Global Semiconductors Potentially Undervalued Companies

NPC

Market Cap: JP¥15.5b

Engages in the machinery and environmental businesses.

Trina Solar

Market Cap: CN¥43.6b

Engages in the research and development, production, and sales of photovoltaic (PV) modules in China, Europe, North and Latin America, the United States, Japan, the Asia Pacific, the Middle East, and Africa.

Flat Glass Group

Market Cap: CN¥41.7b

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.

Infineon Technologies

Market Cap: CHF 42.8b

Engages in the design, development, manufacture, and marketing of semiconductors and semiconductor-based solutions worldwide.

Kalray

Market Cap: €10.0m

Provides processors and acceleration cards in France.

Silicon Laboratories

Market Cap: US$3.8b

A fabless semiconductor company, provides analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally.

REC Silicon

Market Cap: NOK 551.0m

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

Elmos Semiconductor

Market Cap: €1.6b

Develops, manufactures, and distributes microelectronic components and system parts, and technological devices for automotive industry in Germany, other European Union countries, the Americas, Asia/Pacific, and internationally.

Cirrus Logic

Market Cap: €5.9b

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

Synaptics

Market Cap: €2.3b

Develops, markets, and sells semiconductor products worldwide.

Qorvo

Market Cap: €7.5b

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.

Daqo New Energy

Market Cap: Mex$2.1b

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

Canatu Oyj

Market Cap: €278.2m

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.

Kalray

Market Cap: €10.0m

Provides processors and acceleration cards in France.

AIXTRON

Market Cap: US$2.0b

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

Skyworks Solutions

Market Cap: AR$9.3b

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.

Enphase Energy

Market Cap: US$3.5b

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