U.S. Semiconductors Healthy potentially undervalued

JinkoSolar Holding

Market Cap: US$1.1b

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

First Solar

Market Cap: US$20.5b

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

Synaptics

Market Cap: US$3.1b

Develops, markets, and sells semiconductor products worldwide.

Ambarella

Market Cap: US$2.5b

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

Daqo New Energy

Market Cap: US$1.5b

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

QUALCOMM

Market Cap: US$145.3b

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

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.

NXP Semiconductors

Market Cap: US$54.6b

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

Penguin Solutions

Market Cap: US$1.4b

Designs, builds, deploys and manages enterprise solutions worldwide.

Impinj

Market Cap: US$3.4b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.