Global Semiconductors Large Cap High Growth Potential

NVIDIA

Market Cap: US$5.0t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

Hon. Precision

Market Cap: NT$1.3t

Engages in the manufacture and sale of machinery and related components, automatic control equipment engineering, and machinery installations in Taiwan.

Shanghai Biren Technology

Market Cap: HK$137.6b

Operates as a graphics processing unit (GPU) developer that researches and develops general computing systems.

MPI

Market Cap: NT$629.0b

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

Piotech

Market Cap: CN¥208.3b

Engages in the research and development, production, sales, and technical services of semiconductor equipment in China.

Credo Technology Group Holding

Market Cap: US$46.5b

Provides various high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and other international markets.

Arm Holdings

Market Cap: US$423.3b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

Advanced Micro Devices

Market Cap: US$827.2b

Operates as a semiconductor company internationally.

Semtech

Market Cap: US$15.1b

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

WinWay Technology

Market Cap: NT$340.6b

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.

Kioxia Holdings

Market Cap: JP¥52.4t

Manufactures and sells memory and solid-state drives (SSDs) in Japan and internationally.

Yuanjie Semiconductor Technology

Market Cap: CN¥200.1b

Yuanjie Semiconductor Technology Co., Ltd.

Marvell Technology

Market Cap: US$253.3b

Provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.

MACOM Technology Solutions Holdings

Market Cap: US$28.1b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

Broadcom

Market Cap: US$1.9t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

Cerebras Systems

Market Cap: US$46.6b

Operates as an artificial intelligence infrastructure company.

King Yuan Electronics

Market Cap: NT$343.0b

Designs, manufactures, sells, tests, and assembles integrated circuits.

Alchip Technologies

Market Cap: NT$352.2b

Engages in the research, design, development, and manufacturing of application specific integrated circuits and system on a chip in the United States, China, Japan, Taiwan, and internationally.

Henan Shijia Photons Technology

Market Cap: CN¥76.6b

Henan Shijia Photons Technology Co., Ltd.

BE Semiconductor Industries

Market Cap: €24.6b

Develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore, Malaysia, and internationally.

Astera Labs

Market Cap: US$64.2b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States.

Lattice Semiconductor

Market Cap: US$19.2b

Develops and sells semiconductor, silicon-based and silicon-enabling, evaluation boards, and development hardware products in Asia, Europe, and the Americas.

SiTime

Market Cap: US$18.1b

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

Winbond Electronics

Market Cap: NT$895.5b

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

Nanya Technology

Market Cap: NT$1.4t

Research, develops, manufactures, and sells semiconductor products in Taiwan, Japan, Malaysia, China, the United States, Thailand, Germany, Singapore, Poland and internationally.

NAURA Technology Group

Market Cap: CN¥510.4b

Engages in the research and development, production, sale, and technical services of semiconductors in the People's Republic of China.

Cambricon Technologies

Market Cap: CN¥829.3b

Engages in the research, development, design, and sale of core AI chips for terminal devices in China.

Silicon Motion Technology

Market Cap: US$10.4b

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

Micron Technology

Market Cap: US$1.2t

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Kinsus Interconnect Technology

Market Cap: NT$372.0b

Engages in the manufacture and sale of electronic products in Taiwan and internationally.

Jentech Precision Industrial

Market Cap: NT$585.5b

Manufactures, processes, and trades in precision tooling, and electronic parts and components in Taiwan and China.

Hygon Information Technology

Market Cap: CN¥715.0b

Engages in the research and development of processors, accelerators, and other computing chip products and systems in China.

Hangzhou Changchuan TechnologyLtd

Market Cap: CN¥167.1b

Researches and develops, produces, and sells integrated circuit equipment in China and internationally.

ASPEED Technology

Market Cap: NT$698.8b

Operates as a fabless integrated circuit (IC) design company in Taiwan, China, the United States, and internationally.

Global Unichip

Market Cap: NT$680.1b

Engages in the research and development, production, testing, and sale of embedded memory and logic components, analog components, cell libraries, and EDA tools for various IC applications.

MediaTek

Market Cap: NT$7.1t

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