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.

Advanced Micro Devices

Market Cap: US$351.6b

Operates as a semiconductor company worldwide.

Micron Technology

Market Cap: US$254.4b

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

Applied Materials

Market Cap: US$214.6b

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

Lam Research

Market Cap: US$197.3b

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$149.1b

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$83.3b

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

Credo Technology Group Holding

Market Cap: US$32.7b

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$31.1b

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$27.6b

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

ON Semiconductor

Market Cap: US$22.0b

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

MKS

Market Cap: US$11.0b

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.

Amkor Technology

Market Cap: US$10.7b

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

Rambus

Market Cap: US$10.6b

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

Lattice Semiconductor

Market Cap: US$10.4b

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