U.K. Semiconductors Potentially Undervalued Companies

ams-OSRAM

Market Cap: CHF 1.1b

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

Canadian Solar

Market Cap: US$758.7m

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

JinkoSolar Holding

Market Cap: US$1.2b

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

ams-OSRAM

Market Cap: CHF 1.1b

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

X-FAB Silicon Foundries

Market Cap: €900.7m

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

X-FAB Silicon Foundries

Market Cap: €892.2m

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

Ultra Clean Holdings

Market Cap: US$1.2b

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

Intel

Market Cap: €167.9b

Designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

Enphase Energy

Market Cap: US$4.6b

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

Intel

Market Cap: US$156.7b

Designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

First Solar

Market Cap: US$23.7b

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

Skyworks Solutions

Market Cap: US$11.4b

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.

AIXTRON

Market Cap: €1.6b

Provides deposition equipment to the semiconductor industry in Asia, Europe, and the Americas.

Ichor Holdings

Market Cap: US$601.4m

Engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in the United States and internationally.

Melexis

Market Cap: €2.7b

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.

ON Semiconductor

Market Cap: US$20.2b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

QUALCOMM

Market Cap: €178.7b

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

Melexis

Market Cap: €2.7b

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.

STMicroelectronics

Market Cap: €21.5b

Designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

SMA Solar Technology

Market Cap: €764.8m

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.

QUALCOMM

Market Cap: US$178.6b

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

SUSS MicroTec

Market Cap: €587.2m

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

STMicroelectronics

Market Cap: US$21.5b

Designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

Universal Display

Market Cap: US$6.8b

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.

SolarEdge Technologies

Market Cap: US$2.2b

Designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally.

Siltronic

Market Cap: €1.4b

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.

AIXTRON

Market Cap: €1.6b

Provides deposition equipment to the semiconductor industry in Asia, Europe, and the Americas.

STMicroelectronics

Market Cap: €21.5b

Designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

Siltronic

Market Cap: €1.4b

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.

SUSS MicroTec

Market Cap: €587.2m

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

STMicroelectronics

Market Cap: €21.3b

Designs, develops, manufactures, and sells semiconductor products in Europe, the Middle East, Africa, the Americas, and the Asia Pacific.

REC Silicon

Market Cap: NOK 630.9m

Produces and sells silicon materials for the solar and electronics industries in Norway and internationally.

Kalray

Market Cap: €14.1m

Provides processors and acceleration cards in France.