U.S. Semiconductors Potentially Undervalued Companies

ACM Research

Market Cap: US$1.4b

Develops, manufactures, and sells capital equipment worldwide.

QUALCOMM

Market Cap: US$159.3b

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

Silicon Motion Technology

Market Cap: US$1.8b

Designs, develops, and markets NAND flash controllers for solid-state storage devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.

Penguin Solutions

Market Cap: US$941.7m

Engages in the designing and development of enterprise solutions worldwide.

Peraso

Market Cap: US$4.5m

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$597.6b

Provides semiconductors packaging and testing, and electronic manufacturing services in the United States, Taiwan, Asia, Europe, and internationally.

Applied Materials

Market Cap: US$126.7b

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

Cirrus Logic

Market Cap: US$5.2b

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

Taiwan Semiconductor Manufacturing

Market Cap: US$24.6t

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$91.6b

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

Canadian Solar

Market Cap: US$616.7m

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

JinkoSolar Holding

Market Cap: US$962.3m

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

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.

Onto Innovation

Market Cap: US$6.2b

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

United Microelectronics

Market Cap: US$572.0b

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

Xinyi Solar Holdings

Market Cap: US$22.5b

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

First Solar

Market Cap: US$14.3b

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

NXP Semiconductors

Market Cap: US$48.5b

Offers various semiconductor products in China, the United States, Germany, Japan, Singapore, South Korea, Mexico, the Netherlands, Taiwan, 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.

Synaptics

Market Cap: US$2.3b

Develops, markets, and sells semiconductor products worldwide.

ChipMOS TECHNOLOGIES

Market Cap: US$18.9b

Engages in the research and development, manufacture, and sale of integrated circuits, and related assembly and testing services in Taiwan, Japan, the People’s Republic of China, Singapore, and internationally.

AIXTRON

Market Cap: US$1.5b

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

ams-OSRAM

Market Cap: US$713.7m

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.

Intchains Group

Market Cap: US$147.3m

Designs and sells application-specific integrated circuit chips for blockchain applications in the People’s Republic of China.

Tokyo Electron

Market Cap: US$10.3t

Develops, manufactures, and sells semiconductor and flat panel display (FPD) production equipment in Japan, Europe, North America, Taiwan, China, South Korea, Southeast Asia, and internationally.

SCREEN Holdings

Market Cap: US$950.5b

Develops, manufactures, sells, and maintains semiconductor production equipment in Japan.

SemiLEDs

Market Cap: US$18.3m

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

Sanken Electric

Market Cap: US$156.5b

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

SCI Engineered Materials

Market Cap: US$19.9m

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

ON Semiconductor

Market Cap: US$17.1b

Provides intelligent sensing and power solutions in the United States and internationally.

Teradyne

Market Cap: US$12.3b

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

ams-OSRAM

Market Cap: US$702.4m

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.

Daqo New Energy

Market Cap: US$889.2m

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

Sumco

Market Cap: US$340.6b

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

QuickLogic

Market Cap: US$94.2m

Operates as a fabless semiconductor company.

Sumco

Market Cap: US$340.6b

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