Global Semiconductors Large Cap High Growth Potential

Piotech

Market Cap: CN¥209.0b

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

MPI

Market Cap: NT$609.4b

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

Hon. Precision

Market Cap: NT$1.2t

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$102.7b

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

Credo Technology Group Holding

Market Cap: US$42.3b

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.

NVIDIA

Market Cap: US$5.1t

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

Kioxia Holdings

Market Cap: JP¥34.0t

Engages in research, development, manufacturing, sales, and other services of memory and related products for solid state drives (SSDs) and storage and smart devices in Japan, North America, Europe, and Asia.

Yuanjie Semiconductor Technology

Market Cap: CN¥226.6b

Yuanjie Semiconductor Technology Co., Ltd.

Semtech

Market Cap: US$12.6b

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

Advanced Micro Devices

Market Cap: US$862.8b

Operates as a semiconductor company internationally.

Marvell Technology

Market Cap: US$180.6b

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.

Arm Holdings

Market Cap: US$295.9b

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.

Powerchip Semiconductor Manufacturing

Market Cap: NT$324.7b

Powerchip Semiconductor Manufacturing Corporation, together with its subsidiaries, engages in the research and development, manufacturing, testing, packaging, and sale of integrated circuit products in Taiwan, the United States, China, and internationally.

King Yuan Electronics

Market Cap: NT$388.8b

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

Astera Labs

Market Cap: US$60.1b

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

Broadcom

Market Cap: US$1.9t

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

Cerebras Systems

Market Cap: US$41.7b

Operates as an artificial intelligence infrastructure company.

BE Semiconductor Industries

Market Cap: €18.7b

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

MACOM Technology Solutions Holdings

Market Cap: US$22.4b

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

Lattice Semiconductor

Market Cap: US$18.1b

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

Cambricon Technologies

Market Cap: CN¥803.7b

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

GigaDevice Semiconductor

Market Cap: CN¥361.2b

Engages in the research, development, technical support, and sale of memory, microcontrollers, sensors, and analog chips.

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.

Winbond Electronics

Market Cap: NT$774.0b

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

NAURA Technology Group

Market Cap: CN¥510.0b

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

SiTime

Market Cap: US$16.2b

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

Kinsus Interconnect Technology

Market Cap: NT$405.7b

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

Jentech Precision Industrial

Market Cap: NT$498.2b

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

Montage Technology

Market Cap: CN¥257.6b

An integrated circuit (IC) design company, provides IC-based solutions for cloud computing and AI infrastructure in the People’s Republic of China.

Micron Technology

Market Cap: US$1.0t

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

ASPEED Technology

Market Cap: NT$578.2b

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

MediaTek

Market Cap: NT$5.9t

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

SK hynix

Market Cap: ₩1342.6t

Through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.

Shanghai Iluvatar CoreX Semiconductor

Market Cap: HK$141.5b

Shanghai Iluvatar CoreX Semiconductor Co., Ltd.

Hygon Information Technology

Market Cap: CN¥743.2b

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

HANMI Semiconductor

Market Cap: ₩23.0t

Manufactures and sells semiconductor equipment in South Korea and internationally.