11 companies

QUALCOMM

Market Cap: US$168.3b

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

QCOM

US$157.53

7D

3.9%

1Y

8.0%

Teradyne

Market Cap: US$63.1b

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$389.39

7D

21.9%

1Y

271.3%

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%

Advanced Micro Devices

Market Cap: US$786.9b

Operates as a semiconductor company internationally.

AMD

US$482.05

7D

-0.7%

1Y

179.6%

Intel

Market Cap: US$508.7b

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

INTC

US$101.06

7D

23.4%

1Y

395.1%

Semtech

Market Cap: US$12.0b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

SMTC

US$121.25

7D

17.1%

1Y

137.9%

Monolithic Power Systems

Market Cap: US$65.6b

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

MPWR

US$1,345.46

7D

7.7%

1Y

67.0%

Arm Holdings

Market Cap: US$293.3b

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$274.58

7D

13.7%

1Y

102.5%

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.

ALAB

US$318.43

7D

6.3%

1Y

86.3%

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%

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%