Radar›Companies›Semiconductors And Related Devices Stocks in USA: Revenue Cohort 7
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: Revenue Cohort 7

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

Snapshot: 28 August 2026Not investment adviceRanked by Prism readiness
Readiness leaderApplied Optoelectronics · 53
Strongest available pathCredo · +1882.2%
Widest latest marginCredo · 11.9%
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 #1AAOI · Nasdaq

Applied Optoelectronics

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

Founded 1997Sugar Land, Texas$9.02B market cap
View full Companies Radar profile
53Moderate
Snapshot price$106.2as of page date
Monthly-close return+1445.4%five-year window
FY2025 revenue$0.46BAPPLIED OPTOELECTRONICS, INC.
Net margin-8.4%FY2025
P/E snapshot23.1xone ratio, not a verdict
Prism attention5.5%share across these five
Filing track recordRevenue, USD billions
+115.4%
$0$0.2B$0.3B$0.5BFY2021: $0.212BFY2022: $0.223BFY2023: $0.218BFY2024: $0.249BFY2025: $0.456B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 21.1%
52-week position41% through range
$18.50$233.7
News mentions751
Community mentions36partial coverage
U.S.-scope patents471
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal80/100
Management stability90/100
Market position21/100
Capital-event signal49/100
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 3 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 #2MXL · Nasdaq

MaxLinear

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

Founded 2003WILMINGTON$5.60B market cap
View full Companies Radar profile
46Cautious
Snapshot price$61.73as of page date
Monthly-close return+21.4%five-year window
FY2025 revenue$0.47BMAXLINEAR, INC
Net margin-29.2%FY2025
P/E snapshot23.9xone ratio, not a verdict
Prism attention12.0%share across these five
Filing track recordRevenue, USD billions
-47.6%
$0$0.4B$0.7B$1.1BFY2021: $0.892BFY2022: $1.120BFY2023: $0.693BFY2024: $0.361BFY2025: $0.468B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR -14.9%
52-week position42% through range
$12.77$128.3
News mentions1.6K
Community mentions0partial coverage
U.S.-scope patents1862
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal74/100
Management stability90/100
Market position22/100
Capital-event signal20/100
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 16 M&A involvements, 6 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.

Readiness #3LSCC · Nasdaq

Lattice Semiconductor

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

Founded 1983WILMINGTON$16.22B market cap
View full Companies Radar profile
45Cautious
Snapshot price$114.4as of page date
Monthly-close return+93.9%five-year window
FY2025 revenue$0.52BLATTICE SEMICONDUCTOR CORP
Net margin0.6%FY2025
P/E snapshot457.6xone ratio, not a verdict
Prism attention20.6%share across these five
Filing track recordRevenue, USD billions
+1.5%
$0$0.2B$0.5B$0.7BFY2021: $0.515BFY2022: $0.660BFY2023: $0.737BFY2024: $0.509BFY2025: $0.523B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 0.4%
52-week position56% through range
$60.50$157.0
News mentions2.8K
Community mentions0partial coverage
U.S.-scope patents1092
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal83/100
Management stability90/100
Market position12/100
Capital-event signal5/100
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 9 M&A involvements, 0 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 3 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 #4POWI · Nasdaq

Power Integrations

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

Founded 1988San Jose, California$2.88B market cap
View full Companies Radar profile
41Cautious
Snapshot price$51.51as of page date
Monthly-close return-49.1%five-year window
FY2025 revenue$0.44BPOWER INTEGRATIONS INC
Net margin5.0%FY2025
P/E snapshot117.1xone ratio, not a verdict
Prism attention9.0%share across these five
Filing track recordRevenue, USD billions
-36.9%
$0$0.2B$0.5B$0.7BFY2021: $0.703BFY2022: $0.651BFY2023: $0.445BFY2024: $0.419BFY2025: $0.444B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR -10.9%
52-week position34% through range
$30.86$91.18
News mentions1.2K
Community mentions0partial coverage
U.S.-scope patents2602
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal70/100
Management stability90/100
Market position0/100
Capital-event signal0/100
Innovation pulse17/100
Management signal

No leadership-churn flag in the model; 3 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 1 lifetime product-launch events, 1 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 #5CRDO · Nasdaq

Credo

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

Founded 2008San Jose, California$43.74B market cap
View full Companies Radar profile
37Cautious
Snapshot price$232.8as of page date
Monthly-close return+1882.2%since January 2022
FY2025 revenue$0.44BCredo Technology Group Holding Ltd
Net margin11.9%FY2025
P/E snapshot92.7xone ratio, not a verdict
Prism attention52.9%share across these five
Filing track recordRevenue, USD billions
+310.2%
$0$0.1B$0.3B$0.4BFY2022: $0.106BFY2023: $0.184BFY2024: $0.193BFY2025: $0.437B2022202320242025
FY2022–FY2025 · 4 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 60.1%
52-week position66% through range
$86.48$308.7
News mentions7.2K
Community mentions0partial coverage
U.S.-scope patents436
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal78/100
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.

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.

Credo
+1882.2%
Applied Optoelectronics
+1445.4%
Lattice Semiconductor
+93.9%
MaxLinear
+21.4%
Power Integrations
-49.1%

Latest revenue

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

Lattice Semiconductor
$0.52B
MaxLinear
$0.47B
Applied Optoelectronics
$0.46B
Power Integrations
$0.44B
Credo
$0.44B

Latest profit margin

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

Credo
11.9%
Power Integrations
5.0%
Lattice Semiconductor
0.6%
Applied Optoelectronics
-8.4%
MaxLinear
-29.2%

Prism news attention

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

Credo
52.9%
Lattice Semiconductor
20.6%
MaxLinear
12.0%
Power Integrations
9.0%
Applied Optoelectronics
5.5%
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

Credo leads the conversation

It holds 52.9% of measured semiconductors and related devices news attention and also carries the basket's largest revenue base at $0.44B.

Price path

Credo leads the available price paths

Its monthly-close return is +1882.2% for the since January 2022. At the other end, Power Integrations is -49.1% for its five-year window. Windows printed on each card must be compared carefully; price history is not a forecast.

Profitability

Credo has the widest latest margin

Its FY2025 net margin is 11.9%. 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

Applied Optoelectronics shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at 23.1x while its five-year window price return is +1445.4%. 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 · MXL

MaxLinear

1,623available Prism news records

Prism top themes

Price action & investor response
115
Earnings & financial performance
93
Legal, arbitration & regulatory
29
Capital allocation & transactions
20
Leadership & governance
13

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

News-volume growth

-35.0%193 latest 12m vs 297 prior 12m
2024-01: 28 mentions2024-02: 11 mentions2024-03: 8 mentions2024-04: 8 mentions2024-05: 9 mentions2024-06: 4 mentions2024-07: 33 mentions2024-08: 40 mentions2024-09: 27 mentions2024-10: 31 mentions2024-11: 13 mentions2024-12: 10 mentions2025-01: 14 mentions2025-02: 71 mentions2025-03: 9 mentions2025-04: 14 mentions2025-05: 17 mentions2025-06: 18 mentions2025-07: 5 mentions2025-08: 9 mentions2025-09: 14 mentions2025-10: 18 mentions2025-11: 6 mentions2025-12: 1 mentions2026-01: 22 mentions2026-02: 16 mentions2026-03: 21 mentions2026-04: 37 mentions2026-05: 38 mentions2026-06: 6 mentions2024-012026-06

Machine-classified coverage tone

97.3% positive+27.5 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 38stock surge 35stock performance 34share price 25earnings report 14quarterly financials 12stock movement 12quarterly results 11

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-01–2026-06-11 · trend and themes shown through 2026-06
Areas of research · LSCC

Lattice Semiconductor

2,791available Prism news records

Prism top themes

Price action & investor response
219
Earnings & financial performance
140
Leadership & governance
36
Macro demand & rates
35
Capital allocation & transactions
33

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

News-volume growth

+75.6%548 latest 12m vs 312 prior 12m
2024-01: 13 mentions2024-02: 27 mentions2024-03: 20 mentions2024-04: 19 mentions2024-05: 22 mentions2024-06: 42 mentions2024-07: 42 mentions2024-08: 11 mentions2024-09: 17 mentions2024-10: 22 mentions2024-11: 28 mentions2024-12: 20 mentions2025-01: 13 mentions2025-02: 76 mentions2025-03: 29 mentions2025-04: 27 mentions2025-05: 25 mentions2025-06: 2 mentions2025-07: 6 mentions2025-08: 24 mentions2025-09: 31 mentions2025-10: 10 mentions2025-11: 28 mentions2025-12: 66 mentions2026-01: 63 mentions2026-02: 73 mentions2026-03: 38 mentions2026-04: 94 mentions2026-05: 107 mentions2026-06: 8 mentions2024-012026-06

Machine-classified coverage tone

95.9% positive+10.3 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 performance 87share price 59fpga chip 56stock price 52fpga board 49fpga 49market performance 43gpu deep learning 38

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-01–2026-06-11 · trend and themes shown through 2026-06
Areas of research · POWI

Power Integrations

1,219available Prism news records

Prism top themes

Price action & investor response
65
Earnings & financial performance
35
Capital allocation & transactions
19
Leadership & governance
13
Legal, arbitration & regulatory
2

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

News-volume growth

+2.5%162 latest 12m vs 158 prior 12m
2024-03: 1 mentions2024-04: 3 mentions2024-05: 19 mentions2024-06: 10 mentions2024-07: 2 mentions2024-08: 6 mentions2024-09: 0 mentions2024-10: 3 mentions2024-11: 13 mentions2024-12: 13 mentions2025-01: 10 mentions2025-02: 32 mentions2025-03: 18 mentions2025-04: 22 mentions2025-05: 13 mentions2025-06: 10 mentions2025-07: 8 mentions2025-08: 16 mentions2025-09: 4 mentions2025-10: 20 mentions2025-11: 8 mentions2025-12: 7 mentions2026-01: 10 mentions2026-02: 29 mentions2026-03: 15 mentions2026-04: 31 mentions2026-05: 25 mentions2026-06: 12 mentions2026-07: 0 mentions2026-08: 1 mentions2024-032026-08

Machine-classified coverage tone

93.7% positive-1.7 pp vs preceding four quarters
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

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

Frequent keywords

stock performance 30switch-mode power supplies 24high-voltage converters 17power semiconductor modules 15off-line converters 13ac/dc conversion modules 13semiconductor devices 12hv power supplies 11

Keyword tag occurrences in available Prism news records.

Coverage: 2010-02-23–2026-08-01 · trend and themes shown through 2026-08
Areas of research · CRDO

Credo

7,162available Prism news records

Prism top themes

Price action & investor response
407
Earnings & financial performance
175
Capital allocation & transactions
101
Legal, arbitration & regulatory
30
Leadership & governance
21

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

News-volume growth

+78.1%1,179 latest 12m vs 662 prior 12m
2024-03: 73 mentions2024-04: 56 mentions2024-05: 48 mentions2024-06: 49 mentions2024-07: 31 mentions2024-08: 127 mentions2024-09: 68 mentions2024-10: 52 mentions2024-11: 43 mentions2024-12: 56 mentions2025-01: 65 mentions2025-02: 41 mentions2025-03: 76 mentions2025-04: 63 mentions2025-05: 52 mentions2025-06: 63 mentions2025-07: 30 mentions2025-08: 53 mentions2025-09: 110 mentions2025-10: 95 mentions2025-11: 79 mentions2025-12: 143 mentions2026-01: 154 mentions2026-02: 117 mentions2026-03: 123 mentions2026-04: 236 mentions2026-05: 87 mentions2026-06: 33 mentions2026-07: 1 mentions2026-08: 1 mentions2024-032026-08

Machine-classified coverage tone

90.1% positive+5.5 pp vs preceding four quarters
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

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

Frequent keywords

stock price 127stock performance 125stock surge 93share price 75market performance 63gpu deep learning 50ai hardware 46stock movement 42

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-12–2026-08-03 · trend and themes shown through 2026-08
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.

AAOI

Applied Optoelectronics

36 mentions
Stock and valuation
22
Products, pricing and logistics
2
Workplace and hiring
2

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 36 records remained after filtering.

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.

AAOI

Applied Optoelectronics

through 2026-04-12
Earnings releases 30Business contracts 3Lawsuits 3Leadership changes 2
  1. Earnings releases

    The Taiwan-headquartered, Texas-based maker of fiber-optic components posted record 2025 revenue of $455.7 million, up sharply from prior years, driven by its data center segment that grew to $195.7 million annually.

  2. Business contracts

    Applied Optoelectronics had already disclosed a more than $53 million 800G order from the same hyperscale customer in late March.

  3. Lawsuits

    A patent infringement claim has been filed by AAOI against Eoptolink Technology, seeking damages and a permanent injunction for alleged transgressions on its optical transceiver patents.

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

MXL

MaxLinear

through 2026-04-24
Earnings releases 24Lawsuits 16Company announcements 7Regulatory 4M&A 2
  1. Earnings releases

    report showing revenue of $137.2 million, up 43% year-over-year and beating analyst expectations. Adjusted earnings per share of 22 cents also topped forecasts of 18 cents.

  2. Leadership changes

    MaxLinear, Inc. today announced the appointment of Kris Sennesael to its Board of Directors, effective February 13, 2026.

  3. M&A

    MaxLinear Inc. announced that it has completed the acquisition of NanoSemi, Inc., a provider of intellectual property that utilizes patented machine learning techniques to improve signal integrity and power efficiency in SoCs, ASICs and FPGAs used in next-generation communication and artificial intelligence systems.

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

LSCC

Lattice Semiconductor

through 2026-05-04
Earnings releases 27Leadership changes 15Company announcements 4M&A 1
  1. M&A

    Lattice Semiconductor (NASDAQ: LSCC ) today announced it has entered into a definitive agreement with THL Partners to acquire AMI, the leader in platform firmware and infrastructure manageability for cloud and AI, creating the industry’s most complete secure management and control platform.

  2. Earnings releases

    Sell-side analysts forecast that Lattice Semiconductor will post 0.89 earnings per share for the current fiscal year.

  3. Leadership changes

    Lorenzo Flores joined the company as Chief Financial Officer

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

POWI

Power Integrations

through 2026-02-05
Earnings releases 12Leadership changes 6
  1. Earnings releases

    Net revenue for the fourth quarter was $103.2 million , down 13 percent from the prior quarter and down two percent from the fourth quarter of 2024.

  2. Leadership changes

    Jennifer Lloyd as the new CEO of NASDAQ-traded Power Integrations in San Jose, CA.

  3. Earnings releases

    For the full year 2025, net revenue was $443.5 million , up six percent compared to the prior year. GAAP net income was $22.1 million or $0.39 per diluted share compared to $0.56 per diluted share in the prior year.

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

CRDO

Credo

through 2025-07-02
Earnings releases 13
  1. Earnings releases

    Credo reported FY2025 revenue of $436.8M and net income of $52.2M in the official-filing series.

  2. Earnings releases

    Credo reported Q3 FY2025 revenue of $135.0M and net income of $29.4M in the official-filing series.

  3. Earnings releases

    Credo reported Q2 FY2025 revenue of $72.0M and net income of $-4.2M in the official-filing series.

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

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 latest filing revenue candidate pool ranked 31–38. 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 28 August 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

Credo has the widest attention-readiness rank gap

It ranks #1 by measured news attention (52.9%) and #5 by Prism readiness. The gap is a review flag, not evidence that either measure is wrong.

MaxLinear shows a price-operating divergence to inspect

Its displayed filing-revenue change is -47.6% while its available monthly-close return is +21.4%. The signs differ, but the two measures cover different windows and do not establish causality.

Explanations

Attention measures coverage volume, not quality

Credo's 52.9% 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 Applied Optoelectronics's company profile and inspect the underlying management, market-activity, innovation and risk evidence before relying on the 53/100 score.

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