Global Semiconductors Top Stock Picks from Analysts

HANMI Semiconductor

Market Cap: ₩7.8t

Manufactures and sells semiconductor equipment in South Korea and internationally.

eMemory Technology

Market Cap: NT$164.7b

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

Onto Innovation

Market Cap: US$4.7b

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

CSI Solar

Market Cap: CN¥32.1b

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

JA Solar Technology

Market Cap: CN¥30.8b

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

GCL Technology Holdings

Market Cap: HK$23.9b

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

Xinyi Solar Holdings

Market Cap: HK$21.8b

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

Fortior Technology (Shenzhen)

Market Cap: CN¥18.2b

Engages in research, design, and development of motor driver control IC chips in Asian, North American, and European markets.

Sumco

Market Cap: JP¥331.9b

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

Rorze

Market Cap: JP¥291.1b

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¥12.9b

GCL System Integration Technology Co., Ltd.

Sino-American Silicon Products

Market Cap: NT$53.7b

Engages in the research and development, design, production, and sale of semi-conductor silicon materials and components, rheostats, and optical and communications wafer materials.

Vanchip (Tianjin) Technology

Market Cap: CN¥12.8b

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

ULVAC

Market Cap: JP¥245.4b

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

HPSP

Market Cap: ₩1.9t

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

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.

Gudeng Precision Industrial

Market Cap: NT$34.9b

Provides technology services worldwide.

Photronics

Market Cap: US$1.1b

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

Changzhou Fusion New Material

Market Cap: CN¥8.0b

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.

Micronics Japan

Market Cap: JP¥147.8b

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

JinkoSolar Holding

Market Cap: US$966.4m

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

Ultra Clean Holdings

Market Cap: US$949.9m

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.

Mitsui High-tec

Market Cap: JP¥134.0b

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.

Techwing

Market Cap: ₩1.3t

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

Daqo New Energy

Market Cap: US$915.3m

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

Elite Advanced Laser

Market Cap: NT$26.4b

Provides electronic manufacturing services in Taiwan.

PDF Solutions

Market Cap: US$741.7m

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.

Shibaura Mechatronics

Market Cap: JP¥105.3b

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

indie Semiconductor

Market Cap: US$620.5m

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

Tri Chemical Laboratories

Market Cap: JP¥88.7b

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

Cybrid Technologies

Market Cap: CN¥4.2b

Engages in the development, production and sales of functional polymer materials in China.

Ichor Holdings

Market Cap: US$569.2m

Engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in the United States and internationally.

Eugene TechnologyLtd

Market Cap: ₩756.4b

Engages in the manufacture and sale of semiconductor equipment and parts in South Korea and internationally.

PlayNitride

Market Cap: NT$16.2b

Engages in the research and development, manufacture, and sale of MicroLED display products, modules, and panels in Taiwan, Korea, and internationally.

PSK HOLDINGS

Market Cap: ₩711.6b

Manufactures and sells semiconductor manufacturing and flat panel display equipment worldwide.