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
Connectivity / Interface companies above $1B
18 shown, sorted by approximate USD market cap
AVGO
Broadcom Inc.
Custom accelerator and AI networking control point.
Market cap
$2.00T
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
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
MTSI
MACOM Technology Solutions Holdings, Inc.
High-speed optical and connectivity silicon for data center networks.
Market cap
$21.6B
RMBS
Rambus Inc.
Memory interface layer for data center platforms.
Market cap
$17.1B
SMTC
Semtech Corporation
Signal integrity and connectivity exposure in data center systems.
Market cap
$10.2B
MXL
MaxLinear, Inc.
Network access and connectivity silicon adjacent to AI infrastructure.
Market cap
$5.4B
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
SYNA
Synaptics Incorporated
Low-power edge inference and device AI exposure.
Market cap
$3.7B
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
AWE.L
Alphawave IP Group plc
SerDes/connectivity IP for AI infrastructure silicon.
Market cap
$2.0B
4966.TWO
Parade Technologies, Ltd.
Connectivity and display/interface silicon exposure around high-performance platforms.
Market cap
$1.6B
AIP
Arteris, Inc.
On-chip interconnect IP for AI accelerators and custom silicon.
Market cap
$1.2B