U.S. Semiconductors Potentially Undervalued Companies

Meyer Burger Technology

Market Cap: US$42.9m

A technology company, produces and sells solar cells and modules.

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.

GlobalFoundries

Market Cap: US$19.5b

A semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide.

SUSS MicroTec

Market Cap: US$646.5m

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

MaxLinear

Market Cap: US$943.2m

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

Inter Action

Market Cap: US$13.2b

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

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.

TOWA

Market Cap: US$104.6b

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

Micronics Japan

Market Cap: US$124.6b

Develops, manufactures, and sells body measuring instruments, semiconductor, and liquid crystal display inspection equipment worldwide.

AIXTRON

Market Cap: US$1.5b

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

Pixelworks

Market Cap: US$32.1m

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

TOYO

Market Cap: US$145.0m

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.

Amtech Systems

Market Cap: US$51.3m

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.

Skyworks Solutions

Market Cap: US$10.3b

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.

Micron Technology

Market Cap: US$92.3b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Mainland China, rest of the Asia Pacific, Hong Kong, Japan, Europe, and internationally.

Xinyi Solar Holdings

Market Cap: US$23.2b

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

STMicroelectronics

Market Cap: US$18.3b

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

ULVAC

Market Cap: US$268.7b

Engages in vacuum equipment and applications business in Japan and internationally.

STMicroelectronics

Market Cap: US$18.3b

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

Kokusai Electric

Market Cap: US$672.3b

Engages in the development, manufacture, sale, repair, and maintenance of semiconductor manufacturing equipment worldwide.

Parade Technologies

Market Cap: US$58.7b

Operates as a fabless semiconductor company in South Korea, China, Taiwan, Japan, and internationally.

Maxeon Solar Technologies

Market Cap: US$47.6m

A marketers of solar power technology, designs, manufactures, markets, and sells solar panels for residential, commercial, and power plant customers.

MKS Instruments

Market Cap: US$5.0b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.

Wolfspeed

Market Cap: US$639.4m

Operates as a bandgap 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.

Lam Research

Market Cap: US$96.0b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits.

NVIDIA

Market Cap: US$2.9t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Balk 1798 Group

Market Cap: US$168.8m

An investment holding company, engages in the design, distribution, and trade of integrated circuits and semiconductor parts in the People’s Republic of China and Hong Kong.

Cohu

Market Cap: US$736.6m

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

inTEST

Market Cap: US$77.7m

Provides test and process technology solutions for use in manufacturing and testing in automotive, defense/aerospace, industrial, life sciences, security, and semiconductor markets in the United States and internationally.

Lasertec

Market Cap: US$1.3t

Engages in the designing, manufacturing, and sale of inspection and measurement equipment in Japan and internationally.

Semtech

Market Cap: US$3.0b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Himax Technologies

Market Cap: US$1.3b

A fabless semiconductor company, provides display imaging processing technologies in China, Taiwan, Korea, Japan, the United States, and internationally.

AEM Holdings

Market Cap: US$406.9m

Provides application-specific intelligent system tests and handling solutions for semiconductor and electronics companies.

PVA TePla

Market Cap: US$349.9m

Develops and produces process in areas of semiconductor, metal, electrical/electronics, and optical sectors worldwide.

BE Semiconductor Industries

Market Cap: US$8.4b

Develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore, Malaysia, and internationally.