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Semiconductors

Design and manufacturing of semiconductor chips and integrated circuits — including AI training and inference accelerators, 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 (3 shown)

  • Ideal Power Inc. (IPWR)
  • SK hynix Inc. (SKHY)
  • 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
  • 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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