Global Semiconductors Large Cap High Growth Potential

Applied Materials

Market Cap: US$362.3b

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.

Credo Technology Group Holding

Market Cap: US$30.6b

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

NVIDIA

Market Cap: US$5.3t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

Hon. Precision

Market Cap: NT$1.1t

Engages in the manufacture and sale of machinery and related components, automatic control equipment engineering, and machinery installations in Taiwan.

MPI

Market Cap: NT$550.7b

Manufactures, processes, repairs, imports/exports, and trades in semiconductor manufacturing and testing equipment in Taiwan, China, the United States, Singapore, Korea, and internationally.

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥97.4b

Provides platform-based custom silicon and semiconductor IP licensing services in China and internationally.

Suzhou Centec Communications

Market Cap: CN¥123.6b

Engages in the research, design, and sale of Ethernet switching chips and related products in China and internationally.It offers ethernet switch and ethernet transceiver PHY silicon; and ethernet switches, as well as network operation systems.

Piotech

Market Cap: CN¥173.9b

Engages in the research and development, production, sales, and technical services of semiconductor equipment in China.

Shanghai Biren Technology

Market Cap: HK$85.8b

Operates as a graphics processing unit (GPU) developer that researches and develops general computing systems.

Marvell Technology

Market Cap: US$207.0b

Provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.

Advanced Micro Devices

Market Cap: US$842.6b

Operates as a semiconductor company internationally.

Arm Holdings

Market Cap: US$282.8b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

Monolithic Power Systems

Market Cap: US$60.7b

Provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.

Semtech

Market Cap: US$15.6b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Yuanjie Semiconductor Technology

Market Cap: CN¥211.3b

Yuanjie Semiconductor Technology Co., Ltd.

Kioxia Holdings

Market Cap: JP¥27.7t

Engages in research, development, manufacturing, sales, and other services of memory and related products for solid state drives (SSDs) and storage and smart devices in Japan, North America, Europe, and Asia.

Broadcom

Market Cap: US$1.7t

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

Astera Labs

Market Cap: US$50.5b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States.

King Yuan Electronics

Market Cap: NT$337.7b

Designs, manufactures, sells, tests, and assembles integrated circuits.

BE Semiconductor Industries

Market Cap: €15.3b

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

Lattice Semiconductor

Market Cap: US$17.0b

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

MACOM Technology Solutions Holdings

Market Cap: US$21.0b

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

Onto Innovation

Market Cap: US$13.8b

Engages in the design, development, manufacture, and support of process control tools that perform macro-defect inspection and metrology in the United States, Taiwan, South Korea, Japan, China, Southeast Asia, Asia, and Europe.

Powerchip Semiconductor Manufacturing

Market Cap: NT$333.1b

Engages in the research and development, manufacturing, testing, packaging, and sale of integrated circuit products in Taiwan, the United States, China, and internationally.

Nanya Technology

Market Cap: NT$1.7t

Research, develops, manufactures, and sells semiconductor products in Taiwan, Japan, Malaysia, China, the United States, Thailand, Germany, Singapore, Poland and internationally.

Winbond Electronics

Market Cap: NT$771.8b

Engages in the research, development, production and sales of integrated circuits, various semiconductor components and other system products.

Rockchip Electronics

Market Cap: CN¥75.3b

Operates as a fabless IC design company focusing on Intelligent IoT in China.

Cambricon Technologies

Market Cap: CN¥653.4b

Engages in the research, development, design, and sale of core AI chips for terminal devices in China.

NAURA Technology Group

Market Cap: CN¥460.1b

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

SiTime

Market Cap: US$19.1b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

Micron Technology

Market Cap: US$1.1t

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

Jentech Precision Industrial

Market Cap: NT$845.9b

Manufactures, processes, and trades in precision tooling, and electronic parts and components in Taiwan and China.

Kinsus Interconnect Technology

Market Cap: NT$433.1b

Engages in the manufacture and sale of electronic products in Taiwan and internationally.

Montage Technology

Market Cap: CN¥234.4b

An integrated circuit (IC) design company, provides IC-based solutions for cloud computing and AI infrastructure in the People’s Republic of China.

MediaTek

Market Cap: NT$7.3t

Engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.

Global Unichip

Market Cap: NT$820.2b

Engages in the research and development, production, testing, and sale of embedded memory and logic components, analog components, cell libraries, and EDA tools for various IC applications.