Japanese Semiconductors Undiscovered Gems With Strong Fundamentals

Y.A.C. Holdings

Market Cap: JP¥19.2b

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

RS Technologies

Market Cap: JP¥96.8b

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¥47.1b

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

SAMCO

Market Cap: JP¥33.0b

Manufactures and sales semiconductor and materials in Japan and internationally.

Yamaichi ElectronicsLtd

Market Cap: JP¥108.2b

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

SK-ElectronicsLTD

Market Cap: JP¥32.7b

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

Tazmo

Market Cap: JP¥29.2b

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