Global Semiconductors Undervalued Stocks Based On Cash Flows

PVA TePla

Market Cap: €462.8m

Offers systems and solutions to produce components for energy storage systems, photovoltaic modules, and wind turbines worldwide.

KoMiCo

Market Cap: ₩865.0b

Provides semiconductor equipment cleaning and coating products in South Korea, the United States, China, Taiwan, and Singapore.

First Solar

Market Cap: US$29.3b

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

Andes Technology

Market Cap: NT$13.1b

Provides embedded system application solutions.

STI

Market Cap: ₩431.8b

Operates in the semiconductor equipment industry in Korea.

ASE Technology Holding

Market Cap: NT$1.1t

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

Silergy

Market Cap: NT$75.6b

Designs, manufactures, and sales of various integrated circuit products and related technical services in China and internationally.

Advanced Micro Devices

Market Cap: US$360.5b

Operates as a semiconductor company worldwide.

Peraso

Market Cap: US$10.4m

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

King Yuan Electronics

Market Cap: NT$281.2b

Engages in the designing, manufacturing, selling, testing, and assembly service of integrated circuits.

Advanced Process Systems

Market Cap: ₩295.3b

Develops and sells semiconductors and display manufacturing equipment primarily in South Korea, China, and Vietnam.

Infineon Technologies

Market Cap: €47.2b

Develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas.

MEMSCAP

Market Cap: €29.5m

Provides micro-electro-mechanical systems (MEMS) based solutions for aerospace and defense, optical communications, medical, and biomedical markets worldwide.

Socionext

Market Cap: JP¥401.3b

Designs, develops, manufactures, and sells system-on-chip (SoC), and solutions/services centering on SoC worldwide.

Phison Electronics

Market Cap: NT$234.1b

Designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally.

STMicroelectronics

Market Cap: €19.9b

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

ITH

Market Cap: NT$19.7b

Engages in the provision of panel display and touch technology in Taiwan and internationally.

u-blox Holding

Market Cap: CHF 1.0b

Develops, manufactures, and markets products and services supporting GPS/GNSS satellite positioning systems for the automotive and transport, healthcare, asset tracking and management, industrial automation and monitoring, and consumer markets.

Visual Photonics Epitaxy

Market Cap: NT$25.6b

Engages in the research and development, manufacture, and sale of optoelectronic semiconductors and optoelectronic components products in Taiwan, the United States, China, and internationally.

HAESUNG DS

Market Cap: ₩895.9b

Manufactures and sells semiconductor components in South Korea and internationally.

Kinsus Interconnect Technology

Market Cap: NT$69.2b

Engages in the manufacture and sale of electronic products in Taiwan and internationally.

Xinjiang Daqo New EnergyLtd

Market Cap: CN¥58.9b

Xinjiang Daquan New Energy Co., Ltd. engages in the research, development, production, and sale of polysilicon and silicon-based materials primarily for the photovoltaic and semiconductor industries.

ASMedia Technology

Market Cap: NT$89.7b

Engages in the design, development, and sale of high-speed switch, PCIe bridge, and USB controller integrated circuits in the Americas, Mainland China, Southeast Asia, Northeast Asia, and internationally.

Impinj

Market Cap: US$4.6b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Duk San NeoluxLtd

Market Cap: ₩967.8b

Develops and manufactures OLED materials for display industry in South Korea.

Macronix International

Market Cap: NT$70.6b

Engages in the design, manufacture, and supply of integrated circuits and memory chips.

D & O Green Technologies Berhad

Market Cap: RM 1.3b

Through its subsidiary Dominant Opto Technologies Sdn Bhd, manufactures and sells automotive surface mount technology light emitting diodes in Asia, Europe, North Americas, and internationally.

SolarEdge Technologies

Market Cap: US$1.8b

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.

QUALCOMM

Market Cap: US$193.1b

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

Renesas Electronics

Market Cap: JP¥4.0t

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

ASMPT

Market Cap: HK$32.8b

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.