Global Semiconductors Undervalued based on future growth

Micron Technology

Market Cap: US$89.2b

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.

SK hynix

Market Cap: ₩125.4t

Engages in the manufacture, distribution, and sale of semiconductor products in Korea, China, rest of Asia, the United States, and Europe.

ASE Technology Holding

Market Cap: NT$595.4b

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

First Solar

Market Cap: US$15.2b

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

CSI Solar

Market Cap: CN¥32.6b

Provides solar photovoltaic products and energy solutions in China and internationally.

Amkor Technology

Market Cap: US$4.3b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Flat Glass Group

Market Cap: HK$33.2b

Engages in the manufacture and sale of glass products in the People's Republic of China, the rest of Asia, Europe, North America, and internationally.

Xinyi Solar Holdings

Market Cap: HK$24.0b

An investment holding company, produces and sells solar glass products in the People’s Republic of China, rest of Asia, North America, Europe, and internationally.

Powertech Technology

Market Cap: NT$83.2b

Researches, designs, develops, assembles, manufactures, packages, tests, and sells various integrated circuit (IC) products in Taiwan, Japan, Singapore, the United States, Europe, China, Hong Kong, Macao, and internationally.

Sumco

Market Cap: JP¥348.4b

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

Sino-American Silicon Products

Market Cap: NT$68.8b

Engages in the research and development, design, production, and sale of semi-conductor silicon materials and components, rheostats, and optical and communications wafer materials.

Wuxi Taiji Industry Limited

Market Cap: CN¥13.2b

Primarily engages in the semiconductor packaging and testing business.

MLS

Market Cap: CN¥12.1b

Engages in the research and development, printing, production, and sale of LED package and application products.

ULVAC

Market Cap: JP¥236.5b

Engages in vacuum equipment and applications business in Japan and internationally.

Shanghai GenTech

Market Cap: CN¥11.1b

Provides process critical system solutions to customers in hi-tech and advanced manufacturing industries in China.

Himax Technologies

Market Cap: US$1.2b

A fabless semiconductor company, provides display imaging processing technologies in China, Taiwan, Korea, Japan, the United States, and internationally.

DB HiTek

Market Cap: ₩1.6t

DB HiTek Co.,Ltd. engages in semiconductor foundry business in South Korea.

Changzhou Fusion New Material

Market Cap: CN¥7.2b

Engages in the research and development, production, and sale of conductive silver paste, electronic component paste, conductive adhesive, and semiconductor materials for photovoltaic industry in China and internationally.

Ferrotec Holdings

Market Cap: JP¥116.6b

Engages in semiconductor equipment-related, electronic device, and other businesses in Japan and internationally.

Micronics Japan

Market Cap: JP¥115.8b

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

Fitipower Integrated Technology

Market Cap: NT$25.6b

Engages in the research, design, development, production, and sale of display screen integrated circuits (ICs) and power management ICs in Taiwan.

Canadian Solar

Market Cap: US$737.7m

Provides solar energy and battery energy storage products and solutions in in Asia, the Americas, Europe, and internationally.

X-FAB Silicon Foundries

Market Cap: €631.7m

Develops, produces, and sells analog/mixed-signal IC, micro-electro-mechanical systems, and silicon carbide products for automotive, medical, industrial, communication, and consumer sectors in the Europe, the United States, Asia, and internationally.

Wuxi DK Electronic MaterialsLtd

Market Cap: CN¥5.2b

A technology company, engages in the research and development, production, and sale of performance electronic materials for solar photovoltaic, display, lighting, and semiconductor in China.

LX Semicon

Market Cap: ₩852.2b

Operates as a semiconductor company in South Korea, China, Vietnam, Taiwan, Japan, and internationally.

ChipMOS TECHNOLOGIES

Market Cap: NT$19.2b

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.

Panjit International

Market Cap: NT$17.3b

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

Duk San NeoluxLtd

Market Cap: ₩729.5b

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

KoMiCo

Market Cap: ₩601.1b

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

Hana Materials

Market Cap: ₩549.4b

Manufactures and sells silicon electrodes and rings in South Korea.

BaTeLab

Market Cap: HK$2.8b

Engages in the research, development, and sale of analog integrated circuit (IC) patterned wafers used in packaging and testing solutions in China.

Wonik QnC

Market Cap: ₩457.1b

Manufactures and sells quartz and ceramic wares used in the production of semiconductor wafers.

INNOX Advanced MaterialsLtd

Market Cap: ₩440.4b

INNOX Advanced Materials Co.,Ltd engages in semiconductor PKG materials and flexible circuit board materials businesses in South Korea and internationally.

HAESUNG DS

Market Cap: ₩408.0b

Manufactures and sells semiconductor components in South Korea and internationally.

ZeusLtd

Market Cap: ₩399.6b

Provides semiconductor, robot, and display total solutions in South Korea and internationally.

Yamaichi ElectronicsLtd

Market Cap: JP¥38.3b

Manufactures and sells test, connector, and optical-related products in Japan and internationally.