Fabless
Chip designers whose products define AI compute, acceleration, and platform control points.
Mapped companies
65
Segments
7
Largest
NVDA
Stack layer
Silicon
Segment
Optional filters for obvious buckets only.
Company Universe
Fabless names above $1B
65 shown, sorted by approximate USD market cap
NVDA
NVIDIA Corporation
Core merchant AI accelerator and cluster platform.
Market cap
$5.06T
AVGO
Broadcom Inc.
Custom accelerator and AI networking control point.
Market cap
$2.00T
AMD
Advanced Micro Devices, Inc.
Merchant AI accelerator and server CPU alternative.
Market cap
$567.1B
ARM
Arm Holdings plc
Compute IP layer for AI CPUs, accelerators, and edge SoCs.
Market cap
$249.4B
QCOM
QUALCOMM Incorporated
On-device and edge inference silicon platform.
Market cap
$159.0B
MRVL
Marvell Technology, Inc.
Custom ASIC and optical/networking silicon for AI clusters.
Market cap
$143.7B
2454.TW
MediaTek Inc.
On-device AI and custom edge silicon exposure.
Market cap
$123.6B
688256.SS
Cambricon Technologies Corporation Limited
Domestic China AI accelerator pure play.
Market cap
$83.4B
MPWR
Monolithic Power Systems, Inc.
Power delivery silicon for AI servers and accelerators.
Market cap
$80.2B
688041.SS
Hygon Information Technology Co., Ltd.
Domestic China data center CPU and accelerator platform.
Market cap
$77.1B
688795.SS
Moore Threads Technology Co., Ltd.
Domestic China GPU and AI compute platform.
Market cap
$39.5B
ALAB
Astera Labs, Inc.
PCIe/CXL connectivity silicon for AI servers.
Market cap
$36.2B
CRDO
Credo Technology Group Holding Ltd
AEC and high-speed interconnect silicon for AI scale-out.
Market cap
$36.0B
603986.SS
GigaDevice Semiconductor (Beijing) Inc.
Edge memory and controller silicon exposure.
Market cap
$29.1B
688008.SS
Montage Technology Co., Ltd.
Memory interface and data center silicon for AI server platforms.
Market cap
$27.4B
MTSI
MACOM Technology Solutions Holdings, Inc.
High-speed optical and connectivity silicon for data center networks.
Market cap
$21.6B
5274.TWO
ASPEED Technology Inc.
Server management control silicon for AI infrastructure.
Market cap
$19.7B
688521.SS
VeriSilicon Microelectronics (Shanghai) Co., Ltd.
SoC design IP and services for AI-capable silicon.
Market cap
$17.6B
3443.TW
Global Unichip Corp.
Custom silicon design partner for advanced-node ASICs.
Market cap
$17.2B
RMBS
Rambus Inc.
Memory interface layer for data center platforms.
Market cap
$17.1B
603501.SS
OmniVision Integrated Circuits Group, Inc.
Vision sensing input layer for edge AI systems.
Market cap
$16.8B
LSCC
Lattice Semiconductor Corporation
Programmable edge and control-plane compute exposure.
Market cap
$16.8B
SITM
SiTime Corporation
Timing silicon for data center, networking, and high-performance systems.
Market cap
$15.0B
9660.HK
Horizon Robotics
Edge AI accelerator and robotics/autonomous-driving compute platform.
Market cap
$12.2B
8299.TWO
Phison Electronics Corp.
SSD controller and storage subsystem exposure for AI servers.
Market cap
$11.6B
603893.SS
Rockchip Electronics Co., Ltd.
Edge AI SoC exposure for embedded and device inference.
Market cap
$11.0B
3661.TW
Alchip Technologies, Limited
Custom ASIC design partner for AI accelerator programs.
Market cap
$10.9B
SMTC
Semtech Corporation
Signal integrity and connectivity exposure in data center systems.
Market cap
$10.2B
3529.TWO
eMemory Technology Inc.
Memory IP used in advanced SoCs and custom silicon.
Market cap
$9.3B
2379.TW
Realtek Semiconductor Corp.
Connectivity silicon exposure around edge and client AI systems.
Market cap
$8.8B
688385.SS
Shanghai Fudan Microelectronics Group Company Limited
FPGA exposure and domestic programmable-logic supply.
Market cap
$8.8B
002049.SZ
Unigroup Guoxin Microelectronics Co., Ltd.
FPGA and domestic custom-silicon exposure in China.
Market cap
$8.7B
300223.SZ
Ingenic Semiconductor Co., Ltd.
Embedded compute and edge device silicon exposure.
Market cap
$8.5B
688047.SS
Loongson Technology Corporation Limited
Domestic China CPU platform relevant to sovereign compute stacks.
Market cap
$8.3B
688110.SS
Dosilicon Co., Ltd.
Domestic China memory supply exposure for networking, IoT, industrial, embedded, and edge AI systems.
Market cap
$7.7B
688766.SS
Puya Semiconductor (Shanghai) Co., Ltd.
Specialty flash and EEPROM exposure for edge, embedded, networking, and control-plane electronics.
Market cap
$5.7B
688099.SS
Amlogic (Shanghai) Co., Ltd.
Edge inference and device compute exposure.
Market cap
$5.6B
MXL
MaxLinear, Inc.
Network access and connectivity silicon adjacent to AI infrastructure.
Market cap
$5.4B
6415.TW
Silergy Corp.
Power conversion and management silicon for compute systems.
Market cap
$5.4B
SIMO
Silicon Motion Technology Corporation
Storage controller exposure for AI servers and edge devices.
Market cap
$5.1B
300458.SZ
Allwinnertech Technology Co., Ltd.
Edge AI and embedded device compute exposure.
Market cap
$5.1B
300672.SZ
Hunan Goke Microelectronics Co., Ltd.
Edge compute and video-processing silicon exposure.
Market cap
$5.0B
300474.SZ
Changsha Jingjia Microelectronics Co., Ltd.
Domestic GPU exposure and potential accelerator adjacency.
Market cap
$4.6B
688018.SS
Espressif Systems (Shanghai) Co., Ltd.
Edge AI and connected-device silicon exposure.
Market cap
$4.2B
688608.SS
Bestechnic (Shanghai) Co., Ltd.
Low-power edge AI and device silicon exposure.
Market cap
$4.1B
POWI
Power Integrations, Inc.
Power conversion exposure around electrified infrastructure.
Market cap
$4.1B
6531.TW
AP Memory Technology Corporation
Specialty memory exposure for edge and AI-capable systems.
Market cap
$4.1B
NVTS
Navitas Semiconductor Corporation
Power conversion silicon for high-density power systems.
Market cap
$4.0B
SYNA
Synaptics Incorporated
Low-power edge inference and device AI exposure.
Market cap
$3.7B
301536.SZ
SigmaStar Technology Ltd
AI vision and edge inference SoC exposure.
Market cap
$3.3B
6526.TW
Airoha Technology Corp.
Edge and access-network connectivity exposure.
Market cap
$3.2B
5269.TW
ASMedia Technology Inc.
PCIe, USB, and platform connectivity exposure around compute systems.
Market cap
$3.1B
AMBA
Ambarella, Inc.
Edge vision inference silicon.
Market cap
$2.9B
688123.SS
Giantec Semiconductor Corporation
DDR5 SPD and EEPROM exposure for server memory modules and broader memory subsystem electronics.
Market cap
$2.8B
6526.T
Socionext Inc.
Custom ASIC and advanced SoC design exposure.
Market cap
$2.3B
AWE.L
Alphawave IP Group plc
SerDes/connectivity IP for AI infrastructure silicon.
Market cap
$2.0B
688107.SS
Shanghai Anlogic Infotech Co., Ltd.
Programmable logic exposure for domestic compute and embedded systems.
Market cap
$1.8B
688262.SS
C*Core Technology Co., Ltd.
Domestic processor IP exposure for embedded and custom silicon.
Market cap
$1.7B
0600.HK
Axera Semiconductor Co., Ltd.
Direct edge AI accelerator exposure in China.
Market cap
$1.7B
4966.TWO
Parade Technologies, Ltd.
Connectivity and display/interface silicon exposure around high-performance platforms.
Market cap
$1.6B
3035.TW
Faraday Technology Corporation
Custom ASIC design exposure for specialized compute.
Market cap
$1.5B
2533.HK
Black Sesame International Holding Limited
Edge AI accelerator exposure for vehicles and robotics.
Market cap
$1.4B
2388.TW
VIA Technologies, Inc.
Edge AI and processor-platform exposure.
Market cap
$1.4B
AOSL
Alpha and Omega Semiconductor Limited
Power management exposure around compute and infrastructure systems.
Market cap
$1.3B
AIP
Arteris, Inc.
On-chip interconnect IP for AI accelerators and custom silicon.
Market cap
$1.2B