

7D

1.1%

1Y

342.3%

Ambarella

Market Cap: US$2.9b

Develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.

AMBA

US$71.30

7D

-2.2%

1Y

4.7%

Navitas Semiconductor

Market Cap: US$2.8b

Designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.

NVTS

US$12.83

7D

-2.0%

1Y

48.8%

Penguin Solutions

Market Cap: US$2.7b

Designs, builds, deploys and manages enterprise solutions worldwide.

PENG

US$58.10

7D

-25.3%

1Y

137.6%

Aehr Test Systems

Market Cap: US$2.5b

Provides test solutions for testing, burning-in, and semiconductor devices in wafer level, singulated die, package part form, and installed systems in the United States, Asia, and Europe.

AEHR

US$98.91

7D

37.4%

1Y

392.1%

Cohu

Market Cap: US$2.4b

Through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally.

COHU

US$56.22

7D

0.8%

1Y

184.1%

Himax Technologies

Market Cap: US$2.2b

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

HIMX

US$13.68

7D

-3.2%

1Y

42.3%

PDF Solutions

Market Cap: US$2.0b

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, and internationally.

PDFS

US$54.52

7D

0.6%

1Y

129.9%

Ambiq Micro

Market Cap: US$1.8b

Provides ultra-low-power semiconductor solutions in the United States, Europe, Asia, and internationally.

AMBQ

US$78.14

7D

-8.6%

1Y

n/a

Photronics

Market Cap: US$1.7b

Engages in the manufacture and sale of photomask products and services in the United States, Taiwan, China, Korea, Europe, and internationally.

PLAB

US$31.34

7D

6.3%

1Y

62.2%

T1 Energy

Market Cap: US$1.7b

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

TE

US$6.10

7D

-10.8%

1Y

288.5%

Wolfspeed

Market Cap: US$1.5b

A semiconductor company, focuses on silicon carbide materials and devices for power applications in Europe, Hong Kong, Singapore, China, rest of Asia Pacific, Japan, the United States, and internationally.

WOLF

US$31.73

7D

-7.5%

1Y

n/a

SkyWater Technology

Market Cap: US$1.5b

Provides semiconductor manufacturing services in the United States.

SKYT

US$31.11

7D

-3.8%

1Y

202.6%

Page 2 of 4