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Investment themes
Explore investment themes, from long-term structural changes to the businesses behind them.
Chips
Semiconductor design, manufacturing and components supporting AI computation.
Materials Explore categoryManufacturing equipment Explore categoryEDA & semiconductor IP Explore categoryWafer fabrication Explore categoryAdvanced packaging & test Explore categoryAI accelerators & CPUs Explore categoryMemory & storage Explore category
Companies tracked by YouAnalyst · 51
Includes companies assigned to this category or its descendants. Coverage is limited to our supported investment themes.
- Advanced Micro Devices, Inc.
- Amkor Technology Inc.
- Applied Materials, Inc.
- Arm Holdings plc ADR
- ASML Holding N.V. NY Registered Shares
- Cadence Design Systems, Inc.
- Entegris, Inc.
- Everpure
- GlobalFoundries Inc.
- Intel Corporation
- KLA Corporation
- Lam Research Corporation
- Linde plc
- Micron Technology, Inc.
- NetApp, Inc.
- NVIDIA Corporation
- QUALCOMM Incorporated
- Samsung Electronics
- Sandisk Corporation
- Seagate Technology Holdings plc
- SK hynix Inc. ADR
- Synopsys, Inc.
- Taiwan Semiconductor Manufacturing Company Ltd. ADR
- Western Digital Corporation
- 中微公司
- 中芯国际
- 佰维存储
- 兆易创新
- 北方华创
- 华大九天
- 华天科技
- 华海清科
- 华虹公司
- 南大光电
- 寒武纪
- 拓荆科技
- 摩尔线程
- 普冉股份
- 景嘉微
- 概伦电子
- 江丰电子
- 江波龙
- 沐曦股份
- 沪硅产业
- 海光信息
- 深南电路
- 澜起科技
- 芯原股份
- 通富微电
- 长电科技
- 龙芯中科