Global Semiconductors Large Cap High Growth Potential

Credo Technology Group Holding

Market Cap: US$16.7b

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.

Astera Labs

Market Cap: US$15.8b

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

Cambricon Technologies

Market Cap: CN¥231.6b

Research, develops, design, and sells core chips in cloud server, edge computing, and terminal equipment in China.

NAURA Technology Group

Market Cap: CN¥238.6b

Engages in the research and development, production, sale, and technical services of semiconductors in the People's Republic of China.

NVIDIA

Market Cap: US$4.0t

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

Marvell Technology

Market Cap: US$63.3b

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

Arm Holdings

Market Cap: US$156.9b

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

Advanced Micro-Fabrication Equipment China

Market Cap: CN¥115.1b

Advanced Micro-Fabrication Equipment Inc.

BE Semiconductor Industries

Market Cap: €10.1b

Develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore, Malaysia, and internationally.

Microchip Technology

Market Cap: US$40.5b

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

Broadcom

Market Cap: US$1.3t

Designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide.

Giga Device Semiconductor

Market Cap: CN¥78.6b

A fabless company, engages in development of memory technologies, microcontrollers (MCUs), sensor, analog products, and solutions.

Montage Technology

Market Cap: CN¥94.3b

An integrated circuits design company, provides IC solutions for cloud computing and data center markets in the People’s Republic of China.

First Solar

Market Cap: US$17.7b

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

Hygon Information Technology

Market Cap: CN¥318.9b

Engages in the research and development of computing chip products and systems in China.

ASM International

Market Cap: €25.7b

Engages in the research, development, manufacture, marketing, and servicing of equipment and materials used to produce semiconductor devices in Europe, the United States, and Asia.

ASE Technology Holding

Market Cap: NT$651.9b

Provides semiconductor manufacturing services in assembly and testing in the United States, Taiwan, Europe, Asia, and internationally.

ON Semiconductor

Market Cap: US$24.9b

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

Teradyne

Market Cap: US$15.8b

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

Tokyo Electron

Market Cap: JP¥12.4t

Develops, manufactures, and sells semiconductor and flat panel display (FPD) production equipment in Japan, Europe, North America, Taiwan, China, South Korea, Southeast Asia, and internationally.

ASML Holding

Market Cap: €266.1b

Provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.

Advanced Micro Devices

Market Cap: US$233.7b

Operates as a semiconductor company worldwide.

Advantest

Market Cap: JP¥8.3t

Manufactures and sells semiconductors, component test system products, and mechatronics related products in Japan, the Americas, Europe, and Asia.

Renesas Electronics

Market Cap: JP¥3.5t

Researches, develops, designs, manufactures, sells, and services semiconductors in Japan, China, rest of Asia, Europe, North America, and internationally.

MACOM Technology Solutions Holdings

Market Cap: US$10.1b

Offers analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

Analog Devices

Market Cap: US$121.6b

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.

Semiconductor Manufacturing International

Market Cap: HK$467.4b

An investment holding company, engages in the manufacture, testing, and sale of integrated circuits wafer and various compound semiconductors in the United States, China, and Eurasia.

Disco

Market Cap: JP¥4.7t

Manufactures and sells precision cutting, grinding, and polishing machines in Japan and internationally.

Infineon Technologies

Market Cap: €49.4b

Engages in the design, development, manufacture, and marketing of semiconductors and semiconductor-based solutions worldwide.

Taiwan Semiconductor Manufacturing

Market Cap: NT$28.5t

Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.

STMicroelectronics

Market Cap: €24.7b

Designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

Micron Technology

Market Cap: US$137.8b

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

Realtek Semiconductor

Market Cap: NT$296.4b

Engages in the research, development, production, and sale of various integrated circuits and related application software in Taiwan, Asia, and internationally.

Intel

Market Cap: US$103.9b

Designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

Texas Instruments

Market Cap: US$199.6b

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.

Waaree Energies

Market Cap: ₹894.1b

Manufactures and exports solar photovoltaic modules for residential, commercial, industrial, and institutional projects.