38 companies

Ambarella

Market Cap: US$3.1b

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

AMBA

US$70.78

7D

-5.4%

1Y

0.4%

Credo Technology Group Holding

Market Cap: US$41.5b

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

CRDO

US$226.51

7D

-7.9%

1Y

88.6%

Applied Materials

Market Cap: US$384.3b

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$480.04

7D

-6.7%

1Y

191.8%

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$366.43

7D

-9.4%

1Y

208.9%

Lam Research

Market Cap: US$388.1b

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$314.66

7D

-4.0%

1Y

203.6%

NVIDIA

Market Cap: US$5.0t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

NVDA

US$213.05

7D

-3.0%

1Y

17.2%

Navitas Semiconductor

Market Cap: US$3.4b

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

NVTS

US$12.23

7D

-16.1%

1Y

97.3%

Kulicke and Soffa Industries

Market Cap: US$4.4b

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$84.53

7D

-8.2%

1Y

124.8%

Cirrus Logic

Market Cap: US$5.6b

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

CRUS

US$111.43

7D

-4.7%

1Y

-4.5%

Arm Holdings

Market Cap: US$255.0b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

ARM

US$241.56

7D

-4.6%

1Y

72.2%

Marvell Technology

Market Cap: US$201.1b

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$240.38

7D

11.3%

1Y

223.7%

Monolithic Power Systems

Market Cap: US$63.2b

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

MPWR

US$1,304.15

7D

-2.2%

1Y

53.3%

MaxLinear

Market Cap: US$6.0b

Provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally.

MXL

US$62.78

7D

-25.9%

1Y

277.5%

Astera Labs

Market Cap: US$48.1b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States.

ALAB

US$282.65

7D

-6.9%

1Y

58.3%

FormFactor

Market Cap: US$8.4b

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$107.72

7D

-13.4%

1Y

266.1%

Veeco Instruments

Market Cap: US$2.9b

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$47.59

7D

-6.5%

1Y

92.1%

GLOBALFOUNDRIES

Market Cap: US$25.2b

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$45.92

7D

-8.0%

1Y

35.8%

Lattice Semiconductor

Market Cap: US$16.2b

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

LSCC

US$116.10

7D

-6.5%

1Y

76.6%

MACOM Technology Solutions Holdings

Market Cap: US$19.7b

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

MTSI

US$266.27

7D

-9.1%

1Y

107.5%

Enphase Energy

Market Cap: US$5.1b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

ENPH

US$37.18

7D

-3.8%

1Y

-2.7%

Aehr Test Systems

Market Cap: US$3.1b

Provides test solutions for testing, burn-in, and semiconductor devices at wafer level, singulated die, and package level in the United States, Asia, Europe, and the Middle East.

AEHR

US$95.59

7D

-22.4%

1Y

269.2%

Axcelis Technologies

Market Cap: US$3.8b

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$125.40

7D

-7.4%

1Y

55.0%

Diodes

Market Cap: US$4.1b

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

DIOD

US$92.95

7D

-6.2%

1Y

68.1%

Micron Technology

Market Cap: US$1.0t

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

MU

US$932.97

7D

-0.8%

1Y

700.8%

First Solar

Market Cap: US$22.4b

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

FSLR

US$206.82

7D

-6.0%

1Y

5.1%

Tower Semiconductor

Market Cap: US$23.9b

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$212.71

7D

-11.6%

1Y

254.5%

Skyworks Solutions

Market Cap: US$10.1b

Develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.

SWKS

US$65.70

7D

-2.6%

1Y

-13.2%

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$54.63

7D

-6.8%

1Y

18.5%

Rigetti Computing

Market Cap: US$5.5b

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$16.94

7D

-4.3%

1Y

10.7%

Universal Display

Market Cap: US$3.9b

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$89.38

7D

5.8%

1Y

-37.7%

Rambus

Market Cap: US$9.4b

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

RMBS

US$89.86

7D

-4.1%

1Y

19.8%

ACM Research

Market Cap: US$5.5b

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

ACMR

US$77.35

7D

-9.7%

1Y

168.6%

Advanced Micro Devices

Market Cap: US$745.6b

Operates as a semiconductor company internationally.

AMD

US$479.18

7D

-1.1%

1Y

187.6%

Qorvo

Market Cap: US$8.4b

Engages in development and commercialization of technologies and products for wireless, wired, and power markets in the United States, China, rest of Asia, Taiwan, and Europe.

QRVO

US$94.34

7D

-1.4%

1Y

2.1%

Analog Devices

Market Cap: US$179.9b

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.

ADI

US$373.66

7D

-0.8%

1Y

46.2%

IonQ

Market Cap: US$16.3b

Develops quantum computing systems in the United States, Switzerland, and Internationally.

IONQ

US$42.05

7D

-4.7%

1Y

3.2%

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