Global Semiconductors Undervalued over 20% based on DCF

Advanced Micro Devices

Market Cap: US$772.6b

Operates as a semiconductor company internationally.

CXMT

Market Cap: CN¥3.8t

Engages in the research and development, design, manufacturing, and sales of dynamic random access memory chips in China and Internationally.

MediaTek

Market Cap: NT$6.0t

Engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.

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$796.5b

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

First Solar

Market Cap: US$23.0b

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

MPI

Market Cap: NT$545.3b

Manufactures, processes, repairs, imports/exports, and trades in semiconductor manufacturing and testing equipment in Taiwan, China, the United States, Singapore, Korea, and internationally.

GlobalWafers

Market Cap: NT$482.9b

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

LONGi Green Energy Technology

Market Cap: CN¥91.8b

Manufactures and sells monocrystalline silicon wafers, solar modules, and green hydrogen equipment in China, Europe, the Asia Pacific, and the United States.

Amkor Technology

Market Cap: US$12.5b

Provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.

Puya Semiconductor (Shanghai)

Market Cap: CN¥60.8b

Engages in research, development, design, and sale of non-volatile memory chips and memory-based derivative chips in China and internationally.

FormFactor

Market Cap: US$8.9b

Designs, manufactures, and sells probe cards, analytical probes, probe stations, thermal systems, cryogenic systems, and related services in the United States, South Korea, Taiwan, China, Japan, Singapore, Europe, Malaysia, and internationally.

Silicon Laboratories

Market Cap: US$7.3b

A fabless semiconductor company, provides mixed-signal analog intensive products in the United States, China, Taiwan, and internationally.

WinWay Technology

Market Cap: NT$221.5b

Designs, processes, and sells optoelectronic product test fixtures, integrated circuit test interfaces, and fixtures and their components in Taiwan, the Americas, China, Asia, Europe, and Canada.

Cirrus Logic

Market Cap: US$5.8b

A fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally.

Shanghai Fudan Microelectronics Group

Market Cap: HK$40.2b

Engages in the design, development, and sale of integrated circuit products in Mainland China and internationally.

AP Memory Technology

Market Cap: NT$137.6b

Designs, develops, licenses, manufactures, and sells customized memory-related integrated circuit (IC) chip products and technologies in China, Singapore, Taiwan, Europe, the United States, and internationally.

JA Solar Technology

Market Cap: CN¥23.6b

Engages in the production and sales of monocrystalline silicon rods and wafers in Europe, Africa, China, the United States, Asia, Oceania, and internationally.

Marketech International

Market Cap: NT$108.6b

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.

Melexis

Market Cap: €2.6b

Designs, develops, tests, and markets advanced integrated semiconductor devices primarily for the automotive industry in Europe, the Middle East, Africa, the Asia Pacific, and North and Latin America.

Elmos Semiconductor

Market Cap: €2.4b

Develops, manufactures, and distributes microelectronic components and system parts, and technological devices in Germany, other European Union countries, the United States, Asia/Pacific, and internationally.

DB HiTek

Market Cap: ₩3.7t

Engages in semiconductor foundry business in South Korea.

Tekscend Photomask

Market Cap: JP¥368.6b

Develops, manufactures, and distributes semiconductor photomasks in Japan and Internationally.

Grand Process Technology

Market Cap: NT$66.0b

Manufactures and sells semiconductor equipment in Taiwan.

Innostar Service

Market Cap: NT$62.8b

Designs, manufactures, and sells automation equipment and semiconductor probe card related machinery and equipment in China.

ChipMOS TECHNOLOGIES

Market Cap: NT$61.4b

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.

SUSS MicroTec

Market Cap: €1.4b

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

PANJIT International

Market Cap: NT$51.2b

Manufactures, processes, assembles, imports, and exports semiconductors in Taiwan, Asia, the Americas, Europe, and internationally.

Vanchip (Tianjin) Technology

Market Cap: CN¥10.8b

Designs, manufactures, and sells radio frequency front end and high end analog chips in China.

HANA Micron

Market Cap: ₩2.1t

Provides semiconductor back-end process packaging solutions in South Korea.

Faraday Technology

Market Cap: NT$44.3b

Operates as a fabless ASIC/SoC and silicon intellectual property (IP) provider in China, Taiwan, Japan, the United States, and internationally.

Parade Technologies

Market Cap: NT$42.8b

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

Machvision

Market Cap: NT$42.5b

Engages in the manufacturing, repair, and sale of optical inspection machinery and equipment in Taiwan, China, and internationally.

Techwing

Market Cap: ₩1.7t

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

MegaChips

Market Cap: JP¥149.6b

A semiconductor company, designs, develops, manufactures, and sells products centering on system LSIs in Japan and internationally.

KoMiCo

Market Cap: ₩1.3t

Provides semiconductor equipment cleaning and coating products in South Korea, the United States, China, Taiwan, and Singapore.