German Semiconductors Potentially Undervalued Companies

GCL Technology Holdings

Market Cap: €23.9b

Manufactures and sells polysilicon and wafers products in the People’s Republic of China and internationally.

Flat Glass Group

Market Cap: €25.4b

Engages in the manufacture and sale of glass products in the People's Republic of China, the rest of Asia, Europe, North America, and internationally.

JinkoSolar Holding

Market Cap: €904.4m

Engages in the design, development, production, and marketing of photovoltaic products.

ams-OSRAM

Market Cap: €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.

SK hynix

Market Cap: €2066.1t

Through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.

ams-OSRAM

Market Cap: €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.

Amkor Technology

Market Cap: €20.5b

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

T1 Energy

Market Cap: €2.4b

Provides energy solutions for solar modules and cells in the United States, Norway and internationally.

Canadian Solar

Market Cap: €1.0b

Provides solar energy and battery energy storage products and solutions in Asia, the United States, Europe, and internationally.

T1 Energy

Market Cap: €2.4b

Provides energy solutions for solar modules and cells in the United States, Norway and internationally.

TOYO

Market Cap: €290.4m

Engages in the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and other stages of the solar power supply chain in Asia and the United States.

Shanghai Fudan Microelectronics Group

Market Cap: €32.2b

Engages in the design, development, and sale of integrated circuit products and total solutions in Mainland China and internationally.

Daqo New Energy

Market Cap: €905.4m

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

Ascent Solar Technologies

Market Cap: €47.5m

A solar technology company, engages in the manufacture and sale of photovoltaic solar modules in the United States.

NVIDIA

Market Cap: €4.8t

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

First Solar

Market Cap: €26.7b

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

Peraso

Market Cap: €3.2m

A fabless semiconductor company, develops, markets, and sells semiconductor devices and antenna modules in North America, Hong Kong, Taiwan, and internationally.

SemiLEDs

Market Cap: €14.1m

Develops, manufactures, and sells light emitting diode (LED) chips, components, and modules and systems in the United States, Taiwan, the Netherlands, Japan, and internationally.

NVIDIA

Market Cap: €4.8t

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

First Solar

Market Cap: €26.7b

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

centrotherm international

Market Cap: €197.9m

Provides production equipment and solutions for the photovoltaic, semiconductor, and microelectronic industries in Germany, China, India, Other Asia, Rest of Europe, and internationally.

Daqo New Energy

Market Cap: €905.4m

Manufactures and sells polysilicon to photovoltaic product manufacturers in the People’s Republic of China.

NVIDIA

Market Cap: €4.8t

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

Qorvo

Market Cap: €8.6b

Engages in development and commercialization of technologies and products for wireless, wired, and power markets in the United States, China, rest of Asia, Taiwan, and Europe.

Labat Africa

Market Cap: €62.4m

An investment holding company, engages in the technology, logistics, and healthcare activities in South Africa.

Cirrus Logic

Market Cap: €8.0b

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

NVIDIA

Market Cap: €4.7t

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

Riber

Market Cap: €237.6m

Provides molecular beam epitaxy (MBE) products and related services for the compound semiconductor in France.

Shibaura Mechatronics

Market Cap: €316.7b

Develops, manufactures, and sells manufacturing equipment for flat panel displays (FPDs), semiconductors, and electronic components in Japan, Northeastern Asia, and internationally.

Enphase Energy

Market Cap: €6.3b

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

QUALCOMM

Market Cap: €208.1b

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

Universal Display

Market Cap: €4.1b

Engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications.

Skyworks Solutions

Market Cap: €10.7b

Develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.

Taiwan Semiconductor Manufacturing

Market Cap: €62.0t

Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.

Tokyo Electron

Market Cap: €34.3t

Develops, manufactures, and sells semiconductor production equipment in Japan, South Korea, Taiwan, China, North America, Europe, and internationally.

ELES Semiconductor Equipment

Market Cap: €56.2m

Designs, manufactures, and sells test equipment, fixtures, solutions, and services for the semiconductor industry in Italy and internationally.