Global Semiconductors Top Stock Picks from Analysts

Cambricon Technologies

Market Cap: CN¥492.5b

Research, develops, design, and sells core chips in cloud server, edge computing, and terminal equipment in China.

Marvell Technology

Market Cap: US$68.0b

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

MetaX Integrated Circuits (Shanghai)

Market Cap: CN¥215.0b

MetaX Integrated Circuits (Shanghai) Co., Ltd.

Astera Labs

Market Cap: US$19.4b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

Credo Technology Group Holding

Market Cap: US$18.9b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

InnoScience (Suzhou) Technology Holding

Market Cap: HK$59.4b

InnoScience (Suzhou) Technology Holding Co., Ltd.

Rigetti Computing

Market Cap: US$5.9b

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

ASR Microelectronics

Market Cap: CN¥33.7b

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

Universal Display

Market Cap: US$4.8b

Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications.

Shanghai Aiko Solar EnergyLtd

Market Cap: CN¥31.9b

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

Bestechnic (Shanghai)

Market Cap: CN¥31.3b

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

GCL Technology Holdings

Market Cap: HK$35.2b

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

Hangzhou Lion ElectronicsLtd

Market Cap: CN¥25.1b

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.

Suzhou Novosense Microelectronics

Market Cap: CN¥23.9b

Suzhou Novosense Microelectronics Co., Ltd.

Impinj

Market Cap: US$3.4b

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

ASMedia Technology

Market Cap: NT$95.7b

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.

Maxio Technology (Hangzhou)

Market Cap: CN¥20.8b

Engages in the research and development, production, marketing, and sale of data management, general-purpose IP, and SOC chips in China.

Giantec Semiconductor

Market Cap: CN¥20.5b

Manufactures and sells integrated circuits in China and internationally.

Fortior Technology (Shenzhen)

Market Cap: CN¥18.1b

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

Ambarella

Market Cap: US$2.4b

Develops semiconductor solutions that enable artificial intelligence (AI) processing, advanced image signal processing, and high-definition (HD) and ultra-HD compression.

Emmvee Photovoltaic Power

Market Cap: ₹134.2b

Manufactures and sales solar cells, photovoltaic modules, and photovoltaic systems across India and Europe.

Radiant Opto-Electronics

Market Cap: NT$46.5b

Engages in the manufacture and sale of backlight modules and light guide plates for liquid crystal display panels (LCD) in Asia, Europe, and the United States.

SEALSQ

Market Cap: US$774.7m

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

Weebit Nano

Market Cap: AU$1.0b

Develops a non-volatile memory using a resistive random access memory technology based on fab-friendly materials in South Korea and the United States.

Vikram Solar

Market Cap: ₹61.9b

Manufactures and sells solar photovoltaic modules/systems in India and internationally.

Duk San NeoluxLtd

Market Cap: ₩918.7b

Develops and manufactures OLED materials for display industry in South Korea.

indie Semiconductor

Market Cap: US$577.0m

Provides automotive semiconductors and software solutions for advanced driver assistance systems, autonomous vehicles, connected car, user experience, and electrification applications.

CEVA

Market Cap: US$570.1m

Provides silicon and software intellectual property (IP) solutions to semiconductor and original equipment manufacturer companies in the United States, Europe, the Middle East, the Asia Pacific, and internationally.

SemiFive

Market Cap: ₩800.8b

Provides silicon solutions and system-on-chip (SoC) design services.

Chipsea Technologies (Shenzhen)

Market Cap: CN¥3.6b

A chip design company, focuses on the research and development, design, manufacturing, and sale of analog to digital converters (ADCs), microcontroller units (MCUs), measurement algorithms, and one-stop solutions for the Internet of Things in China and internationally.

ITH

Market Cap: NT$16.0b

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

Saatvik Green Energy

Market Cap: ₹44.2b

Manufactures and sells solar photovoltaic modules in India and internationally.

Datavault AI

Market Cap: US$414.9m

A data sciences technology company, owns and operates data management platforms with supercomputing capabilities in North America, Asia Pacific, Europe, and internationally.

Kopin

Market Cap: US$408.1m

Develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally.

Zilltek Technology

Market Cap: NT$11.9b

Engages in the design, research, development, manufacturing, and sale of sensor components and its application chipsets in Taiwan, China, and internationally.

RichWave Technology

Market Cap: NT$10.7b

Designs, develops, and sells radio frequency (RF) integrated circuits in Taiwan, China, Korea, and internationally.