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Global Semiconductors Spotless Management

Results

4

0 new

Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.

4 companies

Taiwan Semiconductor Manufacturing

Market Cap: NT$55.4t

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.

2330

NT$2,275.00

7D

0.4%

1Y

142.5%

MediaTek

Market Cap: NT$4.2t

Engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.

2454

NT$2,870.00

7D

17.9%

1Y

121.6%

Rockchip Electronics

Market Cap: CN¥76.3b

Operates as a fabless IC design company focusing on Intelligent IoT in China.

603893

CN¥182.90

7D

-1.4%

1Y

7.3%

Giantec Semiconductor

Market Cap: CN¥19.5b

Manufactures and sells integrated circuits in China and internationally.

688123

CN¥123.49

7D

-1.7%

1Y

70.1%