Semi conductor is the New OIl of Current world and for future but…for this you need to explore US markets as of now to take advantage.
The semiconductor market is one of the fastest-growing sectors globally, driven by increasing demand in AI, automotive (EVs), 5G, IoT, and cloud computing. The U.S. plays a key role with several dominant and emerging mid-cap companies poised for growth.
Overview of Semiconductor Market
2024 global size: ~$600 billion+
2030 forecast: $1+ trillion (estimated CAGR ~8–10%)
Key drivers:
AI and data centers (e.g., Nvidia, AMD)
EVs and autonomous vehicles (e.g., Onsemi, NXP)
Industrial automation
Memory and storage (e.g., Micron, SK Hynix)
Government push for domestic chip manufacturing (CHIPS Act in the U.S.)
Top Mid-Cap U.S.-Listed Semiconductor Companies (Market cap typically between $2B–$10B+)
Lattice semiconductor
Axcelis technologies
Amkot technology
Credo technology
Wolfspeed
Macom technology
Alpha & Omega Semiconductor
Diodes.Inc
CEVA Inc.
Trends Favoring Mid-Cap Semis
De-risking supply chains** → U.S. fabs & suppliers favored.
AI & data transmission boom → Need for advanced analog, RF, and packaging.
Silicon carbide (SiC) and gallium nitride (GaN) are growing rapidly in EV and power applications.
Chiplet architecture & packaging (e.g., AMKR) becoming critical in AI chips.