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Global Semiconductors Your first investment

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17

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Based on available information up to March 12, 2025, Donald Trump’s plans for oil and gas focus on maximizing U.S. production, reducing regulatory barriers, and prioritizing fossil fuels as a cornerstone of his energy policy. Here’s a concise overview of his intentions: Boost Production and Permitting: Trump has pledged to "unleash" American oil and gas by accelerating permitting processes. On his first day in office (January 20, 2025), he signed executive orders declaring a "national energy emergency" to fast-track approvals for energy infrastructure like pipelines, refineries, and power plants. This includes expanding drilling on federal lands and offshore areas, reversing Biden-era restrictions.

17 companies

Taiwan Semiconductor Manufacturing

Market Cap: NT$24.6t

Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.

2330

NT$950.00

7D

7.0%

1Y

21.8%

QUALCOMM

Market Cap: US$153.6b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

QCOM

US$139.81

7D

-5.9%

1Y

-22.2%

Applied Materials

Market Cap: US$126.0b

Engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.

AMAT

US$155.10

7D

2.3%

1Y

-24.0%

Lam Research

Market Cap: US$95.3b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits.

LRCX

US$74.52

7D

4.3%

1Y

-18.0%

KLA

Market Cap: US$92.3b

Engages in the design, manufacture, and marketing of process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.

New

KLAC

US$698.16

7D

0.5%

1Y

0.2%

MediaTek

Market Cap: NT$2.1t

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

2454

NT$1,300.00

7D

-5.8%

1Y

25.0%

Tokyo Electron

Market Cap: JP¥9.7t

Develops, manufactures, and sells semiconductor and flat panel display (FPD) production equipment in Japan, Europe, North America, Taiwan, China, South Korea, Southeast Asia, and internationally.

New

8035

JP¥21,140.00

7D

-0.5%

1Y

-39.6%

United Microelectronics

Market Cap: NT$573.3b

Operates as a semiconductor wafer foundry in Taiwan, China, Hong Kong, Japan, Korea, the United States, Europe, and internationally.

2303

NT$45.65

7D

2.2%

1Y

-11.2%

Novatek Microelectronics

Market Cap: NT$313.4b

Engages in research and development, manufacture, and sale of integrated circuit chips for speech, communication, computer peripheral, LCD driver IC system, embedded MCU, DSP, and system applications in Taiwan, Asia, and internationally.

New

3034

NT$515.00

7D

2.4%

1Y

-18.8%

Realtek Semiconductor

Market Cap: NT$259.0b

Engages in the research, development, production, and sale of various integrated circuits and related application software in Taiwan, Asia, and internationally.

2379

NT$505.00

7D

-3.8%

1Y

-1.2%

Zhejiang Jingsheng Mechanical & Electrical

Market Cap: CN¥35.8b

Zhejiang Jingsheng Mechanical & Electrical Co., Ltd.

New

300316

CN¥27.42

7D

-1.0%

1Y

-19.2%

Hangzhou First Applied Material

Market Cap: CN¥31.9b

Designs, develops, manufactures, and sells solar battery encapsulation materials in China and internationally.

603806

CN¥12.26

7D

1.7%

1Y

-36.9%

Yangzhou Yangjie Electronic Technology

Market Cap: CN¥26.1b

Yangzhou Yangjie Electronic Technology Co., Ltd.

300373

CN¥48.35

7D

0.6%

1Y

27.3%

Phison Electronics

Market Cap: NT$93.5b

Designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally.

8299

NT$454.50

7D

0.1%

1Y

-36.0%

Powertech Technology

Market Cap: NT$81.3b

Researches, designs, develops, assembles, manufactures, packages, tests, and sells various integrated circuit (IC) products in Taiwan, Japan, Singapore, the United States, Europe, China, Hong Kong, Macao, and internationally.

6239

NT$109.00

7D

-2.2%

1Y

-35.9%

Melexis

Market Cap: €2.2b

Designs, develops, tests, and markets advanced integrated semiconductor devices primarily for the automotive industry in Europe, the Middle East, Africa, the Asia Pacific, and North and Latin America.

New

MELE

€54.95

7D

1.1%

1Y

-29.1%

Tokyo Seimitsu

Market Cap: JP¥329.3b

Manufactures and sells semiconductor production equipment (SPE) and measuring instruments in Japan.

7729

JP¥8,139.00

7D

-0.9%

1Y

-20.9%