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 8

Name: Semiconductors And Related Devices Stocks in USA: Revenue Cohort 8 comparison snapshot
Creator: Fliar BI Prism

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 leaderSiTime · 49

Strongest available pathAXT · +618.8%

Widest latest marginSiTime · -13.1%

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 #1SITM · Nasdaq

SiTime

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

Founded 2004Sunnyvale, California$16.78B market cap

View full Companies Radar profile

49Cautious

Snapshot price$557.9as of page date

Monthly-close return+181.9%five-year window

FY2025 revenue$0.33BSITIME Corp

Net margin-13.1%FY2025

P/E snapshot914.5xone ratio, not a verdict

Prism attention17.7%share across these five

Filing track recordRevenue, USD billions

+49.3%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 10.5%

52-week position49% through range

$222.1$901.8

News mentions953

Community mentions20partial coverage

U.S.-scope patents234

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal76/100
Management stability90/100
Market position26/100
Capital-event signal30/100
Innovation pulse0/100

Management signal

No leadership-churn flag in the model; 2 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 15 M&A involvements, 3 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 #2AMBA · Nasdaq

Ambarella

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

Founded 2004Santa Clara, California$3.10B market cap

View full Companies Radar profile

45Cautious

Snapshot price$70.63as of page date

Monthly-close return-31.3%five-year window

FY2026 revenue$0.39BAMBARELLA INC

Net margin-19.4%FY2026

P/E snapshot61.6xone ratio, not a verdict

Prism attention34.8%share across these five

Filing track recordRevenue, USD billions

+17.7%

FY2022–FY2026 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 4.2%

52-week position46% through range

$48.30$96.69

News mentions1.9K

Community mentions0partial coverage

U.S.-scope patents419

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal79/100
Management stability90/100
Market position3/100
Capital-event signal5/100
Innovation pulse17/100

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 1 M&A involvements, 0 asset-acquisition events and 1 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 #3FTCI · Nasdaq

FTC Solar

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

Founded 2017WILMINGTON$42.1M market cap

View full Companies Radar profile

38Cautious

Snapshot price$2.55as of page date

Monthly-close return-97.8%five-year window

FY2025 revenue$0.10BFTC Solar, Inc.

Net margin-79.8%FY2025

P/E snapshot-11.2xone ratio, not a verdict

Prism attention6.0%share across these five

Filing track recordRevenue, USD billions

-63.2%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR -22.1%

52-week position5% through range

$1.99$12.75

News mentions321

Community mentions0partial coverage

U.S.-scope patents95

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal38/100
Management stability90/100
Market position15/100
Capital-event signal25/100
Innovation pulse17/100

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 2 M&A involvements, 1 asset-acquisition events and 2 contract events.

Innovation activity

Prism records 2 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 #4INDI · Nasdaq

Indie Semiconductor

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

Founded 2007Aliso Viejo, California$798.7M market cap

View full Companies Radar profile

33Cautious

Snapshot price$3.78as of page date

Monthly-close return-60.0%five-year window

FY2025 revenue$0.22Bindie Semiconductor, Inc.

Net margin-65.8%FY2025

P/E snapshot45.8xone ratio, not a verdict

Prism attention10.2%share across these five

Filing track recordRevenue, USD billions

+349.0%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 45.6%

52-week position39% through range

$2.32$6.05

News mentions548

Community mentions0partial coverage

U.S.-scope patents153

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal41/100
Management stability90/100
Market position8/100
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 4 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 #5AXTI · Nasdaq

AXT

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

Founded 1986Fremont, California$3.84B market cap

View full Companies Radar profile

30Cautious

Snapshot price$58.63as of page date

Monthly-close return+618.8%five-year window

FY2025 revenue$0.09BAXT INC

Net margin-24.1%FY2025

P/E snapshot1954.3xone ratio, not a verdict

Prism attention31.3%share across these five

Filing track recordRevenue, USD billions

-35.7%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Revenue derived as cost of revenue plus gross profit for FY2024 · CAGR -10.5%

52-week position40% through range

$2.83$143.2

News mentions1.7K

Community mentions0partial coverage

U.S.-scope patents12741

Prism InsightsWhat 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.

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

+618.8%

SiTime

+181.9%

Ambarella

-31.3%

Indie Semiconductor

-60.0%

FTC Solar

-97.8%

Latest revenue

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

Ambarella

$0.39B

SiTime

$0.33B

Indie Semiconductor

$0.22B

FTC Solar

$0.10B

AXT

$0.09B

Latest profit margin

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

SiTime

-13.1%

Ambarella

-19.4%

AXT

-24.1%

Indie Semiconductor

-65.8%

FTC Solar

-79.8%

Prism news attention

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

Ambarella

34.8%

AXT

31.3%

SiTime

17.7%

Indie Semiconductor

10.2%

FTC Solar

6.0%

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

Ambarella leads the conversation

It holds 34.8% of measured semiconductors and related devices news attention and also carries the basket's largest revenue base at $0.39B.

Price path

AXT leads the available price paths

Its monthly-close return is +618.8% for the five-year window. At the other end, FTC Solar is -97.8% for its five-year window. Windows printed on each card must be compared carefully; price history is not a forecast.

Profitability

SiTime has the widest latest margin

Its FY2025 net margin is -13.1%. 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

FTC Solar shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at -11.2x while its five-year window price return is -97.8%. 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 · SITM

SiTime

953available Prism news records

Prism top themes

Price action & investor response

Earnings & financial performance

Capital allocation & transactions

Leadership & governance

Legal, arbitration & regulatory

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

News-volume growth

+71.9%287 latest 12m vs 167 prior 12m

Machine-classified coverage tone

97.1% positive-0.4 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 36stock performance 29share price 25clock oscillators 20earnings report 19timing crystals 18quarterly results 18stock indices 16

Keyword tag occurrences in available Prism news records.

Coverage: 2010-03-23–2026-06-19 · trend and themes shown through 2026-06

Areas of research · AMBA

Ambarella

1,877available Prism news records

Prism top themes

Earnings & financial performance

222

Price action & investor response

120

Macro demand & rates

Capital allocation & transactions

Leadership & governance

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

News-volume growth

-8.6%296 latest 12m vs 324 prior 12m

Machine-classified coverage tone

92.0% positive-2.7 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 57earnings report 42stock price 29annual earnings 27quarterly results 25earnings surprises 25revenue beats 22quarterly financials 21

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-11–2026-06-18 · trend and themes shown through 2026-06

Areas of research · AXTI

AXT

1,689available Prism news records

Prism top themes

Price action & investor response

199

Legal, arbitration & regulatory

Earnings & financial performance

Leadership & governance

Capital allocation & transactions

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

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.

SITM

SiTime

through 2026-03-30

Earnings releases 19M&A 11Asset acquisitions 3Leadership changes 3Lawsuits 2

2026-03-30
Business contracts
SiTime, which manufactures time-keeping mechanical systems for electronics, has leased 149,300 square feet across two office buildings in Santa Clara
2026-02-06
Asset acquisitions
Sidley is representing Renesas Electronics Corporation (TSE: 6723), a premier supplier of advanced semiconductors, in the sale of certain assets related to Renesas’ timing business to SiTime Corporation (NASDAQ: SITM), the Precision Timing company, for US$1.5 billion in cash and approximately 4.13 million shares of SiTime common stock, subject to a potential adjustment and a collar determined by the 10-day volume weighted average price (“VWAP”) as of three trading days prior to the execution of the asset purchase agreement.
2026-02-06
M&A
SiTime, the precision timing company, agreed to acquire the timing business of Renesas Electronics, a supplier of advanced semiconductors, for $2.9bn.

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

AMBA

Ambarella

through 2026-02-26

Earnings releases 39Board updates 1Leadership changes 1

2026-02-26
Earnings releases
Ambarella, Inc. (NASDAQ: AMBA), an edge Al semiconductor company, today announced fourth quarter and full year fiscal 2026 financial results for the period ended January 31, 2026.
2025-04-04
Board updates
On April 2, 2025, Anne De Greef-Safft informed Ambarella, Inc. that she will not stand for re-election to the Board of Directors at the Company’s 2025 annual meeting of shareholders, when her term will expire.
2025-02-28
Leadership changes
On February 25, 2025, Ambarella, Inc. appointed Chantelle Breithaupt as an independent director and a member of the Audit Committee, effective immediately.

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

FTCI

FTC Solar

through 2026-03-07

Earnings releases 39Leadership changes 7Business contracts 2M&A 2Asset acquisitions 1

2026-03-07
Earnings releases
FTC Solar reported total revenue of 32.9 million dollars.
2026-02-24
Asset acquisitions
Last year, FTC entered into a purchase agreement to acquire the remaining 55% stake in steel manufacturer Alpha Steel for nearly US$2.7 million.
2026-02-24
Business contracts
The deal, financial details about which were kept under wraps, has a three-year term and covers the delivery of a combination of 1P and 2P tracker technologies, FTC said on Tuesday.

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

INDI

Indie Semiconductor

through 2026-02-19

Earnings releases 16Leadership changes 5M&A 2Company announcements 1

2026-02-19
Earnings releases
Q4 revenue was $58.0 million.
2025-10-11
M&A
indie Semiconductor, Inc. (NASDAQ:INDI) announced its definitive agreement to acquire emotion3D GmbH.
2024-07-02
Leadership changes
indie Semiconductor, Inc. (NASDAQ:INDI), an Autotech solutions innovator, today announced the appointment of Mark Tyndall as Executive Vice President responsible for Corporate Development and Investor Relations.

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

2026-04-20
Listing / IPO
AXT announced a public offering of common stock
2025-10-31
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.
2025-05-01
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.

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

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 36–43. 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

SiTime leads the readiness ranking

Its Prism readiness score is 49/100, the highest in this five-company comparison.

Open SiTime in Companies Radar

Scale and margin leadership sit with Ambarella and SiTime

Ambarella has the largest displayed latest revenue at $0.39B; SiTime has the widest displayed latest margin at -13.1%.

Open Ambarella in Companies Radar Open SiTime in Companies Radar

Comparisons

Strongest versus weakest available price path

AXT is +618.8% for its five-year window; FTC Solar is -97.8% for its five-year window.

Open AXT in Companies Radar Open FTC Solar in Companies Radar

Largest versus smallest displayed revenue base

The latest displayed revenue ranges from $0.39B for Ambarella to $0.09B for AXT. Entity and filing-period labels remain visible on the company cards.

Open Ambarella in Companies Radar Open AXT in Companies Radar

Anomalies

AXT has the widest attention-readiness rank gap

It ranks #2 by measured news attention (31.3%) and #5 by Prism readiness. The gap is a review flag, not evidence that either measure is wrong.

Open AXT in Companies Radar

AXT shows a price-operating divergence to inspect

Its displayed filing-revenue change is -35.7% while its available monthly-close return is +618.8%. The signs differ, but the two measures cover different windows and do not establish causality.

Open AXT in Companies Radar

Explanations

Attention measures coverage volume, not quality

Ambarella's 34.8% 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.

Open Ambarella in Companies Radar

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 SiTime's company profile and inspect the underlying management, market-activity, innovation and risk evidence before relying on the 49/100 score.

Open SiTime in Companies Radar

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.

Open AXT in Companies Radar

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.