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.

SoftBank Group

Market Cap: JP¥40.3t

Provides telecommunication services in Japan and internationally.

Kioxia Holdings

Market Cap: JP¥35.7t

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

MediaTek

Market Cap: NT$6.8t

Engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, 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.

Murata Manufacturing

Market Cap: JP¥14.4t

Develops, manufactures, and sells ceramic-based passive electronic components and solutions in Japan and internationally.

ASE Technology Holding

Market Cap: NT$2.7t

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

Samsung Electro-Mechanics

Market Cap: ₩98.7t

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

Elite Material

Market Cap: NT$2.0t

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.

GigaDevice Semiconductor

Market Cap: CN¥366.5b

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

Astera Labs

Market Cap: US$52.6b

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

Unimicron Technology

Market Cap: NT$1.6t

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.

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$1.4t

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

TDK

Market Cap: JP¥7.1t

Engages in the manufacture and sale of electronic components in Japan, Europe, China, Asia, the Americas, and internationally.

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.

Avary Holding(Shenzhen)Co

Market Cap: CN¥263.9b

Engages in the design, development, manufacture, and sale of printed circuit boards in China, the United States, rest of Asia, and Europe.

IbidenLtd

Market Cap: JP¥5.8t

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

Chaozhou Three-Circle (Group)Ltd

Market Cap: CN¥221.1b

Engages in the research, development, production, and sale of electronic ceramic electronic components and basic materials in China and internationally.

Piotech

Market Cap: CN¥202.9b

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

BOE Technology Group

Market Cap: CN¥194.1b

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.

Grace Fabric TechnologyLtd

Market Cap: CN¥158.6b

Engages in the research, development, production, and sale of e-glass fabrics in China, Hong Kong, Asia, North America, and Europe.

SK

Market Cap: ₩35.0t

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

JCET Group

Market Cap: CN¥143.5b

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

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.

Guangdong Dtech Technology

Market Cap: CN¥134.3b

Engages in the research and development, production, and sale of tools, materials, and equipment in China and internationally.

Shenzhen Han's CNC Technology

Market Cap: CN¥132.3b

Engages in the research, development, manufacture, and sale of printed circuit boards and related products in China and internationally.

Zhen Ding Technology Holding

Market Cap: NT$566.1b

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

ACM Research (Shanghai)

Market Cap: CN¥121.0b

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

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.

Tongfu MicroelectronicsLtd

Market Cap: CN¥105.9b

Provides integrated circuit (IC) encapsulation test services in China and internationally.

Taiwan Union Technology

Market Cap: NT$461.9b

Manufactures and sells copper clad laminates in Asia and internationally.

Skyverse Technology

Market Cap: CN¥89.5b

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