German Semiconductors Potentially Undervalued Companies

Cirrus Logic

Market Cap: €7.4b

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

GCL Technology Holdings

Market Cap: €22.9b

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

JinkoSolar Holding

Market Cap: €847.9m

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

Shibaura Mechatronics

Market Cap: €354.5b

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

Flat Glass Group

Market Cap: €25.2b

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.

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.

Broadcom

Market Cap: €1.8t

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

SK hynix

Market Cap: €1549.0t

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.

MegaChips

Market Cap: €160.5b

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

First Solar

Market Cap: €24.9b

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.

First Solar

Market Cap: €24.9b

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

Amkor Technology

Market Cap: €19.8b

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

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.

Cirrus Logic

Market Cap: €7.4b

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

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: €980.3m

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

TOYO

Market Cap: €252.4m

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.

T1 Energy

Market Cap: €2.6b

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

QUALCOMM

Market Cap: €191.7b

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

Broadcom

Market Cap: €1.8t

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

Skyworks Solutions

Market Cap: €9.9b

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.

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: €43.9m

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

Daqo New Energy

Market Cap: €859.4m

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

X-FAB Silicon Foundries

Market Cap: €942.5m

Develops, produces, and sells analog/mixed-signal IC, micro-electro-mechanical systems, and silicon photonics products for automotive, medical, industrial, communication, and consumer sectors in the Europe, the United States, Asia, 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.

Broadcom

Market Cap: €1.8t

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

Qnity Electronics

Market Cap: €32.1b

Provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally.

NXP Semiconductors

Market Cap: €70.5b

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

QUALCOMM

Market Cap: €191.7b

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

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.

Photronics

Market Cap: €1.8b

Engages in the manufacture and sale of photomask products and services in the United States, Taiwan, China, Korea, Europe, and internationally.

centrotherm international

Market Cap: €203.2m

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

SemiLEDs

Market Cap: €14.0m

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