U.S. Semiconductors Healthy potentially undervalued

NXP Semiconductors

Market Cap: US$50.5b

Provides semiconductor products in the United States, Germany, Japan, South Korea, Taiwan, Singapore, the Netherlands, Mainland China, Hong Kong, and internationally.

ACM Research

Market Cap: US$3.1b

Develops, manufactures, and sells capital equipment in Mainland China and internationally.

JinkoSolar Holding

Market Cap: US$1.3b

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

QUALCOMM

Market Cap: US$143.1b

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

Ichor Holdings

Market Cap: US$1.6b

Engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in Singapore, the United States, Europe, and internationally.

First Solar

Market Cap: US$21.5b

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

Synaptics

Market Cap: US$3.0b

Develops, markets, and sells semiconductor products worldwide.

Ambarella

Market Cap: US$2.3b

Develops semiconductor solutions that enable artificial intelligence (AI) processing, advanced image signal processing, and high-definition (HD) and ultra-HD compression.

ON Semiconductor

Market Cap: US$23.3b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, 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.

MaxLinear

Market Cap: US$1.5b

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

Valens Semiconductor

Market Cap: US$150.6m

Provides semiconductor products for the audio-video and automotive industries.

Penguin Solutions

Market Cap: US$971.3m

Designs, builds, deploys and manages enterprise solutions worldwide.

Skyworks Solutions

Market Cap: US$8.3b

Develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.