Global Semiconductors Large Cap High Growth Potential

NVIDIA

Market Cap: US$5.2t

Operates as a data center scale AI infrastructure company.

Credo Technology Group Holding

Market Cap: US$40.8b

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

Piotech

Market Cap: CN¥176.7b

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

MPI

Market Cap: NT$584.0b

Manufactures, processes, maintains, imports/exports, and trades in semi-conductor production process and testing equipment in Taiwan, China, Singapore, Korea, the United States, and internationally.

Hon. Precision

Market Cap: NT$1.5t

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$150.6b

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

Semtech

Market Cap: US$14.6b

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

Marvell Technology

Market Cap: US$173.8b

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.

Advanced Micro Devices

Market Cap: US$808.0b

Operates as a semiconductor company internationally.

Arm Holdings

Market Cap: US$323.3b

Arm Holdings plc architects, developers, licensing, marketing, research and development of central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and other related services in the United States, People’s Republic of China, Japan, Taiwan, Republic of Korea, and internationally.

Yuanjie Semiconductor Technology

Market Cap: CN¥140.6b

Yuanjie Semiconductor Technology Co., Ltd.

Kioxia Holdings

Market Cap: JP¥36.0t

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

MACOM Technology Solutions Holdings

Market Cap: US$30.6b

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$20.3b

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

Broadcom

Market Cap: US$2.0t

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

Astera Labs

Market Cap: US$55.8b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

Alchip Technologies

Market Cap: NT$360.0b

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.

King Yuan Electronics

Market Cap: NT$401.7b

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

Henan Shijia Photons Technology

Market Cap: CN¥73.5b

Henan Shijia Photons Technology Co., Ltd.

BE Semiconductor Industries

Market Cap: €22.8b

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

SiTime

Market Cap: US$19.2b

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$711.0b

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

Nanya Technology

Market Cap: NT$1.1t

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¥456.6b

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

Macronix International

Market Cap: NT$321.2b

Engages in the design, manufacture, and supply of integrated circuits and memory chips.

Cambricon Technologies

Market Cap: CN¥823.0b

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

Kinsus Interconnect Technology

Market Cap: NT$333.0b

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

Jentech Precision Industrial

Market Cap: NT$520.2b

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

Hygon Information Technology

Market Cap: CN¥681.7b

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

MediaTek

Market Cap: NT$6.9t

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

Global Unichip

Market Cap: NT$625.8b

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.

SK hynix

Market Cap: ₩1652.5t

Research, develops manufactures, and sells semiconductor devices in Korea, China, rest of Asia, the United States, and Europe.

Shanghai Iluvatar CoreX Semiconductor

Market Cap: HK$127.3b

Shanghai Iluvatar CoreX Semiconductor Co., Ltd.

ASPEED Technology

Market Cap: NT$716.4b

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

HANMI Semiconductor

Market Cap: ₩26.7t

Manufactures and sells semiconductor equipment in South Korea and internationally.