Global Semiconductors Solid Balance Sheet and Fundamentals

NVIDIA

Market Cap: US$5.1t

Operates as a data center scale AI infrastructure company.

ASPEED Technology

Market Cap: NT$699.4b

Operates as a fabless integrated circuit (IC) design company in Taiwan, China, the United States, and internationally.

Lam Research

Market Cap: US$396.8b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

eMemory Technology

Market Cap: NT$245.0b

Engages in the research, development, manufacturing, and sales of embedded flash memory in Taiwan and internationally.

Jentech Precision Industrial

Market Cap: NT$563.5b

Manufactures, processes, and trades in precision tooling, and electronic parts and components in Taiwan and China.

Global Unichip

Market Cap: NT$623.8b

Engages in the research and development, production, testing, and sale of embedded memory and logic components, analog components, cell libraries, and EDA tools for various IC applications.

SK hynix

Market Cap: ₩1673.7t

Research, develops manufactures, and sells semiconductor devices in Korea, China, rest of Asia, the United States, and Europe.

ASML Holding

Market Cap: €536.4b

Provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.

Micron Technology

Market Cap: US$1.2t

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Hon. Precision

Market Cap: NT$1.4t

Engages in the manufacture and sale of machinery and related components, automatic control equipment engineering, and machinery installations in Taiwan.

HANMI Semiconductor

Market Cap: ₩27.8t

Manufactures and sells semiconductor equipment in South Korea and internationally.

Applied Materials

Market Cap: US$357.2b

Provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally.

Advantest

Market Cap: JP¥18.6t

Manufactures and sells semiconductors, component test systems, and mechatronics-related products in Japan, rest of Asia, the Americas, and Europe.

Cambricon Technologies

Market Cap: CN¥777.8b

Engages in the research, development, design, and sale of core AI chips for terminal devices in China.

Teradyne

Market Cap: US$58.6b

Engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

VM

Market Cap: ₩1.4t

Manufactures and sells dry etcher systems that are used for semiconductor production process in South Korea and internationally.

HPSP

Market Cap: ₩3.8t

Manufactures and sells high pressure annealing semiconductor equipment for the semiconductor industry in South Korea.

Taiwan Semiconductor Manufacturing

Market Cap: NT$61.1t

Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.

Lasertec

Market Cap: JP¥3.4t

Engages in the design, manufacture, and sale of inspection and measurement equipment in Japan, South Korea, Taiwan, Other Asia, the United States.

Tokyo Electron

Market Cap: JP¥23.9t

Develops, manufactures, and sells semiconductor production equipment in Japan, South Korea, Taiwan, China, North America, Europe, and internationally.

Disco

Market Cap: JP¥6.9t

Manufactures and sells precision cutting, grinding, and polishing machines in Japan and internationally.

Rockchip Electronics

Market Cap: CN¥75.4b

Operates as a fabless IC design company focusing on Intelligent IoT in China.

ASM International

Market Cap: €42.4b

Engages in the research, development, manufacturing, marketing, and servicing of equipment and materials used to produce semiconductor devices in the United States, Europe, and Asia.

AIMECHATEC

Market Cap: JP¥111.9b

Develops, manufactures, and sells for flat panel display equipment in Japan, Taiwan, China, South Korea, and internationally.

Waaree Energies

Market Cap: ₹890.6b

Manufactures and exports solar photovoltaic modules for residential, commercial, industrial, and institutional projects.