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.

Kioxia Holdings

Market Cap: JP¥31.3t

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

Recruit Holdings

Market Cap: JP¥13.6t

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

Samsung Electro-Mechanics

Market Cap: ₩98.7t

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

Astera Labs

Market Cap: US$52.6b

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

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.

Yageo

Market Cap: NT$1.3t

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

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.

IbidenLtd

Market Cap: JP¥5.4t

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

BOE Technology Group

Market Cap: CN¥190.1b

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

Lenovo Group

Market Cap: HK$195.4b

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

IonQ

Market Cap: US$23.8b

Develops quantum computing systems in the United States, Switzerland, and Internationally.

SK

Market Cap: ₩35.0t

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

Kingboard Laminates Holdings

Market Cap: HK$160.2b

An investment holding company, engages in the manufacture and sale of laminates in the People's Republic of China, Europe, other Asian countries, and the United States.

Zhen Ding Technology Holding

Market Cap: NT$552.2b

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

Guardant Health

Market Cap: US$15.8b

A precision oncology company, provides blood and tissue tests, and data sets in the United States and internationally.

OHB

Market Cap: €11.3b

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

Skyverse Technology

Market Cap: CN¥85.9b

Manufactures and sells quality control equipment to enterprises involved in the front-end integrated circuit processes and packaging in China and internationally.

Hensoldt

Market Cap: €10.3b

Provides sensor solutions for defense and security applications worldwide.

Innolux

Market Cap: NT$356.5b

Provides electronic components in Taiwan, Hong Kong, the United States, Europe, China, and internationally.

ROHM

Market Cap: JP¥1.8t

Manufactures and sells electronic components worldwide.

D-Wave Quantum

Market Cap: US$10.9b

Engages in the development and delivery of quantum computing systems, software, and services worldwide.

Tanganda Tea

Market Cap: US$1.4b

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

Kinsus Interconnect Technology

Market Cap: NT$278.2b

Engages in the manufacture and sale of electronic products in Taiwan and internationally.

Rigetti Computing

Market Cap: US$8.8b

Through its subsidiaries, builds and operates quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

Enphase Energy

Market Cap: US$8.4b

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

Soitec

Market Cap: €6.3b

Develops and manufactures semiconductor materials in Asia, Europe, and the United States.

Taiyo Yuden

Market Cap: JP¥1.1t

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

Shandong Sinocera Functional Material

Market Cap: CN¥48.0b

Engages in the research, development, production, and sale of ceramic materials and products in China and internationally.

Immunovant

Market Cap: US$7.0b

A clinical-stage immunology company, develops targeted therapies to meet the needs of people with autoimmune diseases.

Meiko Electronics

Market Cap: JP¥1.1t

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.

Silergy

Market Cap: NT$218.1b

Designs, manufactures, and sales of various integrated circuit products and related technical services in China and internationally.

Navitas Semiconductor

Market Cap: US$6.8b

Designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.

JUSUNG ENGINEERINGLtd

Market Cap: ₩10.2t

Through its subsidiaries, manufactures and sells semiconductor, display, and solar cell equipment in South Korea and internationally.