Global Semiconductors Large Cap High Growth Potential

Hon. Precision

Market Cap: NT$1.0t

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

Piotech

Market Cap: CN¥185.8b

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

MPI

Market Cap: NT$470.3b

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

Credo Technology Group Holding

Market Cap: US$33.1b

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$4.6t

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¥21.6t

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¥126.2b

Yuanjie Semiconductor Technology Co., Ltd.

Advanced Micro Devices

Market Cap: US$791.5b

Operates as a semiconductor company internationally.

Marvell Technology

Market Cap: US$143.1b

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$240.2b

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.

Cerebras Systems

Market Cap: US$38.4b

Operates as an artificial intelligence infrastructure company.

Broadcom

Market Cap: US$1.8t

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

Astera Labs

Market Cap: US$51.4b

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

MACOM Technology Solutions Holdings

Market Cap: US$17.4b

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$16.0b

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

BE Semiconductor Industries

Market Cap: €16.0b

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

Cambricon Technologies

Market Cap: CN¥654.9b

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

NAURA Technology Group

Market Cap: CN¥484.8b

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

Winbond Electronics

Market Cap: NT$533.3b

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

Nanya Technology

Market Cap: NT$1.0t

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

GigaDevice Semiconductor

Market Cap: CN¥260.4b

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

SiTime

Market Cap: US$12.2b

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

Jentech Precision Industrial

Market Cap: NT$460.0b

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

Montage Technology

Market Cap: CN¥239.6b

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$834.6b

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

Global Unichip

Market Cap: NT$463.7b

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$549.1b

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

MediaTek

Market Cap: NT$5.2t

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

Hygon Information Technology

Market Cap: CN¥634.2b

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

Hangzhou Changchuan TechnologyLtd

Market Cap: CN¥155.3b

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

HANMI Semiconductor

Market Cap: ₩15.9t

Manufactures and sells semiconductor equipment in South Korea and internationally.

Shanghai Iluvatar CoreX Semiconductor

Market Cap: HK$95.9b

Shanghai Iluvatar CoreX Semiconductor Co., Ltd.

CXMT

Market Cap: CN¥3.5t

Engages in the research and development, design, manufacturing, and sales of dynamic random access memory chips in China and Internationally.

Technoprobe

Market Cap: €17.6b

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

Phison Electronics

Market Cap: NT$330.5b

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

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥89.5b

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