139 companies

QUALCOMM

Market Cap: US$182.0b

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

QCOM

US$173.55

7D

5.0%

1Y

3.1%

NVIDIA

Market Cap: US$4.3t

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

NVDA

US$176.97

7D

0.4%

1Y

42.7%

Lam Research

Market Cap: US$162.4b

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.

LRCX

US$128.32

7D

1.6%

1Y

51.4%

Analog Devices

Market Cap: US$121.4b

Engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia.

ADI

US$248.61

7D

0.9%

1Y

9.7%

KLA

Market Cap: US$141.1b

Designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.

KLAC

US$1,068.67

7D

8.0%

1Y

38.4%

Monolithic Power Systems

Market Cap: US$43.8b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.

MPWR

US$908.45

7D

3.5%

1Y

-0.7%

Himax Technologies

Market Cap: US$1.5b

A fabless semiconductor company, provides display imaging processing technologies in China, Taiwan, Korea, Japan, the United States, and internationally.

HIMX

US$8.79

7D

4.1%

1Y

61.0%

Kulicke and Soffa Industries

Market Cap: US$2.2b

Engages in the design, manufacture, and sale of capital equipment and tools used to assemble semiconductor devices.

KLIC

US$41.50

7D

0.5%

1Y

-1.3%

Applied Materials

Market Cap: US$160.0b

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

AMAT

US$201.44

7D

13.1%

1Y

2.1%

JinkoSolar Holding

Market Cap: US$1.2b

Engages in the design, development, production, and marketing of photovoltaic products.

JKS

US$25.51

7D

0.7%

1Y

27.5%

Broadcom

Market Cap: US$1.6t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.

AVGO

US$339.31

7D

-2.0%

1Y

93.3%

Power Integrations

Market Cap: US$2.3b

Designs, develops, manufactures, and markets analog and mixed-signal integrated circuits (ICs), and other electronic components and circuitry used in high-voltage power conversion.

POWI

US$40.81

7D

-8.5%

1Y

-32.5%

First Solar

Market Cap: US$23.1b

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

FSLR

US$219.17

7D

4.0%

1Y

-9.3%

Arm Holdings

Market Cap: US$149.3b

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

ARM

US$144.30

7D

-5.9%

1Y

-1.5%

Intchains Group

Market Cap: US$110.9m

Engages in the provision of altcoin mining products in the People’s Republic of China.

ICG

US$1.82

7D

-0.3%

1Y

-78.3%

Astera Labs

Market Cap: US$34.1b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

ALAB

US$205.27

7D

-18.5%

1Y

274.9%

Camtek

Market Cap: US$4.8b

Develops, manufactures, and sells inspection and metrology equipment for semiconductor industry in the United States, China, Korea, Europe, and the Asia Pacific.

CAMT

US$102.50

7D

15.2%

1Y

33.7%

Skyworks Solutions

Market Cap: US$12.1b

Designs, develops, manufactures, and markets semiconductor products in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific.

SWKS

US$80.66

7D

8.3%

1Y

-17.0%

Universal Display

Market Cap: US$7.0b

Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications.

OLED

US$146.93

7D

7.7%

1Y

-29.1%

Silicon Motion Technology

Market Cap: US$3.1b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.

SIMO

US$92.44

7D

4.5%

1Y

61.9%

Sequans Communications

Market Cap: US$138.2m

Engages in the fabless designing, developing, and supplying of cellular semiconductor solutions for massive and broadband internet of things markets.

SQNS

US$9.40

7D

-0.9%

1Y

-63.1%

Credo Technology Group Holding

Market Cap: US$28.1b

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.

CRDO

US$149.38

7D

-9.2%

1Y

400.9%

ON Semiconductor

Market Cap: US$20.6b

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

ON

US$50.94

7D

2.3%

1Y

-26.9%

Tower Semiconductor

Market Cap: US$7.7b

An independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.

TSEM

US$67.82

7D

0.03%

1Y

58.4%

Amkor Technology

Market Cap: US$7.3b

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

AMKR

US$29.36

7D

10.3%

1Y

-4.5%

NXP Semiconductors

Market Cap: US$56.9b

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

NXPI

US$227.66

7D

2.6%

1Y

-2.7%

Micron Technology

Market Cap: US$186.2b

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

MU

US$161.71

7D

1.1%

1Y

68.9%

Daqo New Energy

Market Cap: US$1.7b

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

DQ

US$28.40

7D

4.2%

1Y

67.3%

Texas Instruments

Market Cap: US$165.5b

Designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, rest of Asia, Europe, Middle East, Africa, Japan, and internationally.

TXN

US$184.44

7D

2.3%

1Y

-10.1%

Enphase Energy

Market Cap: US$4.9b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

ENPH

US$37.99

7D

-1.9%

1Y

-66.5%

MKS

Market Cap: US$8.6b

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.

MKSI

US$123.94

7D

3.8%

1Y

14.3%

PDF Solutions

Market Cap: US$1.0b

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, Taiwan, and internationally.

PDFS

US$25.46

7D

26.9%

1Y

-15.7%

SCI Engineered Materials

Market Cap: US$18.9m

Manufactures and supplies materials for physical vapor deposition thin film applications in the United States.

SCIA

US$4.13

7D

-2.7%

1Y

-13.1%

Lattice Semiconductor

Market Cap: US$10.2b

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

LSCC

US$72.15

7D

7.8%

1Y

39.6%

SkyWater Technology

Market Cap: US$737.1m

Operates as a pure-play technology foundry that offers semiconductor development, manufacturing, and packaging services in the United States.

SKYT

US$15.30

7D

24.0%

1Y

77.5%

Onto Innovation

Market Cap: US$6.7b

Engages in the design, development, manufacture, and support of process control tools that performs optical metrology and inspection worldwide.

ONTO

US$130.96

7D

12.9%

1Y

-35.6%

Page 1 of 4