Global Semiconductors Top Stock Picks from Analysts

Rigetti Computing

Market Cap: US$7.8b

Through its subsidiaries, builds quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

Alchip Technologies

Market Cap: NT$240.6b

Research, designs, and manufactures fabless application specific integrated circuits (ASIC) and system on a chip (SOC)in Japan, Taiwan, and China.

ASR Microelectronics

Market Cap: CN¥34.0b

A platform chip company, manufactures and sells wireless communication chips and semiconductor products in China.

Bestechnic (Shanghai)

Market Cap: CN¥33.8b

Engages in the research, design, development, manufacture, and sale of smart audio and video SoC chips in China.

Impinj

Market Cap: US$4.6b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

GCL Technology Holdings

Market Cap: HK$35.7b

Manufactures and sells polysilicon and wafers products in the People’s Republic of China and internationally.

eMemory Technology

Market Cap: NT$143.0b

Researches, develops, manufactures, and sells embedded flash memory products in Taiwan and internationally.

Allegro MicroSystems

Market Cap: US$4.5b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems.

Shanghai Aiko Solar EnergyLtd

Market Cap: CN¥28.2b

Engages in the research, manufacture, and sale of crystalline silicon solar cells.

ASMedia Technology

Market Cap: NT$87.7b

Engages in the design, development, and sale of high-speed switch, PCIe bridge, and USB controller integrated circuits in the Americas, Mainland China, Southeast Asia, Northeast Asia, and internationally.

Fortior Technology (Shenzhen)

Market Cap: CN¥18.9b

Provides driver and control IC chips for various motor systems in Asian, North American, and European markets.

Silergy

Market Cap: NT$69.8b

Designs, manufactures, and sales of various integrated circuit products and related technical services in China and internationally.

Rorze

Market Cap: JP¥333.7b

Engages in the design, development, manufacture, and sale of automation systems for the semiconductor and flat panel display production worldwide.

Sino-American Silicon Products

Market Cap: NT$62.0b

Engages in the research and development, design, manufacturing, and sale of semiconductor silicon materials and related components, varistors, optoelectronics, and communication wafer materials.

ADATA Technology

Market Cap: NT$56.8b

Manufactures and sells memory products worldwide.

Changzhou Fusion New Material

Market Cap: CN¥11.8b

Engages in the research and development, production, and sale of conductive silver paste, electronic component paste, conductive adhesive, and semiconductor materials for photovoltaic industry in China and internationally.

Union Semiconductor (Hefei)

Market Cap: CN¥11.7b

Provides high-end advanced packaging and testing services for display driver chips in China.

Shanghai Anlogic Infotech

Market Cap: CN¥10.3b

Provides programmable logic device chips and software development supporting tools in China.

Photronics

Market Cap: US$1.2b

Engages in the manufacture and sale of photomask products and services in the United States, Taiwan, China, Korea, Europe, and internationally.

Jadard Technology

Market Cap: CN¥8.6b

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

MaxLinear

Market Cap: US$1.2b

Provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally.

Shanghai GenTech

Market Cap: CN¥8.3b

Provides process critical system solutions to customers in hi-tech and advanced manufacturing industries in China.

Focus Lightings Tech

Market Cap: CN¥7.9b

Engages in the research and development, production, and sale of compound optoelectronic semiconductor materials in China and internationally.

Techwing

Market Cap: ₩1.6t

Develops, manufactures, sells, and services semiconductor inspection equipment in South Korea and internationally.

Ultra Clean Holdings

Market Cap: US$1.0b

Develops and supplies critical subsystems, components and parts, and ultra-high purity cleaning and analytical services for the semiconductor industry in the United States and internationally.

Elite Advanced Laser

Market Cap: NT$31.3b

Provides electronic manufacturing services in Taiwan.

Soitec

Market Cap: €849.5m

Develops and manufactures semiconductor materials in Asia, Europe, and the United States.

Penguin Solutions

Market Cap: US$928.7m

Designs, builds, deploys and manages enterprise solutions worldwide.

JUSUNG ENGINEERINGLtd

Market Cap: ₩1.2t

Manufactures and sells semiconductor, display, solar, and lighting equipment in South Korea and internationally.

indie Semiconductor

Market Cap: US$722.6m

Provides automotive semiconductors and software solutions for advanced driver assistance systems, driver automation, in-cabin, connected car, and electrification applications.

SEALSQ

Market Cap: US$697.1m

Designs, develops, and markets semiconductors in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

X-FAB Silicon Foundries

Market Cap: €596.2m

Develops, produces, and sells analog/mixed-signal IC, micro-electro-mechanical systems, and silicon carbide products for automotive, medical, industrial, communication, and consumer sectors in the Europe, the United States, Asia, and internationally.

Smarter Microelectronics (Guangzhou)

Market Cap: CN¥4.9b

A chip design company, researches and develops, designs, and sells radio frequency (RF) front-end chips and modules in China.

SkyWater Technology

Market Cap: US$677.2m

Operates as a pure-play technology foundry that offers semiconductor development, manufacturing, and packaging services in the United States.

Sanken Electric

Market Cap: JP¥100.8b

Engages in the manufacture and sale of electric equipment and apparatus in Japan and internationally.

ITH

Market Cap: NT$19.1b

Engages in the provision of panel display and touch technology in Taiwan and internationally.