Global Semiconductors Top Stock Picks from Analysts

Marvell Technology

Market Cap: US$53.4b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

Renesas Electronics

Market Cap: JP¥3.1t

Researches, develops, designs, manufactures, sells, and services semiconductors in Japan, China, rest of Asia, Europe, North America, and internationally.

Enphase Energy

Market Cap: US$6.2b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

HANMI Semiconductor

Market Cap: ₩7.7t

Manufactures and sells semiconductor equipment in South Korea and internationally.

CSI Solar

Market Cap: CN¥33.7b

Provides solar photovoltaic products and energy solutions in China and internationally.

Onto Innovation

Market Cap: US$4.6b

Engages in the design, development, manufacture, and support of process control tools that performs optical metrology and inspection worldwide.

JA Solar Technology

Market Cap: CN¥31.1b

Engages in the production and processing of monocrystalline silicon rods and monocrystalline silicon wafers primarily in China.

GCL Technology Holdings

Market Cap: HK$24.5b

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

Xinyi Solar Holdings

Market Cap: HK$22.2b

An investment holding company, produces, sells, and trades in solar glass products in Mainland China, rest of Asia, North America, Europe, and internationally.

Sumco

Market Cap: JP¥337.9b

Manufactures and sells silicon wafers for the semiconductor industry in Japan, the United States, China, Taiwan, Korea, and internationally.

Rorze

Market Cap: JP¥271.5b

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

GCL System Integration Technology

Market Cap: CN¥13.1b

GCL System Integration Technology Co., Ltd.

Vanchip (Tianjin) Technology

Market Cap: CN¥12.9b

Designs, manufactures, and sells radio frequency front end and high end analog chips in China.

ULVAC

Market Cap: JP¥241.6b

Engages in vacuum equipment and applications business in Japan and internationally.

ACM Research

Market Cap: US$1.5b

Develops, manufactures, and sells capital equipment worldwide.

Wuxi Autowell TechnologyLtd

Market Cap: CN¥10.4b

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

Shanghai GenTech

Market Cap: CN¥10.0b

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

Hongyuan Green EnergyLtd

Market Cap: CN¥9.6b

Engages in the research and development, production, and sale of precision machine tools in China.

HPSP

Market Cap: ₩1.8t

HPSP Co., Ltd manufactures and markets high pressure annealing semiconductor equipment in South Korea and internationally.

Photronics

Market Cap: US$1.3b

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

Gudeng Precision Industrial

Market Cap: NT$37.0b

Provides technology services worldwide.

JUSUNG ENGINEERINGLtd

Market Cap: ₩1.5t

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

Changzhou Fusion New Material

Market Cap: CN¥7.4b

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.

Elite Advanced Laser

Market Cap: NT$29.3b

Provides electronic manufacturing services in Taiwan.

JinkoSolar Holding

Market Cap: US$970.0m

Engages in the design, development, production, and marketing of photovoltaic products.

Micronics Japan

Market Cap: JP¥134.8b

Develops, manufactures, and sells body measuring instruments, semiconductor, and liquid crystal display inspection equipment worldwide.

Daqo New Energy

Market Cap: US$932.1m

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

Mitsui High-tec

Market Cap: JP¥131.9b

Produces and sells lead frames, precision tools, motor cores, and surface grinders for the electronics, automobile, and industrial machinery industries in Japan, China, and internationally.

Ultra Clean Holdings

Market Cap: US$917.0m

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.

Techwing

Market Cap: ₩1.2t

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

Wuxi DK Electronic MaterialsLtd

Market Cap: CN¥5.6b

A technology company, engages in the research and development, production, and sale of performance electronic materials for solar photovoltaic, display, lighting, and semiconductor in China.

PDF Solutions

Market Cap: US$737.4m

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, Taiwan, and internationally.

ISC

Market Cap: ₩1.0t

Develops, manufactures, and sells semiconductor test sockets worldwide.

Shibaura Mechatronics

Market Cap: JP¥97.3b

Produces and sells manufacturing equipment for flat panel displays (FPDs), semiconductors, and electronic components in Japan, Northeastern Asia, and internationally.

Tri Chemical Laboratories

Market Cap: JP¥89.8b

Provides chemical products for semiconductors, coating, optical fibers, solar cells, and compound semiconductors.

Cybrid Technologies

Market Cap: CN¥4.1b

Manufactures and sells thin film functional polymer materials in China.