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.

Edge SoC

Company Universe

Edge AI SoC companies above $1B

14 shown, sorted by approximate USD market cap

QUALCOMM Incorporated logo

QCOM

QUALCOMM Incorporated

NASDAQ
US

On-device and edge inference silicon platform.

Market cap

$159.0B

Edge SoCConnectivity
MediaTek Inc. logo

2454.TW

MediaTek Inc.

TAI
TW

On-device AI and custom edge silicon exposure.

Market cap

$123.6B

Edge SoCConnectivity
Horizon Robotics logo

9660.HK

Horizon Robotics

HKSE
CN

Edge AI accelerator and robotics/autonomous-driving compute platform.

Market cap

$12.2B

Edge SoC
Rockchip Electronics Co., Ltd. logo

603893.SS

Rockchip Electronics Co., Ltd.

SHH
CN

Edge AI SoC exposure for embedded and device inference.

Market cap

$11.0B

Edge SoC
Ingenic Semiconductor Co., Ltd. logo

300223.SZ

Ingenic Semiconductor Co., Ltd.

SHZ
CN

Embedded compute and edge device silicon exposure.

Market cap

$8.5B

Edge SoC
Amlogic (Shanghai) Co., Ltd. logo

688099.SS

Amlogic (Shanghai) Co., Ltd.

SHH
CN

Edge inference and device compute exposure.

Market cap

$5.6B

Edge SoC
Allwinnertech Technology Co., Ltd. logo

300458.SZ

Allwinnertech Technology Co., Ltd.

SHZ
CN

Edge AI and embedded device compute exposure.

Market cap

$5.1B

Edge SoC
Espressif Systems (Shanghai) Co., Ltd. logo

688018.SS

Espressif Systems (Shanghai) Co., Ltd.

SHH
CN

Edge AI and connected-device silicon exposure.

Market cap

$4.2B

ConnectivityEdge SoC
Bestechnic (Shanghai) Co., Ltd. logo

688608.SS

Bestechnic (Shanghai) Co., Ltd.

SHH
CN

Low-power edge AI and device silicon exposure.

Market cap

$4.1B

Edge SoCConnectivity
Synaptics Incorporated logo

SYNA

Synaptics Incorporated

NASDAQ
US

Low-power edge inference and device AI exposure.

Market cap

$3.7B

Edge SoCConnectivity
SigmaStar Technology Ltd logo

301536.SZ

SigmaStar Technology Ltd

SHZ
CN

AI vision and edge inference SoC exposure.

Market cap

$3.3B

Edge SoC
Ambarella, Inc. logo

AMBA

Ambarella, Inc.

NASDAQ
US

Edge vision inference silicon.

Market cap

$2.9B

Edge SoC
Axera Semiconductor Co., Ltd. logo

0600.HK

Axera Semiconductor Co., Ltd.

HKSE
CN

Direct edge AI accelerator exposure in China.

Market cap

$1.7B

Edge SoC
Black Sesame International Holding Limited logo

2533.HK

Black Sesame International Holding Limited

HKSE
CN

Edge AI accelerator exposure for vehicles and robotics.

Market cap

$1.4B

Edge SoC