Global Semiconductors Undervalued Stocks Based On Cash Flows

JUSUNG ENGINEERINGLtd

Market Cap: ₩1.3t

Manufactures and sells semiconductor, display, solar, and lighting equipment in South Korea and internationally.

KoMiCo

Market Cap: ₩853.9b

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

PVA TePla

Market Cap: €465.2m

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

Andes Technology

Market Cap: NT$13.2b

Provides embedded system application solutions.

First Solar

Market Cap: US$27.2b

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

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$77.6b

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

STI

Market Cap: ₩442.1b

Operates in the semiconductor equipment industry in Korea.

Advanced Micro Devices

Market Cap: US$360.8b

Operates as a semiconductor company worldwide.

King Yuan Electronics

Market Cap: NT$270.8b

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

Peraso

Market Cap: US$9.6m

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

Advanced Process Systems

Market Cap: ₩294.0b

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

Infineon Technologies

Market Cap: €47.8b

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: €30.2m

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

Phison Electronics

Market Cap: NT$230.0b

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

STMicroelectronics

Market Cap: €19.8b

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

Socionext

Market Cap: JP¥406.8b

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

ITH

Market Cap: NT$19.5b

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.

HAESUNG DS

Market Cap: ₩880.6b

Manufactures and sells semiconductor components in South Korea and internationally.

Visual Photonics Epitaxy

Market Cap: NT$25.9b

Engages in the research and development, manufacture, and sale of optoelectronic semiconductors and optoelectronic components products in Taiwan, the United States, China, 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¥58.3b

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.

Macronix International

Market Cap: NT$67.5b

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

SolarEdge Technologies

Market Cap: US$1.9b

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.

Duk San NeoluxLtd

Market Cap: ₩976.4b

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

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.

ASMedia Technology

Market Cap: NT$92.0b

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.

Renesas Electronics

Market Cap: JP¥3.9t

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.

QUALCOMM

Market Cap: US$194.1b

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

Actions Technology

Market Cap: CN¥9.0b

A fabless semiconductor company, engages in the research and development, and sale of audio SoC and integrated chips in China.

Impinj

Market Cap: US$4.7b

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

OptorunLtd

Market Cap: JP¥75.8b

Manufactures and sells optical thin film devices in Japan, China, Taiwan, Vietnam, South Korea, and internationally.