1
NVDA
NVIDIA designs integrated circuits including GPUs (Hopper, Blackwell), CPUs (Grace), and DPUs. It operates a fabless model, selling these designed chips to cloud providers, OEMs, and enterprises.
Nvidia
Semiconductor Design
5.35 Tn
221.97
+2.54%
+22.53%
26.63
16.95
4.91 Tn
2
TSM
The company is a dedicated semiconductor foundry that earns revenue primarily from semiconductor wafer fabrication services. It operates physical manufacturing facilities in Taiwan, the US, China, Japan, and Germany to produce integrated circuits for customers.
Taiwan Semiconductor Manufacturing
Semiconductor Manufacturing
2.24 Tn
431.77
+1.52%
+46.61%
27.18
14.95
1.76 Tn
3
AVGO
Broadcom designs a vast array of integrated circuits, including Ethernet switching and routing silicon, RF front-end modules for smartphones, and custom ASICs/XPUs for AI and high-performance computing. The company operates a fabless-style design model for these semiconductor solutions, selling them to OEMs and hyperscalers.
Broadcom
Semiconductor Design
1.61 Tn
337.80
+1.03%
-1.42%
40.27
17.29
1.47 Tn
4
MU
Micron owns and operates its own wafer fabrication facilities across Asia, the US, and Europe to manufacture DRAM, NAND, and NOR products. The profile explicitly mentions its operations span wafer fabrication and its competitive advantage includes its global manufacturing footprint.
Micron Technology
Semiconductor Manufacturing
1.03 Tn
913.67
+1.96%
+351.66%
11.38
7.26
872.74 Bn
5
AMD
AMD designs a broad portfolio of integrated circuits, including EPYC server processors, Ryzen CPUs, Radeon GPUs, and Instinct AI accelerators. The company operates a fabless model, selling these designed chips and licensing its IP portfolio to customers.
Advanced Micro Devices
Semiconductor Design
902.04 Bn
552.72
+3.36%
+132.21%
128.86
20.07
785.83 Bn
6
ASML
ASML designs and manufactures capital equipment used to fabricate semiconductors, specifically its dominant line of EUV and DUV lithography systems. The company's primary revenue comes from the sale of these systems, as well as system-related options and upgrades.
Asml Holding
Semiconductor Equipment
646.23 Bn
1,676.69
+2.81%
+63.58%
55.60
16.16
563.87 Bn
7
INTC
Intel is an integrated design manufacturer (IDM) that owns and operates its own wafer fabrication plants to produce CPUs, GPUs, and FPGAs. The profile explicitly mentions its 'Intel Foundry' segment, which provides wafer fabrication and process technologies like Intel 18A and Intel 14A to both internal and external customers.
Intel
Semiconductor Manufacturing
468.80 Bn
92.96
+1.39%
+143.86%
-38.60
7.64
304.86 Bn
8
LRCX
Lam Research designs and manufactures capital equipment used to fabricate semiconductors, specifically systems for deposition, etch, and cleaning processes. Its revenue is derived from the sale of these tools (e.g., SABRE, Flex, and Coronus families) and related aftermarket services to semiconductor manufacturers.
Lam Research
Semiconductor Equipment
326.35 Bn
260.81
-1.00%
+79.82%
39.70
12.42
265.26 Bn
9
AMAT
Applied Materials designs, develops, and manufactures wafer fabrication tools used for patterning, transistor and interconnect formation, and metrology. These are capital equipment tools sold to semiconductor foundries and memory producers.
Applied Materials
Semiconductor Equipment
324.53 Bn
408.94
+0.98%
+80.95%
32.21
9.68
263.94 Bn
10
TXN
Texas Instruments designs and manufactures its own semiconductors, specifically in the Analog and Embedded Processing segments. The profile explicitly highlights its 'strong foundation in manufacturing and technology' as a sustainable competitive advantage, indicating it operates its own fabrication plants.
Texas Instruments
Semiconductor Manufacturing
259.96 Bn
284.65
+2.47%
+57.40%
42.57
13.17
234.00 Bn
11
ARM
Arm designs microprocessors, GPUs, and systems IP which it licenses to semiconductor companies and OEMs. Its revenue model is based on upfront license fees and ongoing royalties per chip shipped, fitting the fabless/IP licensing model described in T-01.
Arm Holdings
Semiconductor Design
240.41 Bn
226.59
+2.50%
+33.78%
213.67
43.27
208.79 Bn
12
MRVL
Marvell is a fabless semiconductor supplier that designs and sells integrated circuit products, including custom ASICs, ethernet solutions, and storage controllers. The profile explicitly states it is a 'fabless entity' that partners with external foundries for manufacturing, which aligns perfectly with the T-01 classification.
Marvell Technology
Semiconductor Design
214.63 Bn
244.76
+1.81%
+190.48%
75.94
21.21
187.33 Bn
13
KLAC
KLA Corporation manufactures capital equipment used in semiconductor fabrication, specifically inspection, metrology, vacuum deposition, and etching tools. Its primary revenue is generated from the sale of these process control and process enabling tools to semiconductor manufacturers like TSMC and Samsung.
Kla
Semiconductor Equipment
213.60 Bn
163.43
+1.04%
+42.44%
40.13
14.28
186.04 Bn
14
SNDK
2nd
The company is a manufacturer of NAND flash technology and sells wafers and components to partners, indicating it operates physical wafer fabrication infrastructure.
Sandisk
Semiconductor Manufacturing
201.22 Bn
1,378.22
+0.94%
+823.18%
16.29
9.20
174.78 Bn
15
ADI
Analog Devices designs and manufactures its own integrated circuits, including data converters, power management ICs, and RF components. The profile explicitly states the company 'designs, manufactures, tests and markets' these semiconductor solutions, indicating it operates its own fabrication capabilities.
Analog Devices
Semiconductor Manufacturing
196.71 Bn
405.96
+2.24%
+64.78%
45.84
13.65
176.09 Bn
16
QCOM
Qualcomm designs and sells integrated circuit products, specifically the Snapdragon and Qualcomm Dragonwing families, for use in mobile devices, automotive systems, and IoT equipment. It operates a fabless model, focusing on the design of high-performance low-power computing and wireless connectivity chips.
Qualcomm
Semiconductor Design
188.10 Bn
177.96
+1.28%
+5.41%
19.77
4.15
142.99 Bn
17
SONY
2nd
The Imaging & Sensing Solutions segment operates through Sony Semiconductor Solutions and Sony Semiconductor Manufacturing Corporation to manufacture CMOS image sensors used in smartphones and automobiles.
Sony
Semiconductor Manufacturing
154.36 Bn
25.10
-0.40%
-13.86%
-30.68
1.90
94.10 Bn
18
ASX
The company is a leading provider of semiconductor packaging and testing services, which are the core of its ASE and SPIL Group segments. It specifically provides flip-chip, substrate packaging, wafer probing, and final testing to transform bare semiconductors into finished products.
ASE Technology Holding
Semiconductor Packaging and Testing
94.32 Bn
42.42
+4.00%
+234.54%
41.90
3.57
69.80 Bn
19
CDNS
Cadence is a leader in electronic design automation (EDA), providing software and licensable semiconductor IP such as the Virtuoso custom-IC design suite and Tensilica DSPs. Its revenue model is based on software licenses, IP license fees, and maintenance contracts for tools used to design and verify integrated circuits.
Cadence Design Systems
Semiconductor EDA Software
89.80 Bn
326.07
+1.94%
-2.21%
61.41
14.50
76.03 Bn
20
SNPS
Synopsys is a global leader in electronic design automation (EDA) software and semiconductor intellectual property (IP), providing tools for IC design, verification, and manufacturing. Its revenue is primarily generated through the licensing of these EDA tools and semiconductor IP blocks.
Synopsys
Semiconductor EDA Software
86.45 Bn
451.19
+0.80%
-1.71%
62.25
9.13
77.44 Bn
21
MPWR
Monolithic Power Systems is explicitly described as a fabless company that designs high-performance semiconductor-based power electronics, including DC to DC converters and power management ICs. It relies on third-party foundries for wafer fabrication, assembly, and testing, which fits the fabless model defined in T-01.
Monolithic Power Systems
Semiconductor Design
63.06 Bn
1,283.32
+2.77%
+24.76%
71.57
17.53
52.09 Bn
22
NXPI
NXP operates a hybrid manufacturing model that includes owning its own fabrication facilities in addition to using third-party foundries. The company leverages its own manufacturing expertise to produce microcontrollers, application processors, and radio frequency devices.
NXP Semiconductors
Semiconductor Manufacturing
61.11 Bn
242.36
+2.00%
+9.00%
20.26
4.57
46.62 Bn
23
KEYS
2nd
The company provides design automation and simulation software for electronic circuit design, EMI analysis, and power integrity verification, which are used by engineers to design and simulate semiconductor and electronic systems.
Keysight Technologies
Semiconductor EDA Software
58.12 Bn
341.39
+2.07%
+104.01%
42.35
8.11
44.29 Bn
24
ALAB
Astera Labs designs semiconductor-based connectivity solutions, specifically integrated circuits (ICs) such as the Aries PCIe CXL Smart DSP Retimers and Leo CXL Memory Connectivity Controllers. The company operates as a fabless designer, selling these chips and modules to hyperscalers and AI accelerator vendors.
Astera Labs
Semiconductor Design
50.32 Bn
290.06
+1.85%
+84.15%
120.54
37.06
39.78 Bn
25
UMC
United Microelectronics Corporation is an independent semiconductor foundry that operates physical wafer fabrication facilities to manufacture integrated circuits. Its primary revenue is generated through the sale of wafers produced at its manufacturing facilities for fabless design companies and integrated device manufacturers.
United Microelectronics
Semiconductor Manufacturing
49.92 Bn
19.83
+0.81%
+166.17%
17.20
3.29
30.51 Bn