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Semiconductors

Design and manufacturing of semiconductor chips and integrated circuits — including AI training and inference accelerators, AI vision systems-on-a-chip, ASICs, logic and analog ICs, memory (DRAM, NAND, HBM, emerging), automotive and power semiconductors, RF and wireless ICs, sensors and MEMS, IP cores, fabless design, and space-grade radiation-hardened devices.

Companies in Semiconductors (2 shown)

  • Ideal Power Inc. (IPWR)
  • TOWER SEMICONDUCTOR LTD (TSEM)

Product categories in Semiconductors

  • AI Inference Hardware — Silicon for running (not training) neural-network inference workloads — datacenter accelerators (GPUs, TPUs, Inferentia, Gaudi, MI-series, Cloud AI), custom hyperscaler ASICs, and on-device NPUs in client CPUs, smartphones, and edge devices.
  • AI Training Hardware — GPUs, TPUs, and specialized hardware for AI model training
  • AI Vision Systems-on-a-Chip — System-on-chip processors that integrate image signal processing with on-device AI/neural-network acceleration for computer vision — powering smart cameras, automotive ADAS, robotics, drones, and always-on edge vision applications.
  • Analog ICs — Analog and mixed-signal integrated circuits
  • ASICs — Application-specific integrated circuits (AI accelerators, crypto miners, custom SoCs)
  • Automotive Semiconductors — MCUs, SoCs, and power ICs for automotive applications
  • DRAM — Dynamic random-access memory chips
  • Emerging Memory — MRAM, ReRAM, PCM, and other next-gen memory technologies
  • Fabless Chip Design — Companies designing chips without owning fabs
  • HBM — High Bandwidth Memory — 3D-stacked DRAM (HBM2E/HBM3/HBM3E/HBM4) connected via through-silicon vias, delivering 1+ TB/s of bandwidth per stack. Co-packaged with GPUs, TPUs, and custom AI accelerators for datacenter AI training/inference and HPC workloads.
  • IP Cores — Licensed semiconductor IP blocks (ARM cores, PHY, SerDes, interfaces)
  • Logic ICs — CPUs, GPUs, FPGAs, and general-purpose logic chips
  • NAND Flash — NAND flash memory and solid-state storage
  • Power Semiconductors — Discrete power devices — silicon MOSFETs and IGBTs plus wide-bandgap GaN and SiC transistors and diodes — used to switch and convert electrical power in EVs and chargers, solar/wind inverters, datacenter PSUs, industrial drives, appliances, and consumer adapters.
  • RF & Wireless ICs — RF front-end modules, filters, amplifiers, mmWave
  • Sensors & MEMS — Image sensors, accelerometers, gyroscopes, and MEMS devices
  • Space-Grade Radiation-Hardened Semiconductors — Specialized microchips and FPGAs designed to withstand cosmic radiation and extreme thermal cycling in orbit.

Related macro trends

  • Advanced Semiconductor Packaging
  • Data Center Buildout
  • High Bandwidth Memory

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