Global Buy the Dip

SK hynix

Market Cap: ₩626.6t

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

Micron Technology

Market Cap: US$380.8b

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

Lam Research

Market Cap: US$249.7b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

AppLovin

Market Cap: US$134.2b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Western Digital

Market Cap: US$85.3b

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.

Sandisk

Market Cap: US$84.5b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

Sumitomo Electric Industries

Market Cap: JP¥7.2t

Manufactures and sells various materials in Japan and internationally.

SK Square

Market Cap: ₩66.2t

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

Sungrow Power Supply

Market Cap: CN¥276.0b

Researches, develops, produces, sells, and services of new energy power equipment in solar, wind, energy storage, hydrogen, electric vehicles, and charging infrastructure.

HD Hyundai Heavy Industries

Market Cap: ₩47.4t

Engages in the shipbuilding business in South Korea, North America, Asia, Europe, and internationally.

Yankuang Energy Group

Market Cap: HK$183.9b

Engages in the mining and sale of coal in the People's Republic of China, Australia, and internationally.

Nebius Group

Market Cap: US$23.3b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

Montage Technology

Market Cap: CN¥158.8b

An integrated circuit (IC) design company, provides IC-based solutions for cloud computing and data center markets in the People’s Republic of China.

Wiwynn

Market Cap: NT$635.6b

Engages in the research, development, design, testing, and sales of semi products, and peripheral equipment and parts in the United States, Europe, Asia, and internationally.

EVE Energy

Market Cap: CN¥129.8b

Engages in the research, development, production, and sales of lithium batteries in China and internationally.

Everpure

Market Cap: US$18.8b

Provides data storage and management technologies, products, and services in the United States and internationally.

Credo Technology Group Holding

Market Cap: US$17.3b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Hyosung Heavy Industries

Market Cap: ₩24.7t

Manufactures and sells heavy electrical equipment in South Korea.

Boliden

Market Cap: SEK 137.9b

Engages in the extracting, producing, and recycling of base metals in Sweden, Finland, other Nordic region, Germany, the United Kingdom, Europe, North America, and internationally.

Goldwind Science&Technology

Market Cap: CN¥97.2b

Provides wind power solutions in China and internationally.

Doosan

Market Cap: ₩17.2t

Engages in the power generation facilities, industrial facilities, construction machinery, engines, and construction businesses in Korea, the United States, Asia, the Middle East, Europe, and internationally.

IREN

Market Cap: US$11.4b

Operates in the vertically integrated data center business in Australia and Canada.

Amkor Technology

Market Cap: US$10.2b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Ashok Leyland

Market Cap: ₹875.9b

Engages in the manufacture and sale of commercial vehicles in India and internationally.

TTM Technologies

Market Cap: US$9.2b

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.

Datang International Power Generation

Market Cap: HK$70.9b

Engages in power generation business in the People’s Republic of China.

MP Materials

Market Cap: US$8.1b

Produces rare earth materials in the Western Hemisphere.

China Reinsurance (Group)

Market Cap: HK$62.9b

Operates as a reinsurance company in the People's Republic of China and internationally.

Macronix International

Market Cap: NT$235.6b

Engages in the design, manufacture, and supply of integrated circuits and memory chips.

Galaxy Digital

Market Cap: US$6.7b

Engages in the digital asset and data centre infrastructure businesses in North America and internationally.

Applied Optoelectronics

Market Cap: US$6.6b

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

DB Insurance

Market Cap: ₩9.8t

Provides various insurance products and services in South Korea.

Clear Secure

Market Cap: US$6.5b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

China Southern Power Grid Energy Storage

Market Cap: CN¥44.8b

China Southern Power Grid Energy Storage Co., Ltd.

Scancom

Market Cap: GH₵69.9b

Provides telecommunications services in Ghana.

Vicor

Market Cap: US$6.4b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.