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Global Semiconductors Established, Profitable and Undervalued

UPDATED Jul 03, 2022

Over $1bn in market cap, profitable and undervalued based on cash flows.

33 companies
CompanyLast Price7D Return1Y ReturnMarket CapAnalysts TargetValuationGrowthDiv Yield
2330Taiwan Semiconductor ManufacturingNT$440.00-11.7%-25.6%NT$11.8tNT$791.56PE17.3xE11.8%2.5%
NVDANVIDIAUS$145.23-13.9%-29.1%US$363.7bUS$252.10PE38.4xE17.6%0.1%
AVGOBroadcomUS$477.84-5.5%2.1%US$193.0bUS$687.70PE22.4xE9.9%3.4%
ASMLASML Holding€431.25-11.1%-25.5%€172.1b€728.78PE32.8xE16.2%1.3%
INTCIntelUS$36.34-5.9%-36.0%US$148.6bUS$50.54PE6xE-3.4%4.0%
QCOMQUALCOMMUS$123.53-2.9%-13.4%US$138.4bUS$195.20PE12.4xE1.5%2.4%
AMDAdvanced Micro DevicesUS$73.67-14.5%-22.2%US$119.4bUS$129.63PE35.2xE19.8%n/a
AMATApplied MaterialsUS$86.27-11.6%-37.6%US$75.1bUS$140.79PE11.1xE6.7%1.2%
ADIAnalog DevicesUS$142.91-5.1%-16.3%US$74.3bUS$198.50PE45.2xE11.9%2.1%
MUMicron TechnologyUS$53.65-8.7%-33.2%US$59.2bUS$82.42PE6xE8.1%0.9%
LRCXLam ResearchUS$394.83-12.2%-37.5%US$54.8bUS$631.01PE12.1xE6.6%1.5%
8035Tokyo ElectronJP¥42,410.00-11.2%-9.6%JP¥6.6tJP¥61,127.65PE15.1xE7.2%4.0%
A000660SK hynix₩89,100.00-6.2%-27.6%₩60.2t₩145,800.00PE5.8xE9.1%1.3%
KLACKLAUS$296.26-12.5%-5.0%US$44.2bUS$422.67PE14xE2.8%1.4%
NXPINXP SemiconductorsUS$146.09-8.0%-27.9%US$38.4bUS$212.70PE17.6xE12.5%2.3%
2454MediaTekNT$611.00-9.9%-36.2%NT$973.8bNT$1,100.72PE8.2xE3.8%11.9%
MCHPMicrochip TechnologyUS$56.16-7.4%-24.2%US$31.1bUS$85.01PE24.2xE15.8%2.0%
IFXInfineon Technologies€22.29-7.4%-32.8%€29.0b€40.13PE18xE10.7%1.2%
STMSTMicroelectronics€29.10-8.5%-7.4%€26.3b€52.85PE11.5xE10.4%0.8%
GFSGLOBALFOUNDRIESUS$38.81-14.6%n/aUS$20.9bUS$67.86PE383.1xE16.6%n/a
688223Jinko SolarCN¥14.70-1.3%n/aCN¥140.2bCN¥13.59PE113xE33.6%0.2%
ONON SemiconductorUS$46.84-13.5%22.0%US$20.4bUS$71.74PE14xE4.7%n/a
981Semiconductor Manufacturing InternationalHK$17.60-5.2%-22.6%HK$143.8bHK$22.34PE8.9xE-3.1%n/a
6723Renesas ElectronicsJP¥1,200.00-9.4%1.5%JP¥2.3tJP¥2,189.23PE13.5xE12.3%n/a
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