Global Semiconductors Undervalued over 20% based on DCF

Advanced Micro Devices

Market Cap: US$385.8b

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$21.5b

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

Phison Electronics

Market Cap: NT$352.0b

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$83.8b

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

GlobalWafers

Market Cap: NT$214.0b

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.

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.

Chipbond Technology

Market Cap: NT$71.9b

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

Marketech International

Market Cap: NT$69.6b

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¥320.7b

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

Ichor Holdings

Market Cap: US$1.8b

Engages in the design, engineering, and manufacture of fluid delivery subsystems and components for semiconductor capital equipment in Singapore, the United States, Europe, and internationally.

Taiwan Puritic

Market Cap: NT$50.9b

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

RFHIC

Market Cap: ₩2.2t

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.

Elite Semiconductor Microelectronics Technology

Market Cap: NT$42.2b

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.

SUSS MicroTec

Market Cap: €1.1b

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

Techwing

Market Cap: ₩1.9t

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

Suzhou Good-Ark Electronics

Market Cap: CN¥7.7b

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

Penguin Solutions

Market Cap: US$1.1b

Designs, builds, deploys and manages enterprise solutions worldwide.

Chutian Dragon

Market Cap: CN¥7.5b

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$33.9b

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

Canadian Solar

Market Cap: US$839.0m

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: ₩819.7b

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

ITH

Market Cap: NT$16.4b

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

Taiwan Semiconductor

Market Cap: NT$13.9b

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

Gltechno Holdings

Market Cap: JP¥48.9b

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

STI

Market Cap: ₩436.7b

Operates in the semiconductor equipment industry in Korea.

Ample Electronic TechnologyLtd

Market Cap: NT$7.9b

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

Advanced Process Systems

Market Cap: ₩290.0b

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

Micro Contact Solution

Market Cap: ₩236.9b

Offers solutions for semiconductor interconnect devices worldwide.

Global Lighting Technologies

Market Cap: NT$4.7b

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.