Mexican Semiconductors Potentially Undervalued Companies

Renesas Electronics

Market Cap: Mex$3.6t

Researches, develops, designs, manufactures, sells, and services semiconductors in Japan, China, rest of Asia, Europe, North America, and internationally.

Canadian Solar

Market Cap: Mex$1.2b

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

Amkor Technology

Market Cap: Mex$16.1b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Daqo New Energy

Market Cap: Mex$1.7b

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

JinkoSolar Holding

Market Cap: Mex$1.1b

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

STMicroelectronics

Market Cap: Mex$17.9b

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

T1 Energy

Market Cap: Mex$2.6b

Provides energy solutions for solar modules and cells in the United States, Norway and internationally.

Qnity Electronics

Market Cap: Mex$29.7b

Provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally.