U.S. Semiconductors Strong Balance Sheet Stocks

Nano Labs

Market Cap: US$135.7m

Operates as a fabless integrated circuit design company and product solution provider in the People’s Republic of China, Hong Kong, Singapore, the United States and internationally.

Credo Technology Group Holding

Market Cap: US$25.8b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

SCI Engineered Materials

Market Cap: US$18.9m

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

CEVA

Market Cap: US$634.1m

Provides silicon and software intellectual property (IP) solutions to semiconductor and original equipment manufacturer companies in the United States, Europe, the Middle East, the Asia Pacific, and internationally.

Ambarella

Market Cap: US$3.6b

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

Applied Materials

Market Cap: US$160.5b

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

Teradyne

Market Cap: US$21.2b

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

Lam Research

Market Cap: US$161.8b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

Intchains Group

Market Cap: US$110.5m

Engages in the provision of altcoin mining products in the People’s Republic of China.

ON Semiconductor

Market Cap: US$20.8b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

SemiLEDs

Market Cap: US$17.6m

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

NVIDIA

Market Cap: US$4.3t

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

SolarWindow Technologies

Market Cap: US$46.0m

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

Navitas Semiconductor

Market Cap: US$1.5b

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

Kulicke and Soffa Industries

Market Cap: US$2.2b

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

Arm Holdings

Market Cap: US$152.8b

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

Monolithic Power Systems

Market Cap: US$43.5b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.

Daqo New Energy

Market Cap: US$1.9b

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

Advanced Micro Devices

Market Cap: US$261.1b

Operates as a semiconductor company worldwide.

Cirrus Logic

Market Cap: US$6.5b

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

GSI Technology

Market Cap: US$116.7m

Designs, develops, and markets semiconductor memory solutions for networking, industrial, test equipment, medical, aerospace, and military customers in the United States, China, Singapore, Germany, the Netherlands, and internationally.

Onto Innovation

Market Cap: US$6.4b

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

Veeco Instruments

Market Cap: US$1.8b

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

POET Technologies

Market Cap: US$548.9m

Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, Singapore, and China.

Kopin

Market Cap: US$393.1m

Develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally.

KLA

Market Cap: US$140.7b

Designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.

SkyWater Technology

Market Cap: US$737.1m

Operates as a pure-play technology foundry that offers semiconductor development, manufacturing, and packaging services in the United States.

Lattice Semiconductor

Market Cap: US$9.9b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

GlobalFoundries

Market Cap: US$18.4b

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

Photronics

Market Cap: US$1.4b

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

QUALCOMM

Market Cap: US$186.3b

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

MACOM Technology Solutions Holdings

Market Cap: US$9.4b

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

FormFactor

Market Cap: US$2.8b

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

Astera Labs

Market Cap: US$34.1b

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

Axcelis Technologies

Market Cap: US$3.1b

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.

Aehr Test Systems

Market Cap: US$966.2m

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.