Global Semiconductors Large Cap High Growth Potential

NVIDIA

Market Cap: US$5.1t

Operates as a data center scale AI infrastructure company.

Credo Technology Group Holding

Market Cap: US$32.4b

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.

Hon. Precision

Market Cap: NT$939.1b

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

MPI

Market Cap: NT$484.5b

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.

Piotech

Market Cap: CN¥119.2b

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

Shanghai Biren Technology

Market Cap: HK$105.0b

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

Phison Electronics

Market Cap: NT$451.2b

Designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally.

Advanced Micro Devices

Market Cap: US$549.6b

Operates as a semiconductor company internationally.

Arm Holdings

Market Cap: US$214.2b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.

Kioxia Holdings

Market Cap: JP¥19.8t

Engages in the development, production and sale of flash memory and solid state drives (SSDs) in Japan and internationally.

WinWay Technology

Market Cap: NT$367.1b

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.

Yuanjie Semiconductor Technology

Market Cap: CN¥129.8b

Yuanjie Semiconductor Technology Co., Ltd.

Lattice Semiconductor

Market Cap: US$15.8b

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

Alchip Technologies

Market Cap: NT$325.5b

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.

Astera Labs

Market Cap: US$33.7b

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

Broadcom

Market Cap: US$1.9t

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

BE Semiconductor Industries

Market Cap: €19.0b

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

King Yuan Electronics

Market Cap: NT$346.6b

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

Nanya Technology

Market Cap: NT$728.2b

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$417.2b

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

NAURA Technology Group

Market Cap: CN¥370.2b

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¥597.4b

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

Micron Technology

Market Cap: US$568.7b

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

Jentech Precision Industrial

Market Cap: NT$788.8b

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

Montage Technology

Market Cap: CN¥209.5b

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

SK hynix

Market Cap: ₩907.3t

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

Global Unichip

Market Cap: NT$552.1b

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.

ASPEED Technology

Market Cap: NT$625.8b

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

HANMI Semiconductor

Market Cap: ₩33.9t

Manufactures and sells semiconductor equipment in South Korea and internationally.

Hygon Information Technology

Market Cap: CN¥646.6b

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

Shanghai Iluvatar CoreX Semiconductor

Market Cap: HK$97.7b

Shanghai Iluvatar CoreX Semiconductor Co., Ltd.

MKS

Market Cap: US$18.0b

Provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications in the United States, China, South Korea, Japan, Taiwan, Singapore, and internationally.

Teradyne

Market Cap: US$59.5b

Engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥123.1b

Provides platform-based custom silicon and semiconductor IP licensing services in China and internationally.

Guobo Electronics

Market Cap: CN¥73.3b

Engages in the research, development, production, and sale of active phased array transmitter and receiver components and radio frequency integrated circuits in China.

Marvell Technology

Market Cap: US$136.9b

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.