Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

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

Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

01AI Factory
02CPO Stack
03HBM Bridge
04GPU Cloud TCO
05Inference Tokens
06Power Bottleneck
07Custom ASIC
08OCS TAM
09N3 Allocation
10Optical TAM

Agent API Subscribe

Pokedex/Integration

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Fabless65 Foundry16 Memory22 Networking59 Optics48 Semicap61 Materials81 Integration70 DC Infra106 Robotics75 AI Cloud20 AI Model5

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Industry

Integration

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

70Companies5Segments9Shown

All Integration35 Server / Rack9 ODM / EMS9 OSAT2 PCB11 Other4

Market capAll caps15 > $10B9 > $100B1

ODM / EMS - 9 companiesSorted by market cap

2317.TWHon Hai Precision Industry Co., Ltd.ODM / EMS$105.8BTAI·TW
PWRQuanta Services, Inc.ODM / EMS$93.7BNYSE·US
FIXComfort Systems USA, Inc.ODM / EMS$43.6BNYSE·US
CLSCelestica Inc.ODM / EMS$32.7BNYSE·CA
FLEXFlex Ltd.ODM / EMS$31.8BNASDAQ·SG
JBLJabil Inc.ODM / EMS$27.8BNYSE·US
2345.TWAccton Technology CorporationODM / EMS$27.6BTAI·TW
3231.TWWistron CorporationODM / EMS$19.3BTAI·TW
2395.TWAdvantech Co., Ltd.ODM / EMS$18.1BTAI·TW

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