U.S. Semiconductors High ROE Growth Engines

Applied Materials

Market Cap: US$428.1b

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.

Teradyne

Market Cap: US$59.3b

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.

Silicon Motion Technology

Market Cap: US$8.7b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in China, Japan, Singapore, Taiwan, Korea, the United States, and internationally.

NVE

Market Cap: US$609.2m

Develops and sells devices that use spintronics, a nanotechnology relying on electron spin to acquire, store, and transmit information in the United States.