Semiconductor Stocks

Micron manufactures memory and storage products, including DRAM, NAND flash, and high-bandwidth memory used in computing, data centers, mobile devices, and automotive systems. It is one of the few integrated producers in the memory segment of the semiconductor industry.

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.

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.

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.

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.

Marvell Technology designs data-infrastructure semiconductors, including custom compute silicon, networking and storage controllers, and electrical and optical interconnect products. It has broadened its optical connectivity portfolio through acquisitions of photonic interconnect companies. Its focus on cloud, enterprise, and carrier infrastructure places it in the data-center and custom-silicon segment of the sector.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Cerebras Systems designs wafer-scale processors for artificial-intelligence workloads, building one very large chip instead of assembling many smaller ones. It sells AI computing systems and also operates a cloud service that runs inference on its own hardware. The company listed on Nasdaq in 2026 and works in the AI accelerator 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.

Credo Technology designs high-speed connectivity products, including serializer-deserializer chips, active electrical cables, and optical signal-processing silicon for data-center and networking systems. It has expanded its optical portfolio through acquisitions of photonics and networking-chip companies. It operates in the connectivity-silicon segment, supplying components for high-bandwidth links inside and between servers and switches.

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 also licenses processor intellectual property after acquiring the processor IP business formerly owned by Synopsys. It operates in the foundry segment with a focus on differentiated rather than leading-edge processes.

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.

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.

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.

SiTime designs timing devices that give electronic systems the frequency references they use to stay synchronized, including oscillators, clocks, and resonators. Its portfolio spans silicon micro-electromechanical-systems timing and quartz-based products after it acquired the timing business of Renesas. It serves communications, data-center, automotive, and industrial customers in the timing segment of the semiconductor industry.

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.

Lattice Semiconductor designs low-power field-programmable gate arrays and related programmable-logic devices used in communications, computing, industrial, and automotive systems. It also supplies system-management and platform-security firmware after acquiring AMI. It operates in the programmable-logic segment of the semiconductor industry, focusing on small, energy-efficient devices that customers configure for their own applications.

Semtech designs analog and mixed-signal semiconductors, including data-center interconnect products, optical and copper signal-integrity chips, and low-power wireless devices for connected systems. It has agreed to sell its cellular module business, which concentrates the company further on semiconductor products. It operates in the analog and connectivity segment of the industry.

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.

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.

Advanced Energy Industries designs precision power-conversion products, including plasma power supplies, power-delivery systems, and measurement instruments used inside semiconductor manufacturing equipment. Its products also serve data-center, industrial, and medical customers. It sits in the subsystems portion of the semiconductor capital-equipment segment, supplying parts that go inside the tools chipmakers use to process wafers.

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.

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.

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.

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.

FormFactor makes probe cards and test systems used to check integrated circuits while they are still on the wafer, before the chips are packaged. It also supplies engineering test systems and cryogenic measurement equipment. Its products serve the wafer-test portion of the semiconductor capital-equipment segment, used by logic, memory, and foundry manufacturers.

Allegro MicroSystems designs magnetic-sensing and power semiconductors, including position and current sensors and motor-driver integrated circuits. Its products are used mainly in automotive systems such as electrification, safety, and comfort features, along with industrial and data-center equipment. It operates in the sensing and analog 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.

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.

ACM Research designs wafer-cleaning and related process equipment used in semiconductor fabrication. The company is incorporated in Delaware and listed on Nasdaq, with manufacturing and most customers in China, where it supplies major domestic chipmakers. Its equipment addresses cleaning steps that affect yield on advanced process nodes.

Diodes Incorporated designs and manufactures discrete, logic, analog, and mixed-signal semiconductors, including power management, signal switching, and circuit protection devices. It serves automotive, industrial, computing, communications, and consumer markets, and it runs its own fabrication and packaging facilities. It sits in the discrete and analog segment of the semiconductor industry.

Kulicke and Soffa builds semiconductor assembly equipment, including wire bonders, die attach systems, and advanced packaging tools, along with the bonding wire and capillaries those machines consume. Its equipment joins finished chips to substrates and to each other. It serves the back-end packaging portion of the semiconductor capital-equipment segment.

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.

Power Integrations designs high-voltage integrated circuits used in power conversion, including chips that turn alternating current into direct current in chargers, appliances, and industrial equipment. It also supplies gate drivers for high-power systems and gallium-nitride based devices. It operates in the power-management niche of the analog semiconductor segment.

Ambarella designs systems-on-chip that combine video processing with artificial-intelligence computation, used in security cameras, automotive driver-assistance systems, and robotics. Its chips run vision and inference work on the device itself rather than sending video to a data center. It operates in the edge AI and video-processing segment of the semiconductor industry.

Veeco Instruments makes semiconductor process equipment for deposition, laser annealing, ion beam, and surface preparation, along with metal-organic chemical vapor deposition systems for compound semiconductors. Its tools are used in logic, memory, advanced packaging, and photonics manufacturing. It operates in the front-end process-equipment portion of the semiconductor capital-equipment segment.

Aehr Test Systems builds wafer-level test and burn-in equipment that stresses chips at raised temperature and voltage to screen out early failures before the parts ship. Its systems and consumable contactors are used for silicon-carbide power devices, silicon photonics, and processors built for artificial-intelligence hardware. It serves the test portion of the semiconductor capital-equipment segment.

Photronics manufactures photomasks, the patterned quartz plates that carry a circuit design and are used to print that design onto silicon wafers during chip fabrication. It supplies masks for integrated circuits and flat-panel displays from plants in North America, Europe, and Asia. It operates in the photomask portion of the semiconductor materials segment.

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.

Navitas Semiconductor designs gallium-nitride and silicon-carbide power semiconductors and integrated circuits. Its products target high-power applications including data-center power delivery, grid and energy infrastructure, and industrial electrification, along with consumer charging. It operates in the wide-bandgap power segment, where these materials let power-conversion systems run at higher voltages and efficiencies than silicon allows.

Wolfspeed produces silicon-carbide materials and power devices, including wafers it sells to other manufacturers and power semiconductors it builds itself. Its products are used in electric vehicles, industrial power systems, and data-center power conversion. It operates in the wide-bandgap segment of the semiconductor industry, where silicon carbide handles higher voltages and temperatures than conventional silicon.