Global Semiconductors Inefficient Market Opportunities

KoMiCo

Market Cap: ₩573.7b

Provides semiconductor equipment cleaning and coating products in South Korea, the United States, China, Taiwan, and Singapore.

Japan Electronic Materials

Market Cap: JP¥24.3b

Engages in the manufacture and sale of probe cards and electron tube parts in Japan and internationally.

Avaco

Market Cap: ₩191.4b

Provides equipment for flat panel display, semiconductor, solar, and thin film industries in South Korea.

TEMC

Market Cap: ₩139.4b

Temc Co., Ltd., a specialized material company, manufactures and sells special gases and medical gases for use in semiconductor and display processes.

Amtech Systems

Market Cap: US$51.3m

Manufactures and sells capital equipment and related consumables for use in fabricating silicon carbide, silicon power devices, digital and analog devices, power electronic and semiconductor packages, and electronic assemblies in the United States, Canada, Mexico, China, Malaysia, Taiwan, the Czech Republic, Austria, Germany, and internationally.

P&H Tech

Market Cap: ₩56.5b

Develops, produces, and sells organic light emitting diode (OLED) materials and catalysts.

MEMSCAP

Market Cap: €28.6m

Provides micro-electro-mechanical systems (MEMS) based solutions for aerospace and defense, optical communications, medical, and biomedical markets worldwide.