Fabless65Foundry17Memory22Networking57Optics39Semicap61Materials80Integration70DC Infra84AI Cloud26AI Model22
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IndustriesSilicon
IndustryStack layer: Silicon
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
CPU / IP companies above $1B
6 shown, sorted by approximate USD market cap
AMD
Advanced Micro Devices, Inc.
NASDAQ
US
Merchant AI accelerator and server CPU alternative.
Market cap
$567.1B
GPUCPU
ARM
Arm Holdings plc
NASDAQ
GB
Compute IP layer for AI CPUs, accelerators, and edge SoCs.
Market cap
$249.4B
CPU
688041.SS
Hygon Information Technology Co., Ltd.
SHH
CN
Domestic China data center CPU and accelerator platform.
Market cap
$77.1B
CPUGPU
688047.SS
Loongson Technology Corporation Limited
SHH
CN
Domestic China CPU platform relevant to sovereign compute stacks.
Market cap
$8.3B
CPU
688262.SS
C*Core Technology Co., Ltd.
SHH
CN
Domestic processor IP exposure for embedded and custom silicon.
Market cap
$1.7B
CPU
2388.TW
VIA Technologies, Inc.
TAI
TW
Edge AI and processor-platform exposure.
Market cap
$1.4B
CPU