Company Profiles

Company Sector& Industry Market cap Company Description

(US$m)
Avg Daily
Turnover (US$m)
ADS-Tech Energy PLC Industrials 390 ADS-Tec Energy Public Limited Company
(ADSE US) (Electrical 0.70 operates as a battery-buffered charging
Equipment) Company. The Company provides storage
solutions and fast charging systems.
AEM Holdings Ltd Information 965 Aem Singapore Pte. Ltd. was founded in
(AEM SP) Technology 9.60 1992. The Company's line of business
(Semiconductors & includes the manufacturing of special
Semiconductor) industry machinery.
ASM Pacific Technology Ltd Information 4,149 ASM Pacific Technology Limited
(522 HK) Technology 12.70 manufactures semiconductor back-end
(Semiconductors & equipment. The Company produces
Semiconductor) assembly equipment, packaging
equipment, surface mount technology
equipment, and other equipment. ASM
Pacific Technology supplies its products in
microelectronics, semiconductor,
optoelectronics, and other fields.
Aspeed Technology Inc Information 3,493 ASPEED Technology Inc. is a highly
(5274 TT) Technology 22.01 innovative fabless IC-design company
(Semiconductors & founded in 2004 and headquartered in
Semiconductor) Hsinchu, Taiwan. As a pioneer of cutting-
edge SoC solutions with a focus on the
niche market of high-margin products, the
company's specialties range from Remote
Server Management SoC solution, PC/AV
extension solution, to the latest
Cupola360 360-degree image processing
SoC.
BYD Co. Ltd Consumer 93,104 BYD COMPANY LIMITED is a China-based
(1211 HK) * Discretionary 233.63 company principally engaged in the
(Automobiles) manufacture and sales of transportation
equipment. The Company is also engaged
in the manufacture and sales of electronic
parts and components and electronic
devices for daily use. The Company's
products include rechargeable batteries
and photovoltaic products, mobile phone
parts and assembly, and automobiles and
related products. The Company mainly
conducts its businesses in China, the
United States and Europe.

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Company Profiles
Company Sector& Industry Market cap Company Description
(US$m)
Avg Daily
Turnover (Us)
Eve Air Mobility Aerospace N/A Eve is dedicated to accelerating the UAM
(Unlisted) (Automobiles) ecosystem. Benefitting from a startup
mindset, backed by Embraer's more than
50-year history of aerospace expertise,
and with a singular focus, Eve is taking a
holistic approach to progressing the UAM
ecosystem, with an advanced eVTOL
project, a comprehensive global services
and support network and a unique air
traffic management solution.
Eve Energy Co Ltd Industrials 22,856 EVE Energy Co., Ltd. researches,
(300014 CH) * (Electrical 506.36 manufactures, and sells lithium battery.
Equipment)
Hana Microelectronics PCL Information 1,109 Hana Microelectronics Public Company
(HANA TB) Technology 25.30 Limited manufactures and trades
(Electronic electronic components.
Equipment,
Instrument)
Hansol Chemical Co Ltd Materials 1,807 Hansol Chemical Co Ltd manufactures
(014680 KS) (Chemicals) 16.29 chemical products.
Hon Hai Precision Industry Co Ltd Information 50,696 Hon Hai Precision Industry Co Ltd engages
(2317 TT) Technology 98.73 in the provision of various connectors,
(Electronic housings, radiators, assembled products
Equipment, and related products related to the
Instrument) information industry, communication
industry, automation equipment industry,
optoelectronics industry, precision
machinery industry, automotive industry,
and consumer electronics industry, as well
as the manufacture and sale of network
cable assembly and other products.
Hua Hong Semiconductor Ltd Information 5,245 Hua Hong Semiconductor Ltd is an
(1347 HK) Technology 35.23 investment holding company engaged in
(Semiconductors & production and sales of semiconductor
Semiconductor) wafers.
Hyundai Motor Company Consumer Cyclical 28,622 Hyundai Motor Company manufactures,
(005380 KS) (Auto 119.88 sells, and exports passenger cars, trucks,
Manufacturers) and commercial vehicles. The Company
also sells various auto parts and operates
auto repair service centers throughout
South Korea. Hyundai Motor provides
financial services through its subsidiaries.

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Company Profiles
Company Sector& Industry Market cap Company Description
(US$m)
Avg Daily
Turnover (Us)
Ideanomics, Inc Industrials 439 Ideanomics Inc. is focused on facilitating
(IDEX US) (Machinery) 13.04 the adoption of commercial electric
vehicles and developing financial services
and fintech products.
Ilika PLC Industrials 243 Ilika is a UK-listed developer of solid-state
(IKA LN) (Electrical 31.85 batteries, both on a miniature scale and
Equipment) larger format targeting the EV market. Its
micro-batteries are already in production,
and test samples are being sent to c20
customers in the implantable medical
device sector and in Industrial IoT, in
particularly hostile environments (eg wind
turbine blade sensors). Long lifetime,
small footprint, low weight and high
temperature operability are key adoption
factors vs incumbent lithium-ion batteries.
The company is also developing larger-
format solid state batteries for EVs, as well
as high end consumer applications. In EVs,
it is a peer for the very high profile US-
listed company Quantumscape.
Inari Amertron Bhd Information 2,558 Inari Amertron Berhad is an investment
(INRI MK) Technology 19.74 holding company involved in the
(Electronic electronics manufacturing services (EMS)
Equipment, industry. The Company provides
Instrument) semiconductor packaging services such as
back-end wafer processing, assembly and
testing for global customers in Radio
Frequency (RF) and in Optoelectronic
products. Inari has manufacturing facilities
in Malaysia, China and Philippines.
LG Energy Solutions Industrials 69,414 LG Energy Solutions leads the future eco-
(373220 KS) (Electrical N/A friendly energy industry by developing
Equipment) distinguished materials and next-
generation batteries.
Malaysian Pacific Industries Bhd Information 1,537 Malaysian Pacific Industries Berhad is an
(MPI MK) Technology 3.16 investment holding company. The
(Semiconductors & Company, through its subsidiaries,
Semiconductor) manufactures and sells semiconductor
devices, electronic components, and lead
frames.

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Company Profiles
Company Sector& Industry Market cap Company Description
(US$m)
Avg Daily
Turnover (Us)

Microvast Inc Consumer 2,314 Microvast Holdings, Inc. designs, develops,

MVST US) Discretionary 11.53 and manufactures battery systems for
(Automobiles) electric vehicles and energy storage
systems.
Nanofilm Technologies International Materials 1,258 Nanofilm Technologies International
Ltd (Chemicals) 4.43 Limited provides nanotechnology
(NANO SP) solutions, specializing in advanced
materials and nanoproducts.
Pentamaster Corp Bhd Industrials 556 Pentamaster Corporation Berhad is an
(PENT MK) (Machinery) 2.59 investment holding company. The
Company, through its subsidiaries,
manufactures automated and semi-
automated machines and equipment,
designs and manufactures precision
machinery components, as well as
assembles and installs computerized
automation systems and equipment.
Realtek Semiconductor Corp Information 8,521 Realtek Semiconductor Corp. designs,
(2379 TT) Technology 38.39 tests, and distributes integrated circuits
(Semiconductors & which are used in consumer electronics,
Semiconductor) computer systems and peripherals, and
communication network hardware.
SK Innovation Co Ltd Energy 128 SK Innovation Co., Ltd. refines, markets,
(096775 KS) (Oil, Gas & 0.70 and distributes oil.
Consumable Fuels)
SKC Co Ltd Materials 3,970 SKC Co., Ltd. manufactures a variety of
(011790 KS) (Chemicals) 49.69 films, including polyester films, silicon
coated films, and inkjet films.
Shanghai Putailai New Energy Materials 14,317 Shanghai Putailai New Energy Technology
Technology (Chemicals) 164.68 Co., Ltd. designs, produces, and markets
(603659 CH) anode materials.
Sydrogen Energy Pte Ltd Industrials N/A Sydrogen Energy Pte Ltd Provider of
(Unlisted) (Hydrogen) hydrogen energy service intended to apply
advanced materials surface solutions to
critical components in fuel cell and
electrolyzer systems. The company's
services include advanced fundamental
research, continuous engineering and
mass production capabilities, enabling the
global economy to achieve carbon
neutrality and sustainable energy source.

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Company Profiles
Company Sector& Industry Market cap Company Description
(US$m)
Avg Daily
Turnover (Us)
Thunder Software Technology Co.,Ltd. Technology 6,571 Thunder Software Technology Co., Ltd.
(300496 CH) (Software- 113.30 operates as a software development
Application) company. The Company provides smart
mobile software development,
automotive smart software development,
and other services. Thunder Software
Technology offers services worldwide.
Tritium DCFC Industrials 1,226 Tritium DCFC Limited provides auto
(DCFC US) (Electrical Power 25.37 electrical equipment including designs and
Equipment) manufactures direct current fast chargers
for electric vehicles.
United Microelectronics Corp Information 90 UMC is a leading global semiconductor
(2302 TT) Technology 0.22 foundry company. The company provides
(Semiconductors & high quality IC fabrication services,
Semiconductor) focusing on logic and various specialty
technologies to serve all major sectors of
the electronics industry.
Volta Inc Consumer 701 Volta, Inc. provides EV charging solutions
(VLTA US) (Specialty Retail) 19.24 including developing, manufacturing, and
installing a network of electronic vehicle
charging stations.
Will Semiconductor Co Ltd Shanghai Information 30,684 Will Semiconductor Co.,Ltd. Shanghai
(603501 CH) Technology 275.93 manufactures image sensor products and
(Semiconductors & semiconductor products.
Semiconductor)
Xiaomi Corporation Information 43,592 Xiaomi Corporation manufactures
(1810 HK) Technology 207.08 communication equipment and parts. The
(Semiconductors & Company produces and sells mobile
Semiconductor) phones, smart phone software, set-top
boxes, and related accessories. Xiaomi
markets its products worldwide.

* Pending confirmation

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