Global Semiconductors Top Stock Picks from Analysts

ASMedia Technology

Market Cap: NT$107.1b

A fabless IC design company, engages in the design, development, production, manufacture, and sale of high-speed analogue circuit products in the United States, Taiwan, China, Southeast Asia, Northeast Asia, and internationally.

Silergy

Market Cap: NT$92.0b

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

Power Integrations

Market Cap: US$2.2b

Designs, develops, manufactures, and markets analog and mixed-signal integrated circuits (ICs), and other electronic components and circuitry used in high-voltage power conversion.

ITH

Market Cap: NT$20.7b

Provides panel display and touch integrated single chip in Taiwan and internationally.

Skytech

Market Cap: NT$17.3b

Engages in the semiconductor and related technology industries.

Weebit Nano

Market Cap: AU$745.1m

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

BaTeLab

Market Cap: HK$3.3b

Engages in the research, development, and sale of analog integrated circuit (IC) patterned wafers used in packaging and testing solutions in China.

Blaize Holdings

Market Cap: US$403.3m

Provides artificial intelligence (AI)-enabled edge computing solutions.

Alfa Solar Enerji Sanayi ve Ticaret

Market Cap: ₺16.2b

Engages in the manufacture and sale of solar panels.

DIT

Market Cap: ₩319.6b

Provides image processing and optical solutions in South Korea.

Valens Semiconductor

Market Cap: US$194.7m

Provides semiconductor products for the audio-video and automotive industries in Israel, China, Hong Kong, Portugal, the United States, Japan, Germany, Hungary, and internationally.

Datavault AI

Market Cap: US$156.4m

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

Sequans Communications

Market Cap: US$143.2m

Engages in the fabless designing, developing, and supplying of cellular semiconductor solutions for massive and broadband internet of things markets.

Sivers Semiconductors

Market Cap: SEK 1.2b

Through its subsidiaries, develops, manufactures, and sells chips, components, modules, and subsystems in North America, Europe, and Asia.

Magnachip Semiconductor

Market Cap: US$115.7m

Designs, manufactures, and supplies analog and mixed-signal semiconductor platform solutions for communications, the Internet of Things, consumer, computing, industrial, and automotive applications.

Intchains Group

Market Cap: US$111.4m

Engages in the provision of altcoin mining products in the People’s Republic of China.

IQE

Market Cap: UK£71.3m

Develops, manufactures, and sells advanced semiconductor materials.

Laster Tech

Market Cap: NT$2.7b

Engages in the manufacture and sale of LED chips and components in Taiwan, China, and Thailand.

GCT Semiconductor Holding

Market Cap: US$83.8m

Operates as a fabless semiconductor company, designs, develops, and markets integrated circuits for the wireless semiconductor industry.

Yield Microelectronics

Market Cap: NT$2.3b

Provides embedded non-volatile memory (eNVM) silicon intellectual property (IP) products in Taiwan.

Kromek Group

Market Cap: UK£40.0m

Develops, manufactures, and sells radiation detection components and devices for the advanced imaging, CBRN detection, and biological threat detection markets.

BeammWave

Market Cap: SEK 358.0m

Provides single radio chips with fully integrated antennas in Sweden.

MEMSCAP

Market Cap: €30.8m

Provides micro-electro-mechanical systems (MEMS) based solutions for aerospace and defense, optical communications, medical, and biomedical markets worldwide.

CyanConnode Holdings

Market Cap: UK£24.6m

Designs, develops, and sells narrowband radio frequency (RF) mesh and cellular networks that enable Omni Internet of Things (IoT) communications in India, the United Arab Emirates, and internationally.

Peraso

Market Cap: US$7.5m

A fabless semiconductor company, develops, markets, and sells semiconductor devices and antenna modules in North America, Hong Kong, Taiwan, and internationally.