U.S. Semiconductors Strong Balance Sheet Stocks

SCI Engineered Materials

Market Cap: US$21.0m

Manufactures and supplies materials for physical vapor deposition thin film applications in the United States.

Guerrilla RF

Market Cap: US$10.3m

A fabless semiconductor company, provides radio frequency (RF) solutions to customers in underserved markets in the United States.

Intchains Group

Market Cap: US$100.5m

Designs and sells application-specific integrated circuit chips for blockchain applications in the People’s Republic of China.

PDF Solutions

Market Cap: US$715.4m

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, Taiwan, and internationally.

SemiLEDs

Market Cap: US$15.2m

Develops, manufactures, and sells light emitting diode (LED) chips, components, and modules and systems in the United States, Taiwan, the Netherlands, Japan, and internationally.

SolarWindow Technologies

Market Cap: US$11.9m

Engages in the development of transparent electricity-generating coatings and methods under the LiquidElectricity Coatings brand in the United States.

Credo Technology Group Holding

Market Cap: US$6.6b

Provides various high-speed connectivity Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Teradyne

Market Cap: US$11.9b

Designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

NVIDIA

Market Cap: US$2.7t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Applied Materials

Market Cap: US$117.8b

Engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.

ON Semiconductor

Market Cap: US$14.8b

Provides intelligent sensing and power solutions in the United States and internationally.

Ambarella

Market Cap: US$1.9b

Develops semiconductor solutions that enable artificial intelligence (AI) processing, advanced image signal processing, and high-definition (HD) and ultra-HD compression.

Lam Research

Market Cap: US$86.6b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits.

Kulicke and Soffa Industries

Market Cap: US$1.6b

Engages in the design, manufacture, and sale of capital equipment and tools used to assemble semiconductor devices.

Advanced Micro Devices

Market Cap: US$151.0b

Operates as a semiconductor company worldwide.

Arm Holdings

Market Cap: US$109.6b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.

Monolithic Power Systems

Market Cap: US$25.5b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets.

Navitas Semiconductor

Market Cap: US$343.0m

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

Cirrus Logic

Market Cap: US$4.6b

A fabless semiconductor company, develops low-power high-precision mixed-signal processing solutions in China, the United States, and internationally.

Daqo New Energy

Market Cap: US$911.6m

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

Veeco Instruments

Market Cap: US$1.1b

Develops, manufactures, sells, and supports semiconductor and thin film process equipment primarily to make electronic devices.

Lattice Semiconductor

Market Cap: US$6.0b

Develops and sells semiconductor products in Asia, Europe, and the Americas.

Photronics

Market Cap: US$1.1b

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

FormFactor

Market Cap: US$2.1b

Designs, manufactures, and sells probe cards, analytical probes, probe stations, thermal systems, cryogenic systems, and related services in the United States and internationally.

Onto Innovation

Market Cap: US$5.9b

Engages in the design, development, manufacture, and support of process control tools that performs optical metrology and inspection worldwide.

GlobalFoundries

Market Cap: US$18.4b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide.

MACOM Technology Solutions Holdings

Market Cap: US$7.3b

Offers analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

Astera Labs

Market Cap: US$9.8b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

QUALCOMM

Market Cap: US$153.1b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

Trio-Tech International

Market Cap: US$23.3m

Offers manufacturing, testing, and distribution services to the semiconductor industry in the United States, Singapore, Malaysia, Thailand, and China.

Diodes

Market Cap: US$1.6b

Manufactures and supplies application-specific standard products in the broad discrete, logic, analog, and mixed-signal semiconductor markets worldwide.

Silicon Motion Technology

Market Cap: US$1.4b

Designs, develops, and markets NAND flash controllers for solid-state storage devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.

Axcelis Technologies

Market Cap: US$1.5b

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.

SunHydrogen

Market Cap: US$128.3m

Engages in developing solar-powered nanoparticle systems that mimics photosynthesis to separate hydrogen from water.

Aehr Test Systems

Market Cap: US$253.5m

Provides test solutions for testing, burning-in, and semiconductor devices in wafer level, singulated die, package part form, and installed systems worldwide.

Pixelworks

Market Cap: US$33.2m

Develops and markets semiconductor and software solutions for mobile, home and enterprise, and cinema markets in the United States, Japan, China, Taiwan, Korea, and Europe.