Global Breakout Stocks

Arm Holdings

Market Cap: US$273.2b

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

Kioxia Holdings

Market Cap: JP¥30.2t

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

Recruit Holdings

Market Cap: JP¥13.3t

Provides HR technology and business solutions that transforms the world of work.

Samsung Electro-Mechanics

Market Cap: ₩88.8t

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

Astera Labs

Market Cap: US$51.1b

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

Sungrow Power Supply

Market Cap: CN¥339.5b

Engages in the research and development, production, sale, and service of new energy power equipment for solar energy, wind energy, energy storage, and electric vehicles.

GigaDevice Semiconductor

Market Cap: CN¥308.1b

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

Advanced Micro-Fabrication Equipment China

Market Cap: CN¥298.3b

Advanced Micro-Fabrication Equipment Inc.

IbidenLtd

Market Cap: JP¥5.0t

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

Piotech

Market Cap: CN¥170.6b

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

Technoprobe

Market Cap: €19.2b

Produces and sells electronic circuits in Italy, Asia, the United States, and rest of Europe.

SK

Market Cap: ₩31.4t

Engages in petroleum refining, telecommunications, wholesale and retail, chemicals, construction, and other businesses in Korea.

JCET Group

Market Cap: CN¥119.6b

Provides integrated-circuit back-end and technology services in China, South Korea, the United States, and internationally.

ACM Research (Shanghai)

Market Cap: CN¥102.6b

Engages in the research, development, production, and sale of semiconductor equipment in China.

OHB

Market Cap: €11.7b

Operates as a space and technology company in Germany, rest of Europe, and internationally.

Swancor Advanced Materials

Market Cap: CN¥75.7b

Researches, develops, produces, and sells corrosion-resistant materials, wind turbine blade materials, and new composite materials in China, Taiwan, and internationally.

Tanganda Tea

Market Cap: US$1.2b

Engages in the production, package, and distribution of tea and coffee products in Zimbabwe.

Leader Harmonious Drive Systems

Market Cap: CN¥61.4b

Leader Harmonious Drive Systems Co., Ltd.

Beijing Jingneng Power

Market Cap: CN¥54.8b

Produces and sells electric power and heat products in China.

Wuhan Jingce Electronics Group

Market Cap: CN¥53.4b

Engages in the research, development, production, and sale of semiconductor, display, and new energy testing equipment in China, Hong Kong, Macau, Taiwan, and internationally.

Enphase Energy

Market Cap: US$7.0b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

Do-Fluoride New Materials

Market Cap: CN¥47.2b

Engages in the development, production, and sale of inorganic fluorides, electronic chemicals, lithium-ion batteries, and related materials in China and internationally.

Nantong Jianghai Capacitor

Market Cap: CN¥46.7b

Researches, develops, produces, and sells capacitors and their materials and instruments in China and internationally.

Jiangsu Xinquan Automotive TrimLtd

Market Cap: CN¥44.2b

Designs, develops, manufactures, and sells automotive interior and exterior trim components and molds in China and internationally.

Meiko Electronics

Market Cap: JP¥1.0t

Engages in the design, manufacture, and sale of printed circuit boards (PCBs) and auxiliary electronics in Japan, China, Vietnam, the rest of Asia, North America, Europe, and internationally.

Orbbec

Market Cap: CN¥43.8b

Designs, manufactures, and sells 3D vision sensors and visual perception products.

Taiyo Yuden

Market Cap: JP¥1.0t

Develops, manufactures, and sells electronic components in Japan, North America, China, Europe, Hong Kong, Taiwan and internationally.

Guangdong Fenghua Advanced Technology (Holding)

Market Cap: CN¥39.2b

Guangdong Fenghua Advanced Technology (Holding) Co., Ltd.

Maxio Technology (Hangzhou)

Market Cap: CN¥38.7b

Engages in the research and development, production, marketing, and sale of data management, general-purpose IP, and SOC chips in China.

iRay Group

Market Cap: CN¥36.4b

Researches, develops, produces, sells, and services x-ray system components for use in medical, dental, oncology, veterinary, security, and nondestructive testing applications in China and internationally.

Huaan Securities

Market Cap: CN¥35.8b

Provides investment and financing solutions in China.

Eutelsat Communications

Market Cap: €4.5b

Operates telecommunication satellites.

Xiamen Faratronic

Market Cap: CN¥35.6b

Manufactures and sells film capacitors and metallized coating materials in China and internationally.

GAON CABLE

Market Cap: ₩6.8t

A cable company, provides industrial power cables in South Korea.

Vantone Neo Development Group

Market Cap: CN¥29.9b

Engages in the development and sale of real estate properties.

GMO Payment Gateway

Market Cap: JP¥663.8b

Engages in the provision of payment related and financial services in Japan and internationally.