U.S. Semiconductors Undervalued based on future growth

Micron Technology

Market Cap: US$446.1b

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

Himax Technologies

Market Cap: US$1.5b

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

Penguin Solutions

Market Cap: US$969.7m

Designs, builds, deploys and manages enterprise solutions worldwide.

TOYO

Market Cap: US$317.7m

Engages in the upstream production of wafer and silicon, midstream production of solar cell, downstream production of photovoltaic (PV) modules, and other stages of the solar power supply chain in Asia and the United States.