Mega-cap

Overview Applied Materials, Inc. (AMAT) designs and sells equipment, software, and services used to manufacture semiconductors (computer chips) and advanced displays. In simple terms, it provides many of the highly specialized machines and process technologies that help chipmakers “build” microscopic structures on silicon wafers, step by step, in very high

Overview Sandisk Corp (SNDK) operates in the digital storage market. In simple terms, it makes products that store data—such as flash memory and storage devices used in consumer electronics, personal computers, and data centers. This type of storage is widely used because it is fast, compact, and has no

Overview Advanced Micro Devices, Inc. (AMD) designs high-performance semiconductors used in personal computers, gaming consoles, and data centers. In simple terms, AMD develops the “brains” (processors/CPUs) and “workhorses for heavy computing” (graphics processors/GPUs and accelerators) that power everything from laptops to cloud servers. AMD is considered a “fabless”

Overview Arm Holdings plc designs and licenses semiconductor intellectual property (IP), best known for the CPU architectures and processor “cores” used in many chips. Instead of manufacturing chips itself, Arm provides designs and related technology that customers (such as chip designers and device makers) incorporate into their own products. This

Overview Palantir Technologies Inc builds software platforms designed to help organizations bring together data from many sources, manage it securely, and turn it into decisions and actions. In practice, the company’s products are used for tasks like operational planning, monitoring complex systems, detecting patterns (including fraud or security threats)