Global Semiconductors High Risk Large Caps

NVIDIA

Market Cap: US$5.3t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

Micron Technology

Market Cap: US$1.1t

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Advanced Micro Devices

Market Cap: US$766.4b

Operates as a semiconductor company internationally.

Intel

Market Cap: US$484.2b

Designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.

Applied Materials

Market Cap: US$393.9b

Provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally.

Lam Research

Market Cap: US$388.7b

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.

Arm Holdings

Market Cap: US$267.8b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

Marvell Technology

Market Cap: US$220.2b

Provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.

MediaTek

Market Cap: NT$6.0t

Engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.

QUALCOMM

Market Cap: US$172.9b

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

Infineon Technologies

Market Cap: €72.0b

Develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas.

ASE Technology Holding

Market Cap: NT$2.6t

Provides semiconductor manufacturing services in the United States, Taiwan, rest of Asia, Europe, and internationally.

Monolithic Power Systems

Market Cap: US$64.4b

Provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.

Teradyne

Market Cap: US$59.4b

Engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Nanya Technology

Market Cap: NT$1.8t

Research, develops, manufactures, and sells semiconductor products in Taiwan, Japan, Malaysia, China, the United States, Thailand, Germany, Singapore, Poland and internationally.

NXP Semiconductors

Market Cap: US$57.0b

Provides semiconductor products in the United States, Germany, Japan, South Korea, Taiwan, Singapore, the Netherlands, Mainland China, Hong Kong, and internationally.

Astera Labs

Market Cap: US$50.1b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States.

ASM International

Market Cap: €40.4b

Engages in the research, development, manufacturing, marketing, and servicing of equipment and materials used to produce semiconductor devices in the United States, Europe, and Asia.

United Microelectronics

Market Cap: NT$1.5t

Operates as a semiconductor wafer foundry in Taiwan, China, Hong Kong, Japan, Korea, the United States, Europe, and internationally.

STMicroelectronics

Market Cap: €38.4b

Designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

Credo Technology Group Holding

Market Cap: US$43.1b

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

GigaDevice Semiconductor

Market Cap: CN¥287.8b

Engages in the research, development, technical support, and sale of memory, microcontrollers, sensors, and analog chips.

Microchip Technology

Market Cap: US$41.2b

Develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

Montage Technology

Market Cap: CN¥245.1b

An integrated circuit (IC) design company, provides IC-based solutions for cloud computing and AI infrastructure in the People’s Republic of China.

Hua Hong Grace Semiconductor

Market Cap: HK$263.6b

An investment holding company, engages in the manufacture and sale of semiconductor products in China, North America, Asia, and Europe.

ON Semiconductor

Market Cap: US$29.8b

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

GLOBALFOUNDRIES

Market Cap: US$26.0b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally.

Winbond Electronics

Market Cap: NT$814.5b

Engages in the research, development, production and sales of integrated circuits, various semiconductor components and other system products.

Global Unichip

Market Cap: NT$750.5b

Engages in the research and development, production, testing, and sale of embedded memory and logic components, analog components, cell libraries, and EDA tools for various IC applications.

First Solar

Market Cap: US$23.0b

A solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally.

Suzhou Centec Communications

Market Cap: CN¥154.1b

Engages in the research, design, and sale of Ethernet switching chips and related products in China and internationally.It offers ethernet switch and ethernet transceiver PHY silicon; and ethernet switches, as well as network operation systems.

MACOM Technology Solutions Holdings

Market Cap: US$20.3b

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

Lasertec

Market Cap: JP¥3.1t

Engages in the design, manufacture, and sale of inspection and measurement equipment in Japan, South Korea, Taiwan, Other Asia, the United States.

MKS

Market Cap: US$19.0b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.

SiTime

Market Cap: US$18.6b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

IonQ

Market Cap: US$17.2b

Develops quantum computing systems in the United States, Switzerland, and Internationally.