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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 | |
|---|---|---|---|---|---|---|
981 Semiconductor Manufacturing International HK$79.65n/aintrinsic discount 2.6%7D 36.7%3M The author hasn't set a fair value for 981 | ||||||
TSEM Tower Semiconductor US$222.75n/aintrinsic discount 1.7%7D 9.4%3M The author hasn't set a fair value for TSEM | ||||||
MU Micron Technology US$979.30n/aintrinsic discount 0.4%7D 132.8%3M The author hasn't set a fair value for MU | ||||||
STMPA STMicroelectronics €62.00n/aintrinsic discount -1.2%7D 82.9%3M The author hasn't set a fair value for STMPA | ||||||
GFS GLOBALFOUNDRIES US$68.97n/aintrinsic discount -1.2%7D 41.0%3M The author hasn't set a fair value for GFS | ||||||
XFAB X-FAB Silicon Foundries €7.76n/aintrinsic discount -1.3%7D 49.5%3M The author hasn't set a fair value for XFAB | ||||||
IFX Infineon Technologies €72.48n/aintrinsic discount -6.3%7D 69.2%3M The author hasn't set a fair value for IFX | ||||||
A005930 Samsung Electronics ₩285,000.00n/aintrinsic discount -7.9%7D 38.3%3M The author hasn't set a fair value for A005930 | ||||||
A000660 SK hynix ₩2,180,000.00n/aintrinsic discount -10.1%7D 112.3%3M The author hasn't set a fair value for A000660 |
Watching
10
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
981 Semiconductor Manufacturing International 2.6%7D 36.7%3M | HK$79.65 n/aintrinsic discount | The author hasn't set a fair value for 981 | PE 125.2x | E 25.6% | HK$86.78 | |
TSEM Tower Semiconductor 1.7%7D 9.4%3M | US$222.75 n/aintrinsic discount | The author hasn't set a fair value for TSEM | PE 102.3x | E 46.0% | US$313.83 | |
MU Micron Technology 0.4%7D 132.8%3M | US$979.30 n/aintrinsic discount | The author hasn't set a fair value for MU | PE 21.9x | E 32.8% | US$1,486.00 | |
STMPA STMicroelectronics -1.2%7D 82.9%3M | €62.00 n/aintrinsic discount | The author hasn't set a fair value for STMPA | PS 5.1x | E 41.0% | €67.32 | |
GFS GLOBALFOUNDRIES -1.2%7D 41.0%3M | US$68.97 n/aintrinsic discount | The author hasn't set a fair value for GFS | PE 48.6x | E 24.1% | US$81.00 | |
XFAB X-FAB Silicon Foundries -1.3%7D 49.5%3M | €7.76 n/aintrinsic discount | The author hasn't set a fair value for XFAB | PE 61.4x | E 39.9% | €7.75 | |
IFX Infineon Technologies -6.3%7D 69.2%3M | €72.48 n/aintrinsic discount | The author hasn't set a fair value for IFX | PE 87.7x | E 33.5% | €84.71 | |
A005930 Samsung Electronics -7.9%7D 38.3%3M | ₩285,000.00 n/aintrinsic discount | The author hasn't set a fair value for A005930 | PE 22.7x | E 36.9% | ₩487,814.50 | |
INTC Intel -8.7%7D 76.1%3M | US$109.84 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 10.3x | E 46.1% | US$101.95 | |
A000660 SK hynix -10.1%7D 112.3%3M | ₩2,180,000.00 n/aintrinsic discount | The author hasn't set a fair value for A000660 | PE 20.5x | E 43.8% | ₩3,221,475.27 |