Global Breakout Stocks

Intel

Market Cap: US$296.0b

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

Delta Electronics

Market Cap: NT$4.3t

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

Sandisk

Market Cap: US$125.7b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

Zhongji Innolight

Market Cap: CN¥770.0b

Researches, designs, develops, packages, tests, and sells optical communication transceiver modules and devices in China 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.

Fujikura

Market Cap: JP¥8.3t

Engages in telecommunication and power systems, electronic, and automotive products businesses in Japan, the rest of Asia, North America, Europe, and internationally.

Elite Material

Market Cap: NT$1.2t

Engages in the manufacturing and sales of copper clad laminates, electronic-industrial specialty chemical and raw materials, and electronic components in Taiwan, China, and internationally.

Suzhou Dongshan Precision Manufacturing

Market Cap: CN¥240.4b

Suzhou Dongshan Precision Manufacturing Co., Ltd.

Nebius Group

Market Cap: US$31.6b

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

Unimicron Technology

Market Cap: NT$955.4b

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.

JX Advanced Metals

Market Cap: JP¥4.1t

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

Samsung Electro-Mechanics

Market Cap: ₩38.1t

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

Shennan Circuits

Market Cap: CN¥165.5b

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

Furukawa Electric

Market Cap: JP¥3.1t

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.

Shenzhen Techwinsemi Technology

Market Cap: CN¥92.2b

Develops, manufactures, and sells storage control chips and modules in China and internationally.

MPI

Market Cap: NT$424.3b

Manufactures, processes, maintains, imports/exports, and trades in semi-conductor production process and testing equipment in Taiwan, China, Singapore, Korea, the United States, and internationally.

Suzhou Centec Communications

Market Cap: CN¥90.4b

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

Hangzhou Changchuan TechnologyLtd

Market Cap: CN¥85.1b

Researches and develops, produces, and sells integrated circuit equipment and high-frequency communication materials in China and internationally.

China Shipbuilding Industry Group Power

Market Cap: CN¥83.4b

China Shipbuilding Industry Group Power Co., Ltd.

Applied Optoelectronics

Market Cap: US$10.4b

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

EverProX Technologies

Market Cap: CN¥67.6b

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

Avis Budget Group

Market Cap: US$9.2b

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.

Kokusai Electric

Market Cap: JP¥1.5t

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

WinWay Technology

Market Cap: NT$288.2b

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.

Zhen Ding Technology Holding

Market Cap: NT$282.0b

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

Levi Strauss

Market Cap: US$8.4b

Designs, markets, and sells apparels and related accessories for men, women, and children in the United States and internationally.

Hengyi Petrochemical

Market Cap: CN¥54.9b

Produces and sells chemical fiber products in China and internationally.

Powell Industries

Market Cap: US$7.9b

Designs, develops, manufactures, sells, and services custom-engineered equipment and systems.

TeraWulf

Market Cap: US$7.7b

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

Jiangsu Etern

Market Cap: CN¥50.6b

Engages in the production and sales of optical cables and cables in China and internationally.

Taiwan Union Technology

Market Cap: NT$230.1b

Manufactures and sells copper clad laminates in Asia and internationally.

Hut 8

Market Cap: US$6.8b

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.

Samsung E&A

Market Cap: ₩10.1t

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

Sunwoda ElectronicLtd

Market Cap: CN¥45.7b

Engages in the research, design, development, production, and sale of lithium-ion battery modules in China and internationally.