Global Semiconductors High Risk Large Caps

NVIDIA

Market Cap: US$4.4t

Operates as a data center scale AI infrastructure company.

Micron Technology

Market Cap: US$471.2b

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

SK hynix

Market Cap: ₩628.3t

Manufactures, distributes, and sells semiconductor products in Korea, China, rest of Asia, the United States, and Europe.

Advanced Micro Devices

Market Cap: US$334.0b

Operates as a semiconductor company internationally.

Applied Materials

Market Cap: US$278.6b

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$273.3b

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$127.5b

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

Marvell Technology

Market Cap: US$76.6b

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.

Infineon Technologies

Market Cap: €52.3b

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.

Teradyne

Market Cap: US$47.3b

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.

GigaDevice Semiconductor

Market Cap: CN¥196.3b

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

ON Semiconductor

Market Cap: US$23.3b

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

Nanya Technology

Market Cap: NT$737.5b

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

First Solar

Market Cap: US$21.5b

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

Credo Technology Group Holding

Market Cap: US$21.4b

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.

Lasertec

Market Cap: JP¥3.4t

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

HANMI Semiconductor

Market Cap: ₩29.0t

Manufactures and sells semiconductor equipment in South Korea and internationally.

Winbond Electronics

Market Cap: NT$490.5b

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

MKS

Market Cap: US$15.1b

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.

BIWIN Storage Technology

Market Cap: CN¥98.0b

Researches, develops, designs, packs, tests, produces, and sells semiconductor memory.

Nova

Market Cap: US$13.9b

Engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.

Lattice Semiconductor

Market Cap: US$12.4b

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

Phison Electronics

Market Cap: NT$374.6b

Designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally.

Yuanjie Semiconductor Technology

Market Cap: CN¥75.2b

Yuanjie Semiconductor Technology Co., Ltd.

Amkor Technology

Market Cap: US$10.9b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Shenzhen Techwinsemi Technology

Market Cap: CN¥72.6b

Develops, manufactures, and sells storage control chips and modules in China and internationally.

Rambus

Market Cap: US$10.0b

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.