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65
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16
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22
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59
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48
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61
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81
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70
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106
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75
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20
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Industry
Integration
Board, module, rack, EMS, ODM, and packaging integration suppliers that assemble AI infrastructure.
70
Companies
5
Segments
All Integration
70
Server / Rack
15
ODM / EMS
15
OSAT
14
PCB
20
Other
6
Market cap
All caps
70
> $10B
39
> $100B
1
70 companies
Sorted by market cap
DELL
Dell Technologies Inc.
Server / Rack
$145.8B
NYSE·US
›
2317.TW
Hon Hai Precision Industry Co., Ltd.
ODM / EMS
$98.3B
TAI·TW
›
PWR
Quanta Services, Inc.
ODM / EMS
$93.5B
NYSE·US
›
3711.TW
ASE Technology Holding Co., Ltd.
OSAT
$69.0B
TAI·TW
›
FIX
Comfort Systems USA, Inc.
ODM / EMS
$60.6B
NYSE·US
›
CLS
Celestica Inc.
ODM / EMS
$47.2B
NYSE·CA
›
300476.SZ
Victory Giant Technology (HuiZhou) Co., Ltd.
PCB
$40.3B
SHZ·CN
›
2382.TW
Quanta Computer Inc.
Server / Rack
$39.6B
TAI·TW
›
3037.TW
Unimicron Technology Corp.
PCB
$39.6B
TAI·TW
›
EME
EMCOR Group, Inc.
Other
$38.9B
NYSE·US
›
009150.KS
Samsung Electro-Mechanics Co., Ltd.
PCB
$38.8B
KSC·KR
›
2345.TW
Accton Technology Corporation
ODM / EMS
$38.0B
TAI·TW
›
HPE
Hewlett Packard Enterprise Company
Other
$37.4B
NYSE·US
›
JBL
Jabil Inc.
ODM / EMS
$36.1B
NYSE·US
›
FLEX
Flex Ltd.
ODM / EMS
$33.8B
NASDAQ·SG
›
002916.SZ
Shennan Circuit Company Limited
PCB
$30.0B
SHZ·CN
›
MTZ
MasTec, Inc.
Other
$29.7B
NYSE·US
›
002463.SZ
Wus Printed Circuit (Kunshan) Co., Ltd.
PCB
$28.8B
SHZ·CN
›
6669.TW
Wiwynn Corporation
Server / Rack
$27.4B
TAI·TW
›
FN
Fabrinet
Other
$25.8B
NYSE·KY
›
2368.TW
Gold Circuit Electronics Ltd.
PCB
$22.1B
TAI·TW
›
4062.T
Ibiden Co., Ltd.
PCB
$22.0B
JPX·JP
›
603019.SS
Dawning Information Industry Co., Ltd.
Server / Rack
$19.8B
SHH·CN
›
5274.TWO
ASPEED Technology Inc.
Server / Rack
$19.7B
TWO·TW
›
AMKR
Amkor Technology, Inc.
OSAT
$19.4B
NASDAQ·US
›
0992.HK
Lenovo Group Limited
Server / Rack
$19.0B
HKSE·HK
›
8046.TW
Nan Ya Printed Circuit Board Corporation
PCB
$18.0B
TAI·TW
›
SMCI
Super Micro Computer, Inc.
Server / Rack
$17.4B
NASDAQ·US
›
000977.SZ
IEIT SYSTEMS Co., Ltd.
Server / Rack
$16.1B
SHZ·CN
›
TTMI
TTM Technologies, Inc.
PCB
$15.5B
NASDAQ·US
›
3231.TW
Wistron Corporation
ODM / EMS
$14.3B
TAI·TW
›
2357.TW
ASUSTeK Computer Inc.
Server / Rack
$13.8B
TAI·TW
›
000938.SZ
Unisplendour Corporation Limited
ODM / EMS
$13.1B
SHZ·CN
›
IESC
IES Holdings, Inc.
Other
$12.0B
NASDAQ·US
›
4958.TW
Zhen Ding Technology Holding Limited
PCB
$11.8B
TAI·KY
›
600584.SS
JCET Group Co., Ltd.
OSAT
$11.8B
SHH·CN
›
2449.TW
King Yuan Electronics Co., Ltd.
OSAT
$11.1B
TAI·TW
›
002156.SZ
Tongfu Microelectronics Co., Ltd.
OSAT
$10.8B
SHZ·CN
›
SANM
Sanmina Corporation
ODM / EMS
$10.5B
NASDAQ·US
›
603228.SS
Shenzhen Kinwong Electronic Co., Ltd.
PCB
$9.8B
SHH·CN
›
2395.TW
Advantech Co., Ltd.
ODM / EMS
$9.7B
TAI·TW
›
3189.TW
Kinsus Interconnect Technology Corp.
PCB
$8.8B
TAI·TW
›
2313.TW
Compeq Manufacturing Co., Ltd.
PCB
$8.1B
TAI·TW
›
3044.TW
Tripod Technology Corporation
PCB
$8.0B
TAI·TW
›
4938.TW
Pegatron Corporation
ODM / EMS
$7.2B
TAI·TW
›
PLXS
Plexus Corp.
ODM / EMS
$6.8B
NASDAQ·US
›
2376.TW
Giga-Byte Technology Co., Ltd.
Server / Rack
$5.9B
TAI·TW
›
002185.SZ
Tianshui Huatian Technology Co., Ltd.
OSAT
$5.9B
SHZ·CN
›
2356.TW
Inventec Corporation
Server / Rack
$5.5B
TAI·TW
›
MYRG
MYR Group Inc.
Other
$5.3B
NASDAQ·US
›
6967.T
Shinko Electric Industries Co., Ltd.
PCB
$5.0B
JPX·JP
›
6239.TW
Powertech Technology Inc.
OSAT
$4.9B
TAI·TW
›
6787.T
Meiko Electronics Co., Ltd.
PCB
$4.7B
JPX·JP
›
ATS.VI
AT & S Austria Technologie & Systemtechnik AG
PCB
$4.4B
VIE·AT
›
2324.TW
Compal Electronics, Inc.
Server / Rack
$4.2B
TAI·TW
›
353200.KS
Daeduck Electronics Co., Ltd.
PCB
$3.9B
KSC·KR
›
V03.SI
Venture Corporation Limited
ODM / EMS
$3.7B
SES·SG
›
3706.TW
MiTAC Holdings Corporation
Server / Rack
$3.5B
TAI·TW
›
6147.TWO
Chipbond Technology Corporation
OSAT
$3.4B
TWO·TW
›
3264.TWO
Ardentec Corporation
OSAT
$3.2B
TWO·TW
›
6257.TW
Sigurd Microelectronics Corporation
OSAT
$2.8B
TAI·TW
›
2377.TW
Micro-Star International Co., Ltd.
Server / Rack
$2.6B
TAI·TW
›
BHE
Benchmark Electronics, Inc.
ODM / EMS
$2.5B
NYSE·US
›
222800.KQ
SIMMTECH Co., Ltd.
PCB
$2.1B
KOE·KR
›
067310.KQ
Hana Micron, Inc.
OSAT
$1.8B
KOE·KR
›
PENG
Penguin Solutions, Inc.
Server / Rack
$1.6B
NASDAQ·US
›
2441.TW
Greatek Electronics Inc.
OSAT
$1.6B
TAI·TW
›
007810.KS
Korea Circuit Co., Ltd.
PCB
$1.6B
KSC·KR
›
8150.TW
ChipMOS Technologies Inc.
OSAT
$1.6B
TAI·TW
›
036540.KQ
SFA Semicon Co., Ltd.
OSAT
$1.1B
KOE·KR
›
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