Global Semiconductors Undervalued over 20% based on DCF

Advanced Micro Devices

Market Cap: US$399.3b

Operates as a semiconductor company internationally.

ASE Technology Holding

Market Cap: NT$1.7t

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

First Solar

Market Cap: US$21.2b

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

Phison Electronics

Market Cap: NT$361.8b

Designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally.

Shanghai Biren Technology

Market Cap: HK$86.1b

Operates as a graphics processing unit (GPU) developer that researches and develops general computing systems.

GlobalWafers

Market Cap: NT$234.5b

Researches, develops, designs, manufactures and sells semiconductor ingots and wafers in Taiwan and internationally.

Impinj

Market Cap: US$3.2b

Operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Chipbond Technology

Market Cap: NT$78.9b

Engages in the research, development, manufacture, and sale of driver IC and non-driver IC packaging and testing services in Taiwan and internationally.

Ambarella

Market Cap: US$2.3b

Develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.

Marketech International

Market Cap: NT$71.2b

Manufactures, sells, imports, and trades in a range of integrated circuits, semiconductors, electrical and computer equipment and materials, chemicals, gas, spare parts, and components in Taiwan, China, the United States, and internationally.

Socionext

Market Cap: JP¥315.7b

Designs, develops, manufactures, and sells system-on-chip (SoC), and solutions/services centering on SoC worldwide.

Taiwan Puritic

Market Cap: NT$51.0b

Engages in the sale and maintenance of integrated circuit semiconductors, electronics, and computer equipment products in Taiwan.

RFHIC

Market Cap: ₩2.3t

Designs and manufactures radio frequency (RF) and microwave components for wireless infrastructure, commercial and military radar, and RF energy applications in South Korea and internationally.

SUSS MicroTec

Market Cap: €1.2b

Develops, manufactures, markets, and maintains systems to produce microelectronics, microelectromechanical systems, and related applications.

Elite Semiconductor Microelectronics Technology

Market Cap: NT$42.5b

Elite Semiconductor Microelectronics Technology Inc.

u-blox Holding

Market Cap: CHF 1.0b

Develops, manufactures, and markets products and services supporting GPS/GNSS satellite positioning systems for the automotive and transport, healthcare, asset tracking and management, industrial automation and monitoring, and consumer markets.

Techwing

Market Cap: ₩1.9t

Develops, manufactures, sells, and services semiconductor inspection equipment in South Korea and internationally.

Penguin Solutions

Market Cap: US$1.2b

Designs, builds, deploys and manages enterprise solutions worldwide.

Suzhou Good-Ark Electronics

Market Cap: CN¥7.8b

Engages in the design, manufacturing, packaging, and sale of semiconductor discrete device diode in China and internationally.

Chutian Dragon

Market Cap: CN¥7.7b

Engages in digital security and services, intelligent hardware and integrated solutions, and system platforms and operational services in China and internationally.

Foxsemicon Integrated Technology

Market Cap: NT$34.6b

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

Canadian Solar

Market Cap: US$824.3m

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

Silicon Integrated Systems

Market Cap: NT$24.3b

Engages in research, development, manufacture, and sale of integrated circuits and related components worldwide.

LX Semicon

Market Cap: ₩834.4b

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

Anpec Electronics

Market Cap: NT$16.3b

Engages in the design, testing, production, and marketing of mixed-signal power chips and sensors in Taiwan and internationally.

ITH

Market Cap: NT$16.0b

Engages in the provision of panel display and touch technology in Taiwan and internationally.

Taiwan Semiconductor

Market Cap: NT$13.8b

Manufactures and sells rectifiers and bar code printers in Asia, the United States, Europe, and internationally.

Gltechno Holdings

Market Cap: JP¥49.6b

Through its subsidiaries, engages in analytical instruments, Semiconductors, automated recognition, and related businesses.

STI

Market Cap: ₩453.3b

Operates in the semiconductor equipment industry in Korea.

Ample Electronic TechnologyLtd

Market Cap: NT$8.2b

Engages in the research, development, design, manufacture, and sale of conductive materials in Taiwan.

Advanced Process Systems

Market Cap: ₩308.4b

Develops and sells semiconductors and display manufacturing equipment primarily in South Korea, China, and Vietnam.

Micro Contact Solution

Market Cap: ₩248.1b

Offers solutions for semiconductor interconnect devices worldwide.

Global Lighting Technologies

Market Cap: NT$4.6b

Designs, manufactures, and sells light guide plates and plastic components application products in Asia, the United States, and internationally.

Niko Semiconductor

Market Cap: NT$4.5b

Engages in the research, design, development, and sale of analog IC products in Taiwan, China, and internationally.

ANJI Technology

Market Cap: NT$4.1b

Engages in the development, manufacture, and sale of solar modules for power generation systems in Taiwan.

Solomon Systech (International)

Market Cap: HK$924.2m

An investment holding company, operates as a fabless semiconductor company in Hong Kong, Mainland China, Taiwan, Europe, Japan, Korea, Southeast Asia, the United States, and internationally.