U.S. Semiconductors Strong Balance Sheet Stocks

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.

Nano Labs

Market Cap: US$127.4m

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.

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.

Intchains Group

Market Cap: US$110.5m

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

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.

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.

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.

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.

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.

Applied Materials

Market Cap: US$160.5b

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

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.

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.

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.

Daqo New Energy

Market Cap: US$1.9b

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

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.

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.

Advanced Micro Devices

Market Cap: US$261.1b

Operates as a semiconductor company worldwide.

Navitas Semiconductor

Market Cap: US$1.5b

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

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.

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.

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.

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.

Veeco Instruments

Market Cap: US$1.8b

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

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.

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.

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.

POET Technologies

Market Cap: US$561.6m

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

SkyWater Technology

Market Cap: US$741.9m

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

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.

QUALCOMM

Market Cap: US$182.2b

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

Astera Labs

Market Cap: US$34.1b

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

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.

Silicon Motion Technology

Market Cap: US$3.1b

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

Trio-Tech International

Market Cap: US$24.5m

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