U.S. Semiconductors Strong Balance Sheet Stocks

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.

Guerrilla RF

Market Cap: US$15.2m

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

Credo Technology Group Holding

Market Cap: US$8.6b

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.

Lam Research

Market Cap: US$96.4b

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

Applied Materials

Market Cap: US$126.4b

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

NVIDIA

Market Cap: US$2.8t

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$13.9m

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

ON Semiconductor

Market Cap: US$17.1b

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

Intchains Group

Market Cap: US$138.9m

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

Teradyne

Market Cap: US$12.4b

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

Ambarella

Market Cap: US$2.3b

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

SCI Engineered Materials

Market Cap: US$19.9m

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

Navitas Semiconductor

Market Cap: US$360.6m

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

Daqo New Energy

Market Cap: US$878.4m

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

Kulicke and Soffa Industries

Market Cap: US$1.7b

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

Monolithic Power Systems

Market Cap: US$30.5b

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

Advanced Micro Devices

Market Cap: US$166.7b

Operates as a semiconductor company worldwide.

Cirrus Logic

Market Cap: US$5.3b

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

Arm Holdings

Market Cap: US$122.4b

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.

Lattice Semiconductor

Market Cap: US$6.8b

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

GlobalFoundries

Market Cap: US$20.1b

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

SkyWater Technology

Market Cap: US$365.6m

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

QUALCOMM

Market Cap: US$159.3b

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

Photronics

Market Cap: US$1.2b

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

Veeco Instruments

Market Cap: US$1.1b

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

Onto Innovation

Market Cap: US$4.3b

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

Astera Labs

Market Cap: US$11.7b

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

MACOM Technology Solutions Holdings

Market Cap: US$8.8b

Offers 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$2.3b

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

Trio-Tech International

Market Cap: US$23.7m

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

Diodes

Market Cap: US$2.1b

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

Sequans Communications

Market Cap: US$40.4m

Engages in the fabless designing, developing, and supplying of cellular semiconductor solutions for massive and broadband internet of things markets.

Axcelis Technologies

Market Cap: US$1.9b

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.

Silicon Motion Technology

Market Cap: US$1.8b

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

Aehr Test Systems

Market Cap: US$251.6m

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

SunHydrogen

Market Cap: US$120.4m

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