Global Breakout Stocks

Lam Research

Market Cap: US$323.1b

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$309.9b

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$4.5t

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¥816.3b

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

Kioxia Holdings

Market Cap: JP¥16.4t

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

Monolithic Power Systems

Market Cap: US$65.5b

Provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.

Fujikura

Market Cap: JP¥9.3t

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

CoreWeave

Market Cap: US$48.4b

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

Bloom Energy

Market Cap: US$44.9b

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: ₺1.8t

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

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¥261.7b

Suzhou Dongshan Precision Manufacturing Co., Ltd.

Nebius Group

Market Cap: US$34.5b

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$975.2b

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.

Samsung Electro-Mechanics

Market Cap: ₩41.7t

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

JX Advanced Metals

Market Cap: JP¥4.2t

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

Shennan Circuits

Market Cap: CN¥178.5b

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¥3.2t

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

Adani Green Energy

Market Cap: ₹1.8t

Generates and supplies renewable energy to central and state government entities and government backed corporations in India.

IbidenLtd

Market Cap: JP¥2.8t

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

Gold Circuit Electronics

Market Cap: NT$545.0b

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

Adani Energy Solutions

Market Cap: ₹1.4t

Generates, transmits, and distributes power in India.

Shenzhen Techwinsemi Technology

Market Cap: CN¥101.5b

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

MPI

Market Cap: NT$438.6b

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.

Amkor Technology

Market Cap: US$13.7b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

China Shipbuilding Industry Group Power

Market Cap: CN¥91.7b

China Shipbuilding Industry Group Power Co., Ltd.

Hangzhou Changchuan TechnologyLtd

Market Cap: CN¥87.6b

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

Suzhou Centec Communications

Market Cap: CN¥87.3b

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

TTM Technologies

Market Cap: US$11.2b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

SiTime

Market Cap: US$10.7b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

Avis Budget Group

Market Cap: US$10.5b

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.

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.

Kokusai Electric

Market Cap: JP¥1.6t

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

APR

Market Cap: ₩14.7t

Manufactures and sells cosmetic products for men and women.

EverProX Technologies

Market Cap: CN¥65.3b

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