Global Breakout Stocks

SK hynix

Market Cap: ₩724.8t

Research, develops manufactures, and sells semiconductor devices in Korea, China, rest of Asia, the United States, and Europe.

Intel

Market Cap: US$265.7b

Designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.

Kioxia Holdings

Market Cap: JP¥15.1t

Engages in the development, production and sale of flash memory and solid state drives (SSDs) in Japan and internationally.

Yangtze Optical Fibre And Cable Limited

Market Cap: HK$261.0b

Produces and sells optical fiber preforms rods, optical fiber, and optical fiber cables in China and internationally.

Suzhou Dongshan Precision Manufacturing

Market Cap: CN¥218.6b

Suzhou Dongshan Precision Manufacturing Co., Ltd.

Unimicron Technology

Market Cap: NT$947.7b

Engages in the manufacturing, processing, and sale of printed circuit boards, electrical equipment, electronic products, and integrated circuit product testing and burn-in systems in Taiwan, China, Asia, the Americas, and internationally.

Nebius Group

Market Cap: US$29.7b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

Samsung Electro-Mechanics

Market Cap: ₩37.9t

Manufactures and sells various electronic components in Korea, China, Southeast Asia, Japan, the Americas, and Europe.

JX Advanced Metals

Market Cap: JP¥3.9t

Develops, manufactures, and sells materials made from copper and rare metals.

Chroma ATE

Market Cap: NT$730.8b

Designs, assembles, manufactures, sells, repairs, and maintains software/hardware for computers and peripherals, computerized automatic test systems, electronic test instruments, signal generators, power supplies, and telecom power supplies in Taiwan, China, the United States, and internationally.

SBA Communications

Market Cap: US$21.8b

A leading independent owner and operator of wireless communications infrastructure.

Furukawa Electric

Market Cap: JP¥3.0t

Manufactures and sells communications, energy, automotive and batteries products, and electronic components worldwide.

Adani Green Energy

Market Cap: ₹1.7t

Generates and supplies renewable energy to central and state government entities and government backed corporations in India.

IbidenLtd

Market Cap: JP¥2.7t

Manufactures and sells electronic and ceramics products in Japan, Asia, North America, and internationally.

Gold Circuit Electronics

Market Cap: NT$499.0b

Engages in the manufacturing, processing, and trading of electronic equipment products, such as printed circuit boards in Taiwan.

Resonac Holdings

Market Cap: JP¥2.3t

Operates as a chemical company in Japan and internationally.

Hyundai Engineering & ConstructionLtd

Market Cap: ₩21.1t

Hyundai Engineering & Construction Co.,Ltd.

Suzhou Centec Communications

Market Cap: CN¥89.8b

Engages in the research and development of ethernet switch chips and supporting products in China and internationally.

SK Telecom

Market Cap: ₩19.0t

Engages in the provision of wireless telecommunication services in South Korea.

Doosan

Market Cap: ₩18.7t

Engages in the power generation facilities, industrial facilities, construction machinery, engines, and construction businesses in Korea, the United States, Asia, the Middle East, Europe, and internationally.

RoboTechnik Intelligent Technology

Market Cap: CN¥79.7b

Engages in the research and development, production, and sales of automated equipment and intelligent manufacturing systems in China.

Accelink Technologies CoLtd

Market Cap: CN¥79.3b

Researches, develops, manufactures, sells, and technical services for optoelectronic chips, devices, modules, and subsystem products primarily in China.

Han's Laser Technology Industry Group

Market Cap: CN¥72.9b

Researches, develops, produces, and sells intelligent manufacturing equipment in China and internationally.

Applied Optoelectronics

Market Cap: US$9.1b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Avis Budget Group

Market Cap: US$9.0b

Provides car and truck rentals, car sharing, and ancillary products and services to businesses and consumers in the Americas, Europe, the Middle East and Africa, Asia, and Australasia.

WinWay Technology

Market Cap: NT$281.5b

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.

EverProX Technologies

Market Cap: CN¥60.2b

Engages in the research, development, production, and sale of optical communication components in China and internationally.

Kokusai Electric

Market Cap: JP¥1.4t

Engages in the development, manufacture, sale, repair, and maintenance of semiconductor manufacturing equipment worldwide.

Zhen Ding Technology Holding

Market Cap: NT$264.9b

Engages in the design, development, manufacture, and sale of printed circuit boards (PCB) products in the United States, Mainland China, Taiwan, Singapore, and internationally.

Hengyi Petrochemical

Market Cap: CN¥52.2b

Produces and sells chemical fiber products in China and internationally.

Viasat

Market Cap: US$7.3b

Provides broadband and communications products and services in the United States and internationally.

TeraWulf

Market Cap: US$7.0b

Owns, develops, operates digital infrastructure in the United States.

Samsung E&A

Market Cap: ₩9.9t

Provides a range of engineering services for plant and other construction in South Korea, the United States, Asia, the Middle East, and internationally.

Taiwan Union Technology

Market Cap: NT$209.3b

Manufactures and sells copper clad laminates in Asia and internationally.

Daewoo Engineering & Construction

Market Cap: ₩9.3t

Daewoo Engineering & Construction Co., Ltd.

Hut 8

Market Cap: US$5.8b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.