U.S. Semiconductors Healthy potentially undervalued

Synaptics

Market Cap: US$2.6b

Develops, markets, and sells semiconductor products worldwide.

PDF Solutions

Market Cap: US$793.0m

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, Taiwan, and internationally.

ACM Research

Market Cap: US$1.6b

Develops, manufactures, and sells capital equipment worldwide.

JinkoSolar Holding

Market Cap: US$1.1b

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

Ultra Clean Holdings

Market Cap: US$1.1b

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$4.5b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States 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$19.8b

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

SolarEdge Technologies

Market Cap: US$1.6b

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.

MaxLinear

Market Cap: US$1.4b

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

QUALCOMM

Market Cap: US$168.7b

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

Onto Innovation

Market Cap: US$5.5b

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

Penguin Solutions

Market Cap: US$1.3b

Engages in the designing and development of enterprise solutions worldwide.

Skyworks Solutions

Market Cap: US$10.9b

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.