Global Semiconductors Healthy potentially undervalued

Duk San NeoluxLtd

Market Cap: ₩852.3b

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

Ambarella

Market Cap: US$2.8b

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

Phison Electronics

Market Cap: NT$541.7b

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

ams-OSRAM

Market Cap: CHF 1.7b

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.

Jinko Solar

Market Cap: CN¥55.2b

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

Flat Glass Group

Market Cap: HK$27.7b

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$1.1b

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¥99.2b

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$24.2b

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

Nanya Technology

Market Cap: NT$1.1t

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¥20.3b

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$16.1b

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

SK hynix

Market Cap: ₩1466.2t

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

Daqo New Energy

Market Cap: US$1.1b

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

Cohu

Market Cap: US$2.3b

Through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally.

Powerchip Semiconductor Manufacturing

Market Cap: NT$315.1b

Powerchip Semiconductor Manufacturing Corporation, together with its subsidiaries, engages in the research and development, manufacturing, testing, packaging, and sale of integrated circuit products in Taiwan, the United States, China, and internationally.

Winbond Electronics

Market Cap: NT$729.0b

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

Kinsus Interconnect Technology

Market Cap: NT$375.2b

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