South Korean Materials Data Center (AI Picks and Shovels) Stocks

SiTime

Market Cap: US$13.6b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

Technoprobe

Market Cap: €11.1b

Produces and sells electronic circuits in Italy, Asia, the United States, and rest of Europe.

Tongfu MicroelectronicsLtd

Market Cap: CN¥76.3b

Provides integrated circuit (IC) encapsulation test services in China and internationally.

Nutanix

Market Cap: US$11.0b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

Ruijie Networks

Market Cap: CN¥74.1b

Engages in the design, research, and sale of network equipment, network security products, and cloud desktop solutions in China and internationally.

Applied Optoelectronics

Market Cap: US$10.7b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

SenseTime Group

Market Cap: HK$81.9b

An investment holding company, research, develops and sells artificial intelligence software platforms in Mainland China, Northeast Asia, Southeast Asia, and internationally.

Jiangsu Etern

Market Cap: CN¥65.6b

Engages in the production and sales of optical cables and cables in China and internationally.

Semtech

Market Cap: US$9.4b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Henan Shijia Photons Technology

Market Cap: CN¥60.6b

Henan Shijia Photons Technology Co., Ltd.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥59.5b

Designs, manufactures, and sells passive optical components and modulators in China and internationally.

Hut 8

Market Cap: US$8.0b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

InnoScience (Suzhou) Technology Holding

Market Cap: HK$58.6b

InnoScience (Suzhou) Technology Holding Co., Ltd.

CIG Shanghai

Market Cap: CN¥50.2b

Engages in the research and development, production, and sale of edge computing, industrial interconnection, and high-speed optical module products in China and internationally.

LandMark Optoelectronics

Market Cap: NT$231.8b

Engages in the manufacture and sale of optoelectronic semiconductors in Taiwan, China, the United States, and internationally.

Cipher Digital

Market Cap: US$7.0b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

SICC

Market Cap: CN¥47.7b

Engages in the research, development, production, and sale of silicon carbide substrate materials in China and internationally.

Riot Platforms

Market Cap: US$6.9b

Operates as a Bitcoin mining company in the United States.

Yonyou Network TechnologyLtd

Market Cap: CN¥40.0b

Provides digital software and services to enterprises and public organizations in China and internationally.

Rigetti Computing

Market Cap: US$5.5b

Through its subsidiaries, builds and operates quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

Ondas

Market Cap: US$5.0b

Provides private wireless, drone, and automated data solutions in the United States and internationally.

Silicon Motion Technology

Market Cap: US$5.0b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.

Keppel DC REIT

Market Cap: S$5.8b

Keppel DC REIT was listed on the Singapore Exchange on 12 December 2014 as the first pure-play data centre REIT in Asia.

AXT

Market Cap: US$4.4b

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

Navitas Semiconductor

Market Cap: US$3.5b

Designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.

ITI

Market Cap: ₹293.3b

Engages in the manufacture, sale, and servicing of telecommunication equipment and building communication network infrastructures in India.

CleanSpark

Market Cap: US$3.0b

Operates as a bitcoin mining company in the Americas.

Qi An Xin Technology Group

Market Cap: CN¥20.4b

A cybersecurity company, provides cybersecurity products and services for government, enterprises, and other institutions in China and internationally.

Browave

Market Cap: NT$86.2b

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

BOE HC SemiTek

Market Cap: CN¥17.5b

A semiconductor technology company, researches, develops, produces, and sells light emitting diode (LED) substrate wafers, epitaxial wafers, and chips in China and internationally.

Cetc Potevio Science&TechnologyLtd

Market Cap: CN¥16.9b

Provides network communication solutions in China and internationally.

Shenzhen SDG Information

Market Cap: CN¥16.7b

Manufactures and sells fiber- optic cable, wiring network equipment, and communication equipment in the People’s Republic of China and internationally.

Wuxi NCE PowerLtd

Market Cap: CN¥16.5b

Engages in the research, design, development, and sale of semiconductor chips and power devices in China and internationally.

Southchip Semiconductor Technology(Shanghai)

Market Cap: CN¥16.2b

Engages in the research, design, development, and sale of analog and embedded chips in China and internationally.

FS.COM

Market Cap: HK$18.2b

Provides DTC networking solutions to computing, data centers, enterprise networks, and telecommunications industry in China and internationally.

Freshworks

Market Cap: US$2.3b

A software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally.