Global Semiconductors Undervalued Stocks Based On Cash Flows

Kromek Group

Market Cap: UK£37.5m

Develops, manufactures, and sells radiation detection components and devices for the advanced imaging, CBRN detection, and biological threat detection markets.

Rockchip Electronics

Market Cap: CN¥67.9b

Operates as a fabless IC design company in China.

Kinsus Interconnect Technology

Market Cap: NT$44.2b

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

Canatu Oyj

Market Cap: €426.4m

Engages in development and manufacturing of advanced carbon nanotube (CNT) materials and related products.

DIT

Market Cap: ₩271.2b

Provides image processing and optical solutions in South Korea.

Nordic Semiconductor

Market Cap: NOK 25.6b

A fabless semiconductor company, designs, sells, and delivers integrated circuits (ICs) and related products and services for use in short- and long- range wireless applications in Europe, the Americas, and the Asia Pacific.

MEMSCAP

Market Cap: €33.0m

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

Trina Solar

Market Cap: CN¥37.7b

Engages in the research and development, production, and sales of photovoltaic (PV) modules in China, Europe, North America, South America, Japan, the Asia Pacific, the Middle East, and North Africa.

Shinko Electric Industries

Market Cap: JP¥799.1b

Develops, produces, and sells various semiconductor packages in Japan.

Taiwan Semiconductor Manufacturing

Market Cap: NT$24.9t

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.

Micronics Japan

Market Cap: JP¥149.3b

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

Visual Photonics Epitaxy

Market Cap: NT$23.9b

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

Rorze

Market Cap: JP¥286.6b

Engages in the design, development, manufacture, and sale of automation systems for the semiconductor and flat panel display production worldwide.

TSE

Market Cap: ₩543.6b

Provides semiconductor test solutions in South Korea and internationally.

Kokusai Electric

Market Cap: JP¥705.2b

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

Onto Innovation

Market Cap: US$6.8b

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

JAPAN MATERIAL

Market Cap: JP¥142.4b

Operates in the electronics and graphics businesses in Japan.

Duk San NeoluxLtd

Market Cap: ₩707.4b

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

BE Semiconductor Industries

Market Cap: €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.

ROHM

Market Cap: JP¥598.1b

Manufactures and sells electronic components worldwide.

u-blox Holding

Market Cap: CHF 590.8m

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 in Switzerland, Germany, rest of Europe, the Middle East, Africa, the United States of America, China, and the rest of the Asia Pacific.

StarPower Semiconductor

Market Cap: CN¥22.6b

Researches, designs, develops, produces, and sells power semiconductor components worldwide.

Silicon Laboratories

Market Cap: US$4.0b

A fabless semiconductor company, provides various analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally.

Analog Devices

Market Cap: US$103.5b

Engages in the design, manufacture, testing, and marketing of integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia.

Tokyo Electron

Market Cap: JP¥9.8t

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.

Teradyne

Market Cap: US$14.0b

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

Enphase Energy

Market Cap: US$7.7b

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

ASML Holding

Market Cap: €257.9b

Provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.

Marvell Technology

Market Cap: US$59.5b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

ACM Research (Shanghai)

Market Cap: CN¥46.4b

Engages in the research, development, production, and sale of semiconductor equipment in China and internationally.

ZeusLtd

Market Cap: ₩487.6b

Provides semiconductor, robot, and display total solutions in South Korea and internationally.

Astera Labs

Market Cap: US$11.7b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

Shanghai V-Test Semiconductor Tech

Market Cap: CN¥9.6b

Shanghai V-Test Semiconductor Tech. Co., Ltd.

Sumco

Market Cap: JP¥416.5b

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