U.S. Semiconductors Large Cap High Growth Potential

NVIDIA

Market Cap: US$4.6t

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

Credo Technology Group Holding

Market Cap: US$22.6b

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

Astera Labs

Market Cap: US$25.4b

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

Broadcom

Market Cap: US$1.6t

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

Teradyne

Market Cap: US$37.8b

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

Arm Holdings

Market Cap: US$111.8b

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

Advanced Micro Devices

Market Cap: US$385.4b

Operates as a semiconductor company worldwide.

Lattice Semiconductor

Market Cap: US$11.0b

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

Microchip Technology

Market Cap: US$41.0b

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

Micron Technology

Market Cap: US$467.0b

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

Nova

Market Cap: US$13.6b

Engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.

ON Semiconductor

Market Cap: US$24.1b

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

Lam Research

Market Cap: US$291.5b

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.

MACOM Technology Solutions Holdings

Market Cap: US$16.4b

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$10.0b

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

QUALCOMM

Market Cap: US$161.9b

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

Tower Semiconductor

Market Cap: US$15.2b

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

MKS

Market Cap: US$15.8b

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.

Intel

Market Cap: US$232.1b

Designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.

GlobalFoundries

Market Cap: US$23.4b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide.

KLA

Market Cap: US$187.2b

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

Analog Devices

Market Cap: US$151.9b

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.

Entegris

Market Cap: US$17.9b

Provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.

Amkor Technology

Market Cap: US$11.9b

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

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.

First Solar

Market Cap: US$24.2b

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

Rambus

Market Cap: US$12.3b

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