Semiconductor Stocks
Semiconductors — GPU, memory, fab
Designs and manufactures the chips that do the computing.
Categories in Semiconductor
Fabless
— Designs chips, outsources fab
IDM
— Designs & makes its own chips
Foundry
— Manufactures chips for others
WFE / Equipment
— Wafer-fab equipment makers
EDA / IP
— Design software & IP licensing
Materials
— Wafers, gases, photoresist
Quantum Computing
— Trapped-ion, superconducting, photonic & neutral-atom quantum hardware