Italian Semiconductors Potentially Undervalued Companies

Cirrus Logic

Market Cap: €7.5b

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

Broadcom

Market Cap: €1.8t

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

Ambarella

Market Cap: €3.5b

Develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.

Synaptics

Market Cap: €4.8b

Develops, markets, and sells semiconductor products worldwide.

Siltronic

Market Cap: €2.4b

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.

Skyworks Solutions

Market Cap: €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.

First Solar

Market Cap: €25.0b

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

Semtech

Market Cap: €12.9b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Microchip Technology

Market Cap: €47.6b

Develops, manufactures, and sells smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

STMicroelectronics

Market Cap: €51.8b

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

Qorvo

Market Cap: €7.7b

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.

Axcelis Technologies

Market Cap: €4.3b

Designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Europe, and the Asia Pacific.

NVIDIA

Market Cap: €4.7t

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