Semiconductors
Every smartphone, car, data centre, and AI model runs on chips. Semiconductors are the most strategically important industry on earth — governments are spending hundreds of billions to secure their own supply chains. Demand is structurally growing for decades.
Designs the GPUs that power AI, gaming, and data centres. Its CUDA software platform locks developers in. NVIDIA has become the most valuable chip company in history because demand for its products keeps doubling.
Makes CPUs and GPUs that compete directly with Intel and NVIDIA. Gained significant market share in data centres and AI workloads. Its MI300X chip is the main challenger to NVIDIA in AI training.
Designs the Snapdragon chips inside most Android smartphones. Also moving aggressively into PCs, cars, and AI edge devices. Collects royalties on nearly every 4G and 5G device sold worldwide.
Sells the equipment used to manufacture chips — think of it as the supplier to the suppliers. Every chip fab in the world, from TSMC to Samsung to Intel, buys equipment from Applied Materials. Revenue grows whenever new fabs are built.
Manufactures chips for Apple, NVIDIA, AMD, and almost every other fabless chip designer. Controls roughly 90% of the most advanced chip production in the world. The single most irreplaceable company in the global tech supply chain.
Scores 10/10 for Semiconductor Equipment. Also relevant to EUV Lithography.
Scores 10/10 for Semiconductors.
Scores 10/10 for Semiconductor Equipment.
Scores 10/10 for Semiconductor Equipment.
Scores 10/10 for DRAM & NAND.
Scores 10/10 for NAND & Flash Storage. Also relevant to Semiconductors.
Scores 10/10 for Semiconductors.
Scores 10/10 for Semiconductors. Also relevant to Memory Chips and OLED Displays.
Scores 10/10 for HBM Memory. Also relevant to AI Hardware and Memory Chips.
Scores 9/10 for Semiconductors.
Scores 9/10 for Semiconductors. Also relevant to Analog Semiconductors.
Scores 9/10 for Semiconductors.
Scores 9/10 for Semiconductors.
Scores 9/10 for Semiconductors. Also relevant to Analog Semiconductors.
Scores 9/10 for Semiconductors. Also relevant to Chip Manufacturing.
Scores 9/10 for Semiconductors.
Scores 9/10 for Semiconductors. Also relevant to Chip Design Software.
Scores 9/10 for Semiconductors. Also relevant to Chip Design Software.
Scores 9/10 for Semiconductors. Also relevant to Chip Testing Equipment.
Scores 9/10 for Semiconductors.
Scores 9/10 for Semiconductors.
Scores 9/10 for Flash Memory.
Scores 9/10 for Flash Memory.
Scores 9/10 for Semiconductor Testing.
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