Semiconductor Stocks

Advanced Micro Devices designs central processing units, graphics processors, and adaptive and accelerated-computing chips for personal computers, servers, data centers, and embedded markets. Its CPU and GPU lines and data-center accelerators place it among the core logic chipmakers in the sector.

ASML builds photolithography systems that pattern circuits onto silicon wafers, including extreme ultraviolet lithography machines used at advanced nodes. As the dominant lithography toolmaker, it sits at the center of the semiconductor capital-equipment segment, supplying machines, services, and software that chipmakers and foundries depend on for leading-edge production.

Intel designs and manufactures central processing units, data-center chips, and related products, and operates fabrication plants. It also offers contract foundry services through Intel Foundry, spanning both the logic chipmaker and manufacturing segments of the industry.

Lam Research supplies wafer-fabrication equipment for etch, deposition, and surface preparation used in building memory and logic chips. It is a major front-end process-equipment vendor in the semiconductor capital-equipment segment, and it also provides related services and spare parts to chip manufacturers and foundries around the world.

Arm Holdings develops and licenses processor architectures and intellectual-property cores that chip designers integrate into their own products. Its instruction-set architecture and core designs are widely used across mobile, automotive, and infrastructure chips in the semiconductor IP segment.

Applied Materials provides equipment, services, and software for manufacturing semiconductors, displays, and related products. Its tools cover deposition, etch, ion implantation, and inspection across the wafer-fabrication flow, making it a broad semiconductor capital-equipment supplier serving logic, memory, and foundry customers throughout the chip-manufacturing process.

Texas Instruments designs and manufactures analog and embedded-processing chips used in industrial, automotive, personal-electronics, and communications equipment. Its broad analog and microcontroller catalog anchors its position in the analog segment of the semiconductor industry, and it operates its own fabrication and assembly facilities to produce these parts.

KLA Corporation supplies process-control and yield-management systems, including inspection and metrology tools that detect defects and measure features during chip manufacturing. It is the leading vendor in the process-control niche of the semiconductor capital-equipment segment.

Sandisk develops and manufactures NAND flash memory and storage products, including solid-state drives, memory cards, and embedded storage for consumer, client, and data-center applications. It operates in the non-volatile memory segment of the semiconductor industry.

Analog Devices designs and manufactures analog, mixed-signal, and digital-signal-processing chips, including data converters, amplifiers, and power-management components. Its products serve industrial, automotive, communications, and instrumentation markets within the analog semiconductor segment, where it offers a broad catalog of high-performance signal-processing and conversion parts.

Marvell Technology designs data-infrastructure semiconductors, including networking, storage, custom compute, and optical and electrical interconnect products. Its focus on data-center and carrier infrastructure places it in the networking and custom-silicon segment of the sector, where it supplies chips for cloud, enterprise, and telecom systems.

Cadence Design Systems develops electronic-design-automation software, intellectual-property cores, and hardware used to design and verify integrated circuits and electronic systems. Its design tools are core infrastructure for the chip-design portion of the semiconductor industry, supporting customers from initial concept through layout, verification, and system-level analysis.

Synopsys provides electronic-design-automation tools, semiconductor intellectual property, and verification systems used to design and test chips. Its software and IP support advanced-node chip development, placing it in the EDA segment of the semiconductor ecosystem alongside a portfolio of reusable design blocks for chip makers.

ASE Technology Holding provides semiconductor packaging and test services, assembling and testing finished chips for fabless and integrated device makers. As a large outsourced assembly and test provider, it operates in the back-end packaging segment of the industry.

NXP Semiconductors designs mixed-signal and embedded-processing chips, including microcontrollers, processors, and connectivity and security devices. Its strong automotive, industrial, and Internet-of-Things exposure places it in the analog and embedded segment of the sector, where it supplies processing and connectivity parts for vehicles and connected systems.

Monolithic Power Systems designs power-management integrated circuits and modules that convert and regulate electrical power in computing, automotive, industrial, and communications systems. It operates in the power-management niche of the analog semiconductor segment, supplying highly integrated voltage-regulation and conversion solutions for a wide range of electronic products.

Teradyne builds automated test equipment used to verify semiconductors, circuit boards, and electronic systems, and also produces industrial robotics. Its semiconductor-test systems put it in the back-end test portion of the semiconductor capital-equipment segment, where its testers check finished chips for defects and performance before shipment.

Astera Labs designs connectivity semiconductors and modules that move data between processors, memory, and accelerators inside servers and data centers. Its interconnect products address bandwidth and signal-integrity needs in the data-center semiconductor segment, supplying purpose-built silicon for high-speed links across modern computing and AI infrastructure.

United Microelectronics is a contract chip foundry that manufactures integrated circuits for fabless designers and integrated device makers, primarily on mature and specialty process nodes. It operates in the foundry segment of the semiconductor industry.

Microchip Technology designs and manufactures microcontrollers, analog chips, and connectivity and memory products for industrial, automotive, consumer, and computing applications. Its microcontroller and mixed-signal catalog places it in the embedded and analog segment of the sector.

ON Semiconductor, operating as onsemi, designs power-management, sensing, and analog chips, including silicon and silicon-carbide power devices for automotive and industrial systems. It focuses on the power and analog segments of the semiconductor industry, with products aimed at vehicle electrification, energy efficiency, and industrial automation applications.

GlobalFoundries is a contract chip foundry that manufactures integrated circuits on specialty and mature process nodes for automotive, communications, and industrial customers. It operates in the foundry segment with a focus on differentiated rather than leading-edge processes.

Credo Technology designs high-speed connectivity products, including serializer-deserializer chips, active electrical cables, and related interconnect solutions for data-center and networking systems. It operates in the connectivity-silicon segment of the sector, supplying components that improve bandwidth and power efficiency for links inside and between servers and switches.

MACOM Technology Solutions designs radio-frequency, microwave, millimeter-wave, and high-speed analog semiconductors for data-center, telecom, industrial, and defense systems. Its high-frequency and optical-connectivity products place it in the RF and analog semiconductor segment, serving communications networks and specialized applications that require precise high-frequency signal handling.

Entegris develops materials, filtration, and contamination-control products used in semiconductor manufacturing, including specialty chemicals, gases, and handling components. Its consumables and subsystems support wafer-fabrication processes in the semiconductor materials segment, helping chipmakers maintain the purity and cleanliness needed for high-yield advanced-node production.

Lattice Semiconductor designs low-power field-programmable gate arrays and related programmable-logic devices used in communications, computing, industrial, and automotive systems. It operates in the programmable-logic, or FPGA, segment of the semiconductor industry, focusing on small, energy-efficient devices that customers can configure for their own applications.

SiTime designs silicon micro-electromechanical-systems timing devices, including oscillators and clocks that provide frequency references for electronic systems. Its timing products serve communications, data-center, automotive, and industrial markets in the timing-chip segment, offering silicon-based alternatives to traditional quartz components used to keep electronics synchronized.

Amkor Technology provides semiconductor packaging and test services, assembling and testing finished chips for fabless companies, integrated device makers, and foundries. As an outsourced assembly and test provider, it operates in the back-end packaging segment.

Nova Ltd. develops metrology systems used to measure and control critical dimensions and material properties during chip manufacturing. Its dimensional and materials-metrology tools serve the process-control niche of the semiconductor capital-equipment segment, giving manufacturers the measurement data they need to keep advanced fabrication processes within tight tolerances.

Rambus designs memory-interface chips and licenses semiconductor intellectual property and security technologies used in computing and data-center memory subsystems. Its memory-interface products and IP place it in the memory-interface and IP segment of the sector.

Onto Innovation builds metrology and inspection systems and software used for process control in front-end wafer fabrication and advanced packaging. Its measurement and defect-detection tools serve the process-control portion of the semiconductor capital-equipment segment, helping manufacturers find defects and verify dimensions across both wafer and packaging steps.

Skyworks Solutions designs radio-frequency and analog semiconductors, including front-end modules, amplifiers, and filters used in mobile, infrastructure, and Internet-of-Things devices. It operates in the RF and connectivity segment of the semiconductor industry, supplying the components that send and receive wireless signals in phones and connected products.

Silicon Motion Technology designs NAND flash controllers and storage-solution chips used in solid-state drives, embedded storage, and removable storage products. Its controllers serve the memory and storage segment of the semiconductor industry, providing the logic that manages how data is written to and read from flash memory.

Qorvo designs radio-frequency and connectivity semiconductors, including front-end modules, filters, and power products for mobile, defense, and Internet-of-Things applications. It operates in the RF and connectivity segment of the sector, supplying components that handle wireless signal transmission and reception across phones, networks, and connected devices.

Cirrus Logic designs mixed-signal and audio semiconductors, including codecs, amplifiers, and power and sensing chips used primarily in smartphones and other consumer devices. It operates in the analog and mixed-signal segment of the semiconductor industry.

Camtek develops inspection and metrology systems used to detect defects and measure features in chip manufacturing and advanced packaging. Its imaging and measurement tools serve the process-control niche of the semiconductor capital-equipment segment, helping manufacturers spot flaws and confirm quality during wafer and packaging production steps.

Navitas Semiconductor designs gallium-nitride and silicon-carbide power semiconductors and integrated circuits used in chargers, data-center power, and electrification applications. It operates in the wide-bandgap power segment of the semiconductor industry, offering devices that aim to improve efficiency and reduce size in power-conversion systems.

Axcelis Technologies designs and builds ion-implantation equipment used to dope silicon wafers during chip fabrication, along with related aftermarket services. Its implant systems serve the front-end process-equipment portion of the semiconductor capital-equipment segment, supplying tools that introduce precise amounts of impurities to give silicon its electrical properties.

Wolfspeed makes silicon-carbide materials and power devices used in electric vehicles, industrial power, and energy systems. The company completed a Chapter 11 restructuring in 2025. It operates in the wide-bandgap materials and power segment of the semiconductor industry, supplying silicon-carbide wafers and devices to manufacturers.

Broadcom designs and supplies semiconductor and infrastructure-software products spanning networking, broadband, wireless, storage, and custom application-specific integrated circuits. Its chip portfolio covers switching, optical, and custom accelerator silicon, anchoring its role in the networking and data-center semiconductor segment.

Qualcomm designs and licenses chips and technologies for wireless communications, including application processors, modems, and radio-frequency front-end components for smartphones, automotive, and Internet-of-Things devices. It is a leading supplier in the mobile and wireless semiconductor segment.

STMicroelectronics is a European chipmaker producing microcontrollers, analog and power semiconductors, sensors, and silicon-carbide devices for automotive, industrial, personal-electronics, and communications markets. It is a broad-line semiconductor supplier with significant automotive and power-chip exposure across a diversified product portfolio.

MKS Inc. supplies instruments, subsystems, and process-control solutions used in semiconductor manufacturing and other advanced-process industries, including vacuum, gas-delivery, and laser products. It serves the equipment and subsystems portion of the semiconductor capital-equipment segment, providing critical components that go inside the tools used to fabricate chips.

Coherent makes lasers, optical components, compound-semiconductor materials, and photonics used in communications networks, semiconductor manufacturing, and industrial applications. Its materials and optical-engine products supply the high-speed interconnects and laser systems used across data centers and chip production.

Tower Semiconductor is a specialty analog foundry that manufactures radio-frequency, power, sensor, and silicon-photonics chips for fabless and integrated device makers. It provides outsourced wafer manufacturing for analog and mixed-signal designs rather than producing its own branded chips, serving automotive, industrial, and communications customers.