Chinese Semiconductors Top Stock Picks from Analysts

Montage Technology

Market Cap: CN¥224.9b

An integrated circuit (IC) design company, provides IC-based solutions for cloud computing and AI infrastructure in the People’s Republic of China.

Nexchip Semiconductor

Market Cap: CN¥100.6b

Engages in the research, development, production, and sale of integrated circuit related products in China and internationally.

LONGi Green Energy Technology

Market Cap: CN¥89.6b

Manufactures and sells monocrystalline silicon wafers, solar modules, and green hydrogen equipment in China, Europe, the Asia Pacific, and the United States.

Guobo Electronics

Market Cap: CN¥46.1b

Engages in the research, development, production, and sale of active phased array transmitter and receiver components and radio frequency integrated circuits in China.

TongweiLtd

Market Cap: CN¥46.1b

Engages in the production and sales of industrial silicon and high-purity crystalline silicon for solar energy, chemical products, silicon rods, silicon wafers, solar cells, and modules in China and internationally.

Jinko Solar

Market Cap: CN¥41.2b

Engages in the research, development, manufacturing, and sale of photovoltaic products and clean energy solutions in China, Europe, America, the Asia Pacific, and internationally.

CSI Solar

Market Cap: CN¥33.2b

Designs, processes, produces, and sells solar modules and photovoltaic systems in China and internationally.

Hangzhou Lion ElectronicsLtd

Market Cap: CN¥32.7b

Engages in the research and development, production, and sale of semiconductor silicon wafers and power devices, and compound semiconductor radio frequency chips in China and internationally.

Trina Solar

Market Cap: CN¥27.9b

Engages in the research and development, production, and sales of photovoltaic (PV) modules in China, Europe, North and Latin America, the United States, Japan, the Asia Pacific, the Middle East, and Africa.

Shanghai Aiko Solar EnergyLtd

Market Cap: CN¥25.9b

Engages in the research and development, manufacture, and sale of photovoltaic products in China.

JA Solar Technology

Market Cap: CN¥23.4b

Engages in the production and sales of monocrystalline silicon rods and wafers in Europe, Africa, China, the United States, Asia, Oceania, and internationally.

Shenzhen S.C New Energy Technology

Market Cap: CN¥19.8b

Engages in the research, development, production, and sale of photovoltaic solar cell manufacturing equipment in China and internationally.

Great Microwave Technology

Market Cap: CN¥18.6b

Engages in the research, development, production, and sale of integrated circuit chips and microsystems in China.

LAPLACE Renewable Energy Technology

Market Cap: CN¥15.3b

LAPLACE Renewable Energy Technology Co., Ltd.

Shanghai Anlogic Infotech

Market Cap: CN¥14.6b

Provides programmable logic device chips and software development supporting tools in China, Hong Kong, Macao, Taiwan, and internationally.

Wuxi Autowell TechnologyLtd

Market Cap: CN¥12.3b

Manufactures and sells automation equipment for photovoltaic equipment, lithium battery equipment, and semiconductor industries in China and internationally.

Hainan Drinda New Energy Technology

Market Cap: CN¥11.4b

Hainan Drinda New Energy Technology Co., Ltd.

Risen EnergyLtd

Market Cap: CN¥10.9b

Provides solar modules in China.

Wuxi DK Electronic MaterialsLtd

Market Cap: CN¥9.3b

An electronic materials company, engages in the research and development, production, and sale of conductive pastes for solar photovoltaic, display, lighting, and semiconductor fields in China.

Jadard Technology

Market Cap: CN¥7.4b

Engages in the research, design, development, and sale of mobile smart terminals in China and internationally.

Qingdao Gaoce Technology

Market Cap: CN¥7.1b

Engages in the research, development, production, and sale of cutting equipment and consumables in China and internationally.

Cybrid Technologies

Market Cap: CN¥4.7b

Engages in the research, development, production, and sale of functional polymer materials in the form of films and adhesives in China and internationally.