Global Buy the Dip

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.

SK hynix

Market Cap: ₩566.3t

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

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.

Sungrow Power Supply

Market Cap: CN¥309.5b

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¥6.5t

Manufactures and sells various materials in Japan and internationally.

SK Square

Market Cap: ₩61.6t

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

HD Hyundai Heavy Industries

Market Cap: ₩48.8t

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

Yankuang Energy Group

Market Cap: HK$187.9b

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¥152.6b

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$613.3b

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.

Everpure

Market Cap: US$18.8b

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

EVE Energy

Market Cap: CN¥129.1b

Engages in the research, development, production, and sales of lithium batteries in China 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: ₩22.9t

Manufactures and sells heavy electrical equipment in South Korea.

Goldwind Science&Technology

Market Cap: CN¥100.4b

Provides wind power solutions in China and internationally.

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.

IREN

Market Cap: US$11.4b

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

Doosan

Market Cap: ₩15.8t

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.

Amkor Technology

Market Cap: US$10.2b

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

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$62.4b

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

Macronix International

Market Cap: NT$214.3b

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.

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¥44.7b

China Southern Power Grid Energy Storage Co., Ltd.

Scancom

Market Cap: GH₵69.9b

Provides telecommunications services in Ghana.

DB Insurance

Market Cap: ₩9.6t

Provides various insurance products and services in South Korea.

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.

Beijing HyperStrong Technology

Market Cap: CN¥42.1b

Engages in the design, development, integration, and operation of energy storage power stations in China.