Global Semiconductors Undervalued Stocks Based On Cash Flows

Renesas Electronics

Market Cap: JP¥3.2t

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

ASMPT

Market Cap: HK$21.8b

An investment holding company, engages in the design, manufacture, and marketing of machines, tools, and materials used in the semiconductor and electronics assembly industries worldwide.

QD Laser

Market Cap: JP¥10.9b

Offers semiconductor laser-based solutions in Japan.

Cybrid Technologies

Market Cap: CN¥4.1b

Manufactures and sells thin film functional polymer materials in China.

SFA Semicon

Market Cap: ₩462.4b

Provides semiconductors in Korea.

Duk San NeoluxLtd

Market Cap: ₩883.0b

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

Penguin Solutions

Market Cap: US$951.7m

Engages in the designing and development of enterprise solutions worldwide.

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.

Kokusai Electric

Market Cap: JP¥690.0b

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

Micronics Japan

Market Cap: JP¥137.3b

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

First Solar

Market Cap: US$16.8b

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

Enphase Energy

Market Cap: US$5.0b

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

ON Semiconductor

Market Cap: US$17.7b

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

Panjit International

Market Cap: NT$19.8b

PANJIT INTERNATIONAL INC. manufactures, processes, assembles, imports, and exports semiconductors in Taiwan, China, Korea, the United States, Japan, Germany, Italy, and internationally.

Andes Technology

Market Cap: NT$14.1b

Provides embedded system application solutions.

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¥560.2b

Manufactures and sells electronic components worldwide.

Taiwan Semiconductor Manufacturing

Market Cap: NT$25.5t

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.

ChipMOS TECHNOLOGIES

Market Cap: NT$20.4b

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.

Faraday Technology

Market Cap: NT$47.6b

Operates as a fabless ASIC/SoC and silicon intellectual property (IP) provider in China, Taiwan, Japan, the United States, and internationally.

ASE Technology Holding

Market Cap: NT$619.3b

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

Sumco

Market Cap: JP¥335.2b

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

Visual Photonics Epitaxy

Market Cap: NT$19.4b

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

Telechips

Market Cap: ₩192.3b

Operates as a fabless semiconductor company.

King Yuan Electronics

Market Cap: NT$118.4b

Engages in the designing, manufacturing, selling, testing, and assembly service of integrated circuits in Taiwan, Asia, North America, and internationally.

Hua Hong Semiconductor

Market Cap: HK$61.3b

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

SUNIC SYSTEM

Market Cap: ₩350.6b

Manufactures and sells OELD equipment in Korea.

ELES Semiconductor Equipment

Market Cap: €27.1m

Designs, manufactures, and sells test equipment, fixtures, solutions, and services for the semiconductor industry in Italy and internationally.

Teradyne

Market Cap: US$12.6b

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

Advanced Micro Devices

Market Cap: US$179.5b

Operates as a semiconductor company worldwide.

STMicroelectronics

Market Cap: €19.2b

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

Marvell Technology

Market Cap: US$52.4b

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

u-blox Holding

Market Cap: CHF 681.8m

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.