Global Semiconductors Healthy potentially undervalued

Duk San NeoluxLtd

Market Cap: ₩802.0b

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

Jinko Solar

Market Cap: CN¥49.9b

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 1.8b

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.

Phison Electronics

Market Cap: NT$537.2b

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

LX Semicon

Market Cap: ₩675.8b

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

Ambarella

Market Cap: US$2.9b

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

Flat Glass Group

Market Cap: HK$25.5b

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¥95.3b

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.

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$906.5m

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

Broadcom

Market Cap: US$1.8t

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

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.

Changzhou Fusion New Material

Market Cap: CN¥21.9b

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 525.4m

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.

HAESUNG DS

Market Cap: ₩1.2t

Manufactures and sells semiconductor components in South Korea and internationally.

Daqo New Energy

Market Cap: US$911.5m

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

Cirrus Logic

Market Cap: US$8.0b

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

Winbond Electronics

Market Cap: NT$951.8b

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

Kinsus Interconnect Technology

Market Cap: NT$383.1b

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

Amkor Technology

Market Cap: US$21.5b

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

SK hynix

Market Cap: ₩1809.7t

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