U.S. Semiconductors High Risk Large Caps

NVIDIA

Market Cap: US$3.9t

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

Advanced Micro Devices

Market Cap: US$223.6b

Operates as a semiconductor company worldwide.

Applied Materials

Market Cap: US$153.3b

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

Lam Research

Market Cap: US$126.4b

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

Marvell Technology

Market Cap: US$64.8b

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

Microchip Technology

Market Cap: US$39.4b

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

First Solar

Market Cap: US$19.8b

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$16.1b

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.

Teradyne

Market Cap: US$14.9b

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