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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 | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
STMPA STMicroelectronics €62.7835.3% overvalued intrinsic discount 0.3%7D 115.9%3M | ||||||
IFX Infineon Technologies €77.3853.8% overvalued intrinsic discount -1.2%7D 98.6%3M | ||||||
XFAB X-FAB Silicon Foundries €7.8617.4% overvalued intrinsic discount -1.7%7D 66.9%3M | ||||||
981 Semiconductor Manufacturing International HK$77.608.1% undervalued intrinsic discount -3.0%7D 52.2%3M | ||||||
INTC Intel US$120.3576.0% undervalued intrinsic discount -6.2%7D 138.9%3M | ||||||
A005930 Samsung Electronics ₩309,500.0048.0% overvalued intrinsic discount -8.8%7D 66.2%3M | ||||||
A000660 SK hynix ₩2,425,000.0022.5% undervalued intrinsic discount -9.3%7D 176.8%3M | ||||||
TSEM Tower Semiconductor US$219.0530.2% undervalued intrinsic discount -12.3%7D 10.7%3M | ||||||
GFS GLOBALFOUNDRIES US$69.8436.1% overvalued intrinsic discount -12.5%7D 59.6%3M | ||||||
MU Micron Technology US$975.5633.1% undervalued intrinsic discount -13.8%7D 166.4%3M |
Watching
10
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
STMPA STMicroelectronics 0.3%7D 115.9%3M | €62.78 35.3% overvalued intrinsic discount | PS 5.2x | E 40.7% | €66.05 | ||
IFX Infineon Technologies -1.2%7D 98.6%3M | €77.38 53.8% overvalued intrinsic discount | PE 93.6x | E 32.0% | €83.46 | ||
XFAB X-FAB Silicon Foundries -1.7%7D 66.9%3M | €7.86 17.4% overvalued intrinsic discount | PE 62.3x | E 37.3% | €6.69 | ||
981 Semiconductor Manufacturing International -3.0%7D 52.2%3M | HK$77.60 8.1% undervalued intrinsic discount | PE 114.2x | E 25.2% | HK$84.40 | ||
INTC Intel -6.2%7D 138.9%3M | US$120.35 76.0% undervalued intrinsic discount | PS 11.3x | E 45.4% | US$100.88 | ||
A005930 Samsung Electronics -8.8%7D 66.2%3M | ₩309,500.00 48.0% overvalued intrinsic discount | PE 24.7x | E 36.6% | ₩468,075.53 | ||
A000660 SK hynix -9.3%7D 176.8%3M | ₩2,425,000.00 22.5% undervalued intrinsic discount | PE 22.9x | E 43.9% | ₩3,170,123.92 | ||
TSEM Tower Semiconductor -12.3%7D 10.7%3M | US$219.05 30.2% undervalued intrinsic discount | PE 100.6x | E 46.0% | US$313.83 | ||
GFS GLOBALFOUNDRIES -12.5%7D 59.6%3M | US$69.84 36.1% overvalued intrinsic discount | PE 49.2x | E 24.1% | US$81.00 | ||
MU Micron Technology -13.8%7D 166.4%3M | US$975.56 33.1% undervalued intrinsic discount | PE 21.8x | E 32.6% | US$1,486.00 |