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Summary
Selected U.S. semiconductor leaders, normalized YTD performance
Description
Overview
US Semis to the moon tracks a focused basket of U.S.-listed semiconductor leaders across AI accelerators, CPUs, memory, networking, analog, mobile silicon, and wafer-fabrication equipment.
The chart normalizes each stock to 100 on the first trading day of 2026, making relative YTD performance comparable across companies with very different share prices.
Company Roster
| Ticker | Company | Short Description |
|---|---|---|
NVDA |
NVIDIA Corporation | Designs GPUs, AI accelerators, networking platforms, and full-stack accelerated-computing systems for data centers, gaming, visualization, auto, and robotics. |
AVGO |
Broadcom Inc. | Supplies networking chips, custom silicon, broadband, wireless, storage, and infrastructure software used across data centers, telecom, and enterprise systems. |
AMD |
Advanced Micro Devices, Inc. | Builds CPUs, GPUs, adaptive SoCs, and AI accelerators for data centers, PCs, gaming, embedded systems, and high-performance computing. |
INTC |
Intel Corporation | Develops CPUs, data-center platforms, client processors, networking silicon, and semiconductor manufacturing technology through its products and foundry businesses. |
MU |
Micron Technology, Inc. | Produces DRAM, NAND flash, and high-bandwidth memory used in AI servers, PCs, mobile devices, autos, and storage systems. |
QCOM |
Qualcomm Incorporated | Designs mobile, RF, modem, automotive, edge AI, and connected-device semiconductors, best known for Snapdragon platforms and wireless IP. |
TXN |
Texas Instruments Incorporated | Manufactures analog and embedded-processing chips used in industrial, automotive, personal electronics, communications, and enterprise equipment. |
ADI |
Analog Devices, Inc. | Supplies analog, mixed-signal, power-management, sensor, and connectivity chips for industrial, automotive, communications, healthcare, and consumer markets. |
AMAT |
Applied Materials, Inc. | Provides wafer-fabrication equipment, materials engineering systems, and services used by chipmakers and display manufacturers. |
LRCX |
Lam Research Corporation | Builds wafer-fabrication equipment and process tools, especially for etch, deposition, and cleaning steps in advanced semiconductor manufacturing. |
MRVL |
Marvell Technology, Inc. | Designs data-infrastructure chips for cloud, AI networking, storage, optical connectivity, carrier infrastructure, and automotive applications. |
Methodology
Each series is rebased to 100 at the first available adjusted close in 2026. Values above 100 indicate gains versus that starting point; values below 100 indicate losses.
The chart highlights NVDA as the benchmark AI-semiconductor leader, while the remaining companies provide peer context across compute, memory, connectivity, analog, and semiconductor equipment.
Earnings And Event Markers
Vertical markers show selected reported or scheduled earnings/call dates. Company investor-relations pages are preferred where available; public wire-service or exchange pages are used when an official announcement page is not available in the source set.
| Date | Ticker | Company | Status | Source |
|---|---|---|---|---|
| 2026-02-25 | NVDA |
NVIDIA Corporation | Reported Q4 FY2026 results | NVIDIA IR |
| 2026-03-04 | AVGO |
Broadcom Inc. | Reported / scheduled Q1 FY2026 results | Broadcom IR |
| 2026-03-05 | MRVL |
Marvell Technology, Inc. | Reported Q4 FY2026 results | Marvell IR |
| 2026-03-18 | MU |
Micron Technology, Inc. | Reported Q2 FY2026 results | Micron IR |
| 2026-04-22 | TXN |
Texas Instruments Incorporated | Reported Q1 2026 results | Texas Instruments |
| 2026-04-22 | LRCX |
Lam Research Corporation | Reported March 2026 quarter results | Lam Research IR |
| 2026-04-23 | INTC |
Intel Corporation | Reported Q1 2026 results | Intel Newsroom |
| 2026-04-29 | QCOM |
Qualcomm Incorporated | Reported Q2 FY2026 results | Qualcomm |
| 2026-05-05 | AMD |
Advanced Micro Devices, Inc. | Reported Q1 2026 results | AMD IR |
| 2026-05-14 | AMAT |
Applied Materials, Inc. | Scheduled Q2 FY2026 call | Applied Materials IR |
| 2026-05-20 | NVDA |
NVIDIA Corporation | Scheduled Q1 FY2027 call | NVIDIA IR |
| 2026-05-20 | ADI |
Analog Devices, Inc. | Scheduled Q2 FY2026 results | Analog Devices IR |
| 2026-05-27 | MRVL |
Marvell Technology, Inc. | Scheduled Q1 FY2027 call | Business Wire / WBOC |
| 2026-06-03 | AVGO |
Broadcom Inc. | Scheduled Q2 FY2026 results | Nasdaq / PRNewswire |
Automation
The chart is refreshed by the existing mega-cap-tech-ytd-updater job alongside the mega-cap and saaspocalypse charts. Price data comes from Yahoo Finance via yfinance; event annotations are maintained in the plot code and description.