Taiwanese Semiconductors Undervalued based on future growth

Nanya Technology

Market Cap: NT$1.7t

Research, develops, manufactures, and sells semiconductor products in Taiwan, Japan, Malaysia, China, the United States, Thailand, Germany, Singapore, Poland and internationally.

Winbond Electronics

Market Cap: NT$756.0b

Engages in the research, development, production and sales of integrated circuits, various semiconductor components and other system products.

Macronix International

Market Cap: NT$235.5b

Engages in the design, manufacture, and supply of integrated circuits and memory chips.

ChipMOS TECHNOLOGIES

Market Cap: NT$61.1b

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, and internationally.

Foxsemicon Integrated Technology

Market Cap: NT$31.9b

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

Fitipower Integrated Technology

Market Cap: NT$19.9b

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

Materials Analysis Technology

Market Cap: NT$17.0b

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

Sinopower Semiconductor

Market Cap: NT$9.6b

Engages in the research, design, manufacture, and sale of power semiconductor components and related modules in Taiwan and internationally.