Japanese Semiconductors Undiscovered Gems With Strong Fundamentals

Y.A.C. Holdings

Market Cap: JP¥18.5b

Provides mechatronics, display, industrial machinery, and electronics related products in Japan and internationally.

RS Technologies

Market Cap: JP¥94.2b

Provides silicon wafer reclamation and sale services in Japan, Taiwan, China, South Korea, the United States, Europe, and internationally.

Japan Electronic Materials

Market Cap: JP¥45.5b

Develops, manufactures, and sells semiconductor inspection and electron tube parts in Japan, rest of Asia, North America, and Europe.

SAMCO

Market Cap: JP¥30.6b

Manufactures and sales semiconductor and materials in Japan and internationally.

Yamaichi ElectronicsLtd

Market Cap: JP¥102.5b

Manufactures and sells test, connector, and optical-related products in Japan and internationally.

SK-ElectronicsLTD

Market Cap: JP¥31.2b

Manufactures and sells large-format photomasks in Japan and internationally.

Tazmo

Market Cap: JP¥28.1b

Together with subsidiaries, develops, manufactures, and sells semiconductor manufacturing equipment in Japan, Taiwan, China, South Korea, Vietnam, rest of Asia, North America, and Europe.