U.S. Semiconductors Potentially Undervalued Companies

Cirrus Logic

Market Cap: US$6.7b

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

Amkor Technology

Market Cap: US$16.1b

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

Canadian Solar

Market Cap: US$905.4m

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

T1 Energy

Market Cap: US$1.4b

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

JinkoSolar Holding

Market Cap: US$775.1m

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

SUSS MicroTec

Market Cap: US$1.5b

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

TOYO

Market Cap: US$205.9m

Engages in the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and other stages of the solar power supply chain in Asia and the United States.

First Solar

Market Cap: US$21.8b

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

Skyworks Solutions

Market Cap: US$9.1b

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.

ams-OSRAM

Market Cap: US$1.6b

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.

UMS Integration

Market Cap: US$1.0b

An investment holding company, manufactures and markets precision machining components, and provides electromechanical assembly and final testing services.

Flat Glass Group

Market Cap: US$23.3b

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.

Kioxia Holdings

Market Cap: US$30.7t

Engages in research, development, manufacturing, sales, and other services of memory and related products for solid state drives (SSDs) and storage and smart devices in Japan, North America, Europe, and Asia.

NVIDIA

Market Cap: US$5.0t

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

Ambarella

Market Cap: US$3.0b

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

SemiLEDs

Market Cap: US$17.8m

Develops, manufactures, and sells light emitting diode (LED) chips, components, and modules and systems in the United States, Taiwan, the Netherlands, Japan, and internationally.

Daqo New Energy

Market Cap: US$789.7m

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

Cohu

Market Cap: US$2.4b

Through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally.

ams-OSRAM

Market Cap: US$1.6b

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.

Inter Action

Market Cap: US$18.2b

Engages in the development, manufacturing, and sells inspection illuminators for applications in imaging semiconductor manufacturing processes in Japan.

Melexis

Market Cap: US$2.8b

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.

Broadcom

Market Cap: US$1.8t

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

QUALCOMM

Market Cap: US$176.0b

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

Photronics

Market Cap: US$1.8b

Engages in the manufacture and sale of photomask products and services in the United States, Taiwan, China, Korea, Europe, and internationally.

Ascent Solar Technologies

Market Cap: US$27.9m

A solar technology company, engages in the manufacture and sale of photovoltaic solar modules in the United States.

Qorvo

Market Cap: US$7.6b

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.

Ultra Clean Holdings

Market Cap: US$4.2b

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

Tazmo

Market Cap: US$64.3b

Together with subsidiaries engages in the development, manufacturing, and sales of semiconductor manufacturing equipment in Japan, Taiwan, China, South Korea, Vietnam, rest of Asia, North America, and Europe.

Valens Semiconductor

Market Cap: US$176.5m

Provides semiconductor products for the audio-video and automotive industries.

Everspin Technologies

Market Cap: US$353.8m

Manufactures and sells magnetoresistive random access memory (MRAM) technologies in the United States, Japan, Hong Kong, Germany, Singapore, Canada, and internationally.

Metalink

Market Cap: US$258.0k

Does not have significant operations.

Synaptics

Market Cap: US$4.4b

Develops, markets, and sells semiconductor products worldwide.

GCL Technology Holdings

Market Cap: US$19.4b

Manufactures and sells polysilicon and wafers products in the People’s Republic of China and internationally.

SK hynix

Market Cap: US$1282.1t

Through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.

Socionext

Market Cap: US$419.4b

Designs, develops, manufactures, and sells system-on-chip (SoC), and solutions/services centering on SoC worldwide.

PDF Solutions

Market Cap: US$2.1b

Provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, and internationally.