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Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Pokedex/Integration
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

Integration

Board, module, rack, EMS, ODM, and packaging integration suppliers that assemble AI infrastructure.

70Companies5Segments35Shown
All Integration35Server / Rack9ODM / EMS9OSAT2PCB11Other4
Market capAll caps70> $10B35> $100B2
35 companiesSorted by market cap
  • DELLDell Technologies Inc.Server / Rack$263.6BNYSE·US›
  • 2317.TWHon Hai Precision Industry Co., Ltd.ODM / EMS$105.7BTAI·TW›
  • PWRQuanta Services, Inc.ODM / EMS$92.1BNYSE·US›
  • 3711.TWASE Technology Holding Co., Ltd.OSAT$90.2BTAI·TW›
  • HPEHewlett Packard Enterprise CompanyOther$71.1BNYSE·US›
  • 009150.KSSamsung Electro-Mechanics Co., Ltd.PCB$65.2BKSC·KR›
  • 3037.TWUnimicron Technology Corp.PCB$49.6BTAI·TW›
  • FIXComfort Systems USA, Inc.ODM / EMS$42.9BNYSE·US›
  • 2382.TWQuanta Computer Inc.Server / Rack$39.9BTAI·TW›
  • 0992.HKLenovo Group LimitedServer / Rack$33.5BHKSE·HK›
  • CLSCelestica Inc.ODM / EMS$32.4BNYSE·CA›
  • FLEXFlex Ltd.ODM / EMS$31.4BNASDAQ·SG›
  • 6669.TWWiwynn CorporationServer / Rack$30.8BTAI·TW›
  • 4062.TIbiden Co., Ltd.PCB$30.0BJPX·JP›
  • EMEEMCOR Group, Inc.Other$29.6BNYSE·US›
  • JBLJabil Inc.ODM / EMS$27.7BNYSE·US›
  • 2345.TWAccton Technology CorporationODM / EMS$27.6BTAI·TW›
  • 002463.SZWus Printed Circuit (Kunshan) Co., Ltd.PCB$25.3BSHZ·CN›
  • 002916.SZShennan Circuit Company LimitedPCB$23.9BSHZ·CN›
  • 8046.TWNan Ya Printed Circuit Board CorporationPCB$23.5BTAI·TW›
  • SMCISuper Micro Computer, Inc.Server / Rack$20.7BNASDAQ·US›
  • 2357.TWASUSTeK Computer Inc.Server / Rack$20.6BTAI·TW›
  • 5274.TWOASPEED Technology Inc.Server / Rack$20.3BTWO·TW›
  • 3231.TWWistron CorporationODM / EMS$19.3BTAI·TW›
  • 300476.SZVictory Giant Technology (HuiZhou) Co., Ltd.PCB$18.3BSHZ·CN›
  • 2395.TWAdvantech Co., Ltd.ODM / EMS$18.1BTAI·TW›
  • 4958.TWZhen Ding Technology Holding LimitedPCB$16.5BTAI·KY›
  • 2368.TWGold Circuit Electronics Ltd.PCB$16.0BTAI·TW›
  • 603019.SSDawning Information Industry Co., Ltd.Server / Rack$15.7BSHH·CN›
  • 3189.TWKinsus Interconnect Technology Corp.PCB$15.0BTAI·TW›
  • MTZMasTec, Inc.Other$14.4BNYSE·US›
  • 600584.SSJCET Group Co., Ltd.OSAT$13.2BSHH·CN›
  • 000977.SZIEIT SYSTEMS Co., Ltd.Server / Rack$12.0BSHZ·CN›
  • FNFabrinetOther$11.4BNYSE·KY›
  • 603228.SSShenzhen Kinwong Electronic Co., Ltd.PCB$10.6BSHH·CN›
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