Global Semiconductors Healthy high growth potential

Visual Photonics Epitaxy

Market Cap: NT$26.8b

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

Credo Technology Group Holding

Market Cap: US$20.7b

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.

M31 Technology

Market Cap: NT$21.0b

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

eMemory Technology

Market Cap: NT$157.2b

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

NEXTIN

Market Cap: ₩499.4b

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

Alchip Technologies

Market Cap: NT$310.5b

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.

BE Semiconductor Industries

Market Cap: €9.5b

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

Astera Labs

Market Cap: US$29.8b

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

Cambricon Technologies

Market Cap: CN¥289.7b

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

NAURA Technology Group

Market Cap: CN¥237.5b

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

Grand Process Technology

Market Cap: NT$41.9b

Engages in manufacturing and sale of semiconductor equipment in Taiwan.

Rockchip Electronics

Market Cap: CN¥65.4b

Operates as a fabless IC design company in China.

Smartsens Technology (Shanghai)

Market Cap: CN¥39.8b

Smartsens Technology (Shanghai) Co., Ltd.

Montage Technology

Market Cap: CN¥103.8b

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

Hainan Drinda New Energy Technology

Market Cap: CN¥10.9b

Hainan Drinda New Energy Technology Co., Ltd.

HANMI Semiconductor

Market Cap: ₩8.1t

Manufactures and sells semiconductor equipment in South Korea and internationally.

Global Unichip

Market Cap: NT$164.8b

Engages in the research and development, production, testing, and sale of embedded memory and logic components, analog components, cell libraries, and EDA tools for various IC applications.

Espressif Systems (Shanghai)

Market Cap: CN¥23.2b

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

ASPEED Technology

Market Cap: NT$180.2b

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

NVIDIA

Market Cap: US$4.5t

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

Teradyne

Market Cap: US$17.1b

Designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Shaanxi Lighte Optoelectronics MaterialLtd

Market Cap: CN¥11.0b

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

Guobo Electronics

Market Cap: CN¥37.8b

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.

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥52.9b

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

Piotech

Market Cap: CN¥45.8b

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

Daqo New Energy

Market Cap: US$1.4b

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

Yuanjie Semiconductor Technology

Market Cap: CN¥20.1b

Yuanjie Semiconductor Technology Co., Ltd.

LandMark Optoelectronics

Market Cap: NT$35.6b

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

SICC

Market Cap: CN¥26.4b

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

Marvell Technology

Market Cap: US$66.7b

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

Canatu Oyj

Market Cap: €342.7m

Develops and sells carbon nanotubes (CNTs) and related products for the semiconductor, automotive, and medical diagnostics industries in Finland, the United States, Japan, and Taiwan.

Arm Holdings

Market Cap: US$146.7b

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

Advanced Micro-Fabrication Equipment China

Market Cap: CN¥122.3b

Advanced Micro-Fabrication Equipment Inc.

Premier Energies

Market Cap: ₹446.2b

Manufactures and sells integrated solar cells and modules in India.

King Yuan Electronics

Market Cap: NT$163.2b

Engages in the designing, manufacturing, selling, testing, and assembly service of integrated circuits in Taiwan, Asia, North America, and internationally.

Anji Microelectronics Technology (Shanghai)

Market Cap: CN¥24.6b

Anji Microelectronics Technology (Shanghai) Co., Ltd.