Global Semiconductors Undervalued Stocks Based On Cash Flows

ASE Technology Holding

Market Cap: NT$960.0b

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

Peraso

Market Cap: US$8.1m

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

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.

JUSUNG ENGINEERINGLtd

Market Cap: ₩1.4t

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

Shanghai V-Test Semiconductor Tech

Market Cap: CN¥13.4b

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

Andes Technology

Market Cap: NT$13.4b

Provides embedded system application solutions.

Advanced Micro Devices

Market Cap: US$401.8b

Operates as a semiconductor company worldwide.

Infineon Technologies

Market Cap: €44.9b

Engages in the design, development, manufacture, and marketing of semiconductors and semiconductor-based solutions worldwide.

HAESUNG DS

Market Cap: ₩948.6b

Manufactures and sells semiconductor components in South Korea 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.

Duk San NeoluxLtd

Market Cap: ₩971.5b

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

Renesas Electronics

Market Cap: JP¥3.5t

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

Kinsus Interconnect Technology

Market Cap: NT$64.6b

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

Socionext

Market Cap: JP¥386.5b

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

MEMSCAP

Market Cap: €29.7m

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

STMicroelectronics

Market Cap: €17.6b

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

Onto Innovation

Market Cap: US$6.3b

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

ITH

Market Cap: NT$20.7b

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

Allegro MicroSystems

Market Cap: US$4.6b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems.

QUALCOMM

Market Cap: US$186.2b

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

OptorunLtd

Market Cap: JP¥69.7b

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

Phison Electronics

Market Cap: NT$266.5b

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

Impinj

Market Cap: US$4.3b

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

Winbond Electronics

Market Cap: NT$297.9b

Engages in the design, development, manufacture, and marketing of very large scale integration integrated circuits (ICs) for various microelectronic applications in Asia, the Americas, Europe, and internationally.

MPI

Market Cap: NT$177.0b

Manufactures, processes, maintains, imports/exports, and trades in semi-conductor production process and testing equipment in Taiwan, China, Singapore, Korea, the United States, and internationally.

ON Semiconductor

Market Cap: US$18.9b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

Wuxi ETEK MicroelectronicsLtd

Market Cap: CN¥5.3b

Engages in the research and development, manufacture, and sale of analog integrated circuits (ICs) in China and internationally.

ASMPT

Market Cap: HK$32.5b

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.

ASMedia Technology

Market Cap: NT$94.8b

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.

BE Semiconductor Industries

Market Cap: €10.3b

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

Sumco

Market Cap: JP¥458.1b

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

SolarEdge Technologies

Market Cap: US$2.2b

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.