Radar›Companies›Semiconductors And Related Devices Stocks in USA: Prism Readiness Cohort 10
United States semiconductors and related devices industry landscape illustrating listed-company operations, infrastructure and market activity
Prism Finance USA · comparison snapshot

Semiconductors And Related Devices Stocks in USA: Prism Readiness Cohort 10

A five-company semiconductors and related devices cohort selected by Prism readiness, then compared across market path, filings, profitability, readiness, Prism attention and industry context.

Snapshot: 02 September 2026Not investment adviceRanked by Prism readiness
Readiness leaderIchor · 31
Strongest available pathAXT · +583.7%
Widest latest marginIchor · -5.6%
Companies compared5 · U.S.-listed
01 · Readiness ranking

Five companies, one comparable score

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Readiness #1ICHR · U.S. exchange

Ichor

A U.S.-listed issuer classified by the SEC in Semiconductors And Related Devices

Founded 2013Athens, Georgia$1.97B market cap
View full Companies Radar profile
31Cautious
Snapshot price$52.63as of page date
Monthly-close return+28.1%five-year window
FY2025 revenue$0.95BICHOR HOLDINGS, LTD.
Net margin-5.6%FY2025
P/E snapshot16.1xone ratio, not a verdict
Prism attention16.1%share across these five
Filing track recordRevenue, USD billions
-13.6%
$0$0.4B$0.9B$1.3BFY2021: $1.097BFY2022: $1.280BFY2023: $0.811BFY2024: $0.849BFY2025: $0.948B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR -3.6%
52-week position39% through range
$14.06$113.6
News mentions458
Community mentions0partial coverage
U.S.-scope patents340
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal53/100
Management stability70/100
Market position0/100
Capital-event signal0/100
Innovation pulse9/100
Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 0 M&A involvements, 0 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 5 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #2AXTI · Nasdaq

AXT

A U.S.-listed issuer classified by the SEC in Semiconductors And Related Devices

Founded 1986Fremont, California$3.73B market cap
View full Companies Radar profile
30Cautious
Snapshot price$56.95as of page date
Monthly-close return+583.7%five-year window
FY2025 revenue$0.09BAXT INC
Net margin-24.1%FY2025
P/E snapshot1898.3xone ratio, not a verdict
Prism attention59.2%share across these five
Filing track recordRevenue, USD billions
-35.7%
$0$0.0B$0.1B$0.1BFY2021: $0.137BFY2022: $0.141BFY2023: $0.076BFY2024: $0.099BFY2025: $0.088B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Revenue derived as cost of revenue plus gross profit for FY2024 · CAGR -10.5%
52-week position39% through range
$2.91$143.2
News mentions1.7K
Community mentions0partial coverage
U.S.-scope patents12741
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal44/100
Management stability70/100
Market position0/100
Capital-event signal20/100
Innovation pulse0/100
Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 0 M&A involvements, 0 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #3AOSL · Nasdaq

Alpha & Omega Semiconductor

A U.S.-listed issuer classified by the SEC in Semiconductors And Related Devices

Founded 2000Sunnyvale$745.0M market cap
View full Companies Radar profile
30Cautious
Snapshot price$24.62as of page date
Monthly-close return-21.5%five-year window
FY2025 revenue$0.70BALPHA & OMEGA SEMICONDUCTOR Ltd
Net margin-13.9%FY2025
P/E snapshot78.2xone ratio, not a verdict
Prism attention4.1%share across these five
Filing track recordRevenue, USD billions
+6.0%
$0$0.3B$0.5B$0.8BFY2021: $0.657BFY2022: $0.778BFY2023: $0.691BFY2024: $0.657BFY2025: $0.696B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 1.5%
52-week position20% through range
$17.01$54.34
News mentions118
Community mentions2partial coverage
U.S.-scope patents1719
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal44/100
Management stability70/100
Market position0/100
Capital-event signal15/100
Innovation pulse0/100
Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 0 M&A involvements, 0 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #4UCTT · Nasdaq

Ultra Clean Technology

A U.S.-listed issuer classified by the SEC in Semiconductors And Related Devices

Founded 1995DOVER$2.96B market cap
View full Companies Radar profile
30Cautious
Snapshot price$66.07as of page date
Monthly-close return+55.1%five-year window
FY2025 revenue$2.05BUltra Clean Holdings, Inc.
Net margin-8.8%FY2025
P/E snapshot11.3xone ratio, not a verdict
Prism attention13.9%share across these five
Filing track recordRevenue, USD billions
-2.3%
$0$0.8B$1.6B$2.4BFY2020: $2.102BFY2022: $2.374BFY2023: $1.734BFY2024: $2.098BFY2025: $2.054B20202022202320242025
FY2020–FY2025 · 5 filing periods · TOTAL REVENUE · Revenue derived as cost of revenue plus gross profit for FY2025 · CAGR -0.6%
52-week position36% through range
$21.49$144.2
News mentions397
Community mentions3partial coverage
U.S.-scope patents1
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal54/100
Management stability70/100
Market position0/100
Capital-event signal0/100
Innovation pulse0/100
Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 0 M&A involvements, 0 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #5ATOM · Nasdaq

Atomera

A U.S.-listed issuer classified by the SEC in Semiconductors And Related Devices

Founded 2001Los Gatos$156.1M market cap
View full Companies Radar profile
29Avoid
Snapshot price$4.00as of page date
Monthly-close return-82.7%five-year window
FY2025 revenue$0.00BAtomera Inc
Net margin-31036.9%FY2025
Prism attention6.7%share across these five
Filing track recordRevenue, USD billions
-83.8%
$0$0.0B$0.0B$0.0BFY2021: $0.000BFY2022: $0.000BFY2023: $0.001BFY2024: $0.000BFY2025: $0.000B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR -36.5%
52-week position20% through range
$1.89$12.37
News mentions190
Community mentions0partial coverage
U.S.-scope patents553
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal32/100
Management stability90/100
Market position0/100
Capital-event signal15/100
Innovation pulse0/100
Management signal

No leadership-churn flag in the model; 1 key-person event recorded in the latest 360-day window.

Market activity

Available history contains 0 M&A involvements, 0 asset-acquisition events and 1 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

02 · Side-by-side

The comparisons that change the picture

Every bar preserves its own meaning. Price return, revenue scale, profitability and attention are deliberately not blended into one recommendation.

Available monthly-close return

Dated window printed on each company card; not a forecast.

AXT
+583.7%
Ultra Clean Technology
+55.1%
Ichor
+28.1%
Alpha & Omega Semiconductor
-21.5%
Atomera
-82.7%

Latest revenue

USD billions, official filing scope shown on each company card.

Ultra Clean Technology
$2.05B
Ichor
$0.95B
Alpha & Omega Semiconductor
$0.70B
AXT
$0.09B
Atomera
$0.00B

Latest profit margin

Company-card labels distinguish continuing-operations and net-income scope.

Ichor
-5.6%
Ultra Clean Technology
-8.8%
Alpha & Omega Semiconductor
-13.9%
AXT
-24.1%
Atomera
-31036.9%

Prism news attention

Normalized share across these five names; attention is not quality.

AXT
59.2%
Ichor
16.1%
Ultra Clean Technology
13.9%
Atomera
6.7%
Alpha & Omega Semiconductor
4.1%
03 · Prism readout

What the signals say—and what they do not

The headline share is normalized semiconductors and related devices news attention across these five names. Partial community coverage and U.S.-scope patent records are displayed separately and are not blended into it.

Scale + attention

AXT leads the conversation

It holds 59.2% of measured semiconductors and related devices news attention and also carries the basket's largest revenue base at $0.09B.

Price path

AXT leads the available price paths

Its monthly-close return is +583.7% for the five-year window. At the other end, Atomera is -82.7% for its five-year window. Windows printed on each card must be compared carefully; price history is not a forecast.

Profitability

Ichor has the widest latest margin

Its FY2025 net margin is -5.6%. Its revenue history in this snapshot spans only the periods printed on its card, so longer histories are not treated as equivalent.

Price vs operating signals

Ultra Clean Technology shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at 11.3x while its five-year window price return is +55.1%. Valuation, price path and readiness answer different questions.

04 · Research areas

Deeper Prism readout where coverage is dense

Shown only for companies with more than 800 available Prism news records. Counts describe the available research corpus, not company quality.

Areas of research · AXTI

AXT

1,689available Prism news records

Prism top themes

Price action & investor response
199
Legal, arbitration & regulatory
81
Earnings & financial performance
74
Leadership & governance
17
Capital allocation & transactions
4

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+107.2%402 latest 12m vs 194 prior 12m
2024-01: 13 mentions2024-02: 14 mentions2024-03: 8 mentions2024-04: 29 mentions2024-05: 63 mentions2024-06: 54 mentions2024-07: 20 mentions2024-08: 10 mentions2024-09: 13 mentions2024-10: 22 mentions2024-11: 15 mentions2024-12: 6 mentions2025-01: 10 mentions2025-02: 22 mentions2025-03: 24 mentions2025-04: 19 mentions2025-05: 22 mentions2025-06: 11 mentions2025-07: 8 mentions2025-08: 11 mentions2025-09: 9 mentions2025-10: 43 mentions2025-11: 13 mentions2025-12: 30 mentions2026-01: 44 mentions2026-02: 28 mentions2026-03: 50 mentions2026-04: 111 mentions2026-05: 41 mentions2026-06: 14 mentions2024-012026-06

Machine-classified coverage tone

74.0% positive+31.1 pp vs preceding four quarters
24Q3
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

stock price 65stock surge 54share price 52stock performance 51stock movement 27stock plunge 20semiconductor chips 19trading volume 19

Keyword tag occurrences in available Prism news records.

Coverage: 2010-02-09–2026-06-13 · trend and themes shown through 2026-06
05 · Community discussion

Common topics where conversation clears the gate

Shown only above 25 entity-matched mentions. Coverage is partial and topic counts exclude identified namesake noise.

06 · Company event log

Common news types and recent highlights

Event patterns and selected recent headlines come from available Prism company-event records since 2023. Obvious forecast, holdings, duplicate and retrospective noise is filtered.

ICHR

Ichor

through 2026-02-11
Company announcements 5Earnings releases 2
  1. Company announcements

    Barros said a major 2026 initiative is a global footprint realignment, including expanding Mexico machining capacity and ramping a new manufacturing center in Malaysia, which he described as the company’s largest facility.

  2. Earnings releases

    Reports Q4 revenue $223.6M, consensus $220.8M.

  3. Company announcements

    Swyt reported revenue of $223.6 million, above the midpoint of guidance but modestly down sequentially.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

AXTI

AXT

through 2026-04-20
Earnings releases 3Listing / IPO 1
  1. Listing / IPO

    AXT announced a public offering of common stock

  2. Earnings releases

    AXT Inc ( NASDAQ:AXTI ) reported a non-GAAP net loss of $1.2 million for Q3 2025, although this was an improvement from previous quarters.

  3. Earnings releases

    AXT Inc. (AXTI) on Thursday reported a loss of $8.8 million in its first quarter.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

AOSL

Alpha & Omega Semiconductor

through 2026-05-06
Listing / IPO 1
  1. Earnings releases

    Alpha & Omega Semiconductor reported Q3 FY2026 revenue of $163.8M and net income of $-13.8M in the official-filing series.

  2. Earnings releases

    Alpha & Omega Semiconductor reported Q2 FY2026 revenue of $162.3M and net income of $-13.3M in the official-filing series.

  3. Earnings releases

    Alpha & Omega Semiconductor reported Q1 FY2026 revenue of $182.5M and net income of $-2.1M in the official-filing series.

Cached Prism company-event evidence fallback; totals describe available coverage and the displayed highlights prefer filing-backed earnings rows.

UCTT

Ultra Clean Technology

through 2025-07-30
Earnings releases 1
  1. Earnings releases

    The company reported a slight increase in total revenue for Q2, reaching $518.8 million, up from $518.6 million in the previous quarter.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

ATOM

Atomera

through 2026-02-12
Earnings releases 10Business contracts 1Leadership changes 1
  1. Earnings releases

    The Company incurred a net loss of ( $4.4) million , or ( $0.14) per basic and diluted share in the fourth quarter of 2025.

  2. Leadership changes

    Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, announced today the appointment of Wei Na as its new vice president of sales.

  3. Business contracts

    Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and technology licensing company, today announced a strategic marketing agreement with a global leader in chip fabrication technology aimed at accelerating the adoption of Atomera’s Mears Silicon Technology™ (MST®) for next-generation technologies, such as AI, 5G and other advanced electronics.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

07 · Industry landscape

Semiconductors And Related Devices Industry in USA

A bottom-of-page sector lens combining Prism's exact U.S. market-growth extraction with tightly matched U.S.-primary semiconductors and related devices news. It adds context to the stock basket without turning industry signals into a recommendation.

Prism market forecast extraction

semiconductor market

92 sources80.8% extraction confidence
2020 extracted base$415.40B–$730.91B
2021 extracted forecast$439.30B–$700.60B
Implied source CAGR7.6%
AIcloudadoption of cloud technologies

Multi-source card returned by Prism's /special_extraction market-growth service. Extracted geography mix: Global, India, China, Europe. This is a dated market benchmark, not a forecast for the five-stock basket.

Prism news insights

U.S. Semiconductors And Related Devices news pulse

9,077available Prism news records
Latest 12m volume+12.8%4240 vs 3760 records
Positive classified tone75.7%+12.0 pp vs prior four quarters
2024-01: 153 mentions2024-02: 244 mentions2024-03: 234 mentions2024-04: 242 mentions2024-05: 204 mentions2024-06: 222 mentions2024-07: 321 mentions2024-08: 186 mentions2024-09: 206 mentions2024-10: 240 mentions2024-11: 252 mentions2024-12: 249 mentions2025-01: 379 mentions2025-02: 464 mentions2025-03: 279 mentions2025-04: 602 mentions2025-05: 360 mentions2025-06: 191 mentions2025-07: 492 mentions2025-08: 592 mentions2025-09: 482 mentions2025-10: 442 mentions2025-11: 436 mentions2025-12: 373 mentions2026-01: 188 mentions2026-02: 405 mentions2026-03: 255 mentions2026-04: 349 mentions2026-05: 35 mentions2024-012026-05
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

Available U.S.-primary Prism records matching semiconductor, integrated circuit, chip fabrication, chip manufacturing, wafer fabrication, semiconductor foundry. Metadata counts can overlap; coverage volume and tone are not measures of industry output.

Recurring Prism themes

semiconductor industry updates
6,086
semiconductor devices and components
2,100
artificial intelligence advancements
1,108
microcontrollers and microprocessor units
1,016
tech company earnings and financial reports
883
graphics processing units (gpus)
817

Metadata occurrences; one record can contribute more than one theme.

Frequent industry keywords

chip manufacturing 1,212semiconductor chips 1,090ai hardware 945semiconductor wafers 929semiconductor devices 634semiconductor components 574quantum processors 361quantum hardware 338

Counts cover the matched industry corpus, not the broader company-news totals above.

Curated signal map

Opportunity and caution, side by side

Evidence prompts—not probabilities.

Opportunity · market driver

AI

92 forecast sources

A recurring driver in the extracted market evidence provides a measurable research thread for the sector.

Prism /special_extraction market-growth card
Opportunity · demand

semiconductor industry updates

6,086 matched theme records

The largest current Prism news theme shows where sector attention and reported activity are concentrating.

Prism U.S. news metadata
Opportunity · innovation

Innovation and product activity

848 matched news records

Technology, product and R&D metadata provide an auditable view of the sector's innovation conversation.

Unique news records matching the curated innovation rule
Caution · market restraint

supply chain disruptions

340 macro/risk records

The extracted restraint and the measured macro-news pulse belong in the downside research frame.

Prism market-growth restraint plus U.S. news metadata
Caution · news pulse

Coverage growth can reverse

+12.8% news volume

The latest 12 months contain 4,240 matched records versus 3,760 in the previous window.

Available Prism coverage through 2026-05-05
Caution · sentiment

Classified tone is not demand

75.7% positive · +12.0pp

Machine-classified news tone is useful context, but it is not revenue, output or a return forecast.

Eight-quarter Prism sentiment series

Opportunity and caution cards are curated research prompts grounded in the counts shown; they are not probabilities, recommendations or forecasts. News coverage runs 2024-01-01–2026-05-05; the latest quarter may be partial.

Explore the broader U.S. industrial landscape →
08 · Scope and sources

How to read this snapshot

Basket and ranking

Five U.S.-listed issuers classified under SEC SIC 3674 (Semiconductors And Related Devices), selected as the first five names that pass all live publication gates from the Prism readiness candidate pool ranked 46–50. Every candidate has complete cached readiness evidence. This is a research cohort, not a recommendation.

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Evidence used

  • Official annual filingsFY revenue history and latest profitability
  • U.S. exchange market snapshotDated price, 52-week range, P/E, market capitalisation and monthly-close return
  • Fliar BI PrismReadiness, company and industry news, community context and U.S.-scope patent records
  • Prism market-growth extractionDated third-party Semiconductors And Related Devices Industry in USA market benchmark with source-count, geography and confidence context
Important: Research and educational information only. Not investment advice, a recommendation, or a live-price service. Market figures are dated as of 02 September 2026.
09 · Final derived analysis

Conclusions, comparisons, anomalies, explanations and decisions

A final evidence-linked synthesis of the metrics already displayed above. Every named company opens its actual Companies Radar profile.

Conclusions
Comparisons
Anomalies

AXT shows a price-operating divergence to inspect

Its displayed filing-revenue change is -35.7% while its available monthly-close return is +583.7%. The signs differ, but the two measures cover different windows and do not establish causality.

Explanations

Attention measures coverage volume, not quality

AXT's 59.2% share says it appears most often in the matched Prism corpus. It does not score whether that coverage is favourable or whether the company is investable.

Different windows explain why signals can disagree

Revenue comes from the printed filing periods, price paths use the dated monthly-close windows, and Prism signals use their stated event windows. No causal attribution is made across them.

Research decisions

Verify the readiness leader in Companies Radar

Open Ichor's company profile and inspect the underlying management, market-activity, innovation and risk evidence before relying on the 31/100 score.

Stress-test the largest divergence before forming a view

Compare AXT's profile with AXT's profile, then reconcile the displayed filing and price windows. This is a next-research action, not a buy or sell decision.

Method boundary: These are deterministic comparisons of the displayed snapshot fields. They flag relationships for further research, do not establish causality and are not investment recommendations.
Coming soon