41 companies

Ambarella

Market Cap: US$2.3b

Develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.

AMBA

US$52.78

7D

4.4%

1Y

19.9%

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%

Applied Materials

Market Cap: US$317.0b

Provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally.

AMAT

US$399.49

7D

14.6%

1Y

175.6%

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%

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%

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%

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%

Navitas Semiconductor

Market Cap: US$2.2b

Designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.

NVTS

US$9.54

7D

8.4%

1Y

430.0%

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%

Intel

Market Cap: US$309.9b

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

INTC

US$62.38

7D

23.8%

1Y

216.0%

Kulicke and Soffa Industries

Market Cap: US$4.0b

Designs, manufactures, and sells capital equipment and consumables in China, the United States, Taiwan, Malaysia, Japan, the Philippines, Korea, Hong Kong, and internationally.

KLIC

US$77.46

7D

20.9%

1Y

159.3%

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%

Cirrus Logic

Market Cap: US$8.1b

A fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally.

CRUS

US$160.00

7D

8.7%

1Y

85.5%

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%

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%

Photronics

Market Cap: US$2.6b

Engages in the manufacture and sale of photomask products and services in the United States, Taiwan, China, Korea, Europe, and internationally.

PLAB

US$44.90

7D

9.9%

1Y

148.8%

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%

GLOBALFOUNDRIES

Market Cap: US$27.1b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally.

GFS

US$48.93

7D

11.8%

1Y

46.8%

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%

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%

SiTime

Market Cap: US$10.7b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

SITM

US$420.32

7D

21.1%

1Y

223.3%

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%

Axcelis Technologies

Market Cap: US$3.3b

Designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Europe, and the Asia Pacific.

ACLS

US$110.37

7D

16.1%

1Y

134.6%

Aehr Test Systems

Market Cap: US$2.2b

Provides test solutions for testing, burning-in, and semiconductor devices in wafer level, singulated die, package part form, and installed systems in the United States, Asia, and Europe.

New

AEHR

US$70.43

7D

58.9%

1Y

727.1%

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%

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%

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%

Amkor Technology

Market Cap: US$13.7b

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

AMKR

US$57.96

7D

24.1%

1Y

250.4%

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%

Universal Display

Market Cap: US$4.4b

Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications.

OLED

US$97.22

7D

8.4%

1Y

-13.8%

Silicon Laboratories

Market Cap: US$7.0b

A fabless semiconductor company, provides mixed-signal analog intensive products in the United States, China, Taiwan, and internationally.

SLAB

US$211.22

7D

1.0%

1Y

135.2%

Rigetti Computing

Market Cap: US$4.8b

Through its subsidiaries, builds and operates quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

RGTI

US$14.68

7D

3.5%

1Y

61.3%

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%

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%

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%

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