Semiconductors & Compute Hardware

26 companies tracked across 5 subsectors.

1.1 Logic & AI Processors

AMD

Advanced Micro Devices

ARM

Arm Holdings

AVGO

Broadcom

INTC

Intel

MRVL

Marvell Technology

NVDA

NVIDIA

QCOM

Qualcomm

1.2 Memory & Storage

MU

Micron Technology

000660.KS

SK Hynix

005930.KS

Samsung Electronics

TER

Teradyne

WDC

Western Digital

1.3 Power Semiconductors

IFNNY

Infineon Technologies

NVTS

Navitas Semi

STM

STMicroelectronics

WOLF

Wolfspeed

ON

onsemi

1.4 Equipment, EDA & Fabrication

ASML

ASML

AMAT

Applied Materials

GFS

GlobalFoundries

KLAC

KLA Corp

LRCX

Lam Research

SNPS

Synopsys / Cadence

TSM

TSMC

8035.T

Tokyo Electron

1.5 Geopolitical & Regional Players

0981.HK

SMIC