Global Breakout Stocks

Arm Holdings

Market Cap: US$326.1b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.

SoftBank Group

Market Cap: JP¥44.7t

Provides telecommunication services in Japan and internationally.

QUALCOMM

Market Cap: US$251.0b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

MediaTek

Market Cap: NT$6.8t

Engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.

Kioxia Holdings

Market Cap: JP¥34.1t

Manufactures and sells memory and solid-state drives (SSDs) in Japan and internationally.

Delta Electronics

Market Cap: NT$6.1t

Provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.

Dell Technologies

Market Cap: US$191.7b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

Semiconductor Manufacturing International

Market Cap: HK$851.6b

An investment holding company, engages in the manufacture, testing, and sale of integrated circuits wafer and various compound semiconductors in the United States, China, and Eurasia.

Eoptolink Technology

Market Cap: CN¥695.8b

Engages in the research and development, production, and sale of optical modules for optical communication applications in China and internationally.

Murata Manufacturing

Market Cap: JP¥14.7t

Develops, manufactures, and sells ceramic-based passive electronic components and solutions in Japan and internationally.

ASE Technology Holding

Market Cap: NT$2.7t

Provides semiconductor manufacturing services in the United States, Taiwan, rest of Asia, Europe, and internationally.

Samsung Electro-Mechanics

Market Cap: ₩115.8t

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

GigaDevice Semiconductor

Market Cap: CN¥374.9b

Engages in the research, development, technical support, and sale of memory, microcontrollers, sensors, and analog chips.

Unimicron Technology

Market Cap: NT$1.7t

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.

Astera Labs

Market Cap: US$52.6b

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

Renesas Electronics

Market Cap: JP¥8.3t

Engages in the design, research, development, manufacturing, sale, and service of semiconductors in Japan, China, rest of Asia, Europe, North America, and internationally.

HD Hyundai Heavy Industries

Market Cap: ₩78.2t

Engages in the shipbuilding business in South Korea, North America, Asia, Europe, and internationally.

GLOBALFOUNDRIES

Market Cap: US$47.0b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally.

Shengyi TechnologyLtd

Market Cap: CN¥311.3b

Engages in the design, production, and sales of copper clad laminates, bonding sheets, and printed circuit boards in China and internationally.

TDK

Market Cap: JP¥6.9t

Engages in the manufacture and sale of electronic components in Japan, Europe, China, Asia, the Americas, and internationally.

Yageo

Market Cap: NT$1.4t

Manufactures and sells electronic components in China, Europe, the United States, and the rest of Asia.

Shennan Circuits

Market Cap: CN¥285.7b

Engages in the design, manufacture, and sale of printed circuit boards, packaging substrates, and electronic assemblies in China and internationally.

AST SpaceMobile

Market Cap: US$41.1b

Designs and develops the constellation of BlueBird satellites in the United States.

Credo Technology Group Holding

Market Cap: US$40.3b

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.

Avary Holding(Shenzhen)Co

Market Cap: CN¥267.8b

Engages in the design, development, manufacture, and sale of printed circuit boards in China, the United States, rest of Asia, and Europe.

Hyundai MobisLtd

Market Cap: ₩59.2t

Engages in the auto parts business in Korea, China, the United States, Europe, and internationally.

Wus Printed Circuit (Kunshan)

Market Cap: CN¥256.6b

Engages in the production, sale, and related after-sales services of various printed circuit boards in China.

Hua Hong Semiconductor

Market Cap: HK$295.7b

An investment holding company, engages in the manufacture and sale of semiconductor products in China, North America, Asia, and Europe.

IbidenLtd

Market Cap: JP¥5.9t

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

Chroma ATE

Market Cap: NT$1.1t

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.

Chaozhou Three-Circle (Group)Ltd

Market Cap: CN¥224.1b

Engages in the research, development, production, and sale of electronic ceramic electronic components and basic materials in China and internationally.

BOE Technology Group

Market Cap: CN¥212.4b

Operates display, Internet of Things (IoT) innovation, sensor, and MLED, smart medicine engineering, and other business in Mainland China and internationally.

Piotech

Market Cap: CN¥211.1b

Engages in the research and development, production, sales, and technical services of semiconductor equipment in China.

Lenovo Group

Market Cap: HK$225.6b

An investment holding company, develops, manufactures, and markets technology products and services.

LG Electronics

Market Cap: ₩40.4t

Manufactures and sells consumer and commercial products in South Korea and internationally.

Grace Fabric TechnologyLtd

Market Cap: CN¥166.4b

Engages in the research, development, production, and sale of e-glass fabrics in China, Hong Kong, Asia, North America, and Europe.