German Semiconductors Potentially Undervalued Companies

Skyworks Solutions

Market Cap: €8.6b

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.

Amkor Technology

Market Cap: €16.8b

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

Skyworks Solutions

Market Cap: €8.6b

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.

Cirrus Logic

Market Cap: €7.0b

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

Flat Glass Group

Market Cap: €23.0b

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.

Shibaura Mechatronics

Market Cap: €355.8b

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

JinkoSolar Holding

Market Cap: €837.4m

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

GCL Technology Holdings

Market Cap: €19.7b

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

Taiwan Semiconductor Manufacturing

Market Cap: €64.1t

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.

SUSS MicroTec

Market Cap: €1.6b

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

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: €1342.6t

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.

Melexis

Market Cap: €2.8b

Designs, develops, tests, and markets advanced integrated semiconductor devices primarily for the automotive industry in Europe, the Middle East, Africa, the Asia Pacific, and North and Latin America.

First Solar

Market Cap: €24.1b

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

SUSS MicroTec

Market Cap: €1.6b

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

MegaChips

Market Cap: €147.7b

A semiconductor company, designs, develops, manufactures, and sells products centering on system LSIs in Japan and internationally.

Ultra Clean Holdings

Market Cap: €4.6b

Develops and supplies critical subsystems, components and parts, and cleaning and analytical services for the semiconductor industry in the United States 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.

First Solar

Market Cap: €22.8b

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

Cirrus Logic

Market Cap: €7.0b

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

Canadian Solar

Market Cap: €1.1b

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

Kioxia Holdings

Market Cap: €34.0t

Engages in research, development, manufacturing, sales, and other services of memory and related products for solid state drives (SSDs) and storage and smart devices in Japan, North America, Europe, and Asia.

T1 Energy

Market Cap: €1.7b

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

Tekscend Photomask

Market Cap: €387.4b

Develops, manufactures, and distributes semiconductor photomasks in Japan and Internationally.

QUALCOMM

Market Cap: €187.6b

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

Riber

Market Cap: €207.6m

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

TOYO

Market Cap: €199.3m

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.

T1 Energy

Market Cap: €1.9b

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

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.

Ascent Solar Technologies

Market Cap: €35.3m

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

SK hynix

Market Cap: €1342.6t

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.

Daqo New Energy

Market Cap: €818.8m

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

NVIDIA

Market Cap: €5.1t

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

NXP Semiconductors

Market Cap: €70.4b

Provides semiconductor products in the United States, Germany, Japan, South Korea, Taiwan, Singapore, the Netherlands, Mainland China, Hong Kong, and internationally.

Ultra Clean Holdings

Market Cap: €4.6b

Develops and supplies critical subsystems, components and parts, and cleaning and analytical services for the semiconductor industry in the United States and internationally.

Broadcom

Market Cap: €1.9t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.