U.S. Semiconductors Potentially Undervalued Companies

Renesas Electronics

Market Cap: US$3.3t

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

ASE Technology Holding

Market Cap: US$750.2b

Provides semiconductor manufacturing services in the United States, Taiwan, rest of Asia, Europe, and internationally.

PDF Solutions

Market Cap: US$869.2m

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, Taiwan, and internationally.

Wolfspeed

Market Cap: US$348.9m

A semiconductor company, focuses on silicon carbide and gallium nitride (GaN) technologies in Europe, Hong Kong, China, rest of Asia Pacific, the United States, and internationally.

Canadian Solar

Market Cap: US$783.5m

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

JinkoSolar Holding

Market Cap: US$1.3b

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

Renesas Electronics

Market Cap: US$3.3t

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

United Microelectronics

Market Cap: US$540.5b

Operates as a semiconductor wafer foundry in Taiwan, China, Hong Kong, Japan, Korea, the United States, Europe, and internationally.

Peraso

Market Cap: US$7.1m

A fabless semiconductor company, develops, markets, and sells semiconductor devices and antenna modules in North America, Hong Kong, Taiwan, and internationally.

Valens Semiconductor

Market Cap: US$198.8m

Provides semiconductor products for the audio-video and automotive industries in Israel, China, Hong Kong, Portugal, the United States, Japan, Germany, Hungary, and internationally.

First Solar

Market Cap: US$22.8b

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

GCL Technology Holdings

Market Cap: US$37.9b

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

Synaptics

Market Cap: US$2.8b

Develops, markets, and sells semiconductor products worldwide.

ams-OSRAM

Market Cap: US$1.1b

Engages in the design, manufacture, and sale of LED and optical sensor solutions in Europe, the Middle East, Africa, the Americas, 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.

SemiLEDs

Market Cap: US$17.4m

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

SCI Engineered Materials

Market Cap: US$19.5m

Manufactures and supplies materials for physical vapor deposition thin film applications in the United States.

ams-OSRAM

Market Cap: US$1.1b

Engages in the design, manufacture, and sale of LED and optical sensor solutions in Europe, the Middle East, Africa, the Americas, and the Asia/Pacific.

SolarEdge Technologies

Market Cap: US$2.1b

Designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally.

Inter Action

Market Cap: US$15.8b

Engages in the develops, manufactures, and sells inspection illuminators for applications in imaging semiconductors manufacturing processes in Japan.

MaxLinear

Market Cap: US$1.4b

Provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally.

SUSS MicroTec

Market Cap: US$586.8m

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

QUALCOMM

Market Cap: US$182.2b

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

Elmos Semiconductor

Market Cap: US$1.2b

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.

Tazmo

Market Cap: US$45.6b

Manufactures and sells semiconductor manufacturing equipment in Japan, Taiwan, China, South Korea, Vietnam, rest of Asia, North America, and Europe.

Solargiga Energy Holdings

Market Cap: US$359.0m

An investment holding company, manufactures and sells downstream photovoltaic modules for the photovoltaic industry in Mainland China, Japan, Europe, Asia, and internationally.

TOWA

Market Cap: US$178.9b

Engages in the design, development, manufacture, and sale of semiconductor manufacturing equipment and high-precision molds in Japan and internationally.

Ultra Clean Holdings

Market Cap: US$1.3b

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

Infineon Technologies

Market Cap: US$42.9b

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

Skyworks Solutions

Market Cap: US$11.7b

Designs, develops, manufactures, and markets semiconductor products in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific.

AIXTRON

Market Cap: US$1.6b

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

Sanken Electric

Market Cap: US$159.8b

Engages in the manufacture and sale of electric equipment and apparatus in Japan and internationally.

Intchains Group

Market Cap: US$113.3m

Engages in the provision of altcoin mining products in the People’s Republic of China.

Tokyo Electron

Market Cap: US$12.2t

Develops, manufactures, and sells semiconductor production equipment in Japan, Europe, North America, Taiwan, China, South Korea, and internationally.

Applied Materials

Market Cap: US$151.4b

Engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.

ACM Research

Market Cap: US$2.3b

Develops, manufactures, and sells capital equipment worldwide.