Finnish Semiconductors Data Center (AI Picks and Shovels) Stocks

Ituran Location and Control

Market Cap: US$766.1m

Provides location-based telematics services and machine-to-machine telematics products in Israel, Brazil, and internationally.

GB Group

Market Cap: UK£573.0m

Provides identity data intelligence products and services in the United Kingdom, the United States, Australia, and internationally.

Aurionpro Solutions

Market Cap: ₹64.8b

Provides technology solutions in India, Asia-Pacific, and internationally.

Zhejiang Shengyang Science and TechnologyLtd

Market Cap: CN¥5.2b

Engages in the development, production, and sale of communication equipment in China, and internationally.

Mercurity Fintech Holding

Market Cap: US$721.2m

A digital fintech company, provides access to the AI-powered infrastructure, blockchain, and digital assets in the United States.

First Sensor

Market Cap: €591.4m

Engages in the development, production, and sale of sensor chips, sensor components, sensors, and sensor systems.

Digital Core REIT

Market Cap: US$671.6m

Digital Core REIT (SGX: DCRU) is a leading pure-play data centre REIT listed in Singapore and sponsored by Digital Realty, the largest global data centre owner and operator.

CEVA

Market Cap: US$649.8m

Provides silicon and software intellectual property (IP) solutions to semiconductor and original equipment manufacturer companies in the United States, Europe, the Middle East, the Asia Pacific, and internationally.

Browave

Market Cap: NT$19.4b

Engages in the design, manufacture, and sale of optical fiber communication components in Taiwan and internationally.

HeNan Splendor Science & Technology

Market Cap: CN¥4.3b

HeNan Splendor Science & Technology Co., Ltd.

Ribbon Communications

Market Cap: US$593.5m

Provides communications technology in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Sunsea AIoT Technology

Market Cap: CN¥4.2b

Provides Internet of Things products and services to telecom operators, ICT equipment vendors, system integrators, and enterprise customers in China and internationally.

Zhongfu Information

Market Cap: CN¥4.1b

Engages in the research, development, and sale of information security technology and products in China.

Alpha Networks

Market Cap: NT$17.6b

Engages in the research and development, design, manufacture, and sale of broadband products, wireless network products and computer network system equipment and components in Taiwan, Japan, the United States, and internationally.

Nexwise Intelligence China

Market Cap: CN¥4.0b

Engages in the provision of security and intelligent systems worldwide.

Beijing Si-Tech Information Technology

Market Cap: CN¥3.9b

Beijing Si-Tech Information Technology Co., Ltd.

MosChip Technologies

Market Cap: ₹48.2b

A semiconductor and system design company, designs, develops, manufactures, and sells system on chip technologies and Internet on Things solutions in India, North America, and the Asia Pacific.

Veritone

Market Cap: US$539.5m

Engages in the provision of artificial intelligence (AI) computing solutions and services in the United States, the United Kingdom, France, Australia, Israel, and India.

Nuix

Market Cap: AU$819.9m

Provides investigative analytics and intelligence software solutions in the Asia Pacific, the Americas, Europe, the Middle East, and Africa.

Avantel

Market Cap: ₹45.5b

Designs, develops, manufactures and sells wireless communication products in India.

RichWave Technology

Market Cap: NT$14.2b

Designs, develops, and sells radio frequency (RF) integrated circuits in Taiwan, China, Korea, and internationally.

ComNav Technology

Market Cap: CN¥3.2b

Develops, manufactures, and sells global navigation satellite system (GNSS) original equipment manufacturer boards, receivers, and solutions for high precision positioning applications worldwide.

Gorilla Technology Group

Market Cap: US$455.0m

Provides solutions in security, network, business intelligence, and Internet of Things (IoT) technology in Taiwan and the United Kingdom.

Allot

Market Cap: US$454.8m

Develops, sells, and markets network intelligence and security solutions in Israel, Europe, Asia, Oceania, the Americas, the Middle East, and Africa.

Andes Technology

Market Cap: NT$13.6b

Provides embedded system application solutions.

Beijing E-TechstarLtd

Market Cap: CN¥3.1b

Operates as digital energy, communications technology services, and Internet of Things solution provider in China.

Shenzhen Kiwi Instruments

Market Cap: CN¥3.0b

Engages in the design, research, development, manufacture, and sale of analog and digital-analog hybrid integrated circuits in China.

Fixstars

Market Cap: JP¥65.0b

Operates as a software company in Japan and internationally.

Fukui Computer HoldingsInc

Market Cap: JP¥63.8b

Develops and sells package CAD products for the construction industry in Japan.

Lanner Electronics

Market Cap: NT$11.8b

Engages in the provision of design, engineering, and manufacturing services for network appliances and rugged industrial computers in the United States, Hong Kong, Israel, China, Taiwan, the Netherlands, Europe, and internationally.

Team Group

Market Cap: NT$11.5b

Manufactures and trades in integrated circuit chip, memory, and computer peripheral equipment in Taiwan, Asia, America, Europe, and internationally.

Primeton Information Technologies

Market Cap: CN¥2.6b

Provides software infrastructure platform products and solutions in China.

Napatech

Market Cap: NOK 3.6b

Provides programmable smart network interface cards and infrastructure processing units for cloud, enterprise, and telecom datacenter networks in the Americas and internationally.

AXT

Market Cap: US$351.5m

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

Tera Probe

Market Cap: JP¥53.5b

Engages in the wafer testing, final testing, testing technology development, and worker dispatching businesses in Japan, Taiwan, rest of Asia, North America, and Europe.

Lootom Telcovideo Network (wuxi)

Market Cap: CN¥2.4b

Lootom Telcovideo Network (wuxi) Co., Ltd.