Semiconductors
Apple CEO Tim Cook warns of extended memory crunch. 'We'll look at a range of options'.
Companies
Information Technology
Coverage of information technology companies under Platform analysis-pipeline.
Sector ETFXLKTechnology Select Sector SPDR
4 bullish2 mixed2 bearish
Profile coverage 5,152 companies with profile pages
NVDA$4.9T
NVIDIA Corp
AAPL$4.0T
Apple Inc
MSFT$3.1T
Microsoft Corp
AVGO$1.9T
Broadcom Inc
TSM$1.7T
Taiwan Semiconductor Manufacturing Co Ltd
SMSD$933.1B
Samsung Electronics Co Ltd
ASML$567.9B
ASML Holding NV
000660$543.4B
SK Hynix Inc
MU$513.2B
Micron Technology Inc
ORCL$503.5B
Oracle Corp
AMD$453.9B
Advanced Micro Devices Inc
PLTR$350.0B
Palantir Technologies Inc
INTC$343.9B
Intel Corp
CSCO$340.7B
Cisco Systems Inc
LRCX$334.2B
Lam Research Corp
AMAT$315.0B
Applied Materials Inc
IBM$237.8B
International Business Machines Corp
KLAC$234.8B
KLA Corp
SAP$225.8B
SAP SE
TXN$209.2B
Texas Instruments Inc
ANET$206.8B
Arista Networks Inc
APH$185.7B
Amphenol Corp
ADI$181.3B
Analog Devices Inc
601138$177.4B
Foxconn Industrial Internet Co Ltd
ARM$177.1B
Arm Holdings PLC
SHOP$171.0B
Shopify Inc
APP$160.9B
Applovin Corp
2308$151.4B
Delta Electronics Inc
CRM$149.0B
Salesforce Inc
QCOM$145.3B
Qualcomm Inc
GLW$141.2B
Corning Inc
300308$138.6B
Zhongji Innolight Co Ltd
PANW$136.1B
Palo Alto Networks Inc
SNDK$135.9B
Sandisk Corp
8035$130.4B
Tokyo Electron Ltd
6857$128.2B
Advantest Corp
DELL$126.9B
Dell Technologies Inc
WDC$126.3B
Western Digital Corp
STX$122.7B
Seagate Technology Holdings PLC
MRVL$122.2B
Marvell Technology Inc
ACN$121.3B
Accenture PLC
TDED$117.4B
Delta Electronics Thailand PCL
INTU$108.8B
Intuit Inc
CRWD$107.3B
CrowdStrike Holdings Inc
1810$105.9B
Xiaomi Corp
285A$104.7B
Kioxia Holdings Corp
TCS$100.4B
Tata Consultancy Services Ltd
NOW$100.2B
ServiceNow Inc
ADBE$98.8B
Adobe Inc
2454$97.8B
MediaTek Inc
6861$96.0B
Keyence Corp
HHPD$91.4B
Hon Hai Precision Industry Co Ltd
SNPS$86.1B
Synopsys Inc
300502$85.8B
Eoptolink Technology Inc Ltd
CDNS$85.8B
Cadence Design Systems Inc
IFX$75.1B
Infineon Technologies AG
MSI$73.5B
Motorola Solutions Inc
TEL$72.2B
TE Connectivity PLC
MPWR$72.1B
Monolithic Power Systems Inc
CIEN$71.7B
Ciena Corp
NET$70.7B
Cloudflare Inc
COHR$67.4B
Coherent Corp
UI$65.6B
Ubiquiti Inc
LITE$63.8B
Lumentum Holdings Inc
002475$63.8B
Luxshare Precision Industry Co Ltd
CRWV$62.5B
CoreWeave Inc
ASX$62.3B
ASE Technology Holding Co Ltd
FTNT$60.6B
Fortinet Inc
TER$59.6B
Teradyne Inc
NOK$58.4B
Nokia Oyj
MSTR$58.3B
Strategy Inc
INFY$57.4B
Infosys Ltd
KEYS$57.3B
Keysight Technologies Inc
6981$56.7B
Murata Manufacturing Co Ltd
NXPI$54.6B
NXP Semiconductors NV
ADSK$51.1B
Autodesk Inc
2513$50.8B
Knowledge Atlas Technology JSC Ltd
002371$49.9B
Naura Technology Group Co Ltd
SNOW$49.8B
Snowflake Inc
6146$49.7B
Disco Corp
981$45.6B
Semiconductor Manufacturing International Corp
ASM$45.6B
ASM International NV
CLS$45.6B
Celestica Inc
DDOG$44.8B
Datadog Inc
002415$44.5B
Hangzhou Hikvision Digital Technology Co Ltd
002384$43.5B
Suzhou Dongshan Precision Manufacturing Co Ltd
300394$43.2B
Suzhou TFC Optical Communication Co Ltd
2383$43.1B
Elite Material Co Ltd
MCHP$42.6B
Microchip Technology Inc
HCLTECH$41.9B
HCL Technologies Ltd
2476$41.8B
Victory Giant Technology (HuiZhou) Co Ltd
6702$41.2B
Fujitsu Ltd
CSU$40.6B
Constellation Software Inc
STM$39.9B
STMicroelectronics NV
NBIS$39.8B
Nebius Group NV
2382$39.5B
Quanta Computer Inc
ERIC$38.9B
Telefonaktiebolaget LM Ericsson
7751$37.6B
Canon Inc
ROP$37.1B
Roper Technologies Inc
6701$37.1B
NEC Corp
2345$36.8B
Accton Technology Corp
HPE$35.1B
Hewlett Packard Enterprise Co
009150$34.8B
Samsung Electro-Mechanics Co Ltd
100$34.4B
MiniMax Group Inc
JBL$33.9B
Jabil Inc
6869$32.9B
Yangtze Optical Fibre and Cable Joint Stock Ltd Co
6723$32.8B
Renesas Electronics Corp
ON$32.7B
ON Semiconductor Corp
3037$32.1B
Unimicron Technology Corp
6762$31.9B
TDK Corp
WDAY$31.8B
Workday Inc
DSY$30.6B
Dassault Systemes SE
2360$30.4B
Chroma ATE Inc
3986$30.1B
GigaDevice Semiconductor Inc
FLEX$30.1B
Flex Ltd
GFS$30.1B
GlobalFoundries Inc
3017$29.8B
Asia Vital Components Co Ltd
CRDO$29.6B
Credo Technology Group Holding Ltd
ALAB$29.6B
Astera Labs, Inc
TDY$29.4B
Teledyne Technologies Inc
CTSH$29.3B
Cognizant Technology Solutions Corp
UMC$29.1B
United Microelectronics Corp
HEXA B$29.1B
Hexagon AB
Q$28.5B
Qnity Electronics Inc
002916$28.3B
Shennan Circuits Co Ltd
0L2T$28.2B
Samsung SDI Co Ltd
DCII$27.7B
DCI Indonesia Tbk PT
002463$27.6B
Wus Printed Circuit Kunshan Co Ltd
302132$27.0B
AVIC Chengdu Aircraft Co Ltd
CRCL$26.2B
Circle Internet Group Inc
ZM$25.9B
Zoom Communications Inc
7769$25.7B
HonPrecision Inc
6971$25.5B
Kyocera Corp
TSEM$25.5B
Tower Semiconductor Ltd
FICO$25.5B
Fair Isaac Corp
VRSN$25.0B
VeriSign, Inc
4901$24.7B
Fujifilm Holdings Corp
FN$24.7B
Fabrinet
600183$24.7B
Shengyi Technology Co Ltd
6920$23.7B
Lasertec Corp
HLMA$23.2B
Halma PLC
763$23.1B
ZTE Corp
WIT$23.0B
Wipro Ltd
301308$22.8B
Shenzhen Longsys Electronics Co Ltd
300442$22.6B
Range Intelligent Computing Technology Group Co Ltd
6669$22.4B
Wiwynn Corp
ENTG$22.2B
Entegris Inc
P$22.1B
Everpure Inc
CAP$22.1B
Capgemini SE
000725$21.8B
BOE Technology Group Co Ltd
ZS$21.7B
Zscaler Inc
BESI$21.6B
BE Semiconductor Industries NV
TWLO$21.2B
Twilio Inc
3653$21.2B
Jentech Precision Industrial Co Ltd
MDB$21.2B
MongoDB Inc
002938$21.1B
Avary Holding Shenzhen Co Ltd
2327$20.8B
Yageo Corp
MTSI$20.8B
MACOM Technology Solutions Holdings Inc
NTAP$20.6B
NetApp Inc
2408$20.6B
Nanya Technology Corp
FSLR$20.5B
First Solar Inc
600487$20.1B
Hengtong Optic-Electric Co Ltd
6613$19.6B
Lens Technology Co Ltd
601012$19.4B
LONGi Green Energy Technology Co Ltd
603019$19.3B
Dawning Information Industry Co Ltd
IREN$19.2B
IREN Ltd
2368$19.0B
Gold Circuit Electronics Ltd
MKSI$18.8B
MKS Incorporated
042700$18.5B
Hanmi Semiconductor Co Ltd
300408$18.3B
Chaozhou Three-circle Group Co Ltd
HPQ$18.2B
HP Inc
992$17.9B
Lenovo Group Ltd
4307$17.8B
Nomura Research Institute Ltd
IOT$17.8B
Samsara Inc
TEAM$17.7B
Atlassian Corp
FFIV$17.6B
F5 Inc
SNX$17.2B
TD Synnex Corp
000988$17.2B
Huagong Tech Co Ltd
SMCI$17.1B
Super Micro Computer Inc
CDW$17.1B
CDW Corp
001309$17.1B
Shenzhen Techwinsemi Technology Co Ltd
501$17.0B
OmniVision Integrated Circuits Group Inc
IONQ$16.9B
IONQ Inc
NVMI$16.8B
Nova Ltd
AMKR$16.7B
Amkor Technology Inc
PTC$16.6B
PTC Inc
5274$16.5B
Aspeed Technology Inc
GIB.A$16.4B
CGI Inc
002230$16.3B
iFLYTEK Co Ltd
4062$16.3B
Ibiden Co Ltd
LOGN$16.2B
Logitech international SA
6223$16.1B
MPI Corp
TRMB$16.1B
Trimble Inc
300857$16.1B
Sharetronic Data Technology Co Ltd
LSCC$16.0B
Lattice Semiconductor Corp
TECHM$15.9B
Tech Mahindra Ltd
LTM$15.1B
LTM Ltd
6082$14.9B
Shanghai Biren Technology Co Ltd
8046$14.8B
Nan Ya Printed Circuit Board Corp
002600$14.8B
Lingyi iTech (Guangdong) Co
Showing top 200 by market cap. Total in sector: 5,152.
Full analysis-pipeline coverage 1 companies
Latest coverage
Semiconductors
The semiconductor sector is closely watching the implications of Apple's Q2 earnings report, particularly as it marks the first since CEO Tim Cook's announced departure.
Semiconductors
Amazon's cloud unit reports 28% sales growth, topping estimates.
Semiconductors
OpenAI looms over earnings from tech hyperscalers.
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OpenAI's revenue, growth estimates fall short as company races toward IPO: Report.
Semiconductors
The Swedish audio-streamer's shares dropped sharply in premarket trading after soft guidance overshadowed a better-than-expected earnings report.
Energy
The U.S.-Iran war has sent oil prices soaring, with ripple effects into the tech sector as investors look to hyperscalers' AI infrastructure spending.
Semiconductors
OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling.
Semiconductors
The legal battle between Elon Musk and Sam Altman has started at a federal courthouse in Oakland, California, with jury selection and opening arguments.
Semiconductors
The record $1.1 billion seed round for the startup, founded by a former Google DeepMind researcher, signals growing investor interest in superintelligence development.
Semiconductors
OpenAI shakes up partnership with Microsoft, capping revenue share.