U.S. Semiconductors Profitable Climbers

NVIDIA

Market Cap: US$4.5t

Operates as a data center scale AI infrastructure company.

Credo Technology Group Holding

Market Cap: US$19.9b

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.

Arm Holdings

Market Cap: US$159.1b

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$385.8b

Operates as a semiconductor company internationally.

Astera Labs

Market Cap: US$22.2b

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

Broadcom

Market Cap: US$1.7t

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

Lattice Semiconductor

Market Cap: US$14.5b

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

Silicon Motion Technology

Market Cap: US$4.3b

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.

Micron Technology

Market Cap: US$475.4b

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

TOYO

Market Cap: US$389.9m

Engages in the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and other stages of the solar power supply chain in Asia and the United States.

Teradyne

Market Cap: US$57.0b

Engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Monolithic Power Systems

Market Cap: US$65.5b

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

Marvell Technology

Market Cap: US$104.9b

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.

Camtek

Market Cap: US$8.2b

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

Penguin Solutions

Market Cap: US$1.2b

Designs, builds, deploys and manages enterprise solutions worldwide.

ACM Research

Market Cap: US$3.1b

Develops, manufactures, and sells capital equipment in Mainland China and internationally.

ON Semiconductor

Market Cap: US$26.9b

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

Nova

Market Cap: US$15.7b

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.

MKS

Market Cap: US$17.7b

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.

Lam Research

Market Cap: US$323.1b

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.

FormFactor

Market Cap: US$9.4b

Designs, manufactures, and sells probe cards, analytical probes, probe stations, thermal systems, cryogenic systems, and related services in the United States, South Korea, Taiwan, China, Japan, Singapore, Europe, Malaysia, and internationally.

Analog Devices

Market Cap: US$171.5b

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.

KLA

Market Cap: US$226.4b

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

Veeco Instruments

Market Cap: US$2.4b

Develops, manufactures, sells, and supports semiconductor and thin film process equipment primarily to make electronic devices in the United States, Europe, the Middle East, and Africa, China, Rest of the Asia-Pacific, and internationally.

MACOM Technology Solutions Holdings

Market Cap: US$18.6b

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$12.3b

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.

Diodes

Market Cap: US$3.8b

Provides semiconductor products in Asia, the Americas, and Europe.

Power Integrations

Market Cap: US$3.0b

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

Tower Semiconductor

Market Cap: US$23.0b

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

Rambus

Market Cap: US$11.4b

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