Global Semiconductors Healthy potentially undervalued

Cirrus Logic

Market Cap: US$7.4b

A fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally.

Broadcom

Market Cap: US$1.8t

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

Duk San NeoluxLtd

Market Cap: ₩792.2b

Develops and manufactures OLED materials for display industry in South Korea.

D & O Green Technologies Berhad

Market Cap: RM 517.3m

Through its subsidiary Dominant Opto Technologies Sdn Bhd, manufactures and sells automotive surface mount technology light emitting diodes in Asia, Europe, North Americas, and internationally.

Jinko Solar

Market Cap: CN¥47.2b

Engages in the research, development, manufacturing, and sale of photovoltaic products and clean energy solutions in China, Europe, America, the Asia Pacific, and internationally.

Phison Electronics

Market Cap: NT$507.4b

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

HAESUNG DS

Market Cap: ₩1.0t

Manufactures and sells semiconductor components in South Korea and internationally.

ams-OSRAM

Market Cap: CHF 2.0b

Engages in the design, manufacture, and sale of LED and optical sensor solutions in Europe, the Middle East, Africa, the United States, and the Asia/Pacific.

Flat Glass Group

Market Cap: HK$25.1b

Engages in the manufacture and sale of glass products in the People's Republic of China, the rest of Asia, Europe, North America, and internationally.

JinkoSolar Holding

Market Cap: US$847.9m

Engages in the design, development, production, and marketing of photovoltaic products.

T1 Energy

Market Cap: US$2.6b

Provides energy solutions for solar modules and cells in the United States, Norway and internationally.

LONGi Green Energy Technology

Market Cap: CN¥94.9b

Manufactures and sells monocrystalline silicon wafers, solar modules, and green hydrogen equipment in China, Europe, the Asia Pacific, and the United States.

GCL Technology Holdings

Market Cap: HK$22.6b

Manufactures and sells polysilicon and wafers products in the People’s Republic of China and internationally.

Nanya Technology

Market Cap: NT$1.3t

Research, develops, manufactures, and sells semiconductor products in Taiwan, Japan, Malaysia, China, the United States, Thailand, Germany, Singapore, Poland and internationally.

Changzhou Fusion New Material

Market Cap: CN¥26.6b

Engages in the research and development, production, and sale of conductive silver paste, electronic component paste, conductive adhesive, and semiconductor materials for photovoltaic industry in China and internationally.

Amkor Technology

Market Cap: US$19.8b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

First Solar

Market Cap: US$24.1b

A solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally.

NVIDIA

Market Cap: US$4.8t

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

Daqo New Energy

Market Cap: US$859.4m

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

Canatu Oyj

Market Cap: €266.7m

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

SUSS MicroTec

Market Cap: €1.7b

Develops, manufactures, markets, and maintains systems to produce microelectronics, microelectromechanical systems, and related applications.

Qorvo

Market Cap: US$8.0b

Engages in development and commercialization of technologies and products for wireless, wired, and power markets in the United States, China, rest of Asia, Taiwan, and Europe.

Winbond Electronics

Market Cap: NT$830.3b

Engages in the research, development, production and sales of integrated circuits, various semiconductor components and other system products.

Kinsus Interconnect Technology

Market Cap: NT$438.9b

Engages in the manufacture and sale of electronic products in Taiwan and internationally.

SK hynix

Market Cap: ₩1717.6t

Through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.