26 companies

Credo Technology Group Holding

Market Cap: US$21.9b

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.

CRDO

US$121.44

7D

-9.9%

1Y

61.4%

NVIDIA

Market Cap: US$4.4t

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

NVDA

US$182.81

7D

-3.0%

1Y

31.1%

Advanced Micro Devices

Market Cap: US$338.0b

Operates as a semiconductor company internationally.

AMD

US$207.32

7D

-2.9%

1Y

81.4%

Broadcom

Market Cap: US$1.5t

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

AVGO

US$325.17

7D

-4.5%

1Y

42.3%

Lattice Semiconductor

Market Cap: US$13.4b

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

LSCC

US$97.63

7D

7.3%

1Y

45.2%

Astera Labs

Market Cap: US$22.0b

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

ALAB

US$129.32

7D

-29.3%

1Y

38.7%

Silicon Motion Technology

Market Cap: US$4.6b

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.

SIMO

US$136.28

7D

3.8%

1Y

130.4%

Teradyne

Market Cap: US$49.3b

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$314.66

7D

3.2%

1Y

173.4%

Arm Holdings

Market Cap: US$133.0b

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

ARM

US$125.28

7D

-0.5%

1Y

-21.9%

Monolithic Power Systems

Market Cap: US$57.1b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.

MPWR

US$1,171.47

7D

2.6%

1Y

69.6%

Semtech

Market Cap: US$8.1b

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

SMTC

US$87.12

7D

-1.7%

1Y

135.1%

Camtek

Market Cap: US$7.4b

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

CAMT

US$162.00

7D

5.2%

1Y

90.6%

TOYO

Market Cap: US$292.0m

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.

TOYO

US$7.73

7D

-12.2%

1Y

166.2%

Micron Technology

Market Cap: US$463.3b

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

MU

US$411.66

7D

10.3%

1Y

285.5%

Penguin Solutions

Market Cap: US$1.0b

Designs, builds, deploys and manages enterprise solutions worldwide.

PENG

US$19.37

7D

3.6%

1Y

-13.0%

Lam Research

Market Cap: US$294.1b

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.

LRCX

US$235.53

7D

3.9%

1Y

172.0%

Nova

Market Cap: US$13.2b

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.

NVMI

US$443.76

7D

-3.7%

1Y

62.5%

ON Semiconductor

Market Cap: US$28.5b

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

ON

US$72.21

7D

7.2%

1Y

39.0%

Canadian Solar

Market Cap: US$1.3b

Provides solar energy and battery energy storage products and solutions in Asia, the Americas, Europe, and internationally.

CSIQ

US$19.39

7D

-11.2%

1Y

80.0%

Onto Innovation

Market Cap: US$10.8b

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

ONTO

US$217.23

7D

-0.2%

1Y

25.8%

FormFactor

Market Cap: US$7.5b

Designs, manufactures, and sells probe cards, analytical probes, probe stations, thermal systems, cryogenic systems, and related services in the United States and internationally.

FORM

US$96.73

7D

3.7%

1Y

154.6%

MACOM Technology Solutions Holdings

Market Cap: US$18.3b

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

MTSI

US$244.16

7D

5.9%

1Y

96.1%

Diodes

Market Cap: US$3.3b

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

New

DIOD

US$71.07

7D

15.2%

1Y

28.9%

Power Integrations

Market Cap: US$2.6b

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

POWI

US$47.21

7D

3.4%

1Y

-23.6%

Tower Semiconductor

Market Cap: US$14.5b

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$128.74

7D

-5.7%

1Y

167.7%

Rambus

Market Cap: US$11.0b

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

RMBS

US$101.95

7D

-4.7%

1Y

48.6%