---
title: "Semiconductors stocks"
canonical: "https://supercyclehq.com/category/semiconductors"
type: "category"
dataAsOf: "2026-11-06"
slug: "semiconductors"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Semiconductors

Companies designing AI chips, GPUs, and specialized processors powering AI workloads.

## Layer stats

| Field | Value |
| --- | --- |
| Stocks tracked | 66 |
| Total market cap | $17.47T |
| AI-exposed market cap | $11.75T |
| Change 1d (cap-weighted) | +2.69% |
| Stocks in the 1d change | 65 |
| Change 7d (cap-weighted) | -7.74% |
| Stocks in the 7d change | 65 |

## Members

| Ticker | Name | AI Exposure | Market cap | Change 1d |
| --- | --- | --- | --- | --- |
| [AAPL](https://supercyclehq.com/stock/apple.md) | Apple | 40 (Growing) | $4.98T | -0.52% |
| [NVDA](https://supercyclehq.com/stock/nvidia.md) | NVIDIA | 97 (Pure Play) | $4.51T | +2.78% |
| [TSM](https://supercyclehq.com/stock/taiwan-semiconductor.md) | Taiwan Semiconductor | 78 (Core) | $1.95T | +6.33% |
| [AVGO](https://supercyclehq.com/stock/broadcom.md) | Broadcom | 78 (Core) | $1.40T | +0.74% |
| [SKHY](https://supercyclehq.com/stock/sk-hynix.md) | SK hynix | 80 (Core) | $898.0B | +2.78% |
| [MU](https://supercyclehq.com/stock/micron-technology.md) | Micron Technology | 78 (Core) | $780.7B | +5.12% |
| [AMD](https://supercyclehq.com/stock/advanced-micro-devices.md) | Advanced Micro Devices | 75 (Core) | $736.5B | +11.04% |
| [INTC](https://supercyclehq.com/stock/intel.md) | Intel | 30 (Growing) | $299.1B | +7.71% |
| [TXN](https://supercyclehq.com/stock/texas-instruments.md) | Texas Instruments | 10 (Peripheral) | $253.6B | -0.28% |
| [ARM](https://supercyclehq.com/stock/arm-holdings.md) | Arm Holdings | 55 (Strategic) | $186.8B | +4.74% |
| [QCOM](https://supercyclehq.com/stock/qualcomm.md) | Qualcomm | 45 (Growing) | $177.0B | +5.52% |
| [ADI](https://supercyclehq.com/stock/analog-devices.md) | Analog Devices | 12 (Peripheral) | $176.2B | +0.71% |
| [SFTBY](https://supercyclehq.com/stock/softbank-group.md) | SoftBank Group | 65 (Strategic) | $130.7B | +2.69% |
| [MRVL](https://supercyclehq.com/stock/marvell-technology.md) | Marvell Technology | 80 (Core) | $127.0B | +5.73% |
| [CDNS](https://supercyclehq.com/stock/cadence-design-systems.md) | Cadence Design Systems | 60 (Strategic) | $87.8B | +2.73% |
| [SNPS](https://supercyclehq.com/stock/synopsys.md) | Synopsys | 60 (Strategic) | $86.3B | +2.31% |
| [ASX](https://supercyclehq.com/stock/ase-technology-holding.md) | ASE Technology Holding | 50 (Strategic) | $69.8B | +6.43% |
| [IFNNY](https://supercyclehq.com/stock/infineon-technologies-adr.md) | Infineon Technologies (ADR) | 48 (Growing) | $66.5B | +2.40% |
| [NXPI](https://supercyclehq.com/stock/nxp-semiconductors.md) | NXP Semiconductors | 22 (Peripheral) | $62.6B | +1.58% |
| [MPWR](https://supercyclehq.com/stock/monolithic-power-systems.md) | Monolithic Power Systems | 55 (Strategic) | $58.1B | +5.22% |
| [KEYS](https://supercyclehq.com/stock/keysight-technologies.md) | Keysight Technologies | 22 (Peripheral) | $46.3B | +4.42% |
| [STM](https://supercyclehq.com/stock/stmicroelectronics.md) | STMicroelectronics | 40 (Growing) | $37.3B | +4.43% |
| [ASMIY](https://supercyclehq.com/stock/asm-international.md) | ASM International | 72 (Core) | $35.1B | +4.47% |
| [UMC](https://supercyclehq.com/stock/united-microelectronics.md) | United Microelectronics | 32 (Growing) | $34.7B | +3.51% |
| [MCHP](https://supercyclehq.com/stock/microchip-technology.md) | Microchip Technology | 10 (Peripheral) | $31.7B | -10.02% |
| [TDY](https://supercyclehq.com/stock/teledyne-technologies.md) | Teledyne Technologies | 22 (Peripheral) | $28.7B | +4.54% |
| [ON](https://supercyclehq.com/stock/onsemi.md) | ON Semiconductor | 18 (Peripheral) | $24.6B | +0.48% |
| [GFS](https://supercyclehq.com/stock/globalfoundries.md) | GlobalFoundries | 40 (Growing) | $21.5B | +6.22% |
| [CBRS](https://supercyclehq.com/stock/cerebras.md) | Cerebras Systems | 100 (Pure Play) | $21.3B | +9.75% |
| [MTSI](https://supercyclehq.com/stock/macom-technology.md) | MACOM Technology Solutions | 35 (Growing) | $16.1B | +10.84% |
| [TSEM](https://supercyclehq.com/stock/tower-semiconductor.md) | Tower Semiconductor | 32 (Growing) | $15.6B | +4.85% |
| [LSCC](https://supercyclehq.com/stock/lattice-semiconductor.md) | Lattice Semiconductor | 28 (Peripheral) | $14.9B | +7.13% |
| [SITM](https://supercyclehq.com/stock/sitime.md) | SiTime Corporation | 45 (Growing) | $12.5B | +17.44% |
| [SMTC](https://supercyclehq.com/stock/semtech.md) | Semtech Corporation | 50 (Strategic) | $9.6B | +12.75% |
| [AMKR](https://supercyclehq.com/stock/amkor-technology.md) | Amkor Technology | 52 (Strategic) | $8.1B | +7.64% |
| [RMBS](https://supercyclehq.com/stock/rambus.md) | Rambus | 60 (Strategic) | $8.0B | +6.96% |
| [SLAB](https://supercyclehq.com/stock/silicon-labs.md) | Silicon Laboratories | 12 (Peripheral) | $7.4B | +0.07% |
| [VICR](https://supercyclehq.com/stock/vicor.md) | Vicor Corporation | 55 (Strategic) | $6.8B | +8.72% |
| [FORM](https://supercyclehq.com/stock/formfactor.md) | FormFactor | 55 (Strategic) | $6.4B | +13.04% |
| [SIMO](https://supercyclehq.com/stock/silicon-motion-technology.md) | Silicon Motion Technology | 40 (Growing) | $5.5B | +4.15% |
| [PI](https://supercyclehq.com/stock/impinj.md) | Impinj | 20 (Peripheral) | $5.3B | +6.19% |
| [ALGM](https://supercyclehq.com/stock/allegro-microsystems.md) | Allegro MicroSystems | 55 (Strategic) | $5.3B | +5.11% |
| [MBLY](https://supercyclehq.com/stock/mobileye.md) | Mobileye Global | 95 (Pure Play) | $4.9B | +11.70% |
| [CAMT](https://supercyclehq.com/stock/camtek.md) | Camtek | 75 (Core) | $4.5B | +5.58% |
| [MRCY](https://supercyclehq.com/stock/mercury-systems.md) | Mercury Systems | 35 (Growing) | $4.5B | +12.20% |
| [MXL](https://supercyclehq.com/stock/maxlinear.md) | MaxLinear | 45 (Growing) | $4.5B | +10.99% |
| [DIOD](https://supercyclehq.com/stock/diodes-incorporated.md) | Diodes Incorporated | 10 (Peripheral) | $3.6B | +13.17% |
| [ACLS](https://supercyclehq.com/stock/axcelis-technologies.md) | Axcelis Technologies | 25 (Peripheral) | $3.1B | +10.27% |
| [AMBA](https://supercyclehq.com/stock/ambarella.md) | Ambarella | 80 (Core) | $2.6B | +6.13% |
| [NVTS](https://supercyclehq.com/stock/navitas-semiconductor.md) | Navitas Semiconductor | 68 (Strategic) | $2.3B | +9.54% |
| [POWI](https://supercyclehq.com/stock/power-integrations.md) | Power Integrations | 20 (Peripheral) | $2.2B | +3.66% |
| [UCTT](https://supercyclehq.com/stock/ultra-clean-holdings.md) | Ultra Clean Holdings | 55 (Strategic) | $2.0B | +10.56% |
| [SKYT](https://supercyclehq.com/stock/skywater-technology.md) | SkyWater Technology | 30 (Growing) | $1.6B | n/a |
| [LAZR](https://supercyclehq.com/stock/luminar-technologies.md) | Luminar Technologies | 75 (Core) | n/a | +3.40% |
| [WOLF](https://supercyclehq.com/stock/wolfspeed.md) | Wolfspeed | 15 (Peripheral) | $1.3B | +16.85% |
| [AMBQ](https://supercyclehq.com/stock/ambiq-micro.md) | Ambiq Micro | 90 (Pure Play) | $932.6M | +9.48% |
| [POET](https://supercyclehq.com/stock/poet-technologies.md) | POET Technologies | 85 (Core) | $877.4M | +19.01% |
| [AIP](https://supercyclehq.com/stock/arteris.md) | Arteris | 68 (Strategic) | $874.9M | +11.74% |
| [CEVA](https://supercyclehq.com/stock/ceva-inc.md) | CEVA | 40 (Growing) | $763.0M | +10.34% |
| [AOSL](https://supercyclehq.com/stock/alpha-and-omega-semiconductor.md) | Alpha and Omega Semiconductor | 52 (Strategic) | $715.5M | +27.76% |
| [INDI](https://supercyclehq.com/stock/indie-semiconductor.md) | indie Semiconductor | 58 (Strategic) | $419.6M | +33.58% |
| [BRCHF](https://supercyclehq.com/stock/brainchip.md) | BrainChip Holdings | 95 (Pure Play) | $155.7M | -12.16% |
| [ALMU](https://supercyclehq.com/stock/aeluma.md) | Aeluma | 50 (Strategic) | $135.0M | +16.50% |
| [ARBE](https://supercyclehq.com/stock/arbe-robotics.md) | Arbe Robotics | 80 (Core) | $55.6M | +5.83% |
| [MVIS](https://supercyclehq.com/stock/microvision.md) | MicroVision | 80 (Core) | $39.5M | +1.75% |
| [BZAI](https://supercyclehq.com/stock/blaize-holdings.md) | Blaize Holdings | 90 (Pure Play) | $29.7M | +2.91% |

---

Source: https://supercyclehq.com/category/semiconductors. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.