German Semiconductors Potentially Undervalued Companies

Daqo New Energy

Market Cap: €1.4b

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

NXP Semiconductors

Market Cap: €57.0b

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

Skyworks Solutions

Market Cap: €11.8b

Designs, develops, manufactures, and markets semiconductor products in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific.

TOWA

Market Cap: €158.1b

Engages in the design, development, manufacture, and sale of semiconductor manufacturing equipment and high-precision molds in Japan and internationally.

SCREEN Holdings

Market Cap: €1.3t

Develops, manufactures, sells, and maintains semiconductor production equipment in Japan.

SMA Solar Technology

Market Cap: €726.6m

Develops, produces, and sells PV and battery inverters, transformers, chokes, monitoring systems for PV systems, and charging solutions for electric vehicles in Germany and internationally.

Canatu Oyj

Market Cap: €295.5m

Develops and sells carbon nanotubes (CNTs) and related products for the semiconductor, automotive, and medical diagnostics industries in Finland, the United States, Japan, and Taiwan.

Synaptics

Market Cap: €2.7b

Develops, markets, and sells semiconductor products worldwide.

Applied Materials

Market Cap: €162.5b

Engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.