Taiwan Technology - US listed companies

Taiwan Technology  - US listed companies
Components Performance/Risk
Period Return
82.5%
Return Rank
Strong
Risk Exposure
High Risk

Taiwan-based technology companies listed on U.S.  NYSE and NASDAQ  exchanges - or OTC-traded - have special relevance because of the semiconductor industry's overweight

The opportunities for U.S. investors are constrained by the small number of listed companies

 

As a beacon for the industry and a potent signal for tech-focused investment strategies,

  • the selection is focused on the world's largest semiconductor foundries (semi-conductor manufacturing facilities) - Taiwan Semiconductor Manufacturing  and United Microelectronics 
  • the world's largest electronics manufacturer is known as Hon Hai Technology Group in China and Taiwan and Foxconn internationally
  • the tight integration of the supply chain benefitting from surging global semiconductor demand is highlighted

 

The semiconductor supply chain is represented by Taiwanese firms in

  • signal processing
  • metrology and testing 
  • crystal display panels
  • as well as foundries and electronics contract manufacturing

 

The iShares Semiconductor ETF is the benchmark of the selection

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Himax Technologies (ADR) HIMX TechnologyImaging Systems10.871.9 B18.1% Sharp Down High Risk
ChipMOS Technologies (ADR) IMOS TechnologySemiconductors – Metrology & TestEquipt54.392.0 B160.3% Weak Down High Risk
ASE Technology Holding (ADR) ASX TechnologySemiconductors – Metrology & TestEquipt39.5034 B149.3% Neutral Above Average
Silicon Motion Technology (ADR) SIMO TechnologySemiconductors - Signal Processing208.657.0 B117.2% Sharp Down High Risk
AUO (ADR) AUOTY TechnologyComputer Peripheral Equipment9.098.7 B129.5% Neutral High Risk
Taiwan Semiconductor (ADR) TSM TechnologySemiconductors - Foundry406.132,106 B37.2% Weak Down Average Risk
United Microelectronics (ADR) UMC TechnologySemiconductors - Foundry16.6842 B121.7% Sharp Down Above Average
Hon Hai Precision Industry HNHPF TechnologyElectronic Systems, Parts & Analog Circuits14.94--9.7% Weak Down Average Risk
Chunghwa Telecom (ADR) CHT UtilitiesIntegrated Telecommunication Carriers48.9938 B18.9% Weak Up Low Risk
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