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.

ASE Technology Holding

Market Cap: US$658.4b

Provides semiconductor manufacturing services in assembly and testing in the United States, Taiwan, Europe, Asia, and internationally.

Wolfspeed

Market Cap: US$235.0m

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$835.7m

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

Taiwan Semiconductor Manufacturing

Market Cap: US$29.3t

Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.

Intel

Market Cap: US$99.0b

Designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

MaxLinear

Market Cap: US$1.3b

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

JinkoSolar Holding

Market Cap: US$1.2b

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

QUALCOMM

Market Cap: US$166.7b

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

Onto Innovation

Market Cap: US$4.8b

Engages in the design, development, manufacture, and support of process control tools that performs optical metrology and inspection worldwide.

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.

United Microelectronics

Market Cap: US$546.8b

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

Peraso

Market Cap: US$4.9m

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

Amtech Systems

Market Cap: US$64.7m

Manufactures and sells capital equipment and related consumables for use in fabricating silicon carbide, silicon power devices, digital and analog devices, power electronic and semiconductor packages, and electronic assemblies in the United States, Canada, Mexico, China, Malaysia, Taiwan, the Czech Republic, Austria, Germany, and internationally.

Xinyi Solar Holdings

Market Cap: US$26.6b

An investment holding company, produces, sells, and trades in solar glass products in Mainland China, rest of Asia, North America, Europe, and internationally.

Synaptics

Market Cap: US$2.5b

Develops, markets, and sells semiconductor products worldwide.

ams-OSRAM

Market Cap: US$1.3b

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.

Hua Hong Semiconductor

Market Cap: US$71.2b

An investment holding company, engages in the manufacture and sale of semiconductor products in China, North America, Asia, Europe, and Japan.

Sanken Electric

Market Cap: US$175.9b

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

Teradyne

Market Cap: US$14.9b

Designs, develops, manufactures, and sells automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

ACM Research

Market Cap: US$1.9b

Develops, manufactures, and sells capital equipment worldwide.

Cirrus Logic

Market Cap: US$5.2b

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

ams-OSRAM

Market Cap: US$1.3b

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.

Inter Action

Market Cap: US$14.3b

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

Photronics

Market Cap: US$1.2b

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

TOWA

Market Cap: US$145.2b

Designs, develops, manufactures, and sells semiconductor manufacturing equipment and high-precision molds in Japan and internationally.

STMicroelectronics

Market Cap: US$24.0b

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

Skyworks Solutions

Market Cap: US$10.9b

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

Penguin Solutions

Market Cap: US$1.3b

Engages in the designing and development of enterprise solutions worldwide.

Pixelworks

Market Cap: US$45.2m

Develops and markets semiconductor and software solutions for mobile, home and enterprise, over-the-air, and cinema markets in the United States, Japan, China, and Taiwan.

Valens Semiconductor

Market Cap: US$283.2m

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

Xinyi Solar Holdings

Market Cap: US$26.6b

An investment holding company, produces, sells, and trades in solar glass products in Mainland China, rest of Asia, North America, Europe, and internationally.

Micron Technology

Market Cap: US$130.3b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.