Global Buy the Dip

Samsung Electronics

Market Cap: ₩1119.5t

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

SK hynix

Market Cap: ₩612.6t

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

Micron Technology

Market Cap: US$362.9b

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

Applied Materials

Market Cap: US$256.4b

Provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, 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.

KLA

Market Cap: US$189.2b

Designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.

Amphenol

Market Cap: US$152.0b

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

Arista Networks

Market Cap: US$151.8b

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.

AppLovin

Market Cap: US$125.5b

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

Vertiv Holdings Co

Market Cap: US$96.1b

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.

Advantest

Market Cap: JP¥15.3t

Manufactures and sells semiconductors, component test systems, and mechatronics-related products in Japan, rest of Asia, the Americas, and Europe.

Western Digital

Market Cap: US$93.4b

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.

Sandisk

Market Cap: US$90.9b

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.

Seagate Technology Holdings

Market Cap: US$85.1b

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

Hyundai Motor

Market Cap: ₩109.9t

Manufactures and distributes motor vehicles and parts worldwide.

Kioxia Holdings

Market Cap: JP¥10.9t

Engages in the development, production and sale of flash memory and solid state drives (SSDs) in Japan and internationally.

Lumentum Holdings

Market Cap: US$50.2b

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

Comfort Systems USA

Market Cap: US$48.0b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Sungrow Power Supply

Market Cap: CN¥322.5b

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

Sumitomo Electric Industries

Market Cap: JP¥7.0t

Manufactures and sells various materials in Japan and internationally.

SK Square

Market Cap: ₩67.4t

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

CoreWeave

Market Cap: US$39.3b

Operates as a cloud infrastructure technology company in the United States.

HD Hyundai Heavy Industries

Market Cap: ₩50.4t

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

Symbotic

Market Cap: US$30.4b

An automation technology company, develops technologies to enhance operating efficiencies in modern warehouses.

AST SpaceMobile

Market Cap: US$30.1b

Designs and develops the constellation of BlueBird satellites in the United States.

Celestica

Market Cap: CA$41.2b

Provides supply chain solutions in Asia, North America, and internationally.

Bank Hapoalim B.M

Market Cap: ₪92.8b

Provides various banking and financial services in Israel, North America, Europe, and internationally.

Samsung C&T

Market Cap: ₩42.3t

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.

Nebius Group

Market Cap: US$25.5b

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¥161.0b

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

EVE Energy

Market Cap: CN¥143.3b

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

China Merchants Energy Shipping

Market Cap: CN¥137.5b

China Merchants Energy Shipping Co., Ltd.

Wiwynn

Market Cap: NT$626.3b

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.

Korea Electric Power

Market Cap: ₩27.1t

Engages in the generation, transmission, and distribution of electricity in South Korea and internationally.

Credo Technology Group Holding

Market Cap: US$17.6b

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.

HD Korea Shipbuilding & Offshore Engineering

Market Cap: ₩24.5t

HD Korea Shipbuilding & Offshore Engineering Co., Ltd.