Explore the semiconductors companies we cover.
Micron makes memory and storage chips.
We like Micron’s place at the heart of the digital world. Its chips serve data centers, phones, consumer devices, vehicles and industrial equipment. The exciting opportunity is to turn that broad reach into a durable engine of manufacturing strength and cash generation.
Broadcom supplies computing and networking chips alongside virtualization, infrastructure and security software.
Broadcom is firing on compelling engines: custom accelerators, networking and infrastructure software. Revenue growth is arriving with stronger operating profit and cash generation. We like a business that can turn specialized engineering and deeply useful software into real earnings without matching every sales increase with heavy factory spending.
NVIDIA supplies GPUs, CUDA software and networking that power demanding AI and computing workloads.
NVIDIA is a computing powerhouse. GPUs, CUDA and networking work together to give customers usable infrastructure, making the platform much more compelling than chips alone. We love the combination of technical depth and an earnings engine that turns infrastructure demand into strong operating profit and cash generation.
Marvell designs chips for networking, computing and storage.
We like Marvell’s position where the data center comes together. Its custom chips, connections and switches put it close to the machinery behind AI infrastructure. The exciting opportunity is to help customers build systems that move and process data effectively, rather than depend on a single type of chip.
Arm develops and licenses processor architecture and chip designs.
We like Arm because it sits at the heart of the smartphone computing ecosystem. Its customers turn Arm’s intellectual property into chips, and those shipments keep the royalty engine running. Building its own processor products is an exciting chance to bring that design expertise directly to market.
AMD designs chips for computers, data centers, gaming consoles, industrial equipment and vehicles.
We like AMD’s reach across the computing world, and AI makes the story even more exciting. Its processors and graphics chips already power computers, games consoles and data centers. That chip-design experience gives AMD a strong starting point for the demanding workloads behind modern AI. It is a compelling opportunity for a business that already knows computing inside out.
Texas Instruments makes chips that manage power and process real-world signals.
We like the essential jobs behind this business: controlling power, handling sound and helping electronics operate. Its broad analog portfolio is a powerful toolbox for equipment designers. From battery management to voltage regulation, Texas Instruments has a compelling opportunity to serve the practical building blocks of electronics.
Sandisk makes flash memory chips and storage products for consumer devices, external storage and cloud infrastructure.
We like Sandisk’s reach from the chip to the finished drive. Its strongest opportunity is enterprise storage: high-performance drives and software built for online transactions, data analysis and AI-related workloads. That combination puts real manufacturing depth behind products designed for demanding customers.
TSMC manufactures chips designed by other companies through its dedicated semiconductor foundry business.
TSMC gives chip designers a powerful way to bring advanced products to life without building their own factories. We like the combination of manufacturing technology, scale and customer demand. Revenue growth is arriving with stronger operating profitability, showing the economic appeal of this essential place in the chip industry.
Analog Devices makes chips that convert and process signals.
We like ADI's position at the meeting point of the physical and digital worlds. Its converter leadership is a powerful foundation, and electrification is a particularly exciting opportunity. Precision, isolation and high-voltage products help make electric vehicles and renewable-energy systems safe, reliable and efficient.
Qualcomm designs chips and licenses wireless technology.
We like Qualcomm’s position at the heart of wireless devices. It supplies the processors and connectivity technology that manufacturers need, while its patents extend its reach across the industry. Bringing that expertise into cars and connected equipment is an exciting opportunity to build a business that reaches well beyond the smartphone.
Intel designs and manufactures processors for personal computers and data centers.
We like Intel’s chance to come back stronger. Its processors already have an established place in PCs and servers, giving it a real foundation to build on. Better products and a revived Intel Foundry are the exciting part of the story: an opportunity to put that foundation to work and give the business fresh energy.
SK hynix makes memory chips for computers, mobile devices and data storage.
SK hynix puts memory at the center of the story. Computers, mobile devices and data storage all use it, and the company makes the chips they need. What excites us is that broad connection to everyday technology: its memory brings SK hynix right into the devices and storage people rely on.
