29 companies

Credo Technology Group Holding

Market Cap: US$22.1b

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$119.59

7D

17.9%

1Y

208.9%

NVIDIA

Market Cap: US$4.6t

Operates as a data center scale AI infrastructure company.

NVDA

US$188.63

7D

6.3%

1Y

70.0%

Advanced Micro Devices

Market Cap: US$399.3b

Operates as a semiconductor company internationally.

AMD

US$245.04

7D

12.7%

1Y

162.4%

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.

ARM

US$148.93

7D

-0.1%

1Y

43.2%

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.

LSCC

US$106.10

7D

11.7%

1Y

145.1%

Astera Labs

Market Cap: US$22.2b

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

ALAB

US$149.05

7D

27.2%

1Y

147.9%

Broadcom

Market Cap: US$1.8t

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

AVGO

US$371.55

7D

18.1%

1Y

104.2%

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.

SIMO

US$126.71

7D

11.2%

1Y

213.3%

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.

TOYO

US$11.35

7D

22.0%

1Y

305.4%

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.

MU

US$420.59

7D

14.8%

1Y

504.7%

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.

TER

US$367.99

7D

18.9%

1Y

399.6%

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.

MPWR

US$1,353.85

7D

21.0%

1Y

153.9%

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.

MRVL

US$128.49

7D

20.0%

1Y

140.7%

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.

CAMT

US$174.53

7D

10.7%

1Y

191.4%

Penguin Solutions

Market Cap: US$1.2b

Designs, builds, deploys and manages enterprise solutions worldwide.

PENG

US$23.02

7D

11.3%

1Y

39.2%

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.

NVMI

US$496.06

7D

12.2%

1Y

175.9%

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.

MKSI

US$268.77

7D

14.5%

1Y

310.1%

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.

LRCX

US$263.66

7D

20.7%

1Y

290.7%

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.

ON

US$68.65

7D

10.4%

1Y

95.7%

ACM Research

Market Cap: US$3.1b

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

ACMR

US$48.07

7D

18.6%

1Y

150.0%

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.

VECO

US$40.04

7D

16.5%

1Y

110.6%

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.

ONTO

US$257.14

7D

19.3%

1Y

113.6%

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.

FORM

US$123.80

7D

20.0%

1Y

362.8%

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.

MTSI

US$258.11

7D

8.3%

1Y

163.9%

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.

ADI

US$350.14

7D

10.0%

1Y

95.4%

Diodes

Market Cap: US$3.8b

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

DIOD

US$83.07

7D

21.1%

1Y

133.3%

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.

POWI

US$54.53

7D

4.1%

1Y

20.9%

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.

TSEM

US$203.59

7D

2.9%

1Y

500.2%

Rambus

Market Cap: US$11.4b

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

RMBS

US$110.44

7D

18.7%

1Y

134.8%