Fabless65Foundry17Memory22Networking57Optics39Semicap61Materials80Integration70DC Infra84AI Cloud26AI Model22
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Visualize the AI stack by market cap and layer.
Each tile is an industry sized by aggregate market cap. Click a tile to open its category page.
SiliconManufacturingDeployment
Total market cap · $39.18TDeployment
25 coAI Cloud
- GOOGL · Alphabet Inc.
- MSFT · Microsoft Corporation
- AMZN · Amazon.com, Inc.
$12.23T31.2%
Silicon
62 coFabless
- NVDA · NVIDIA Corporation
- AVGO · Broadcom Inc.
- AMD · Advanced Micro Devices, Inc.
$9.06T23.1%
Deployment
72 coDC Infra & Power
- CAT · Caterpillar Inc.
- GEV · GE Vernova Inc.
- SIE.DE · Siemens AG
$3.88T9.9%
Silicon
14 coMemory
- 005930.KS · Samsung Electronics Co., Ltd.
- 000660.KS · SK hynix Inc.
- MU · Micron Technology, Inc.
$2.71T6.9%
Deployment
13 coAI Model
- META · Meta Platforms, Inc.
- PLTR · Palantir Technologies Inc.
- SAP · SAP SE
$2.66T6.8%
Manufacturing
14 coFoundry
- 2330.TW · Taiwan Semiconductor Manufacturing Company Limited
- INTC · Intel Corporation
- 688981.SS · Semiconductor Manufacturing International Corporation
$2.46T6.3%
Manufacturing
61 coSemicap
- ASML.AS · ASML Holding N.V.
- LRCX · Lam Research Corporation
- AMAT · Applied Materials, Inc.
$2.37T6.0%
Manufacturing
59 coIntegration
$1.06T2.7%
Manufacturing
71 coMaterials / Consumables
$1.04T2.7%
Networking
Optics