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Chipmakers Outside Taiwan
TSMC manufactures roughly 90% of the world's most advanced chips, and almost all of it happens on a island 180km from mainland China. That concentration isn't a secret; it's a risk that governments, militaries, and supply chain managers are actively trying to solve. This watchlist tracks some of the foundries and chip manufacturers outside Taiwan that stand to absorb demand if that risk ever becomes reality, from US-backed pure-play foundries like GlobalFoundries and Intel, to Korean giants like Samsung and SK Hynix, to European specialists in automotive and power semiconductors.
Watching
10
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MU Micron Technology US$1,011.75n/aintrinsic discount 17.5%7D 44.8%3M The author hasn't set a fair value for MU | ||||||
A000660 SK hynix ₩1,649,000.00n/aintrinsic discount 15.7%7D -5.5%3M The author hasn't set a fair value for A000660 | ||||||
981 Semiconductor Manufacturing International HK$75.15n/aintrinsic discount 13.5%7D 9.7%3M The author hasn't set a fair value for 981 | ||||||
A005930 Samsung Electronics ₩265,500.00n/aintrinsic discount 10.9%7D -3.8%3M The author hasn't set a fair value for A005930 | ||||||
TSEM Tower Semiconductor US$263.73n/aintrinsic discount 4.4%7D 5.0%3M The author hasn't set a fair value for TSEM | ||||||
GFS GLOBALFOUNDRIES US$53.44n/aintrinsic discount 6.8%7D -19.9%3M The author hasn't set a fair value for GFS | ||||||
STMPA STMicroelectronics €49.06n/aintrinsic discount 2.6%7D -5.9%3M The author hasn't set a fair value for STMPA | ||||||
IFX Infineon Technologies €61.97n/aintrinsic discount -0.9%7D -4.1%3M The author hasn't set a fair value for IFX | ||||||
XFAB X-FAB Silicon Foundries €6.73n/aintrinsic discount -3.9%7D -6.1%3M The author hasn't set a fair value for XFAB |
Watching
10
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
MU Micron Technology 17.5%7D 44.8%3M | US$1,011.75 n/aintrinsic discount | The author hasn't set a fair value for MU | PE 22.6x | E 33.5% | US$1,501.98 | |
A000660 SK hynix 15.7%7D -5.5%3M | ₩1,649,000.00 n/aintrinsic discount | The author hasn't set a fair value for A000660 | PE 7.4x | E 26.1% | ₩3,168,656.34 | |
981 Semiconductor Manufacturing International 13.5%7D 9.7%3M | HK$75.15 n/aintrinsic discount | The author hasn't set a fair value for 981 | PE 78.8x | E 21.0% | HK$93.92 | |
A005930 Samsung Electronics 10.9%7D -3.8%3M | ₩265,500.00 n/aintrinsic discount | The author hasn't set a fair value for A005930 | PE 11.6x | E 31.7% | ₩470,155.64 | |
INTC Intel 6.1%7D -6.6%3M | US$103.49 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 9.5x | E 58.6% | US$114.88 | |
TSEM Tower Semiconductor 4.4%7D 5.0%3M | US$263.73 n/aintrinsic discount | The author hasn't set a fair value for TSEM | PE 102.7x | E 50.6% | US$321.32 | |
GFS GLOBALFOUNDRIES 6.8%7D -19.9%3M | US$53.44 n/aintrinsic discount | The author hasn't set a fair value for GFS | PE 41x | E 26.0% | US$76.76 | |
STMPA STMicroelectronics 2.6%7D -5.9%3M | €49.06 n/aintrinsic discount | The author hasn't set a fair value for STMPA | PE 108.7x | E 37.8% | €65.23 | |
IFX Infineon Technologies -0.9%7D -4.1%3M | €61.97 n/aintrinsic discount | The author hasn't set a fair value for IFX | PE 66.9x | E 35.0% | €85.79 | |
XFAB X-FAB Silicon Foundries -3.9%7D -6.1%3M | €6.73 n/aintrinsic discount | The author hasn't set a fair value for XFAB | PS 1.2x | E 51.1% | €7.52 |