U.S. Semiconductors Undervalued over 20% based on DCF

Advanced Micro Devices

Market Cap: US$359.0b

Operates as a semiconductor company internationally.

First Solar

Market Cap: US$21.0b

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

Impinj

Market Cap: US$3.1b

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

Ambarella

Market Cap: US$2.2b

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

Ichor Holdings

Market Cap: US$1.7b

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.

Penguin Solutions

Market Cap: US$1.0b

Designs, builds, deploys and manages enterprise solutions worldwide.

Canadian Solar

Market Cap: US$857.1m

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

Valens Semiconductor

Market Cap: US$125.3m

Provides semiconductor products for the audio-video and automotive industries.

Peraso

Market Cap: US$12.6m

A fabless semiconductor company, develops, markets, and sells semiconductor devices and antenna modules in North America, Hong Kong, Taiwan, and internationally.