Swiss Semiconductors Potentially Undervalued Companies

SUSS MicroTec

Market Cap: CHF 1.6b

Develops, manufactures, markets, and maintains systems to produce microelectronics, microelectromechanical systems, and related applications.

ams-OSRAM

Market Cap: CHF 1.8b

Engages in the design, manufacture, and sale of LED and optical sensor solutions in Europe, the Middle East, Africa, the United States, and the Asia/Pacific.

Cirrus Logic

Market Cap: CHF 7.0b

A fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally.

Enphase Energy

Market Cap: CHF 5.0b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

NVIDIA

Market Cap: CHF 5.0t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

First Solar

Market Cap: CHF 24.1b

A solar technology company, provides photovoltaic (PV) solar energy solutions in the United States, France, India, Chile, and internationally.

NVIDIA

Market Cap: US$5.1t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

Siltronic

Market Cap: CHF 2.7b

Develops, produces, markets, and sells hyperpure silicon wafers for the semiconductor industry in Germany, Rest of Europe, the United States, Taiwan, Mainland China, South Korea, Rest of Asia, and internationally.

QUALCOMM

Market Cap: CHF 187.6b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.