52 companies

Credo Technology Group Holding

Market Cap: US$30.7b

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.

CRDO

US$177.60

7D

17.7%

1Y

271.5%

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$177.00

7D

-3.0%

1Y

27.7%

Piotech

Market Cap: CN¥81.7b

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

688072

CN¥291.76

7D

1.4%

1Y

47.4%

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥80.6b

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

688521

CN¥153.35

7D

9.9%

1Y

193.5%

Advanced Micro Devices

Market Cap: US$354.1b

Operates as a semiconductor company worldwide.

AMD

US$217.53

7D

1.2%

1Y

53.1%

Astera Labs

Market Cap: US$26.6b

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

ALAB

US$157.57

7D

6.6%

1Y

52.4%

Broadcom

Market Cap: US$1.9t

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

AVGO

US$402.96

7D

6.6%

1Y

142.0%

BE Semiconductor Industries

Market Cap: €10.2b

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

BESI

€129.75

7D

4.3%

1Y

13.8%

NAURA Technology Group

Market Cap: CN¥323.4b

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

002371

CN¥446.46

7D

7.3%

1Y

42.8%

Cambricon Technologies

Market Cap: CN¥574.5b

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

688256

CN¥1,362.44

7D

8.0%

1Y

142.4%

Jentech Precision Industrial

Market Cap: NT$400.2b

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

3653

NT$2,800.00

7D

7.5%

1Y

95.8%

Montage Technology

Market Cap: CN¥136.7b

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

688008

CN¥120.45

7D

5.8%

1Y

74.2%

Teradyne

Market Cap: US$28.5b

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

TER

US$181.89

7D

9.6%

1Y

60.7%

Arm Holdings

Market Cap: US$143.8b

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

ARM

US$135.56

7D

0.6%

1Y

-3.4%

Kioxia Holdings

Market Cap: JP¥4.8t

Engages in the development, production and sale of flash memory and solid state drives (SSDs) in Japan and internationally.

285A

JP¥8,882.00

7D

-11.4%

1Y

n/a

Microchip Technology

Market Cap: US$29.0b

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

MCHP

US$53.58

7D

4.5%

1Y

-23.8%

GigaDevice Semiconductor

Market Cap: CN¥142.1b

Engages in the research, development, technical support, and sale of memory, microcontrollers, and sensors.

603986

CN¥212.82

7D

18.8%

1Y

151.0%

Nanya Technology

Market Cap: NT$463.2b

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

2408

NT$149.50

7D

4.5%

1Y

352.3%

Rockchip Electronics

Market Cap: CN¥79.2b

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

New

603893

CN¥189.77

7D

11.4%

1Y

125.6%

First Solar

Market Cap: US$29.3b

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

FSLR

US$272.92

7D

5.0%

1Y

31.3%

Hygon Information Technology

Market Cap: CN¥501.2b

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

688041

CN¥216.03

7D

3.7%

1Y

70.2%

ON Semiconductor

Market Cap: US$20.2b

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

ON

US$50.24

7D

6.0%

1Y

-32.1%

ASE Technology Holding

Market Cap: NT$979.7b

Provides semiconductor manufacturing services in the United States, Taiwan, rest of Asia, Europe, and internationally.

3711

NT$224.50

7D

6.7%

1Y

45.3%

Marvell Technology

Market Cap: US$77.1b

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

MRVL

US$89.40

7D

6.7%

1Y

-7.7%

Tokyo Electron

Market Cap: JP¥14.5t

Develops, manufactures, and sells semiconductor production equipment in Japan, South Korea, Taiwan, China, North America, Europe, and internationally.

8035

JP¥31,630.00

7D

4.8%

1Y

33.8%

ASML Holding

Market Cap: €358.9b

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

ASML

€926.70

7D

7.9%

1Y

39.5%

MACOM Technology Solutions Holdings

Market Cap: US$13.1b

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

MTSI

US$174.99

7D

5.4%

1Y

27.8%

QUALCOMM

Market Cap: US$179.8b

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

QCOM

US$168.09

7D

1.8%

1Y

3.1%

Advantest

Market Cap: JP¥14.3t

Manufactures and sells semiconductors, component test systems, and mechatronics-related products in Japan, rest of Asia, the Americas, and Europe.

6857

JP¥19,700.00

7D

7.6%

1Y

133.9%

Renesas Electronics

Market Cap: JP¥3.3t

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

6723

JP¥1,809.50

7D

0.6%

1Y

-10.3%

Advanced Micro-Fabrication Equipment China

Market Cap: CN¥163.5b

Advanced Micro-Fabrication Equipment Inc.

688012

CN¥262.02

7D

-3.3%

1Y

19.1%

Semiconductor Manufacturing International

Market Cap: HK$668.5b

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.

981

HK$69.45

7D

2.1%

1Y

163.1%

Disco

Market Cap: JP¥4.6t

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

6146

JP¥42,450.00

7D

-3.4%

1Y

2.7%

Infineon Technologies

Market Cap: €46.0b

Develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas.

IFX

€35.35

7D

7.6%

1Y

13.6%

Tower Semiconductor

Market Cap: US$12.1b

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$108.11

7D

12.6%

1Y

125.8%

Hua Hong Semiconductor

Market Cap: HK$148.3b

An investment holding company, engages in the manufacture and sale of semiconductor products in China, North America, Asia, Europe, and Japan.

1347

HK$74.90

7D

7.5%

1Y

262.7%

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