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14 Small Publicly Traded Semiconductor Companies to Invest in Now

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On September 4, President Donald Trump said his administration will put tariffs on semiconductor imports from companies that will not move their production to the United States. Trump spoke about this before a dinner with CEOs of big technology companies.

The president said:

“Yeah, I have discussed it with the people here. Chips and semiconductors – we will be putting tariffs on companies that aren’t coming in.”

Trump did not say exactly when but he pointed out that the administration would be looking to impose a tariff “very shortly.”

He also did not say exactly how high the tariffs would be but described them as “fairly substantial” though not very high.

Trump explained that if companies come to build in the US, they will not have to pay these tariffs. Previously, in August, the president had said that the US would impose a tariff of about 100% on semiconductor imports, but only for companies that do not make chips in the US or have not committed to doing so.

Some of the biggest chip companies like Taiwan Semiconductor Manufacturing Company (TSMC) from Taiwan and South Korea’s Samsung Electronics and SK Hynix have already announced plans to invest in making chips in the US.

With this background in mind, let’s take a look at 14 small publicly traded semiconductor companies to invest in now.

Our Methodology

To compile our list of the 14 small publicly traded semiconductor companies to invest in now, we used stock screeners from Finviz and Yahoo Finance to look for semiconductor stocks with a market capitalization between $300 million and $5 billion as of September 19, 2025. Next, we focused on the top 14 stocks most favored by institutional investors. Data for the hedge fund sentiment surrounding each stock was taken from Insider Monkey’s Q2 2025 database of 983 elite hedge funds. Finally, the 14 small publicly traded semiconductor companies to invest in now were ranked in ascending order based on the number of hedge funds holding stakes in them as of Q2 2025.

Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

14 Small Publicly Traded Semiconductor Companies to Invest in Now

14. Arteris, Inc. (NASDAQ:AIP)

Market Capitalization: $420.95 Million

Number of Hedge Fund Holders: 18

Arteris, Inc. (NASDAQ:AIP) is one of the best small publicly traded semiconductor companies to invest in now. On August 25, Northland Securities maintained a Buy rating on Arteris, Inc. (NASDAQ:AIP) with a price target of $16.

Previously, on August 5, TD Cowen had also reiterated a Buy rating on Arteris, Inc. (NASDAQ:AIP) and raised the price target from $12 to $15. This decision came after the company reported results for the second quarter of 2025.

Arteris, Inc. (NASDAQ:AIP) reported earnings that surpassed expectations. The rise in revenue and strategic wins indicate a promising future for the company. Arteris, Inc. (NASDAQ:AIP) reported an Annual Contract Value (ACV) plus royalties of $69.1 million, up 15% compared to last year, growing to the highest level the company has ever reported. The company’s remaining performance obligations (RPO) rose by 28% year-over-year to $99.3 million, marking the highest level the company has ever reported.

Additionally, Arteris, Inc. (NASDAQ:AIP) is gaining new customers, including big names like AMD. The company shared that AMD has agreed to use FlexGen, the company’s smart network-on-chip technology that will provide high-performance data transport in AMD chiplets and power AI across AMD’s broad portfolio.

As of September 19, analysts are bullish on Arteris, Inc. (NASDAQ:AIP). The 1-year median price target of $14.50 set by analysts indicates a potential upside of 46.91% from current levels.

Arteris, Inc. (NASDAQ:AIP) is a leading provider of semiconductor system IP and integration automation software for system-on-chip (SoC) development.

13. Wolfspeed, Inc. (NYSE:WOLF)

Market Capitalization: $348.95 Million

Number of Hedge Fund Holders: 19

Wolfspeed, Inc. (NYSE:WOLF) is one of the best small publicly traded semiconductor companies to invest in now. On September 10, Wolfspeed, Inc. (NYSE:WOLF) announced the commercial launch of its 200mm silicon carbide (SiC) materials products.

The company first offered 200mm SiC to select customers. Encouraged by the positive feedback and response, Wolfspeed, Inc. (NYSE:WOLF) decided to make these products available to the broader market.

Additionally, the company is offering 200mm SiC epitaxy for immediate qualification. When combined with Wolfspeed, Inc.’s (NYSE:WOLF) 200mm bare wafers, this delivers strong scalability and higher quality to enable the next generation of high-performance power devices.

According to the report by Wolfspeed, Inc. (NYSE:WOLF), these advancements will help device makers to improve the production yield of MOSFETs, speed up time-to-market, and offer stronger solutions in areas like automotive, renewable energy, and industrial applications.

Wolfspeed, Inc. (NYSE:WOLF) is an American company that develops and manufactures wide-bandgap semiconductors. The company focuses on silicon carbide materials and power devices for various applications such as electric vehicles, fast charging, and renewable energy and storage.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!