U.S. Semiconductors Healthy potentially undervalued

Cirrus Logic

Market Cap: US$6.7b

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

JinkoSolar Holding

Market Cap: US$775.1m

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

T1 Energy

Market Cap: US$1.4b

Provides energy solutions for solar modules and cells in the United States, Norway and internationally.

First Solar

Market Cap: US$21.8b

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

Ambarella

Market Cap: US$3.0b

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

NVIDIA

Market Cap: US$5.0t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

Daqo New Energy

Market Cap: US$789.7m

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

Broadcom

Market Cap: US$1.8t

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

Skyworks Solutions

Market Cap: US$9.1b

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.