CHOKEPOINT

#	Track	Country	Segment	Score	Verdict	Hostile	DoD $
001	Marvell TechnologyMRVL	United States	networking silicon	83	CRITICAL	—	$184.3M
002	NAURA Technology002371	China	etch	82	CRITICAL	●	—
003	Empyrean Technology301269	China	eda software	82	CRITICAL	●	—
004	Piotech688072	China	deposition	82	CRITICAL	●	—
005	Kingsemi688037	China	cleaning	82	CRITICAL	●	—
006	Zhongke Feice Technology688361	China	metrology inspection	82	CRITICAL	●	—
007	Shanghai Micro Electronics (SMEE)	China	lithography	82	CRITICAL	●	—
008	AMEC (Advanced Micro-Fabrication)688012	China	etch	81	CRITICAL	●	—
009	Hua Hong Semiconductor1347	China	pure play	81	CRITICAL	—	—
010	SiCarrier	China	metrology inspection	81	CRITICAL	●	—
011	GigaDevice Semiconductor603986	China	specialty memory	79	CRITICAL	—	—
012	SMIC0981	China	pure play	79	CRITICAL	●	—
013	Ingenic Semiconductor300223	China	edge iot soc	79	CRITICAL	—	—
014	StarFive	China	ip licensing	79	CRITICAL	—	—
015	ChangXin Memory (CXMT)	China	dram	78	CRITICAL	●	—
016	Yangtze Memory (YMTC)	China	nand	78	CRITICAL	●	—
017	BroadcomAVGO	United States	networking silicon	77	CRITICAL	—	—
018	NVIDIANVDA	United States	gpu ai accelerators	76	CRITICAL	—	—
019	AMDAMD	United States	cpu	76	CRITICAL	—	—
020	JCET Group600584	China	assembly test	76	CRITICAL	●	—
021	InnoLight Technology300308	China	photonics optics	76	CRITICAL	●	—
022	TSMCTSM	Taiwan	pure play	74	CRITICAL	—	—
023	Huatian Technology002185	China	assembly test	74	CRITICAL	●	—
024	Inspur000977	China	systems odm	71	CRITICAL	●	—
025	Espressif Systems688018	China	edge iot soc	63	CRITICAL	—	—
026	HiSilicon	China	mobile soc	63	CRITICAL	●	—
027	Jiangsu Nata Opto-electronic Material (Nanda Optoelectronic)300346	China	specialty gases	63	CRITICAL	●	—
028	Sophgo	China	gpu ai accelerators	63	CRITICAL	●	—
029	Amlogic688099	China	edge iot soc	60	CRITICAL	—	—
030	Rockchip603893	China	edge iot soc	60	CRITICAL	—	—
031	Cambricon Technologies688256	China	gpu ai accelerators	60	CRITICAL	●	—
032	Loongson Technology688047	China	cpu	60	CRITICAL	●	—
033	Moore Threads	China	gpu ai accelerators	60	CRITICAL	●	—
034	Biren Technology	China	gpu ai accelerators	60	CRITICAL	●	—
035	Hygon Information Technology688041	China	cpu	60	CRITICAL	●	—
036	Allwinner Technology300458	China	edge iot soc	60	CRITICAL	—	—
037	Beijing Huafeng Test & Control (AccoTest)688200	China	test equipment	60	CRITICAL	●	—
038	MediaTek2454	Taiwan	mobile soc	59	CRITICAL	—	—
039	Will Semiconductor (OmniVision)603501	China	analog mixed signal	59	CRITICAL	—	—
040	Zhaoxin	China	cpu	59	CRITICAL	●	—
041	Phytium	China	cpu	59	CRITICAL	●	—
042	Huawei	China	networking systems	59	CRITICAL	●	—
043	ZTE000063	China	networking systems	59	CRITICAL	●	—
044	BaiduBIDU	China	ai lab	58	CRITICAL	●	—
045	Alibaba GroupBABA	China	hyperscaler	58	CRITICAL	●	—
046	Montage Technology688008	China	networking silicon	57	CRITICAL	—	—
047	UNISOC	China	mobile soc	57	CRITICAL	—	—
048	Enflame Technology	China	gpu ai accelerators	57	CRITICAL	—	—
049	Gowin Semiconductor	China	fpga	57	CRITICAL	—	—
050	Telink Semiconductor	China	edge iot soc	57	CRITICAL	—	—
051	Actions Technology688049	China	edge iot soc	57	CRITICAL	—	—
052	Sino Wealth Electronic300327	China	analog mixed signal	57	CRITICAL	—	—
053	Tencent0700	China	hyperscaler	55	CRITICAL	●	—
054	QualcommQCOM	United States	mobile soc	54	CRITICAL	—	—
055	New H3C	China	networking systems	54	CRITICAL	●	—
056	Faraday Technology3035	Taiwan	ip licensing	64	DEGRADED	—	—
057	NXP SemiconductorsNXPI	Netherlands	idm	60	DEGRADED	—	—
058	Shengyi Technology600183	China	substrates	60	DEGRADED	—	—
059	Shennan Circuits002916	China	substrates	59	DEGRADED	—	—
060	Eoptolink Technology300502	China	photonics optics	59	DEGRADED	—	—
061	Kingboard Holdings0148	Hong Kong	substrates	59	DEGRADED	—	—
062	Accelink Technologies002281	China	photonics optics	58	DEGRADED	—	—
063	National Silicon Industry Group688126	China	silicon wafers	57	DEGRADED	—	—
064	Primarius Technologies688206	China	eda software	57	DEGRADED	—	—
065	Hwatsing Technology688120	China	cmp planarization	57	DEGRADED	—	—
066	Hangzhou Changchuan Technology300604	China	test equipment	57	DEGRADED	—	—
067	Achronix	United States	fpga	57	DEGRADED	—	—
068	Semidynamics	Spain	ip licensing	57	DEGRADED	—	—
069	Lenovo0992	Hong Kong	systems odm	57	DEGRADED	—	—
070	VeriSilicon688521	China	ip licensing	56	DEGRADED	—	—
071	IntelINTC	United States	idm	56	DEGRADED	—	—
072	Nexchip Semiconductor688249	China	pure play	56	DEGRADED	—	—
073	Hon Hai (Foxconn)2317	Taiwan	systems odm	56	DEGRADED	—	—
074	CoreWeaveCRWV	United States	neocloud	56	DEGRADED	—	—
075	Delta Electronics2308	Taiwan	power thermal	56	DEGRADED	—	—
076	Astera LabsALAB	United States	networking silicon	55	DEGRADED	—	—
077	Tenstorrent	Canada	gpu ai accelerators	55	DEGRADED	—	—
078	eMemory Technology3529	Taiwan	ip licensing	55	DEGRADED	—	—
079	Win Semiconductors3105	Taiwan	pure play	55	DEGRADED	—	—
080	Phison Electronics8299	Taiwan	controllers	55	DEGRADED	—	—
081	Quanta Computer2382	Taiwan	systems odm	55	DEGRADED	—	—
082	QuickLogicQUIK	United States	fpga	55	DEGRADED	—	—
083	Global Unichip (GUC)3443	Taiwan	custom silicon	54	DEGRADED	—	—
084	ASE TechnologyASX	Taiwan	assembly test	54	DEGRADED	—	—
085	GlobalFoundriesGFS	United States	pure play	53	DEGRADED	—	$1.08B
086	Chang Wah Technology6548	Taiwan	packaging materials	53	DEGRADED	—	—
087	Silicon MotionSIMO	Taiwan	controllers	53	DEGRADED	—	—
088	Giantec Semiconductor688123	China	specialty memory	53	DEGRADED	—	—
089	GlobalWafers6488	Taiwan	silicon wafers	52	DEGRADED	—	—
090	Nan Ya PCB8046	Taiwan	substrates	52	DEGRADED	—	—
091	Kinsus Interconnect3189	Taiwan	substrates	52	DEGRADED	—	—
092	Zhen Ding Technology4958	Taiwan	substrates	52	DEGRADED	—	—
093	Chroma ATE2360	Taiwan	test equipment	52	DEGRADED	—	—
094	MPI Corporation6223	Taiwan	probe cards	52	DEGRADED	—	—
095	Wiwynn6669	Taiwan	systems odm	52	DEGRADED	—	—
096	Chipbond Technology6147	Taiwan	assembly test	52	DEGRADED	—	—
097	Wistron3231	Taiwan	systems odm	52	DEGRADED	—	—
098	Inventec2356	Taiwan	systems odm	52	DEGRADED	—	—
099	Pegatron4938	Taiwan	systems odm	52	DEGRADED	—	—
100	Gigabyte Technology2376	Taiwan	systems odm	52	DEGRADED	—	—
101	Unimicron3037	Taiwan	substrates	51	DEGRADED	—	—
102	Alchip Technologies3661	Taiwan	custom silicon	51	DEGRADED	—	—
103	King Yuan Electronics (KYEC)2449	Taiwan	assembly test	51	DEGRADED	—	—
104	Yageo2327	Taiwan	passives	51	DEGRADED	—	—
105	MicrosoftMSFT	United States	custom silicon	50	DEGRADED	—	—
106	Macronix International2337	Taiwan	specialty memory	49	DEGRADED	—	—
107	Vanguard International (VIS)5347	Taiwan	pure play	49	DEGRADED	—	—
108	Tongfu Microelectronics002156	China	assembly test	49	DEGRADED	—	—
109	Wafer Works6182	Taiwan	silicon wafers	49	DEGRADED	—	—
110	Silan Microelectronics600460	China	idm	49	DEGRADED	—	—
111	Maxscend Microelectronics300782	China	rf	49	DEGRADED	—	—
112	ITEQ6213	Taiwan	substrates	49	DEGRADED	—	—
113	Lite-On Technology2301	Taiwan	power thermal	49	DEGRADED	—	—
114	Andes Technology6533	Taiwan	ip licensing	48	DEGRADED	—	—
115	Credo TechnologyCRDO	United States	networking silicon	48	DEGRADED	—	—
116	Powerchip (PSMC)6770	Taiwan	pure play	48	DEGRADED	—	—
117	ChipMOS Technologies8150	Taiwan	assembly test	48	DEGRADED	—	—
118	Solar Applied Materials1785	Taiwan	sputtering targets	48	DEGRADED	—	—
119	Taiwan Mask Corporation2338	Taiwan	photomasks	48	DEGRADED	—	—
120	M31 Technology6643	Taiwan	ip licensing	48	DEGRADED	—	—
121	Aeva TechnologiesAEVA	United States	photonics optics	48	DEGRADED	—	—
122	Applied DigitalAPLD	United States	colocation	48	DEGRADED	—	—
123	IRENIREN	Australia	colocation	48	DEGRADED	—	—
124	Amazon (Annapurna Labs)AMZN	United States	custom silicon	47	DEGRADED	—	—
125	Samsung Electronics005930	South Korea	idm	47	DEGRADED	—	—
126	SK hynix000660	South Korea	dram	47	DEGRADED	—	—
127	Lumentum HoldingsLITE	United States	photonics optics	47	DEGRADED	—	—
128	CoherentCOHR	United States	photonics optics	47	DEGRADED	—	—
129	ADATA Technology3260	Taiwan	modules	47	DEGRADED	—	—
130	Greatek Electronics2441	Taiwan	assembly test	47	DEGRADED	—	—
131	Orient Semiconductor (OSE)2329	Taiwan	assembly test	47	DEGRADED	—	—
132	Lingsen Precision3018	Taiwan	assembly test	47	DEGRADED	—	—
133	Furukawa Electric5801	Japan	photonics optics	47	DEGRADED	—	—
134	GDS HoldingsGDS	China	data center reit	47	DEGRADED	—	—
135	Chindata Group	China	colocation	47	DEGRADED	—	—
136	Walsin Technology2492	Taiwan	passives	47	DEGRADED	—	—
137	Sigurd Microelectronics6257	Taiwan	assembly test	47	DEGRADED	—	—
138	Walton Advanced Engineering6189	Taiwan	assembly test	47	DEGRADED	—	—
139	HIVE Digital TechnologiesHIVE	Canada	colocation	47	DEGRADED	—	—
140	Nscale	United Kingdom	neocloud	47	DEGRADED	—	—
141	Kioxia Holdings285A	Japan	nand	46	DEGRADED	—	—
142	United Microelectronics (UMC)UMC	Taiwan	pure play	46	DEGRADED	—	—
143	Kingston Technology	United States	modules	46	DEGRADED	—	—
144	Micron TechnologyMU	United States	dram	45	DEGRADED	—	—
145	Nanya Technology2408	Taiwan	dram	45	DEGRADED	—	—
146	Winbond Electronics2344	Taiwan	specialty memory	45	DEGRADED	—	—
147	Powertech Technology (PTI)6239	Taiwan	assembly test	45	DEGRADED	—	—
148	Team Group4967	Taiwan	modules	45	DEGRADED	—	—
149	Transcend Information2451	Taiwan	modules	45	DEGRADED	—	—
150	Innodisk5289	Taiwan	modules	45	DEGRADED	—	—
151	Hamamatsu Photonics6965	Japan	photonics optics	45	DEGRADED	—	—
152	EquinixEQIX	United States	data center reit	45	DEGRADED	—	—
153	Dell TechnologiesDELL	United States	networking systems	45	DEGRADED	—	—
154	Novatek Microelectronics3034	Taiwan	display ics	44	DEGRADED	—	—
155	ASPEED Technology5274	Taiwan	edge iot soc	44	DEGRADED	—	—
156	WPG Holdings3702	Taiwan	distributors	44	DEGRADED	—	—
157	WT Microelectronics3036	Taiwan	distributors	44	DEGRADED	—	—
158	FabrinetFN	Thailand	photonics optics	44	DEGRADED	—	—
159	Digital RealtyDLR	United States	data center reit	44	DEGRADED	—	—
160	21VianetVNET	China	colocation	44	DEGRADED	—	—
161	Alphabet (Google)GOOGL	United States	custom silicon	43	DEGRADED	—	—
162	Renesas Electronics6723	Japan	idm	43	DEGRADED	—	—
163	Sony Semiconductor Solutions6758	Japan	idm	43	DEGRADED	—	—
164	Amkor TechnologyAMKR	United States	assembly test	43	DEGRADED	—	—
165	Ajinomoto2802	Japan	substrates	42	DEGRADED	—	—
166	Valens SemiconductorVLN	Israel	networking silicon	42	DEGRADED	—	$28.3M
167	Super Micro ComputerSMCI	United States	networking systems	42	DEGRADED	—	—
168	Sumitomo Electric Industries5802	Japan	photonics optics	42	DEGRADED	—	—
169	NokiaNOK	Finland	networking systems	42	DEGRADED	—	—
170	ASMLASML	Netherlands	lithography	41	DEGRADED	—	—
171	Carl Zeiss SMT	Germany	lithography	41	DEGRADED	—	—
172	TRUMPF	Germany	lithography	41	DEGRADED	—	—
173	Realtek Semiconductor2379	Taiwan	networking silicon	41	DEGRADED	—	—
174	Nordic SemiconductorNOD	Norway	edge iot soc	41	DEGRADED	—	—
175	Raydium Semiconductor3592	Taiwan	display ics	41	DEGRADED	—	—
176	Nuvoton Technology4919	Taiwan	edge iot soc	41	DEGRADED	—	—
177	Airoha Technology	Taiwan	edge iot soc	41	DEGRADED	—	—
178	ASMedia Technology5269	Taiwan	networking silicon	41	DEGRADED	—	—
179	CelesticaCLS	Canada	systems odm	41	DEGRADED	—	—
180	Lasertec6920	Japan	metrology inspection	40	DEGRADED	—	—
181	Innoscience2577	China	idm	40	DEGRADED	—	—
182	OracleORCL	United States	hyperscaler	40	DEGRADED	—	—
183	OpenAI	United States	ai lab	40	DEGRADED	—	—
184	NEXTDCNXT	Australia	colocation	40	DEGRADED	—	—
185	Iron MountainIRM	United States	colocation	40	DEGRADED	—	—
186	NTT9432	Japan	colocation	40	DEGRADED	—	—
187	American TowerAMT	United States	colocation	40	DEGRADED	—	—
188	DigitalBridgeDBRG	United States	colocation	40	DEGRADED	—	—
189	Vantage Data Centers	United States	colocation	40	DEGRADED	—	—
190	Aligned Data Centers	United States	colocation	40	DEGRADED	—	—
191	Switch	United States	colocation	40	DEGRADED	—	—
192	QTS Data Centers	United States	colocation	40	DEGRADED	—	—
193	CyrusOne	United States	colocation	40	DEGRADED	—	—
194	CoreSite	United States	colocation	40	DEGRADED	—	—
195	EdgeConneX	United States	colocation	40	DEGRADED	—	—
196	AirTrunk	Australia	colocation	40	DEGRADED	—	—
197	STACK Infrastructure	United States	colocation	40	DEGRADED	—	—
198	Compass Datacenters	United States	colocation	40	DEGRADED	—	—
199	Core ScientificCORZ	United States	colocation	40	DEGRADED	—	—
200	Ningbo Jiangfeng Electronic Material (Konfoong)300666	China	sputtering targets	40	DEGRADED	—	—
201	ASMPT0522	Singapore	assembly packaging equipment	39	NOMINAL	—	—
202	Kulicke & SoffaKLIC	Singapore	bonders	39	NOMINAL	—	—
203	TOWA6315	Japan	assembly packaging equipment	39	NOMINAL	—	—
204	Socionext6526	Japan	custom silicon	39	NOMINAL	—	—
205	Infineon TechnologiesIFX	Germany	idm	39	NOMINAL	—	—
206	Skyworks SolutionsSWKS	United States	rf	39	NOMINAL	—	—
207	QorvoQRVO	United States	rf	39	NOMINAL	—	—
208	Mitsui High-tec6966	Japan	packaging materials	39	NOMINAL	—	—
209	VAT GroupVACN	Switzerland	subsystems components	39	NOMINAL	—	—
210	Atlas CopcoATCO-A	Sweden	subsystems components	39	NOMINAL	—	—
211	Schneider ElectricSU	France	power thermal	39	NOMINAL	—	—
212	Apacer Technology8271	Taiwan	modules	39	NOMINAL	—	—
213	Chilisin Electronics2425	Taiwan	passives	39	NOMINAL	—	—
214	Soluna HoldingsSLNH	United States	colocation	39	NOMINAL	—	—
215	Ibiden4062	Japan	substrates	38	NOMINAL	—	—
216	AIXTRONAIXA	Germany	deposition	38	NOMINAL	—	—
217	Advantest6857	Japan	test equipment	38	NOMINAL	—	—
218	DISCO6146	Japan	assembly packaging equipment	38	NOMINAL	—	—
219	BE Semiconductor IndustriesBESI	Netherlands	bonders	38	NOMINAL	—	—
220	Arm HoldingsARM	United Kingdom	ip licensing	38	NOMINAL	—	—
221	Himax TechnologiesHIMX	Taiwan	display ics	38	NOMINAL	—	—
222	Parade Technologies4966	Taiwan	display ics	38	NOMINAL	—	—
223	Lattice SemiconductorLSCC	United States	fpga	38	NOMINAL	—	—
224	Silicon LabsSLAB	United States	edge iot soc	38	NOMINAL	—	—
225	SemtechSMTC	United States	networking silicon	38	NOMINAL	—	—
226	Silergy6415	China	analog mixed signal	38	NOMINAL	—	—
227	MaxLinearMXL	United States	networking silicon	38	NOMINAL	—	—
228	Altera	United States	fpga	38	NOMINAL	—	—
229	Fitipower4961	Taiwan	display ics	38	NOMINAL	—	—
230	Ilitek8467	Taiwan	display ics	38	NOMINAL	—	—
231	LX Semicon108320	South Korea	display ics	38	NOMINAL	—	—
232	Holtek Semiconductor6202	Taiwan	edge iot soc	38	NOMINAL	—	—
233	BYD Semiconductor	China	idm	38	NOMINAL	—	—
234	China Resources Microelectronics688396	China	idm	38	NOMINAL	—	—
235	Yangzhou Yangjie Electronic300373	China	power	38	NOMINAL	—	—
236	Elan Microelectronics2458	Taiwan	edge iot soc	38	NOMINAL	—	—
237	Sitronix Technology8016	Taiwan	display ics	38	NOMINAL	—	—
238	POET TechnologiesPOET	Canada	photonics optics	38	NOMINAL	—	—
239	IQEIQE	United Kingdom	silicon wafers	38	NOMINAL	—	—
240	u-bloxUBXN	Switzerland	edge iot soc	38	NOMINAL	—	—
241	Supreme Electronics8112	Taiwan	distributors	38	NOMINAL	—	—
242	Weikeng Industrial3033	Taiwan	distributors	38	NOMINAL	—	—
243	Suzhou Crystal Clear Chemical (Jingrui)300655	China	photoresists chemicals	38	NOMINAL	—	—
244	TanKeBlue Semiconductor	China	silicon wafers	38	NOMINAL	—	—
245	Shin-Etsu Chemical4063	Japan	silicon wafers	37	NOMINAL	—	—
246	SoitecSOI	France	substrates	37	NOMINAL	—	—
247	JSR	Japan	photoresists chemicals	37	NOMINAL	—	—
248	Tokyo Ohka Kogyo4186	Japan	photoresists chemicals	37	NOMINAL	—	—
249	Air LiquideAI	France	specialty gases	37	NOMINAL	—	—
250	LindeLIN	United Kingdom	specialty gases	37	NOMINAL	—	—
251	HOYA7741	Japan	photomasks	37	NOMINAL	—	—
252	Fujimi Incorporated5384	Japan	cmp slurries	37	NOMINAL	—	—
253	JX Advanced Metals5016	Japan	sputtering targets	37	NOMINAL	—	—
254	Applied MaterialsAMAT	United States	deposition	37	NOMINAL	—	—
255	Lam ResearchLRCX	United States	etch	37	NOMINAL	—	—
256	Tokyo Electron8035	Japan	deposition	37	NOMINAL	—	—
257	KLAKLAC	United States	metrology inspection	37	NOMINAL	—	—
258	ASM InternationalASM	Netherlands	deposition	37	NOMINAL	—	—
259	SCREEN Holdings7735	Japan	cleaning	37	NOMINAL	—	—
260	Daifuku6383	Japan	subsystems components	37	NOMINAL	—	—
261	EV Group	Austria	bonders	37	NOMINAL	—	—
262	Hanmi Semiconductor042700	South Korea	bonders	37	NOMINAL	—	—
263	Stella Chemifa4109	Japan	photoresists chemicals	37	NOMINAL	—	—
264	SK Specialty	South Korea	specialty gases	37	NOMINAL	—	—
265	TechnoprobeTPRO	Italy	probe cards	37	NOMINAL	—	—
266	HPSP403870	South Korea	deposition	37	NOMINAL	—	—
267	Crusoe Energy	United States	neocloud	37	NOMINAL	—	—
268	Arista NetworksANET	United States	networking systems	37	NOMINAL	—	—
269	CienaCIEN	United States	networking systems	37	NOMINAL	—	—
270	JabilJBL	United States	systems odm	37	NOMINAL	—	—
271	Keppel DC REITAJBU	Singapore	colocation	37	NOMINAL	—	—
272	DataBank	United States	colocation	37	NOMINAL	—	—
273	Flexential	United States	colocation	37	NOMINAL	—	—
274	Cologix	United States	colocation	37	NOMINAL	—	—
275	Yondr	United Kingdom	colocation	37	NOMINAL	—	—
276	Colt Data Centre Services	United Kingdom	colocation	37	NOMINAL	—	—
277	Global Switch	United Kingdom	colocation	37	NOMINAL	—	—
278	Sify TechnologiesSIFY	India	colocation	37	NOMINAL	—	—
279	TeraWulfWULF	United States	colocation	37	NOMINAL	—	—
280	Cipher MiningCIFR	United States	colocation	37	NOMINAL	—	—
281	Hut 8HUT	United States	colocation	37	NOMINAL	—	—
282	Bitdeer TechnologiesBTDR	Singapore	colocation	37	NOMINAL	—	—
283	Galaxy DigitalGLXY	United States	colocation	37	NOMINAL	—	—
284	Sabey Data Centers	United States	colocation	37	NOMINAL	—	—
285	SUSS MicroTecSMHN	Germany	assembly packaging equipment	36	NOMINAL	—	—
286	Cerebras Systems	United States	gpu ai accelerators	36	NOMINAL	—	—
287	STMicroelectronicsSTM	Switzerland	idm	36	NOMINAL	—	—
288	Allegro MicroSystemsALGM	United States	analog mixed signal	36	NOMINAL	—	—
289	Tanaka Precious Metals	Japan	packaging materials	36	NOMINAL	—	—
290	Horiba6856	Japan	subsystems components	36	NOMINAL	—	—
291	Pfeiffer Vacuum	Germany	subsystems components	36	NOMINAL	—	—
292	Ampere Computing	United States	cpu	36	NOMINAL	—	—
293	SambaNova Systems	United States	gpu ai accelerators	36	NOMINAL	—	—
294	Graphcore	United Kingdom	gpu ai accelerators	36	NOMINAL	—	—
295	d-Matrix	United States	gpu ai accelerators	36	NOMINAL	—	—
296	FuriosaAI	South Korea	gpu ai accelerators	36	NOMINAL	—	—
297	Applied OptoelectronicsAAOI	United States	photonics optics	36	NOMINAL	—	—
298	Etched	United States	gpu ai accelerators	36	NOMINAL	—	—
299	Hailo	Israel	edge iot soc	36	NOMINAL	—	—
300	Axelera AI	Netherlands	gpu ai accelerators	36	NOMINAL	—	—
301	EatonETN	Ireland	power thermal	36	NOMINAL	—	—
302	SUMCO3436	Japan	silicon wafers	35	NOMINAL	—	—
303	SiltronicWAF	Germany	silicon wafers	35	NOMINAL	—	—
304	Ebara6361	Japan	cmp planarization	35	NOMINAL	—	—
305	Siemens EDA	Germany	eda software	35	NOMINAL	—	—
306	Alphawave SemiAWE	United Kingdom	ip licensing	35	NOMINAL	—	—
307	SynapticsSYNA	United States	edge iot soc	35	NOMINAL	—	—
308	indie SemiconductorINDI	United States	edge iot soc	35	NOMINAL	—	—
309	NOVOSENSE Microelectronics688052	China	analog mixed signal	35	NOMINAL	—	—
310	Ayar Labs	United States	photonics optics	35	NOMINAL	—	—
311	AT&SATS	Austria	substrates	35	NOMINAL	—	—
312	Samsung Electro-Mechanics009150	South Korea	substrates	35	NOMINAL	—	—
313	LG Innotek011070	South Korea	substrates	35	NOMINAL	—	—
314	Sumitomo Metal Mining5713	Japan	packaging materials	35	NOMINAL	—	—
315	Efinix	United States	fpga	35	NOMINAL	—	—
316	StarPower Semiconductor603290	China	power	35	NOMINAL	—	—
317	3Peak688536	China	analog mixed signal	35	NOMINAL	—	—
318	SG Micro300661	China	analog mixed signal	35	NOMINAL	—	—
319	Telechips054450	South Korea	edge iot soc	35	NOMINAL	—	—
320	Tokyo Seimitsu (Accretech)7729	Japan	assembly packaging equipment	35	NOMINAL	—	—
321	Lightmatter	United States	photonics optics	35	NOMINAL	—	—
322	Celestial AI	United States	photonics optics	35	NOMINAL	—	—
323	Wacker ChemieWCH	Germany	silicon wafers	35	NOMINAL	—	—
324	Tokuyama4043	Japan	silicon wafers	35	NOMINAL	—	—
325	INFICONIFCN	Switzerland	metrology inspection	35	NOMINAL	—	—
326	Sequans CommunicationsSQNS	France	edge iot soc	35	NOMINAL	—	—
327	SiMa.ai	United States	gpu ai accelerators	35	NOMINAL	—	—
328	Kneron	United States	gpu ai accelerators	35	NOMINAL	—	—
329	BlaizeBZAI	United States	gpu ai accelerators	35	NOMINAL	—	—
330	Esperanto Technologies	United States	gpu ai accelerators	35	NOMINAL	—	—
331	Ventana Micro Systems	United States	cpu	35	NOMINAL	—	—
332	SiPearl	France	cpu	35	NOMINAL	—	—
333	Kyocera6971	Japan	substrates	35	NOMINAL	—	—
334	Simmtech036710	South Korea	substrates	35	NOMINAL	—	—
335	MegaChips6875	Japan	custom silicon	35	NOMINAL	—	—
336	MetaX Integrated Circuits (Muxi)688802	China	gpu ai accelerators	35	NOMINAL	—	—
337	Vastai Technologies	China	gpu ai accelerators	35	NOMINAL	—	—
338	SK Siltron	South Korea	silicon wafers	34	NOMINAL	—	—
339	Sumitomo Chemical4005	Japan	photoresists chemicals	34	NOMINAL	—	—
340	FUJIFILM4901	Japan	photoresists chemicals	34	NOMINAL	—	—
341	Merck KGaA (EMD Electronics)MRK	Germany	photoresists chemicals	34	NOMINAL	—	—
342	Nippon Sanso Holdings4091	Japan	specialty gases	34	NOMINAL	—	—
343	Shinko Electric Industries6967	Japan	substrates	34	NOMINAL	—	—
344	TOPPAN Holdings7911	Japan	photomasks	34	NOMINAL	—	—
345	Dai Nippon Printing7912	Japan	photomasks	34	NOMINAL	—	—
346	Resonac4004	Japan	cmp slurries	34	NOMINAL	—	—
347	Tosoh4042	Japan	sputtering targets	34	NOMINAL	—	—
348	Heraeus	Germany	sputtering targets	34	NOMINAL	—	—
349	Kokusai Electric6525	Japan	deposition	34	NOMINAL	—	—
350	Hitachi High-Tech	Japan	etch	34	NOMINAL	—	—
351	NovaNVMI	Israel	metrology inspection	34	NOMINAL	—	—
352	CamtekCAMT	Israel	metrology inspection	34	NOMINAL	—	—
353	TeradyneTER	United States	test equipment	34	NOMINAL	—	—
354	AmbarellaAMBA	United States	edge iot soc	34	NOMINAL	—	—
355	AppleAAPL	United States	custom silicon	34	NOMINAL	—	—
356	Goodix Technology603160	China	analog mixed signal	34	NOMINAL	—	—
357	Texas InstrumentsTXN	United States	idm	34	NOMINAL	—	—
358	Analog DevicesADI	United States	idm	34	NOMINAL	—	—
359	Navitas SemiconductorNVTS	United States	power	34	NOMINAL	—	—
360	Soulbrain357780	South Korea	photoresists chemicals	34	NOMINAL	—	—
361	Dongjin Semichem005290	South Korea	photoresists chemicals	34	NOMINAL	—	—
362	Daikin Industries6367	Japan	specialty gases	34	NOMINAL	—	—
363	Hansol Chemical014680	South Korea	photoresists chemicals	34	NOMINAL	—	—
364	ULVAC6728	Japan	deposition	34	NOMINAL	—	—
365	Wonik IPS240810	South Korea	deposition	34	NOMINAL	—	—
366	Jusung Engineering036930	South Korea	deposition	34	NOMINAL	—	—
367	SEMES	South Korea	etch	34	NOMINAL	—	—
368	Rebellions	South Korea	gpu ai accelerators	34	NOMINAL	—	—
369	Awinic Technology688798	China	analog mixed signal	34	NOMINAL	—	—
370	nLightLASR	United States	photonics optics	34	NOMINAL	—	—
371	Leeno Industrial058470	South Korea	probe cards	34	NOMINAL	—	—
372	ISC095340	South Korea	test equipment	34	NOMINAL	—	—
373	Ushio6925	Japan	lithography	34	NOMINAL	—	—
374	Nissan Chemical4021	Japan	photoresists chemicals	34	NOMINAL	—	—
375	Mitsubishi Gas Chemical4182	Japan	photoresists chemicals	34	NOMINAL	—	—
376	Mythic	United States	gpu ai accelerators	34	NOMINAL	—	—
377	IBMIBM	United States	hyperscaler	34	NOMINAL	—	—
378	VertivVRT	United States	power thermal	34	NOMINAL	—	—
379	Mitsubishi Materials5711	Japan	sputtering targets	34	NOMINAL	—	—
380	SolvaySOLB	Belgium	photoresists chemicals	34	NOMINAL	—	—
381	Mitsubishi Chemical Group4188	Japan	photoresists chemicals	34	NOMINAL	—	—
382	Wonik Materials104830	South Korea	specialty gases	34	NOMINAL	—	—
383	Iwatani8088	Japan	specialty gases	34	NOMINAL	—	—
384	Source Photonics	United States	photonics optics	34	NOMINAL	—	—
385	Unisem5005	Malaysia	assembly test	34	NOMINAL	—	—
386	AGC Inc.5201	Japan	photomasks	34	NOMINAL	—	—
387	Chipsea Technologies688595	China	analog mixed signal	34	NOMINAL	—	—
388	PhotronicsPLAB	United States	photomasks	33	NOMINAL	—	—
389	SynopsysSNPS	United States	eda software	33	NOMINAL	—	—
390	Cadence Design SystemsCDNS	United States	eda software	33	NOMINAL	—	—
391	TeslaTSLA	United States	custom silicon	33	NOMINAL	—	—
392	Groq	United States	gpu ai accelerators	33	NOMINAL	—	—
393	xAI	United States	ai lab	33	NOMINAL	—	—
394	Accton Technology Corporation2345	Taiwan	networking systems	33	NOMINAL	—	—
395	EntegrisENTG	United States	photoresists chemicals	32	NOMINAL	—	—
396	Ferrotec6890	Japan	sputtering targets	32	NOMINAL	—	—
397	Canon7751	Japan	lithography	32	NOMINAL	—	—
398	Meta PlatformsMETA	United States	custom silicon	32	NOMINAL	—	—
399	WolfspeedWOLF	United States	idm	32	NOMINAL	—	—
400	Murata Manufacturing6981	Japan	rf	32	NOMINAL	—	—
401	SanDiskSNDK	United States	nand	32	NOMINAL	—	—
402	Tower SemiconductorTSEM	Israel	pure play	32	NOMINAL	—	—
403	Comet GroupCOTN	Switzerland	subsystems components	32	NOMINAL	—	—
404	FormFactorFORM	United States	probe cards	32	NOMINAL	—	—
405	TDK6762	Japan	rf	32	NOMINAL	—	—
406	Evatec	Switzerland	deposition	32	NOMINAL	—	—
407	Solidigm	United States	nand	32	NOMINAL	—	—
408	SMART Modular TechnologiesPENG	United States	modules	32	NOMINAL	—	—
409	Nagase & Co.8012	Japan	photoresists chemicals	32	NOMINAL	—	—
410	Nikon7731	Japan	lithography	31	NOMINAL	—	—
411	MKS InstrumentsMKSI	United States	subsystems components	31	NOMINAL	—	—
412	Advanced EnergyAEIS	United States	subsystems components	31	NOMINAL	—	—
413	JEOL6951	Japan	metrology inspection	31	NOMINAL	—	—
414	CohuCOHU	United States	test equipment	31	NOMINAL	—	—
415	RambusRMBS	United States	ip licensing	31	NOMINAL	—	—
416	CevaCEVA	Israel	ip licensing	31	NOMINAL	—	—
417	Imagination Technologies	United Kingdom	ip licensing	31	NOMINAL	—	—
418	X-FABXFAB	Germany	pure play	31	NOMINAL	—	—
419	Rapidus	Japan	pure play	31	NOMINAL	—	—
420	Hana Micron067310	South Korea	assembly test	31	NOMINAL	—	—
421	Arrow ElectronicsARW	United States	distributors	31	NOMINAL	—	—
422	AvnetAVT	United States	distributors	31	NOMINAL	—	—
423	Macnica Holdings3132	Japan	distributors	31	NOMINAL	—	—
424	Kanto Denka Kogyo4047	Japan	specialty gases	31	NOMINAL	—	—
425	Foosung093370	South Korea	specialty gases	31	NOMINAL	—	—
426	SK Enpulse	South Korea	photomasks	31	NOMINAL	—	—
427	Haesung DS195870	South Korea	packaging materials	31	NOMINAL	—	—
428	MK Electron033160	South Korea	packaging materials	31	NOMINAL	—	—
429	Eugene Technology084370	South Korea	deposition	31	NOMINAL	—	—
430	Oxford InstrumentsOXIG	United Kingdom	etch	31	NOMINAL	—	—
431	PSK Inc319660	South Korea	etch	31	NOMINAL	—	—
432	Sumitomo Heavy Industries6302	Japan	ion implant	31	NOMINAL	—	—
433	Park Systems140860	South Korea	metrology inspection	31	NOMINAL	—	—
434	KCTECH281820	South Korea	cleaning	31	NOMINAL	—	—
435	Brooks Automation	United States	subsystems components	31	NOMINAL	—	—
436	Keysight TechnologiesKEYS	United States	eda software	31	NOMINAL	—	—
437	DigiKey	United States	distributors	31	NOMINAL	—	—
438	Mouser Electronics	United States	distributors	31	NOMINAL	—	—
439	Wonik QnC074600	South Korea	subsystems components	31	NOMINAL	—	—
440	Codasip	Czech Republic	ip licensing	31	NOMINAL	—	—
441	DNF092070	South Korea	photoresists chemicals	31	NOMINAL	—	—
442	Semilab	Hungary	metrology inspection	31	NOMINAL	—	—
443	NordsonNDSN	United States	test equipment	31	NOMINAL	—	—
444	Daeduck Electronics353200	South Korea	substrates	31	NOMINAL	—	—
445	AsetekASTK	Denmark	power thermal	31	NOMINAL	—	—
446	TTI, Inc.	United States	distributors	31	NOMINAL	—	—
447	Sumitomo Bakelite4203	Japan	packaging materials	31	NOMINAL	—	—
448	UP Chemical	South Korea	photoresists chemicals	31	NOMINAL	—	—
449	Adeka4401	Japan	photoresists chemicals	31	NOMINAL	—	—
450	Agile Analog	United Kingdom	ip licensing	31	NOMINAL	—	—
451	Doosan Electro-Materials	South Korea	substrates	31	NOMINAL	—	—
452	DuPontDD	United States	photoresists chemicals	30	NOMINAL	—	—
453	Air ProductsAPD	United States	specialty gases	30	NOMINAL	—	—
454	MaterionMTRN	United States	sputtering targets	30	NOMINAL	—	—
455	Axcelis TechnologiesACLS	United States	ion implant	30	NOMINAL	—	—
456	Onto InnovationONTO	United States	metrology inspection	30	NOMINAL	—	—
457	DB HiTek000990	South Korea	pure play	30	NOMINAL	—	—
458	UTAC Holdings	Singapore	assembly test	30	NOMINAL	—	—
459	AvantorAVTR	United States	photoresists chemicals	30	NOMINAL	—	—
460	Element SolutionsESI	United States	packaging materials	30	NOMINAL	—	—
461	TTM TechnologiesTTMI	United States	substrates	30	NOMINAL	—	—
462	SFA Semicon036540	South Korea	assembly test	30	NOMINAL	—	—
463	LB Semicon061970	South Korea	assembly test	30	NOMINAL	—	—
464	Nepes033640	South Korea	assembly test	30	NOMINAL	—	—
465	Cisco SystemsCSCO	United States	networking systems	30	NOMINAL	—	—
466	Hewlett Packard EnterpriseHPE	United States	networking systems	30	NOMINAL	—	—
467	Asia Vital Components Co., Ltd.3017	Taiwan	power thermal	30	NOMINAL	—	—
468	FSP Technology Inc.3015	Taiwan	power thermal	30	NOMINAL	—	—
469	Munters GroupMTRS	Sweden	power thermal	29	NOMINAL	—	—
470	Taiyo Yuden6976	Japan	passives	29	NOMINAL	—	—
471	Rutronik	Germany	distributors	28	NOMINAL	—	—
472	NetlistNLST	United States	modules	28	NOMINAL	—	—
473	Weebit NanoWBT	Israel	emerging memory	28	NOMINAL	—	—
474	Ferroelectric Memory Company	Germany	emerging memory	28	NOMINAL	—	—
475	nVent ElectricalNVT	United States	power thermal	28	NOMINAL	—	—
476	AtomeraATOM	United States	ip licensing	28	NOMINAL	—	—
477	ACM ResearchACMR	United States	cleaning	27	NOMINAL	—	—
478	Ultra Clean HoldingsUCTT	United States	subsystems components	27	NOMINAL	—	—
479	Ichor HoldingsICHR	United States	subsystems components	27	NOMINAL	—	—
480	SiFive	United States	ip licensing	27	NOMINAL	—	—
481	ArterisAIP	United States	ip licensing	27	NOMINAL	—	—
482	Egis Technology6462	Taiwan	analog mixed signal	27	NOMINAL	—	—
483	Plasma-Therm	United States	etch	27	NOMINAL	—	—
484	Flex Logix	United States	ip licensing	27	NOMINAL	—	—
485	AnaGlobe Technology, Inc.	Taiwan	eda software	27	NOMINAL	—	—
486	Veeco InstrumentsVECO	United States	deposition	26	NOMINAL	—	—
487	Aehr Test SystemsAEHR	United States	test equipment	26	NOMINAL	—	—
488	Power IntegrationsPOWI	United States	power	26	NOMINAL	—	—
489	Brewer Science	United States	photoresists chemicals	26	NOMINAL	—	—
490	BrukerBRKR	United States	metrology inspection	26	NOMINAL	—	—
491	SkyWater TechnologySKYT	United States	pure play	26	NOMINAL	—	—
492	inTESTINTT	United States	test equipment	26	NOMINAL	—	—
493	Nebius GroupNBIS	Netherlands	neocloud	26	NOMINAL	—	—
494	ClassOne Technology	United States	cleaning	26	NOMINAL	—	—
495	Polar Semiconductor	United States	foundry services	26	NOMINAL	—	—
496	Integra Technologies	United States	assembly test	26	NOMINAL	—	—
497	SiTimeSITM	United States	analog mixed signal	25	NOMINAL	—	—
498	Monolithic Power SystemsMPWR	United States	analog mixed signal	25	NOMINAL	—	—
499	Alpha and Omega SemiconductorAOSL	United States	power	25	NOMINAL	—	—
500	KnowlesKN	United States	analog mixed signal	25	NOMINAL	—	—
501	Everspin TechnologiesMRAM	United States	emerging memory	24	NOMINAL	—	—
502	Integrated Silicon Solution	United States	specialty memory	24	NOMINAL	—	—
503	Scale AI	United States	ai lab	24	NOMINAL	—	$105.6M
504	VicorVICR	United States	power	23	NOMINAL	—	—
505	Anthropic	United States	ai lab	23	NOMINAL	—	—
506	Mistral AI	France	ai lab	21	NOMINAL	—	—
507	Cohere	Canada	ai lab	21	NOMINAL	—	—
508	Fluidstack	United Kingdom	neocloud	21	NOMINAL	—	—
509	AI21 Labs	Israel	ai lab	21	NOMINAL	—	—
510	Pure StoragePSTG	United States	networking systems	20	NOMINAL	—	—
511	Juniper Networks	United States	networking systems	20	NOMINAL	—	—
512	ROHM6963	Japan	idm	19	NOMINAL	—	—
513	LittelfuseLFUS	United States	power	18	NOMINAL	—	—
514	Lambda	United States	neocloud	17	NOMINAL	—	—
515	VAST Data	United States	networking systems	17	NOMINAL	—	—
516	ams OSRAMAMS	Austria	analog mixed signal	16	NOMINAL	—	—
517	Nexperia	Netherlands	power	16	NOMINAL	—	—
518	Together AI	United States	neocloud	16	NOMINAL	—	—
519	Perplexity AI	United States	ai lab	16	NOMINAL	—	—
520	Hugging Face	United States	ai lab	16	NOMINAL	—	—
521	Voltage Park	United States	neocloud	16	NOMINAL	—	—
522	Bit DigitalBTBT	United States	neocloud	16	NOMINAL	—	—
523	CoolIT Systems Inc.	Canada	power thermal	16	NOMINAL	—	—
524	Mitsui Chemicals, Inc.4183	Japan	photomasks	16	NOMINAL	—	—
525	onsemiON	United States	idm	15	NOMINAL	—	—
526	Microchip TechnologyMCHP	United States	idm	15	NOMINAL	—	—
527	Vishay IntertechnologyVSH	United States	power	15	NOMINAL	—	—
528	Fuji Electric6504	Japan	power	13	NOMINAL	—	—
529	Mitsubishi Electric6503	Japan	power	13	NOMINAL	—	—
530	Toshiba	Japan	idm	13	NOMINAL	—	—
531	Robert Bosch	Germany	idm	13	NOMINAL	—	—
532	MelexisMELE	Belgium	analog mixed signal	13	NOMINAL	—	—
533	Magnachip SemiconductorMX	South Korea	idm	13	NOMINAL	—	—
534	Sanken Electric6707	Japan	power	13	NOMINAL	—	—
535	Asahi Kasei Microdevices (AKM)3407	Japan	analog mixed signal	13	NOMINAL	—	—
536	Semikron Danfoss	Germany	power	13	NOMINAL	—	—
537	Hana Materials Inc.166090	South Korea	subsystems components	13	NOMINAL	—	—
538	Adeia Inc.ADEA	United States	ip licensing	11	NOMINAL	—	—
539	Pragmatic Semiconductor	United Kingdom	idm	10	NOMINAL	—	—
540	SensirionSENS	Switzerland	analog mixed signal	10	NOMINAL	—	—
541	Sondrel	United Kingdom	design services	10	NOMINAL	—	—
542	VisIC Technologies	Israel	power	10	NOMINAL	—	—
543	Cambridge GaN Devices (CGD)	United Kingdom	power	10	NOMINAL	—	—
544	Ranovus Inc.	Canada	photonics optics	10	NOMINAL	—	—
545	EFFECT Photonics	Netherlands	photonics optics	10	NOMINAL	—	—
546	Panmnesia	South Korea	networking silicon	10	NOMINAL	—	—
547	Xsight Labs Ltd.	Israel	networking silicon	10	NOMINAL	—	—
548	DriveNets Ltd.	Israel	networking systems	10	NOMINAL	—	—
549	Submer Technologies S.L.	Spain	power thermal	10	NOMINAL	—	—
550	Cirrus LogicCRUS	United States	analog mixed signal	8	NOMINAL	—	—
551	Diodes IncorporatedDIOD	United States	power	8	NOMINAL	—	—
552	MACOM TechnologyMTSI	United States	rf	8	NOMINAL	—	—
553	Silvaco Group, Inc.SVCO	United States	eda software	6	NOMINAL	—	—
554	Aldec, Inc.	United States	eda software	6	NOMINAL	—	—
555	Deca Technologies	United States	advanced packaging	6	NOMINAL	—	—
556	Enfabrica Corporation	United States	networking silicon	6	NOMINAL	—	—
557	PDF SolutionsPDFS	United States	design services	5	NOMINAL	—	—
558	Efficient Power Conversion	United States	power	5	NOMINAL	—	—
559	Bourns	United States	passives	5	NOMINAL	—	—
560	TagoreTech (Tagore Technology)	United States	rf	5	NOMINAL	—	—
561	SemiQ Inc.	United States	power	5	NOMINAL	—	—
562	Guerrilla RF, Inc.GUER	United States	rf	5	NOMINAL	—	—
563	Absolics Inc.	United States	substrates	5	NOMINAL	—	—
564	OpenLight Photonics, Inc.	United States	photonics optics	5	NOMINAL	—	—
565	Avicena Tech Corp.	United States	photonics optics	5	NOMINAL	—	—
566	Cornelis Networks, Inc.	United States	networking silicon	5	NOMINAL	—	—