Global semiconductor revenues grew 10% in 2020 with Intel (INTC), as usual, the largest vendor. Its stock price is up 37% YTD. MediaTek has also been doing well.
NASDAQ traded Micron Technology (MU) that has traditionally focused on DRAM has also done well. It is part of the NASDAQ-GS (Global Select market) which is the highest "market tier" on NASDAQ. The other tiers are the "Global Market" and "Capital Market". Micron's President and CEO is Berkeley-educated Sanjay Mehrotra, co-founder of SanDisk (now Western Digital).
"Memory, GPUs and 5G chipsets" are leading the growth, according to Gartner data. US President Joe Biden wants to expand US production and also address China competition.
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