Global Semiconductors Undervalued Stocks Based On Cash Flows

Visual Photonics Epitaxy

Market Cap: NT$18.2b

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

Kromek Group

Market Cap: UK£33.7m

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¥63.6b

Operates as a fabless IC design company in China.

JAPAN MATERIAL

Market Cap: JP¥109.2b

Operates in the electronics and graphics businesses in Japan.

Penguin Solutions

Market Cap: US$887.8m

Engages in the designing and development of enterprise solutions worldwide.

Kokusai Electric

Market Cap: JP¥537.3b

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

SFA Semicon

Market Cap: ₩478.8b

Provides semiconductors in Korea.

Advanced Micro Devices

Market Cap: US$152.7b

Operates as a semiconductor company worldwide.

BE Semiconductor Industries

Market Cap: €6.8b

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

Taiwan Semiconductor Manufacturing

Market Cap: NT$22.7t

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.

Shinko Electric Industries

Market Cap: JP¥800.2b

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

Silicon Laboratories

Market Cap: US$2.9b

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

Canatu Oyj

Market Cap: €361.2m

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

Duk San NeoluxLtd

Market Cap: ₩708.6b

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

Kopin

Market Cap: US$134.3m

Kopin Corporation, together with its subsidiaries, invents, develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally.

ROHM

Market Cap: JP¥497.0b

Manufactures and sells electronic components worldwide.

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.

Marvell Technology

Market Cap: US$46.2b

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

StarPower Semiconductor

Market Cap: CN¥20.3b

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

Sumco

Market Cap: JP¥318.4b

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

ChipMOS TECHNOLOGIES

Market Cap: NT$18.6b

Research, develops, manufactures, and sells high-integration and high-precision integrated circuits, and related assembly and testing services in Taiwan, Japan, People’s Republic of China, Singapore, and internationally.

Analog Devices

Market Cap: US$88.9b

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.

Micron Technology

Market Cap: US$77.7b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Mainland China, rest of the Asia Pacific, Hong Kong, Japan, Europe, and internationally.

Onto Innovation

Market Cap: US$5.9b

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

Microchip Technology

Market Cap: US$20.8b

Engages in the development, manufacture, and sale of smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

Teradyne

Market Cap: US$11.9b

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

NVIDIA

Market Cap: US$2.7t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Astera Labs

Market Cap: US$9.8b

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

Tokyo Electron

Market Cap: JP¥9.2t

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.

EO Technics

Market Cap: ₩1.4t

Manufactures and supplies laser processing equipment worldwide.

STI

Market Cap: ₩299.9b

Operates in the semiconductor equipment industry in Korea.

Shenzhen Longli TechnologyLtd

Market Cap: CN¥4.0b

Engages in the research and development, production, and sale of LED backlight display modules in China and internationally.

Infineon Technologies

Market Cap: €34.6b

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

ASMedia Technology

Market Cap: NT$118.7b

A fabless IC design company, engages in the design, development, production, manufacture, and sale of high-speed analogue circuit products in the United States, Taiwan, China, Southeast Asia, Northeast Asia, and internationally.

ACM Research (Shanghai)

Market Cap: CN¥44.8b

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