Global Semiconductors Healthy high growth potential

Credo Technology Group Holding

Market Cap: US$16.0b

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

NEXTIN

Market Cap: ₩493.8b

Manufactures defect inspection and metrology systems for semiconductor and display industries in South Korea.

eMemory Technology

Market Cap: NT$168.4b

Researches, develops, manufactures, and sells embedded flash memory products in Taiwan and internationally.

M31 Technology

Market Cap: NT$21.9b

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

Alchip Technologies

Market Cap: NT$317.8b

Engages in the research and development, design, and manufacture of fabless application specific integrated circuits (ASIC) and system on a chip (SOC)in Japan, Taiwan, and China.

Astera Labs

Market Cap: US$16.8b

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

Cambricon Technologies

Market Cap: CN¥243.6b

Research, develops, design, and sells core chips in cloud server, edge computing, and terminal equipment in China.

NAURA Technology Group

Market Cap: CN¥234.5b

Engages in the research and development, production, sale, and technical services of semiconductors in the People's Republic of China.

Rockchip Electronics

Market Cap: CN¥64.1b

Operates as a fabless IC design company in China.

Grand Process Technology

Market Cap: NT$48.2b

Engages in manufacturing and sale of semiconductor equipment in Taiwan.

Hainan Drinda New Energy Technology

Market Cap: CN¥13.7b

Hainan Drinda New Energy Technology Co., Ltd.

Montage Technology

Market Cap: CN¥97.3b

An integrated circuits design company, provides IC solutions for cloud computing and data center markets in the People’s Republic of China.

Smartsens Technology (Shanghai)

Market Cap: CN¥39.3b

Smartsens Technology (Shanghai) Co., Ltd.

Espressif Systems (Shanghai)

Market Cap: CN¥23.6b

A fabless semiconductor company, develops and sells cutting-edge and low-power wireless communication chipsets in China and internationally.

ASPEED Technology

Market Cap: NT$180.6b

Operates as a fabless integrated circuit (IC) design company in Taiwan, China, the United States, and internationally.

Piotech

Market Cap: CN¥45.7b

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

Guobo Electronics

Market Cap: CN¥36.1b

Engages in the research and development, production, and sale of active phased array transmitter and receiver components and radio frequency integrated circuit related products in China.

Shaanxi Lighte Optoelectronics MaterialLtd

Market Cap: CN¥10.5b

Engages in the research, development, production, and sales of organic light-emitting diodes (OLED) materials.

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥46.0b

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

NVIDIA

Market Cap: US$4.2t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Visual Photonics Epitaxy

Market Cap: NT$25.0b

Engages in the research and development, manufacture, and sale of optoelectronic semiconductors epitaxy and optoelectronic components products in Taiwan, the United States, and internationally.

SICC

Market Cap: CN¥24.7b

Engages in the research and development, production, and sale of silicon carbide semiconductor materials in China and internationally.

Daqo New Energy

Market Cap: US$1.4b

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

Semtech

Market Cap: US$4.6b

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

LandMark Optoelectronics

Market Cap: NT$32.7b

Engages in the manufacture and sale of optoelectronic semiconductors.

Marvell Technology

Market Cap: US$64.4b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

Yuanjie Semiconductor Technology

Market Cap: CN¥17.8b

Yuanjie Semiconductor Technology Co., Ltd.

Arm Holdings

Market Cap: US$165.6b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.

Premier Energies

Market Cap: ₹477.1b

Manufactures and sells integrated solar cells and modules in India.

Beijing Huafeng Test & Control TechnologyLtd

Market Cap: CN¥18.1b

Beijing Huafeng Test & Control Technology Co.,Ltd.

Anji Microelectronics Technology (Shanghai)

Market Cap: CN¥24.8b

Anji Microelectronics Technology (Shanghai) Co., Ltd.

Advanced Micro-Fabrication Equipment China

Market Cap: CN¥113.7b

Advanced Micro-Fabrication Equipment Inc.

Lattice Semiconductor

Market Cap: US$7.3b

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

Broadcom

Market Cap: US$1.3t

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

BE Semiconductor Industries

Market Cap: €10.1b

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

Giga Device Semiconductor

Market Cap: CN¥77.8b

A fabless company, engages in development of memory technologies, microcontrollers (MCUs), sensor, analog products, and solutions.