Global Semiconductors Top Stock Picks from Analysts

Micron Technology

Market Cap: US$1.0t

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

SK hynix

Market Cap: ₩1223.0t

Through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.

Kioxia Holdings

Market Cap: JP¥28.1t

Engages in research, development, manufacturing, sales, and other services of memory and related products for solid state drives (SSDs) and storage and smart devices in Japan, North America, Europe, and Asia.

Cambricon Technologies

Market Cap: CN¥634.8b

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

Infineon Technologies

Market Cap: €71.5b

Develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas.

Hygon Information Technology

Market Cap: CN¥538.3b

Engages in the research and development of processors, accelerators, and other computing chip products and systems in China.

STMicroelectronics

Market Cap: €38.0b

Designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

Cerebras Systems

Market Cap: US$44.1b

Operates as an artificial intelligence infrastructure company.

GigaDevice Semiconductor

Market Cap: CN¥278.5b

Engages in the research, development, technical support, and sale of memory, microcontrollers, sensors, and analog chips.

Moore Threads Technology

Market Cap: CN¥250.5b

Engages in the development of GPU chips and related products.

Montage Technology

Market Cap: CN¥237.5b

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

GLOBALFOUNDRIES

Market Cap: US$25.2b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally.

Tower Semiconductor

Market Cap: US$23.9b

An independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe.

Technoprobe

Market Cap: €17.6b

Produces and sells electronic circuits in Italy, Asia, the United States, and rest of Europe.

MKS

Market Cap: US$18.2b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.

MPI

Market Cap: NT$548.7b

Manufactures, processes, repairs, imports/exports, and trades in semiconductor manufacturing and testing equipment in Taiwan, China, the United States, Singapore, Korea, and internationally.

IonQ

Market Cap: US$16.3b

Develops quantum computing systems in the United States, Switzerland, and Internationally.

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥86.5b

Provides platform-based custom silicon and semiconductor IP licensing services in China and internationally.

Shanghai Iluvatar CoreX Semiconductor

Market Cap: HK$94.1b

Shanghai Iluvatar CoreX Semiconductor Co., Ltd.

Amkor Technology

Market Cap: US$11.9b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Shanghai Biren Technology

Market Cap: HK$92.5b

Operates as a graphics processing unit (GPU) developer that researches and develops general computing systems.

Nexchip Semiconductor

Market Cap: CN¥78.6b

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

Semtech

Market Cap: US$11.3b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Rambus

Market Cap: US$9.4b

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

Silicon Motion Technology

Market Cap: US$8.2b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in China, Japan, Singapore, Taiwan, Korea, the United States, and internationally.

WinWay Technology

Market Cap: NT$228.0b

Designs, processes, and sells optoelectronic product test fixtures, integrated circuit test interfaces, and fixtures and their components in Taiwan, the Americas, China, Asia, Europe, and Canada.

Guobo Electronics

Market Cap: CN¥46.0b

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

Jinko Solar

Market Cap: CN¥44.6b

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

Rigetti Computing

Market Cap: US$5.5b

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

CSI Solar

Market Cap: CN¥36.5b

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

InnoScience (Suzhou) Technology Holding

Market Cap: HK$40.4b

InnoScience (Suzhou) Technology Holding Co., Ltd.

eMemory Technology

Market Cap: NT$163.9b

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

Shanghai Fudan Microelectronics Group

Market Cap: HK$39.9b

Engages in the design, development, and sale of integrated circuit products in Mainland China and internationally.

Hangzhou Lion ElectronicsLtd

Market Cap: CN¥33.3b

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.

AP Memory Technology

Market Cap: NT$142.7b

Designs, develops, licenses, manufactures, and sells customized memory-related integrated circuit (IC) chip products and technologies in China, Singapore, Taiwan, Europe, the United States, and internationally.

Trina Solar

Market Cap: CN¥29.1b

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.