Global Semiconductors Healthy potentially undervalued

LX Semicon

Market Cap: ₩891.3b

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

Synaptics

Market Cap: US$2.5b

Develops, markets, and sells semiconductor products worldwide.

ams-OSRAM

Market Cap: CHF 1.0b

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.

ACM Research

Market Cap: US$1.5b

Develops, manufactures, and sells capital equipment worldwide.

HAESUNG DS

Market Cap: ₩418.2b

Manufactures and sells semiconductor components in South Korea and internationally.

SUSS MicroTec

Market Cap: €571.6m

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

AIXTRON

Market Cap: €1.6b

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

Tokyo Seimitsu

Market Cap: JP¥340.6b

Manufactures and sells semiconductor production equipment (SPE) and measuring instruments in Japan.

Kioxia Holdings

Market Cap: JP¥1.4t

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

JCET Group

Market Cap: CN¥62.8b

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

GlobalWafers

Market Cap: NT$172.8b

Researches, develops, designs, manufactures and sells semiconductor ingots and wafers in Taiwan and internationally.

NEXTIN

Market Cap: ₩485.5b

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

JinkoSolar Holding

Market Cap: US$1.1b

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

Ultra Clean Holdings

Market Cap: US$1.0b

Develops and supplies critical subsystems, components and parts, and ultra-high purity cleaning and analytical services for the semiconductor industry in the United States and internationally.

Enphase Energy

Market Cap: US$4.3b

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

United Microelectronics

Market Cap: NT$510.4b

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

Winbond Electronics

Market Cap: NT$83.0b

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.

Valens Semiconductor

Market Cap: US$223.4m

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$19.5b

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

Novatek Microelectronics

Market Cap: NT$263.5b

Engages in research and development, manufacture, and sale of integrated circuit chips for speech, communication, computer peripheral, LCD driver IC system, embedded MCU, DSP, and system applications in Taiwan, Asia, and internationally.

JUSUNG ENGINEERINGLtd

Market Cap: ₩1.3t

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

SK hynix

Market Cap: ₩185.7t

Engages in the manufacture, distribution, and sale of semiconductor products in Korea, China, rest of Asia, the United States, and Europe.

ASE Technology Holding

Market Cap: NT$643.7b

Provides semiconductor manufacturing services in assembly and testing in the United States, Taiwan, Europe, Asia, and internationally.

Daqo New Energy

Market Cap: US$1.5b

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

Canatu Oyj

Market Cap: €344.8m

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.

SolarEdge Technologies

Market Cap: US$1.5b

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.

Shibaura Mechatronics

Market Cap: JP¥133.1b

Produces and sells manufacturing equipment for flat panel displays (FPDs), semiconductors, and electronic components in Japan, Northeastern Asia, and internationally.

Focus Lightings Tech

Market Cap: CN¥8.5b

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

MaxLinear

Market Cap: US$1.3b

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

QUALCOMM

Market Cap: US$159.7b

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

Onto Innovation

Market Cap: US$5.1b

Engages in the design, development, manufacture, and support of process control tools that performs optical metrology and inspection worldwide.

Rorze

Market Cap: JP¥345.3b

Engages in the design, development, manufacture, and sale of automation systems for the semiconductor and flat panel display production worldwide.

Renesas Electronics

Market Cap: JP¥3.2t

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

Taiwan Semiconductor Manufacturing

Market Cap: NT$30.6t

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.

Penguin Solutions

Market Cap: US$1.2b

Engages in the designing and development of enterprise solutions worldwide.

Skyworks Solutions

Market Cap: US$10.5b

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.