7 companies

Credo Technology Group Holding

Market Cap: US$44.4b

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$224.63

7D

26.6%

1Y

91.4%

Broadcom

Market Cap: US$2.0t

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

AVGO

US$418.28

7D

7.8%

1Y

37.7%

NVIDIA

Market Cap: US$5.3t

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

NVDA

US$219.22

7D

12.4%

1Y

21.3%

Astera Labs

Market Cap: US$55.2b

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

New

ALAB

US$318.43

7D

6.3%

1Y

86.3%

KLA

Market Cap: US$251.9b

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

KLAC

US$192.80

7D

6.9%

1Y

111.4%

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$893.19

7D

2.1%

1Y

698.4%

TOYO

Market Cap: US$233.2m

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$5.14

7D

9.4%

1Y

6.4%