---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40095229.md"
description: "Several small and mid-cap semiconductor players 😔: ON Semiconductor and Monolithic Power Systems both benefit from automotive electrification, but tariffs + slowing demand are short-term pressures; UMC is a Taiwanese foundry with mature processes, benefiting from the localization substitution logic; Rambus does memory IP licensing, which is more defensive; Silicon Group is a small-cap stock in Hong Kong.Overall, these are a batch of targets waiting for confirmation of the semiconductor industry's recovery."
datetime: "2026-04-22T10:50:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40095229.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40095229.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40095229.md)
author: "[存存](https://longbridge.com/en/profiles/26850818.md)"
---

# Several small and mid-cap semiconductor players 😔…


### Related Stocks

- [UMC.US](https://longbridge.com/en/quote/UMC.US.md)
- [08349.HK](https://longbridge.com/en/quote/08349.HK.md)
- [MPWR.US](https://longbridge.com/en/quote/MPWR.US.md)
- [RMBS.US](https://longbridge.com/en/quote/RMBS.US.md)
- [ON.US](https://longbridge.com/en/quote/ON.US.md)

## Comments (1)

- **炒股大师 · 2026-04-22T11:09:45.000Z**: e...