Global Semiconductors Healthy potentially undervalued

JUSUNG ENGINEERINGLtd

Market Cap: ₩1.4t

Manufactures and sells semiconductor, display, solar, and lighting equipment in South Korea and internationally.

Tri Chemical Laboratories

Market Cap: JP¥97.5b

Develops, manufactures, and sells high-purity chemicals for semiconductor manufacturing in Japan, Taiwan, China, South Korea, and internationally.It offers semiconductors, coating, optical, fiber, compound semiconductor, and reagents.

Synaptics

Market Cap: US$2.6b

Develops, markets, and sells semiconductor products worldwide.

LX Semicon

Market Cap: ₩917.3b

Operates as a semiconductor company in South Korea, China, Vietnam, Taiwan, Japan, and internationally.

Raydium Semiconductor

Market Cap: NT$21.0b

Designs, develops, and sells of integrate circuits (IC) in Taiwan, China, Hong Kong, and internationally.

ams-OSRAM

Market Cap: CHF 1.1b

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

Focus Lightings Tech

Market Cap: CN¥8.4b

Engages in the research and development, production, and sale of compound optoelectronic semiconductor materials in China and internationally.

AIXTRON

Market Cap: €1.6b

Provides deposition equipment to the semiconductor industry in Asia, Europe, and the Americas.

JinkoSolar Holding

Market Cap: US$1.2b

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

Winbond Electronics

Market Cap: NT$185.6b

Engages in the design, development, manufacture, and marketing of very large scale integration integrated circuits (ICs) for various microelectronic applications in Asia, the Americas, Europe, and internationally.

United Microelectronics

Market Cap: NT$564.4b

Operates as a semiconductor wafer foundry in Taiwan, China, Hong Kong, Japan, Korea, the United States, Europe, and internationally.

Novatek Microelectronics

Market Cap: NT$258.6b

A fabless chip design company, engages in the design, development, and sale of a range of display driver integrated circuits (IC) and system-on-a-chip (SoC) solutions in Taiwan, Asia, and internationally.

Valens Semiconductor

Market Cap: US$184.5m

Provides semiconductor products for the audio-video and automotive industries in Israel, China, Hong Kong, Portugal, the United States, Japan, Germany, Hungary, and internationally.

First Solar

Market Cap: US$24.4b

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

SK hynix

Market Cap: ₩273.1t

Manufactures, distributes, and sells semiconductor products in Korea, China, rest of Asia, the United States, and Europe.

MediaTek

Market Cap: NT$2.1t

Engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.

Sino-American Silicon Products

Market Cap: NT$74.3b

Engages in the research and development, design, production, and sale of semi-conductor silicon materials and components, rheostats, and optical and communications wafer materials.

Shanghai V-Test Semiconductor Tech

Market Cap: CN¥13.3b

Shanghai V-Test Semiconductor Tech. Co., Ltd.

ASE Technology Holding

Market Cap: NT$758.9b

Provides semiconductor manufacturing services in the United States, Taiwan, rest of Asia, Europe, and internationally.

JCET Group

Market Cap: CN¥78.9b

Provides integrated-circuit manufacturing and technology services in China and internationally.

UMS Integration

Market Cap: S$1.1b

An investment holding company, manufactures and markets precision machining components, and provides electromechanical assembly and final testing services.

Kioxia Holdings

Market Cap: JP¥3.2t

Engages in the development, production and sale of flash memory and solid state drives (SSDs) in Japan and internationally.

SUSS MicroTec

Market Cap: €639.6m

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

SolarEdge Technologies

Market Cap: US$2.1b

Designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally.

Canatu Oyj

Market Cap: €287.9m

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.

KoMiCo

Market Cap: ₩1.0t

Provides semiconductor equipment cleaning and coating products in South Korea, the United States, China, Taiwan, and Singapore.

LONGi Green Energy Technology

Market Cap: CN¥136.0b

Manufactures and sells photovoltaic products in China, Europe, the Asia Pacific, and the United States.

Renesas Electronics

Market Cap: JP¥3.3t

Researches, develops, designs, manufactures, sells, and services semiconductors in Japan, China, rest of Asia, Europe, North America, and internationally.

GCL Technology Holdings

Market Cap: HK$38.2b

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

Materials Analysis Technology

Market Cap: NT$13.8b

Engages in the research and development, and intellectual property services in Taiwan, Mainland China, Japan, the United States, and internationally.

MaxLinear

Market Cap: US$1.4b

Provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally.

QUALCOMM

Market Cap: US$177.6b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

Taiwan Semiconductor Manufacturing

Market Cap: NT$36.7t

Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.

Enphase Energy

Market Cap: US$4.7b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

Skyworks Solutions

Market Cap: US$11.0b

Designs, develops, manufactures, and markets semiconductor products in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific.

WIN Semiconductors

Market Cap: NT$42.0b

Researches, develops, manufactures, markets, and sells gallium arsenide (GaAs) wafers in Taiwan, Asia, the United States, and Europe.