U.S. AI Chip Stocks

NVIDIA

Market Cap: US$4.5t

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

Broadcom

Market Cap: US$1.6t

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

Advanced Micro Devices

Market Cap: US$403.7b

Operates as a semiconductor company worldwide.

Micron Technology

Market Cap: US$266.0b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.

Lam Research

Market Cap: US$192.6b

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.

QUALCOMM

Market Cap: US$186.8b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

Applied Materials

Market Cap: US$177.8b

Engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.

Intel

Market Cap: US$171.3b

Designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

KLA

Market Cap: US$152.6b

Designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.

Arm Holdings

Market Cap: US$148.9b

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

Texas Instruments

Market Cap: US$147.4b

Designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, rest of Asia, Europe, Middle East, Africa, Japan, and internationally.

Analog Devices

Market Cap: US$116.9b

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.

Marvell Technology

Market Cap: US$75.5b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

NXP Semiconductors

Market Cap: US$50.6b

Provides semiconductor products in China, the United States, Germany, Japan, Singapore, South Korea, Mexico, the Netherlands, Taiwan, and internationally.

Monolithic Power Systems

Market Cap: US$44.3b

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.

Microchip Technology

Market Cap: US$29.6b

Develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

First Solar

Market Cap: US$27.5b

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

Teradyne

Market Cap: US$26.6b

Designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Credo Technology Group Holding

Market Cap: US$24.7b

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.

Astera Labs

Market Cap: US$24.4b

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

ON Semiconductor

Market Cap: US$18.9b

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

GlobalFoundries

Market Cap: US$18.2b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide.

Qnity Electronics

Market Cap: US$18.0b

Provides materials and solutions to the semiconductor and electronics industries worldwide.

Entegris

Market Cap: US$12.3b

Provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.

MACOM Technology Solutions Holdings

Market Cap: US$12.1b

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

Tower Semiconductor

Market Cap: US$11.1b

An independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.

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.

Rambus

Market Cap: US$9.9b

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

MKS

Market Cap: US$9.7b

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.