Italian 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.

ams-OSRAM

Market Cap: €1.9b

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: €1.7t

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

Synaptics

Market Cap: €4.6b

Develops, markets, and sells semiconductor products worldwide.

Semtech

Market Cap: €12.6b

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

Microchip Technology

Market Cap: €45.9b

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

Siltronic

Market Cap: €2.8b

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.

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.

Skyworks Solutions

Market Cap: €9.4b

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.

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.

First Solar

Market Cap: €24.1b

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

Ambarella

Market Cap: €3.4b

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