$SQNS

@investmentguru_Apr 25, 2026 · 9:50 PM

Building a Semiconductor Watchlist: 20 Names to Watch $AMKR — Advanced packaging $GFS — Mature-node foundry $LSCC — Low-power FPGAs $AEHR — Wafer-level burn-in test equipment $AXTI — Compound semiconductor substrates (GaAs, InP) $NVTS — GaN/SiC power chips, AI data center play $POET — Optical semiconductors, photonics $INDI — Automotive/ADAS chips $VLN — Automotive connectivity $HIMX — Display drivers, IoT $VECO — Semiconductor equipment $SKYT — US-based foundry, govt contracts $PLAB — Photomasks for chipmakers $SQNS — 5G/IoT chips $GCTS — 5G connectivity $MX — Power & display chips (Korea) $ICG — ASIC crypto/AI chips $ACLS — Ion implant equipment $TTM — PCB/semiconductor packaging $VSH — Passive components, discrete semis