Global Breakout Stocks

Broadcom

Market Cap: US$1.8t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

SK hynix

Market Cap: ₩729.8t

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

Lam Research

Market Cap: US$329.3b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

Intel

Market Cap: US$327.2b

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

Arista Networks

Market Cap: US$185.2b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

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¥820.0b

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

Advantest

Market Cap: JP¥18.2t

Manufactures and sells semiconductors, component test systems, and mechatronics-related products in Japan, rest of Asia, the Americas, and Europe.

Kioxia Holdings

Market Cap: JP¥17.1t

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

Luxshare Precision Industry

Market Cap: CN¥427.0b

Designs, manufactures, and sells cable assembly and connector system solutions worldwide.

Coherent

Market Cap: US$60.0b

Develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide.

Fujikura

Market Cap: JP¥9.4t

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

ASE Technology Holding

Market Cap: NT$1.8t

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

CoreWeave

Market Cap: US$53.6b

Operates as a cloud infrastructure technology company in the United States.

SK Square

Market Cap: ₩76.6t

Invests in semiconductor, and information and communication technologies in South Korea, China, Asia, the United States, and Europe.

Bloom Energy

Market Cap: US$46.8b

Designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.

ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi

Market Cap: ₺1.9t

Engages in research, development, engineering, production, testing, assembly, integration, sale, support, consultancy, and trading of software, equipment, systems, tools, materials, and platforms in turkey.

Celestica

Market Cap: CA$55.9b

Provides supply chain solutions in Asia, North America, and internationally.

Suzhou Dongshan Precision Manufacturing

Market Cap: CN¥267.6b

Suzhou Dongshan Precision Manufacturing Co., Ltd.

OTP Bank Nyrt

Market Cap: Ft11.9t

Provides commercial banking services to individuals, municipalities, corporations, and enterprises.

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.

Nebius Group

Market Cap: US$36.7b

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: ₩41.9t

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

JX Advanced Metals

Market Cap: JP¥4.3t

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

Shennan Circuits

Market Cap: CN¥183.0b

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

Wus Printed Circuit (Kunshan)

Market Cap: CN¥170.6b

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

Fabrinet

Market Cap: US$23.7b

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.

Shenzhen Longsys Electronics

Market Cap: CN¥148.6b

Engages in the research, development, design, packaging, testing, manufacturing, and sales of semiconductor storage application products.

Furukawa Electric

Market Cap: JP¥3.2t

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

Yageo

Market Cap: NT$624.1b

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

Revolution Medicines

Market Cap: US$19.1b

A clinical-stage precision oncology company, develops novel targeted therapies for RAS-addicted cancers.

China Jushi

Market Cap: CN¥127.4b

Manufactures and sells fiberglass and related products in China and internationally.

BIWIN Storage Technology

Market Cap: CN¥120.5b

Engages in the research and development, design, packaging, testing, production, and sales of semiconductor memory.

Managem

Market Cap: د.م155.7b

Engages in the exploration, extraction, valorization, and marketing of minerals substances in Morocco, Europe, and internationally.

Gold Circuit Electronics

Market Cap: NT$527.5b

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

Shenzhen Techwinsemi Technology

Market Cap: CN¥109.2b

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