Global Tech Buy the Dip

Amphenol

Market Cap: US$195.1b

Designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.

Western Digital

Market Cap: US$183.4b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Samsung Electro-Mechanics

Market Cap: ₩109.1t

Manufactures and sells various electronic components in Korea, China, Southeast Asia, Japan, the Americas, and Europe.

Nokia Oyj

Market Cap: €57.3b

Provides mobile, fixed, and cloud network solutions in North and Latin America, Greater China, India, Asia Pacific, Europe, the Middle East, and Africa.

Coherent

Market Cap: US$61.5b

Develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide.

Yageo

Market Cap: NT$1.8t

Manufactures and sells electronic components in China, Europe, the United States, and the rest of Asia.

Lumentum Holdings

Market Cap: US$54.4b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Flex

Market Cap: US$48.2b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, healthcare, industrial, and power industries in the Americas, Asia, and Europe.

Accton Technology

Market Cap: NT$1.3t

Develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan and internationally.

BOE Technology Group

Market Cap: CN¥280.4b

Operates display, Internet of Things (IoT) innovation, sensor, and MLED, smart medicine engineering, and other business in Mainland China and internationally.

Jabil

Market Cap: US$33.6b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Asia Vital Components

Market Cap: NT$911.8b

Provides total thermal solutions worldwide.

Hengtong Optic-Electric

Market Cap: CN¥188.1b

Engages in communication network and energy interconnection businesses in China and internationally.

Chroma ATE

Market Cap: NT$785.9b

Designs, assembles, manufactures, sells, repairs, and maintains software/hardware for computers and peripherals, computerized automatic test systems, electronic test instruments, signal generators, power supplies, and telecom power supplies in Taiwan, China, the United States, and internationally.

Samsung SDI

Market Cap: ₩32.1t

Manufactures and sells batteries in South Korea, Europe, China, North America, Southeast Asia, and internationally.

Gold Circuit Electronics

Market Cap: NT$581.2b

Engages in the manufacturing, processing, and trading of electronic equipment products, such as printed circuit boards in Taiwan.

Lingyi iTech (Guangdong)

Market Cap: CN¥114.9b

Through its subsidiaries, engages in manufacturing and sales of electronic equipment, automotive and low-altitude economy products in China, Mainland China, Asia, Europe, and internationally.

Fabrinet

Market Cap: US$16.8b

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, and Europe.

Largan Precision

Market Cap: NT$524.0b

Designs, manufactures, and sells precision optical plastic lenses in China, South Korea, Vietnam, Japan, Taiwan, and internationally.

TTM Technologies

Market Cap: US$15.0b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

LG Innotek

Market Cap: ₩18.1t

Engages in the manufacture and sale of electronic materials and components for mobile, display, semiconductor, automobile, and Internet of Things (IoT) fields in South Korea and internationally.

Taiyo Yuden

Market Cap: JP¥1.9t

Develops, manufactures, and sells electronic components in Japan, North America, China, Europe, Hong Kong, Taiwan and internationally.

Sanmina

Market Cap: US$11.0b

Provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Advanced Energy Industries

Market Cap: US$10.9b

Provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally.

Fiberhome Telecommunication Technologies

Market Cap: CN¥73.6b

Fiberhome Telecommunication Technologies Co., Ltd.

Viasat

Market Cap: US$10.5b

Engages in the provision of broadband and communications products and services in the United States and internationally.

Littelfuse

Market Cap: US$10.2b

Designs, manufactures, and sells electronic components, modules, and subassemblies.

Viavi Solutions

Market Cap: US$9.9b

Provides network test, monitoring, and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace, and critical infrastructures in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Applied Optoelectronics

Market Cap: US$9.1b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Tripod Technology

Market Cap: NT$248.1b

Processes, manufactures, and sells printed circuit boards and other related components in Taiwan, China, Vietnam, Thailand, South Korea, Malaysia, Mexico, and internationally.

Hengdian Group DMEGC Magnetics

Market Cap: CN¥47.9b

Provides magnetic materials, photovoltaic products, lithium batteries, and devices in China and internationally.

Lotes

Market Cap: NT$223.3b

Designs, manufactures, and sells precision electronic interconnect components and hardware parts in Taiwan, China, and internationally.

Shenzhen Sunlord ElectronicsLtd

Market Cap: CN¥44.8b

Engages in the development, manufacture, and sale of various chip electronic components in China and internationally.

Zhejiang Crystal-Optech

Market Cap: CN¥44.5b

Engages in the research, development, and sale of optical and optoelectronics products in China.

Caihong Display DevicesLtd

Market Cap: CN¥44.0b

Engages in the research, development, production, and sale of substrate glass and display panels in China and internationally.

Vishay Intertechnology

Market Cap: US$6.5b

Manufactures and sells discrete semiconductors and passive electronic components in the United States, Germany, rest of Europe, Israel, and Asia.