U.S. Semiconductors Potentially Undervalued Companies

Renesas Electronics

Market Cap: US$3.4t

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

Peraso

Market Cap: US$8.5m

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

ASE Technology Holding

Market Cap: US$914.2b

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

JinkoSolar Holding

Market Cap: US$1.5b

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

Enphase Energy

Market Cap: US$3.6b

Designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally.

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$556.8b

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

Skyworks Solutions

Market Cap: US$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: US$27.1b

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

Valens Semiconductor

Market Cap: US$155.8m

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

Ichor Holdings

Market Cap: US$499.9m

Engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in the United States and internationally.

NXP Semiconductors

Market Cap: US$47.5b

Provides semiconductor products in China, the United States, Germany, Japan, Singapore, South Korea, Mexico, the Netherlands, Taiwan, and internationally.

GCL Technology Holdings

Market Cap: US$39.2b

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

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$18.6m

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

ACM Research

Market Cap: US$2.0b

Develops, manufactures, and sells capital equipment worldwide.

SCI Engineered Materials

Market Cap: US$21.6m

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

X-FAB Silicon Foundries

Market Cap: US$601.2m

Develops, produces, and sells analog/mixed-signal IC, micro-electro-mechanical systems, and silicon carbide products for automotive, medical, industrial, communication, and consumer sectors in the Europe, the United States, Asia, and internationally.

ams-OSRAM

Market Cap: US$818.6m

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.

Monolithic Power Systems

Market Cap: US$41.1b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.

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.

Cirrus Logic

Market Cap: US$5.9b

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

Sumco

Market Cap: US$405.7b

Manufactures and sells silicon wafers for the semiconductor industry in Japan, the United States, China, Taiwan, South Korea, Europe, and internationally.

Sumco

Market Cap: US$405.7b

Manufactures and sells silicon wafers for the semiconductor industry in Japan, the United States, China, Taiwan, South Korea, 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.

Siltronic

Market Cap: US$1.3b

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.

QUALCOMM

Market Cap: US$176.4b

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

MaxLinear

Market Cap: US$1.1b

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

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.

ASMPT

Market Cap: US$31.7b

An investment holding company, engages in the design, manufacture, and marketing of machines, tools, and materials used in the semiconductor and electronics assembly industries internationally.

Siltronic

Market Cap: US$1.3b

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.

Infineon Technologies

Market Cap: US$43.1b

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

Solargiga Energy Holdings

Market Cap: US$299.1m

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

Diodes

Market Cap: US$2.0b

Manufactures and supplies application-specific standard products in the broad discrete, logic, analog, and mixed-signal semiconductor markets in Asia, Europe, and the Americas.

STMicroelectronics

Market Cap: US$17.2b

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