U.S. Semiconductors High Risk Large Caps

NVIDIA

Market Cap: US$4.5t

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

Micron Technology

Market Cap: US$437.9b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.

Advanced Micro Devices

Market Cap: US$406.7b

Operates as a semiconductor company worldwide.

Lam Research

Market Cap: US$286.9b

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.

Applied Materials

Market Cap: US$257.9b

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.

Arm Holdings

Market Cap: US$120.9b

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$70.0b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

Teradyne

Market Cap: US$36.3b

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

First Solar

Market Cap: US$26.2b

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

ON Semiconductor

Market Cap: US$25.4b

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

Credo Technology Group Holding

Market Cap: US$25.1b

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

MKS

Market Cap: US$14.8b

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.

Nova

Market Cap: US$13.7b

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.

Rambus

Market Cap: US$13.6b

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

Amkor Technology

Market Cap: US$13.2b

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

Lattice Semiconductor

Market Cap: US$11.6b

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