Global Semiconductors Healthy high growth potential

Visual Photonics Epitaxy

Market Cap: NT$75.1b

Engages in the research and development, manufacture, and sale of microelectronic products in Taiwan, the United States, and internationally.

Credo Technology Group Holding

Market Cap: US$43.0b

Provides various high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and other international markets.

Hon. Precision

Market Cap: NT$1.2t

Engages in the manufacture and sale of machinery and related components, automatic control equipment engineering, and machinery installations in Taiwan.

TSE

Market Cap: ₩2.5t

Provides semiconductor test solutions in South Korea and internationally.

Piotech

Market Cap: CN¥194.9b

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

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥93.8b

Provides platform-based custom silicon and semiconductor IP licensing services in China and internationally.

Great Microwave Technology

Market Cap: CN¥18.5b

Engages in the research, development, production, and sale of integrated circuit chips and microsystems in China.

MPI

Market Cap: NT$535.5b

Manufactures, processes, repairs, imports/exports, and trades in semiconductor manufacturing and testing equipment in Taiwan, China, the United States, Singapore, Korea, and internationally.

Saatvik Green Energy

Market Cap: ₹53.3b

Manufactures and sells solar photovoltaic modules in India and internationally.

NVIDIA

Market Cap: US$5.2t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

Kioxia Holdings

Market Cap: JP¥29.8t

Engages in research, development, manufacturing, sales, and other services of memory and related products for solid state drives (SSDs) and storage and smart devices in Japan, North America, Europe, and Asia.

Monolithic Power Systems

Market Cap: US$64.7b

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

Marvell Technology

Market Cap: US$207.9b

Provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.

Advanced Micro Devices

Market Cap: US$772.6b

Operates as a semiconductor company internationally.

Himax Technologies

Market Cap: US$2.4b

A fabless semiconductor company, provides display imaging processing technologies in China, Taiwan, Korea, Japan, the United States, Mexico, and internationally.

Arm Holdings

Market Cap: US$259.9b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

Semtech

Market Cap: US$11.6b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

eMemory Technology

Market Cap: NT$161.0b

Engages in the research, development, manufacturing, and sales of embedded flash memory in Taiwan and internationally.

WinWay Technology

Market Cap: NT$230.6b

Designs, processes, and sells optoelectronic product test fixtures, integrated circuit test interfaces, and fixtures and their components in Taiwan, the Americas, China, Asia, Europe, and Canada.

Tokai Carbon Korea

Market Cap: ₩2.5t

Produces and sells various parts and components for the semiconductor, light emitting diode (LED), and solar industries in South Korea.

GigaVis

Market Cap: ₩1.3t

Researches, develops, and supplies vision inspection systems in South Korea and internationally.

HPSP

Market Cap: ₩3.7t

Manufactures and sells high pressure annealing semiconductor equipment for the semiconductor industry in South Korea.

LandMark Optoelectronics

Market Cap: NT$297.2b

Engages in the manufacture and sale of optoelectronic semiconductors in Taiwan, China, the United States, and internationally.

M31 Technology

Market Cap: NT$17.4b

Provides silicon intellectual property (IP) design services in the integrated circuit industry.

Yuanjie Semiconductor Technology

Market Cap: CN¥196.9b

Yuanjie Semiconductor Technology Co., Ltd.

BE Semiconductor Industries

Market Cap: €17.2b

Develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore, Malaysia, and internationally.

Onto Innovation

Market Cap: US$14.4b

Engages in the design, development, manufacture, and support of process control tools that perform macro-defect inspection and metrology in the United States, Taiwan, South Korea, Japan, China, Southeast Asia, Asia, and Europe.

Broadcom

Market Cap: US$1.8t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

Astera Labs

Market Cap: US$49.4b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States.

Lattice Semiconductor

Market Cap: US$16.7b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

Powerchip Semiconductor Manufacturing

Market Cap: NT$290.3b

Engages in the research and development, manufacturing, testing, packaging, and sale of integrated circuit products in Taiwan, the United States, China, and internationally.

INTEKPLUS

Market Cap: ₩394.7b

Develops and supplies semiconductor packages and visual inspection equipment.

TES

Market Cap: ₩2.4t

Manufactures and sells semiconductors, displays, and compound semiconductor equipment.

MaxLinear

Market Cap: US$6.0b

Provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally.

Alchip Technologies

Market Cap: NT$319.0b

Engages in the research, design, development, and manufacturing of application specific integrated circuits and system on a chip in the United States, China, Japan, Taiwan, and internationally.

King Yuan Electronics

Market Cap: NT$297.9b

Designs, manufactures, sells, tests, and assembles integrated circuits.