Money Maker Public Insights Theme

Semiconductors Investment Theme Insights

Companies designing chips or supplying the manufacturing systems behind modern computing infrastructure.

Aggregate historical coverage

30 companies monitored; 59 published completed signals.

Theme composition

• Amtech Systems, Inc. (ASYS) — ASYS is classified as Semiconductors by Money Maker's Category field.
• Entegris (ENTG) — ENTG is classified as Semiconductors by Money Maker's Category field.
• Onto Innovation (ONTO) — ONTO is classified as Semiconductors by Money Maker's Category field.
• ASML (ASML) — Lithography systems for chip manufacturing
• Lam Research (LRCX) — LRCX is classified as Semiconductors by Money Maker's Category field.
• TSMC (TSM) — TSM is classified as Semiconductors by Money Maker's Category field.
• Intel (INTC) — INTC is classified as Semiconductors by Money Maker's Category field.
• Tower Semiconductor (TSEM) — TSEM is classified as Semiconductors by Money Maker's Category field.
• Semtech (SMTC) — SMTC is classified as Semiconductors by Money Maker's Category field.
• Allegro MicroSystems, Inc. (ALGM) — ALGM is classified as Semiconductors by Money Maker's Category field.
• Silicon Motion Technology (SIMO) — SIMO is classified as Semiconductors by Money Maker's Category field.
• Teradyne (TER) — TER is classified as Semiconductors by Money Maker's Category field.
• Monolithic Power Systems (MPWR) — MPWR is classified as Semiconductors by Money Maker's Category field.
• Texas Instruments (TXN) — TXN is classified as Semiconductors by Money Maker's Category field.
• Alpha and Omega Semiconductor L (AOSL) — AOSL is classified as Semiconductors by Money Maker's Category field.
• Axcelis Technologies, Inc. (ACLS) — ACLS is classified as Semiconductors by Money Maker's Category field.
• Amkor Technology (AMKR) — AMKR is classified as Semiconductors by Money Maker's Category field.
• onsemi (ON) — ON is classified as Semiconductors by Money Maker's Category field.
• Microchip Technology (MCHP) — MCHP is classified as Semiconductors by Money Maker's Category field.
• United Microelectronics (UMC) — UMC is classified as Semiconductors by Money Maker's Category field.
• STMicroelectronics (STM) — STM is classified as Semiconductors by Money Maker's Category field.
• NXP Semiconductors (NXPI) — NXPI is classified as Semiconductors by Money Maker's Category field.
• Qualcomm (QCOM) — QCOM is classified as Semiconductors by Money Maker's Category field.
• Applied Materials (AMAT) — Semiconductor manufacturing equipment
• Ambarella, Inc. (AMBA) — AMBA is classified as Semiconductors by Money Maker's Category field.
• Skyworks Solutions (SWKS) — SWKS is classified as Semiconductors by Money Maker's Category field.
• KLA (KLAC) — KLAC is classified as Semiconductors by Money Maker's Category field.
• Analog Devices (ADI) — ADI is classified as Semiconductors by Money Maker's Category field.
• Rambus (RMBS) — RMBS is classified as Semiconductors by Money Maker's Category field.
• GlobalFoundries (GFS) — GFS is classified as Semiconductors by Money Maker's Category field.

Frequently asked questions

What does the Semiconductors theme represent?

Companies designing chips or supplying the manufacturing systems behind modern computing infrastructure.

How many companies are monitored in the Semiconductors theme?

Money Maker currently includes 30 published companies in this theme.

How are Semiconductors statistics calculated?

Theme statistics aggregate validated public Stock artifacts. Completed-return statistics are weighted per signal and do not represent an investable index or recommendation.

How often is this theme updated?

The theme is regenerated by Update Public Insights when a member Stock artifact or the reviewed Theme Registry changes.