Global Buy the Dip

Broadcom

Market Cap: US$1.9t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

Samsung Electronics

Market Cap: ₩1903.3t

Engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.

Micron Technology

Market Cap: US$1.1t

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

SK hynix

Market Cap: ₩1488.1t

Research, develops manufactures, and sells semiconductor devices in Korea, China, rest of Asia, the United States, and Europe.

Texas Instruments

Market Cap: US$262.7b

Designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, the rest of Asia, Europe, the Middle East, Africa, Japan, and internationally.

Dell Technologies

Market Cap: US$247.4b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

GE Vernova

Market Cap: US$247.3b

An energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa.

SoftBank Group

Market Cap: JP¥36.3t

Provides telecommunication services in Japan and internationally.

Foxconn Industrial Internet

Market Cap: CN¥1.4t

Provides smart manufacturing and industrial internet services in Mexico, Vietnam, Singapore, Mainland China, and internationally.

Arista Networks

Market Cap: US$191.6b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Seagate Technology Holdings

Market Cap: US$191.4b

Engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.

Zhongji Innolight

Market Cap: CN¥1.3t

Researches, designs, develops, packages, tests, and sells optical communication transceiver modules and devices in China and internationally.

Delta Electronics

Market Cap: NT$5.6t

Provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.

Western Digital

Market Cap: US$168.9b

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.

CNOOC

Market Cap: HK$1.2t

An investment holding company, engages in the exploration, development, production, and sale of crude oil and natural gas in worldwide.

Hon Hai Precision Industry

Market Cap: NT$3.6t

Provides electronic manufacturing services.

Vertiv Holdings Co

Market Cap: US$111.2b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

SK Square

Market Cap: ₩161.7t

Invests in semiconductor, and information and communication technologies in South Korea, China, Asia, the United States, and Europe.

Newmont

Market Cap: US$104.8b

Operates as a gold producer.

Zijin Mining Group

Market Cap: CN¥708.7b

Engages in exploration and extraction of metals in Mainland China and internationally.

Freeport-McMoRan

Market Cap: US$92.4b

Engages in the mining of mineral properties in North America, South America, and Indonesia.

NXP Semiconductors

Market Cap: US$75.1b

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

Bloom Energy

Market Cap: US$73.8b

Designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.

Luxshare Precision Industry

Market Cap: CN¥470.5b

Engages in the production and sale of connecting cables, connectors, computer peripherals, and plastic and metal products worldwide.

Mitsubishi Electric

Market Cap: JP¥11.1t

Develops, manufactures, sells, and distributes electrical and electronic equipment in Japan, North America, rest of Asia, Europe, and internationally.

Barrick Mining

Market Cap: CA$91.4b

Engages in the exploration, development, production, and sale of mineral properties.

Lumentum Holdings

Market Cap: US$63.9b

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

Hewlett Packard Enterprise

Market Cap: US$63.9b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

Ford Motor

Market Cap: US$59.6b

Develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles in the United States, Canada, the United Kingdom, Mexico, and internationally.

Flex

Market Cap: US$53.9b

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

Sumitomo Electric Industries

Market Cap: JP¥8.0t

Manufactures and sells various materials in Japan and internationally.

Renesas Electronics

Market Cap: JP¥7.7t

Engages in the design, research, development, manufacturing, sale, and service of semiconductors in Japan, China, rest of Asia, Europe, North America, and internationally.

Victory Giant Technology (HuiZhou)Ltd

Market Cap: CN¥320.0b

Engages in the research, development, production, and sale of high-precision printed circuit boards in China and internationally.

Sumitomo

Market Cap: JP¥7.3t

Engages in the general trading business.

Sungrow Power Supply

Market Cap: CN¥301.3b

Engages in the research and development, manufacture, sale, and service of new energy power supply equipment.

Samsung C&T

Market Cap: ₩65.5t

Engages in the engineering and construction, trading and investment, fashion, and resort businesses in South Korea, Europe, the Middle East, Africa, the Asia Pacific, and the Americas.