Money Maker Public Insights Theme

Semiconductors Investment Theme Insights

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

Aggregate historical coverage

64 companies monitored; 150 published completed signals.

Theme composition

• Alpha and Omega Semiconductor L (AOSL) — AOSL is classified as Semiconductors by Money Maker's Category field.
• Amtech Systems, Inc. (ASYS) — ASYS is classified as Semiconductors by Money Maker's Category field.
• Microchip Technology (MCHP) — MCHP 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.
• Axcelis Technologies, Inc. (ACLS) — ACLS is classified as Semiconductors by Money Maker's Category field.
• ASML (ASML) — Lithography systems for chip manufacturing
• Applied Materials (AMAT) — Semiconductor manufacturing equipment
• 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.
• 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.
• STMicroelectronics (STM) — STM is classified as Semiconductors by Money Maker's Category field.
• United Microelectronics (UMC) — UMC 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.
• 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.
• Atomera Incorporated (ATOM) — ATOM is classified as Semiconductors by Money Maker's Category field.
• AXT Inc (AXTI) — AXTI is classified as Semiconductors by Money Maker's Category field.
• CEVA, Inc. (CEVA) — CEVA is classified as Semiconductors by Money Maker's Category field.
• Cohu, Inc. (COHU) — COHU is classified as Semiconductors by Money Maker's Category field.
• Diodes Incorporated (DIOD) — DIOD is classified as Semiconductors by Money Maker's Category field.
• Cirrus Logic, Inc. (CRUS) — CRUS is classified as Semiconductors by Money Maker's Category field.
• FormFactor, Inc. (FORM) — FORM is classified as Semiconductors by Money Maker's Category field.
• Ichor Holdings (ICHR) — ICHR is classified as Semiconductors by Money Maker's Category field.
• GSI Technology, Inc. (GSIT) — GSIT is classified as Semiconductors by Money Maker's Category field.
• Himax Technologies, Inc. (HIMX) — HIMX is classified as Semiconductors by Money Maker's Category field.
• ChipMOS TECHNOLOGIES INC. (IMOS) — IMOS is classified as Semiconductors by Money Maker's Category field.
• nLIGHT, Inc. (LASR) — LASR is classified as Semiconductors by Money Maker's Category field.
• Kulicke and Soffa Industries, I (KLIC) — KLIC is classified as Semiconductors by Money Maker's Category field.
• IPG Photonics Corporation (IPGP) — IPGP is classified as Semiconductors by Money Maker's Category field.
• indie Semiconductor, Inc. (INDI) — INDI is classified as Semiconductors by Money Maker's Category field.
• Everspin Technologies, Inc. (MRAM) — MRAM is classified as Semiconductors by Money Maker's Category field.
• MaxLinear, Inc (MXL) — MXL is classified as Semiconductors by Money Maker's Category field.
• NVE Corporation (NVEC) — NVEC is classified as Semiconductors by Money Maker's Category field.
• Magnachip Semiconductor Corpora (MX) — MX is classified as Semiconductors by Money Maker's Category field.
• Navitas Semiconductor Corporati (NVTS) — NVTS is classified as Semiconductors by Money Maker's Category field.
• POET Technologies Inc. (POET) — POET is classified as Semiconductors by Money Maker's Category field.
• Impinj, Inc. (PI) — PI is classified as Semiconductors by Money Maker's Category field.
• Power Integrations, Inc. (POWI) — POWI is classified as Semiconductors by Money Maker's Category field.
• Pixelworks, Inc. (PXLW) — PXLW is classified as Semiconductors by Money Maker's Category field.
• Photronics, Inc. (PLAB) — PLAB is classified as Semiconductors by Money Maker's Category field.
• QuickLogic Corporation (QUIK) — QUIK is classified as Semiconductors by Money Maker's Category field.
• Qorvo, Inc. (QRVO) — QRVO is classified as Semiconductors by Money Maker's Category field.
• Synaptics Incorporated (SYNA) — SYNA is classified as Semiconductors by Money Maker's Category field.
• Silicon Laboratories, Inc. (SLAB) — SLAB is classified as Semiconductors by Money Maker's Category field.
• SkyWater Technology, Inc. (SKYT) — SKYT is classified as Semiconductors by Money Maker's Category field.
• Ultra Clean Holdings, Inc. (UCTT) — UCTT is classified as Semiconductors by Money Maker's Category field.
• Veeco Instruments Inc. (VECO) — VECO is classified as Semiconductors by Money Maker's Category field.
• Vishay Intertechnology, Inc. (VSH) — VSH is classified as Semiconductors by Money Maker's Category field.
• Arteris, Inc. (AIP) — AIP 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 64 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.