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Everything on THE ENTITY, in one place.

Every hub, all 80 parts of the AI value chain, and an A–Z index of the 835 companies mapped to it.

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The AI Value-Chain Index The Bottleneck Report AI stocks, mapped The chain, part by part The Read — explainers Glossary Features Pricing How we compare How the model works

Ranked lists — by category

AI chip stocks AI infrastructure stocks AI energy & power stocks AI model companies AI application stocks AI materials stocks Diversified AI stocks

Ranked lists — by theme

AI memory stocks AI power stocks AI cooling stocks AI packaging stocks AI foundry stocks AI networking stocks

The AI value chain — layers & parts

The AI energy layer

The AI chips layer

The AI infrastructure layer

The AI models layer

The AI applications layer

Agent workflow stocksAutonomous workflow engine stocksCopilot stocksDeveloper tool stocksEnterprise knowledge assistant stocksRobotics control stocks

A–Z — all 835 companies

A

A.P. Moller - Maersk A/SMAERSK-B.CO ABBABBN.SW AbCellera Biologics Inc.ABCL AcBel Polytech Inc.6282.TW Accelink Technologies Co., Ltd.002281.SZ Accenture plcACN Accton Technology2345.TW Achronix Semiconductor ACM Research, Inc.ACMR ADEKA Corporation4401.T AdobeADBE Advanced Energy Industries, Inc.AEIS Advanced Fiber Resources (Zhuhai)300620.SZ Advantest Corporation6857.T AECOMACM Aehr Test SystemsAEHR AEM Holdings Ltd.AWX.SI AeroVironment, Inc.AVAV AGC Inc.5201.T Aggreko Ltd Agility Robotics Air LiquideAI.PA Air Products and ChemicalsAPD AirTrunk Operating Pty Ltd AIXTRONAIXA.DE Ajinomoto2802.T Akamai TechnologiesAKAM AlbemarleALB Alchip Technologies, Limited3661.TW Alfa Laval ABALFA.ST Alibaba GroupBABA Aligned Data Centers Alpha and Omega SemiconductorAOSL Alphabet (Google)GOOGL Alphawave SemiAWE AmazonAMZN AmbarellaAMBA AMDAMD AMEC (Advanced Micro-Fabrication Equipment Inc.)688012.SS American Electric Power Company, Inc.AEP American Tower CorporationAMT Amkor TechnologyAMKR Amphenol CorporationAPH Analog DevicesADI Andes Technology6533.TW Anduril Industries, Inc.Anji Microelectronics Technology688019.SS Anritsu Corporation6754.T Anthropic Anysphere (Cursor)Appen LimitedAPX AppleAAPL Applied DigitalAPLD Applied Intuition, Inc.Applied MaterialsAMAT Applied Optoelectronics, Inc.AAOI Aptiv PLCAPTV Ardentec Corporation3264.TWO Argan, Inc.AGX Arista NetworksANET ArmARM Arrow Electronics, Inc.ARW ArterisAIP ASE Technology Holding Co., Ltd.ASX Asia Vital Components Co., Ltd.3017.TW ASM International N.V.ASM.AS ASMLASML ASMPT Limited0522.HK ASPEED Technology5274.TW ASRock Incorporation3515.TW Astera LabsALAB ASUSTeK Computer2357.TW AT&SATS.VI Atlas Air Worldwide Holdings, Inc.Atlas Copco ABATCO-A.ST Atos SE (Eviden)ATO.PA Auras Technology Co., Ltd.3324.TW Aurora Innovation, Inc.AUR Avantor, Inc.AVTR AVIC Jonhon Optronic Technology002179.SZ Avnet, Inc.AVT Axcelis Technologies, Inc.ACLS Axelera AI AXT, Inc.AXTI Ayar Labs

C

C3.ai, Inc.AI Cadence Design SystemsCDNS Cambricon Technologies688256.SS Cameco CorporationCCJ CamtekCAMT Canon7751.T Carl Zeiss SMT Carrier Global CorporationCARR Caterpillar Inc.CAT Cathay Pacific Airways Limited0293.HK Celestial AI Celestica Inc.CLS Centrus Energy CorpLEU Cerebras Ceva Inc.CEVA CG Power and Industrial Solutions LimitedCGPOWER.NS Chang Chun Group (Chang Chun Plastics)Chenbro Micom Co., Ltd.8210.TW Chicony Power Technology Co., Ltd.6412.TW China Airlines, Ltd.2610.TW China Telecom0728.HK Chindata Group Chipbond Technology Corporation6147.TWO ChipMOS Technologies8150 Chroma ATE Inc.2360.TW Chunghwa Precision Test Tech. Co., Ltd.6510.TWO CienaCIEN CIG Shanghai (Cambridge Industries Group)603083.SS Cipher MiningCIFR CiscoCSCO Cloudflare, Inc.NET Cognex CorporationCGNX Cognition AI Cohere CoherentCOHR Cohu, Inc.COHU Comet Holding AGCOTN.SW Comfort Systems USAFIX Commonwealth Fusion Systems LLC CommScope Holding CompanyCOMM Compal Electronics, Inc.2324.TW Compass Datacenters Constellation EnergyCEG Contemporary Amperex Technology Co., Limited300750.SZ CoolIT Systems CoorsTek, Inc.Core Scientific, Inc.CORZ CoreWeave, Inc.CRWV Cornelis Networks Corning IncorporatedGLW CredoCRDO Crusoe Cummins Inc.CMI Curtiss-Wright CorporationCW CXMT (ChangXin Memory Technologies)CyrusOne

F

FabrinetFN fal.ai FANUC Corporation6954.T Faraday Technology3035.TW FedEx CorporationFDX Fermi Inc.FRMI Ferrotec Holdings Corporation6890.T Fervo Energy Company FiberHome Telecommunication Technologies600498.SH Figure AI Fireworks AI First SolarFSLR FIT Hon Teng Limited6088.HK Flex Ltd.FLEX Flexential Corp.Flowserve CorporationFLS Fluence Energy, Inc.FLNC Fluidstack Fluor CorporationFLR Ford Motor CompanyF Forehope Electronic (Ningbo) Co., Ltd.688362.SH FormFactorFORM Formosa Advanced Technologies Co., Ltd.5387.TWO Foxconn (Hon Hai Precision)2317.TW Foxconn Industrial Internet (FII)601138.SS FuelCell Energy, Inc.FCEL Fuji Electric Co., Ltd.6504.T Fujian Jinhua Integrated Circuit (JHICC)Fujibo Holdings, Inc.3104.T FUJIFILM Holdings4901.T Fujikin Incorporated Fujikura Ltd.5803.T Fujimi Incorporated5384.T Fujitsu Limited6702.T FuriosaAI Furukawa Electric Co., Ltd.5801.T

H

Haesung DS Co., Ltd.195870.KS Hailo Technologies Hammond Power Solutions Inc.HPS-A.TO Hana Materials Hana Micron Inc.067310.KQ Hangzhou Changchuan Technology300604.SZ Hangzhou Lion Electronics (Li-ang Micro)605358.SS Hanmi Semiconductor Co., Ltd.042700.KS Hansol Chemical Co., Ltd.014680.KS Harvey AI HD Hyundai Electric Co., Ltd.267260.KS Helion Energy, Inc.Helsing GmbH Henan Shijia Photons Technology688313.SH Hengtong Optic-Electric Co., Ltd.600487.SH Henkel AG & Co. KGaAHEN3.DE Heraeus Holding GmbH Hesai GroupHSAI Hewlett Packard EnterpriseHPE High-Flyer Quant Hisense Broadband Multimedia Technologies Hitachi Energy Hitachi High-Tech Corporation HOCHTIEF AGHOT.DE Holtec International HORIBA, Ltd.6856.T Horizon Robotics9660.HK HOYA7741.T Hua Hong Semiconductor1347.HK Huagong Technology Co., Ltd.000988.SZ Huaqin Technology Co., Ltd.603296.SS Huawei Hubei Dinglong Co., Ltd.300054.SZ Hubei Feilihua Quartz Glass300395.SZ Hugging Face HUMAIN Hunan Kaimeite Gases002549.SZ Hut 8HUT Hwatsing Technology Co., Ltd.688120.SS Hygon Information Technology688041.SS Hyosung Heavy Industries Corporation298040.KS Hyundai Motor Company005380.KS

J

Jabil Inc.JBL Jacobs Solutions Inc.J Japan Electronic Materials Corporation6855.T JCET Group600584 Jentech Precision Industrial Co., Ltd.3653.TW JEOL Ltd.6951.T Jiangsu Nata Opto-electronic Material300346.SZ Jiangsu Pacific Quartz603688.SS Jiangsu Yoke Technology002409.SZ Jiangsu Zhongtian Technology (ZTT)600522.SH Jiangyin Jianghua Microelectronics Materials603078.SS Jingrui Electronic Materials (Crystal Clear)300655.SZ Johnson Controls International plcJCI JPMorgan Chase & Co.JPM JSR Corporation Jusung Engineering Co., Ltd.036930.KQ JX Advanced Metals Corporation5016.T

M

M31 Technology6643.TW Macnica Holdings, Inc.3132.T MACOM Technology SolutionsMTSI Mainspring Energy, Inc.Malaysian Pacific Industries BerhadMPI.KL Marubeni Corporation8002.T MarvellMRVL MasTec, Inc.MTZ Mastercard IncorporatedMA Materials Analysis Technology Inc. (MA-tek)3587.TWO Materion CorporationMTRN MaxLinearMXL MediaTek Inc.2454.TW Mercedes-Benz Group AGMBG.DE Merck KGaAMRK.DE Mercor MetaMETA MetaX Integrated Circuits Micro-Star International (MSI)2377.TW MicroBT (Shenzhen MicroBT Electronics)Microchip TechnologyMCHP MicronMU Micronics Japan Co., Ltd.6871.T MicrosoftMSFT Midjourney MiniMax Mirion Technologies, Inc.MIR Mistral AI MiTAC Holdings Corporation3706.TW Mitsubishi Electric Corporation6503.T Mitsubishi Gas Chemical4182.T Mitsubishi Heavy Industries7011.T Mitsui Chemicals, Inc.4183.T Mitsui Mining & Smelting Co., Ltd. (Mitsui Kinzoku)5706.T MK Electron Co., Ltd.033160.KQ MKS InstrumentsMKSI Mobileye Global Inc.MBLY Modal Labs Modine Manufacturing CompanyMOD Molex LLC MongoDB, Inc.MDB Monolithic Power SystemsMPWR Montage Technology688008.SS Moonshot AI Moore Threads MP Materials Corp.MP MPI Corporation6223.TWO Munters Group ABMTRS.ST Mycronic ABMYCR.ST MYR Group Inc.MYRG

N

NAMICS Corporation Nan Ya PCB8046.TW Nanya Technology Corporation2408.TW NARI Technology Co., Ltd.600406.SS National Silicon Industry Group Co., Ltd.688126.SS NAURA Technology Group002371.SZ NAVER Corporation035420 Navitas SemiconductorNVTS Nebius Group N.V.NBIS NEC Corporation6701.T Nepes Corporation033640.KQ Netflix, Inc.NFLX Netweb Technologies India Ltd.NETWEB.NS NexansNEX.PA NEXTDC LimitedNXT.AX NextEra EnergyNEE NextSilicon NGK Insulators, Ltd.5333.T Nidec Corporation6594.T Nikon7731.T NIO Inc.NIO Nippon Express Holdings, Inc.9147.T Nippon Sanso Holdings (Taiyo Nippon Sanso)4091.T Nitto Denko Corporation6988.T Nokia CorporationNOK Nomura Micro Science6254.T Nordson CorporationNDSN Northern Data AGNB2 Northrop Grumman CorporationNOC NovaNVMI Novo Nordisk A/SNVO NRG Energy, Inc.NRG Nscale NTT Global Data Centers NuFlare Technology Nuro, Inc.NuScale PowerSMR Nutanix, Inc.NTNX nVentNVT NVIDIANVDA

O

O-Net Technologies (Group) Limited0877.HK Ocado Group plcOCDO.L Oklo Inc.OKLO onsemiON Onto InnovationONTO OpenAI Optowide Technologies688195.SS Oracle CorporationORCL Orano SA Organo Corporation6368.T Orient Semiconductor Electronics, Ltd.2329.TW OVHcloudOVH Oxford Instruments plcOXIG.L

Q

QTS Realty QualcommQCOM Quanta Computer2382.TW Quanta ServicesPWR

S

S&S Tech Corporation101490.KQ Safe Superintelligence Sakura Internet3778 SalesforceCRM SambaNova Systems Samsung Electro-Mechanics Co., Ltd.009150.KS Samsung Electronics005930.KS Samsung SDS018260 Samtec, Inc.Sanan Optoelectronics600703.SS SanDiskSNDK Sanhe Tongfei Refrigeration300990.SZ SanminaSANM SAPSAP Scale AI Scaleway Schneider ElectricSU.PA Schrodinger, Inc.SDGR SCR-Sibelco NV SCREEN Holdings7735.T Seagate TechnologySTX SEMES Co., Ltd.Semitronix (Hangzhou Guangli Microelectronics)301095.SZ SempraSRE SemtechSMTC ServiceNowNOW SFA Semicon Co., Ltd.036540.KQ Shanghai Fudan Microelectronics Group688385.SS Shanghai Sinyang Semiconductor Materials300236.SZ Shenghe Resources Holding600392.SS Shengyi Electronics688183.SS Shennan Circuits Co., Ltd.002916.SZ Shenyang Fortune Precision Equipment688409.SS Shenzhen Electric Connector Technology (ECT)300679.SZ Shenzhen Envicool Technology002837.SZ Shenzhen INVT Electric002334.SZ Shenzhen Kstar Science & Technology002518.SZ Shenzhen Longsys Electronics301308.SZ Shenzhen Megmeet Electrical Co., Ltd.002851.SZ Shenzhen SEICHI Technologies (Jingzhida)688627.SS Shenzhen Zhongke Feice Technology (Skyverse)688361.SS Shibaura Mechatronics Corporation6590.T Shield AI, Inc.Shin-Etsu Chemical Co., Ltd.4063.T Shinko Electric Industries Co., Ltd.SiCarrier Technologies SICC Co. (Shandong Tianyue)688234.SS Siemens AGSIE.DE Siemens EnergyENR.DE Sieyuan Electric Co., Ltd.002028.SZ SiFive Signetics Corporation033170.KQ Sigurd Microelectronics Corporation6257.TW Silicon Motion TechnologySIMO SiltronicWAF.DE Silvaco GroupSVCO SiMa.ai Simmtech Co., Ltd.222800.KS Sinbon Electronics Co., Ltd.3023.TW SiTime CorporationSITM Sivers Semiconductors ABSIVE.ST SJ Semiconductor Corporation (SJSemi)SK hynix000660.KS SK Siltron Co., Ltd.SK Specialty Skild AI, Inc.Smartoptics Group ASSMOP.OL SMC Corporation6273.T SMEE (Shanghai Micro Electronics Equipment)SMIC (Semiconductor Manufacturing International Corp.)0981.HK SnowflakeSNOW Socionext Inc.6526.T SoftBank Group9984 Soitec SASOI.PA Solaris Energy Infrastructure, Inc.SEI SOPHGO Technologies Soulbrain Co., Ltd.357780.KQ SoundHound AI, Inc.SOUN Source Photonics Southern CompanySO Spectra7 Microsystems Inc.SEV.V SPX Technologies, Inc.SPXC SQMSQM STACK Infrastructure State Grid Corporation of China Stella Chemifa Corporation4109.T StepFun Sterling Infrastructure, Inc.STRL STMicroelectronicsSTM Stripe, Inc.SubCom, LLC SUMCO Corporation3436.T Sumitomo Bakelite Co., Ltd.4203.T Sumitomo Chemical4005.T Sumitomo Electric Industries, Ltd.5802.T Sungrow Power Supply Co., Ltd.300274.SZ Sunonwealth Electric Machine Industry (SUNON)2421.TW SupermicroSMCI Surge AI SUSS MicroTecSMHN.DE Suzhou Centec Communications688702.SH Suzhou Everbright Photonics688048.SH Suzhou Jinhong Gas688106.SS Suzhou TFC Optical Communication300394.SZ Switch Symbotic Inc.SYM Synnex Technology International Corporation2347.TW SynopsysSNPS

T

T&S Communications Co., Ltd.300570.SZ Taiwan Union Technology Corporation6274.TWO Talen Energy CorporationTLN TANAKA Holdings Co., Ltd.Tata Consultancy ServicesTCS TBEA Co., Ltd.600089.SS TCL Zhonghuan Renewable Energy Technology002129.SZ TD SYNNEX CorporationSNX TE Connectivity plcTEL TechnoprobeTPRO TechWing, Inc.089030.KQ TELUS Digital Tempus AITEM Tencent Holdings0700.HK Tennessee Valley Authority TensorWave Tenstorrent TeradyneTER TeraWulfWULF TerraPower TeslaTSLA Tesna Inc. (Doosan Tesna)131970.KS Texas InstrumentsTXN Texas Pacific Land CorporationTPL The AES CorporationAES The Quartz Corp The Williams Companies, Inc.WMB Thinkon Semiconductor Jinzhou688233.SS Tianshui Huatian Technology Co., Ltd.002185.SZ Time Interconnect Technology Holdings1729.HK Together AI Tokai Carbon Korea Co., Ltd.064760.KQ Tokuyama Corporation4043.T Tokyo Electron8035.T Tokyo Ohka Kogyo4186.T Tokyo Seimitsu Co., Ltd. (Accretech)7729.T Tongfu Microelectronics Co., Ltd.002156.SZ TOPPAN Holdings7911.T Tosoh Corporation4042.T TOWA Corporation6315.T Tower Semiconductor Ltd.TSEM Toyota Motor CorporationTM Trane Technologies plcTT Tri Chemical Laboratories Inc.4369.T TrueLight Corporation3234.TWO TRUMPF TSE Co., Ltd.131290.KQ TSMCTSM TTM Technologies, Inc.TTMI Turing

U

Uber Technologies, Inc.UBER UBTech Robotics Corp Ltd9880.HK UiPath, Inc.PATH Ultra Clean Holdings, Inc.UCTT ULVAC, Inc.6728.T Unimicron Technology Corp.3037.TW Unisem (M) BerhadUNISEM.KL Unisplendour Corporation (UNIS)000938.SZ United Parcel Service, Inc.UPS Unitree Robotics Unity Software Inc.U Upstart Holdings, Inc.UPST Urenco Ushio Inc.6925.T UTAC Holdings Ltd.

V

Vantage Data Centers VAST Data Vast.ai VAT Group AGVACN.SW Veeco InstrumentsVECO VeriSilicon Microelectronics688521.SS VertivVRT Viavi Solutions Inc.VIAV Vicor CorporationVICR Victory Giant Technology Co., Ltd.300476.SZ Vistra CorpVST Visual Photonics Epitaxy Co. (VPEC)2455.TW VNET Group, Inc.VNET Volex plcVLX.L Voltage Park VoltaGrid LLC Vultr (The Constant Company)

X

X-energy xAI xFusion Digital Technologies XP Power LimitedXPP.L XPeng Inc.XPEV Xsight Labs XTX Markets Limited

Y

Yamaichi Electronics Co., Ltd.6941.T Yangtze Optical Fibre and Cable (YOFC)601869.SH Yaskawa Electric Corporation6506.T YMTC (Yangtze Memory Technologies)Yondr Group Yuanjie Semiconductor Technology688498.SH

Z

Zeon Corporation4205.T Zhejiang Jingsheng Mechanical & Electrical300316.SZ Zhejiang Sanhua Intelligent Controls Co., Ltd.002050.SZ Zhen Ding Technology Holding Limited4958.TW Zhipu AI (Z.ai)Zoox, Inc.ZT Systems ZTE Corporation000063.SZ

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