Global Semiconductors Healthy potentially undervalued

Duk San NeoluxLtd

Market Cap: ₩872.0b

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

Phison Electronics

Market Cap: NT$559.3b

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

Jinko Solar

Market Cap: CN¥52.3b

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

ams-OSRAM

Market Cap: CHF 1.9b

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$26.3b

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.

LONGi Green Energy Technology

Market Cap: CN¥97.0b

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$23.3b

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

Broadcom

Market Cap: US$2.0t

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

T1 Energy

Market Cap: US$2.6b

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

JinkoSolar Holding

Market Cap: US$1.0b

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

Changzhou Fusion New Material

Market Cap: CN¥22.8b

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.

D & O Green Technologies Berhad

Market Cap: RM 565.8m

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.

Ambarella

Market Cap: US$3.1b

Develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.

Daqo New Energy

Market Cap: US$959.5m

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

Winbond Electronics

Market Cap: NT$983.3b

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

Nanya Technology

Market Cap: NT$1.4t

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

Amkor Technology

Market Cap: US$22.4b

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

SK hynix

Market Cap: ₩1957.7t

Research, develops manufactures, and sells semiconductor devices in Korea, China, rest of Asia, the United States, and Europe.