Taiwanese Semiconductors Undervalued based on future growth

ASE Technology Holding

Market Cap: NT$737.2b

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

Powertech Technology

Market Cap: NT$109.7b

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.

Sigurd Microelectronics

Market Cap: NT$43.4b

Engages in the design, processing, testing, burn-in treatment, manufacture, and trading of integrated circuits (ICs) in Taiwan, Singapore, America, China, and internationally.

Foxsemicon Integrated Technology

Market Cap: NT$32.2b

Engages in the research, development, design, manufacturing, and sale of semiconductor equipment subsystems and system integration in Taiwan, the United States, China, and internationally.

ITH

Market Cap: NT$21.7b

Provides panel display and touch integrated single chip in Taiwan and internationally.

ChipMOS TECHNOLOGIES

Market Cap: NT$20.1b

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.

Materials Analysis Technology

Market Cap: NT$13.7b

Engages in the research and development, and intellectual property services in Taiwan, Mainland China, Japan, the United States, and internationally.