AI materials stocks, ranked by AI-chain exposure
The critical-materials and chemical suppliers whose inputs gate what the chain can build.
113 companies · ranked by chain-weight
- 1
CoherentCOHRvia Transceivers71chain wt - 2
Corning IncorporatedGLWvia Optical interconnect66chain wt - 3
InnoLight300308.SZvia 800G optics65chain wt - 4
Shin-Etsu Chemical Co., Ltd.4063.Tvia Foundry capacity62chain wt - 53436.TSUMCO Corporation3436.Tvia Foundry capacity62chain wt
- 6
Entegris, Inc.ENTGvia Yield58chain wt - 78046.TWNan Ya PCB8046.TWvia ABF substrates56chain wt
- 8
Resonac Holdings4004.Tvia Packaging capacity56chain wt - 9
LumentumLITEvia Photonic components55chain wt - 10
Ajinomoto2802.Tvia ABF substrates53chain wt - 11
MKS InstrumentsMKSIvia Foundry capacity53chain wt - 12FNFabrinetFNvia Transceivers53chain wt
- 13
Air LiquideAI.PAvia Foundry capacity52chain wt - 146488.TWOGlobalWafers6488.TWOvia Silicon wafer supply52chain wt
- 15ATS.VIAT&SATS.VIvia ABF substrates52chain wt
- 162383.TWElite Material Co., Ltd.2383.TWvia GPU51chain wt
- 17
Linde plcLINvia Foundry capacity48chain wt - 18SSSK Specialtyvia Process chemicals & gases48chain wt
- 19
HOYA7741.Tvia Foundry capacity47chain wt - 20
Sumitomo Electric Industries, Ltd.5802.Tvia Transceivers44chain wt - 21
SiltronicWAF.DEvia Silicon wafer supply44chain wt - 224047.TKanto Denka Kogyo4047.Tvia Process chemicals & gases43chain wt
- 23002129.SZTCL Zhonghuan Renewable Energy Technology002129.SZvia Silicon wafer supply42chain wt
- 243189.TWKinsus Interconnect Technology3189.TWvia ABF substrates41chain wt
- 254186.TTokyo Ohka Kogyo4186.Tvia Process chemicals & gases41chain wt
- 26
Mitsubishi Gas Chemical4182.Tvia Process chemicals & gases41chain wt - 275384.TFujimi Incorporated5384.Tvia Process chemicals & gases41chain wt
- 28092070.KQDNF Co., Ltd.092070.KQvia Process chemicals & gases41chain wt
- 29JCJSR Corporationvia Process chemicals & gases41chain wt
- 30SSSK Siltron Co., Ltd.via Silicon wafer supply41chain wt
- 313081.TWOLandMark Optoelectronics Corporation3081.TWOvia Indium phosphide40chain wt
- 32AXTIAXT, Inc.AXTIvia Indium phosphide40chain wt
- 332455.TWVisual Photonics Epitaxy Co. (VPEC)2455.TWvia Indium phosphide40chain wt
- 34688126.SSNational Silicon Industry Group Co., Ltd.688126.SSvia Silicon wafer supply39chain wt
- 35NCNAMICS Corporationvia Packaging capacity39chain wt
- 365016.TJX Advanced Metals Corporation5016.Tvia Foundry capacity37chain wt
- 37
Merck KGaAMRK.DEvia Process chemicals & gases36chain wt - 38
Cameco CorporationCCJvia Grid capacity36chain wt - 396274.TWOTaiwan Union Technology Corporation6274.TWOvia GPU36chain wt
- 40222800.KSSimmtech Co., Ltd.222800.KSvia Packaging capacity36chain wt
- 41195870.KSHaesung DS Co., Ltd.195870.KSvia Packaging capacity36chain wt
- 42033160.KQMK Electron Co., Ltd.033160.KQvia Packaging capacity36chain wt
- 43
FUJIFILM Holdings4901.Tvia Process chemicals & gases35chain wt - 44
Samsung Electro-Mechanics Co., Ltd.009150.KSvia ABF substrates34chain wt - 45
AGC Inc.5201.Tvia Foundry capacity34chain wt - 466254.TNomura Micro Science6254.Tvia Water availability34chain wt
- 47357780.KQSoulbrain Co., Ltd.357780.KQvia Process chemicals & gases34chain wt
- 48HMHana Materialsvia Foundry capacity34chain wt
- 49
Air Products and ChemicalsAPDvia Process chemicals & gases33chain wt - 50300666.SZKonfoong Materials International Co., Ltd.300666.SZvia Foundry capacity33chain wt
- 51
Hansol Chemical Co., Ltd.014680.KSvia HBM33chain wt - 52
Tokai Carbon Korea Co., Ltd.064760.KQvia Foundry capacity33chain wt - 53074600.KQWonik QnC Corporation074600.KQvia Foundry capacity33chain wt
- 54QCThe Quartz Corpvia Silicon wafer supply33chain wt
- 55005290.KSDongjin Semichem Co., Ltd.005290.KSvia Process chemicals & gases31chain wt
- 564369.TTri Chemical Laboratories Inc.4369.Tvia Process chemicals & gases31chain wt
- 574109.TStella Chemifa Corporation4109.Tvia Process chemicals & gases31chain wt
- 58
MP Materials Corp.MPvia Robotics control30chain wt - 59
TOPPAN Holdings7911.Tvia Foundry capacity30chain wt - 60
Dai Nippon Printing7912.Tvia Foundry capacity30chain wt - 61
PhotronicsPLABvia Foundry capacity30chain wt - 62
Sumitomo Bakelite Co., Ltd.4203.Tvia Packaging capacity29chain wt - 63600392.SSShenghe Resources Holding600392.SSvia Process chemicals & gases29chain wt
- 64
Centrus Energy CorpLEUvia AI buildout risk29chain wt - 65102710.KQENF Technology Co., Ltd.102710.KQvia Process chemicals & gases29chain wt
- 66104830.KQWonik Materials Co., Ltd.104830.KQvia Process chemicals & gases29chain wt
- 67
TANAKA Holdings Co., Ltd.via Packaging capacity29chain wt - 68ICIndium Corporationvia Packaging capacity29chain wt
- 69
Nippon Sanso Holdings (Taiyo Nippon Sanso)4091.Tvia Process chemicals & gases27chain wt - 70688019.SSAnji Microelectronics Technology688019.SSvia Process chemicals & gases27chain wt
- 714005.TSumitomo Chemical4005.Tvia Process chemicals & gases27chain wt
- 72688268.SSGuangdong Huate Gas Co., Ltd.688268.SSvia Process chemicals & gases27chain wt
- 73281820.KSKCTech Co., Ltd.281820.KSvia Process chemicals & gases27chain wt
- 74
IQE plcIQE.Lvia Indium phosphide27chain wt - 75KCKanto Chemical Co., Inc.via Process chemicals & gases27chain wt
- 76
Element Solutions IncESIvia Packaging capacity26chain wt - 775706.TMitsui Mining & Smelting Co., Ltd. (Mitsui Kinzoku)5706.Tvia ABF substrates25chain wt
- 78
Hubei Dinglong Co., Ltd.300054.SZvia Process chemicals & gases24chain wt - 794401.TADEKA Corporation4401.Tvia Process chemicals & gases24chain wt
- 803104.TFujibo Holdings, Inc.3104.Tvia Process chemicals & gases24chain wt
- 81101490.KQS&S Tech Corporation101490.KQvia Process chemicals & gases24chain wt
- 82002409.SZJiangsu Yoke Technology002409.SZvia Process chemicals & gases23chain wt
- 83300346.SZJiangsu Nata Opto-electronic Material300346.SZvia Process chemicals & gases23chain wt
- 84
Heraeus Holding GmbHvia Packaging capacity23chain wt - 85
DuPont de Nemours, Inc.DDvia Process chemicals & gases22chain wt - 86
NGK Insulators, Ltd.5333.Tvia Foundry capacity22chain wt - 87CICoorsTek, Inc.via Foundry capacity22chain wt
- 88
GlencoreGLENvia Power delivery chain21chain wt - 89300236.SZShanghai Sinyang Semiconductor Materials300236.SZvia Process chemicals & gases20chain wt
- 90
Chang Chun Group (Chang Chun Plastics)via ABF substrates20chain wt - 91
Nitto Denko Corporation6988.Tvia Packaging capacity19chain wt - 92
Hangzhou Lion Electronics (Li-ang Micro)605358.SSvia Silicon wafer supply19chain wt - 93MTRNMaterion CorporationMTRNvia Foundry capacity19chain wt
- 94
Denka Company Limited4061.Tvia Packaging capacity19chain wt - 95
Soitec SASOI.PAvia Silicon photonics18chain wt - 96
AlbemarleALBvia Grid battery storage17chain wt - 97
LG Innotek Co., Ltd.011070.KSvia ABF substrates17chain wt - 98603650.SSRed Avenue New Materials Group603650.SSvia Process chemicals & gases17chain wt
- 99
Jingrui Electronic Materials (Crystal Clear)300655.SZvia Process chemicals & gases17chain wt - 100
Suzhou Jinhong Gas688106.SSvia Process chemicals & gases17chain wt - 101
Zeon Corporation4205.Tvia Process chemicals & gases17chain wt - 102
Tosoh Corporation4042.Tvia Foundry capacity16chain wt - 103
Mitsui Chemicals, Inc.4183.Tvia Packaging capacity16chain wt - 104
Tokuyama Corporation4043.Tvia Silicon wafer supply16chain wt - 105
SCR-Sibelco NVvia Silicon wafer supply16chain wt - 106
SQMSQMvia Grid battery storage15chain wt - 107603688.SSJiangsu Pacific Quartz603688.SSvia Silicon wafer supply14chain wt
- 108
Wacker Chemie AGWCH.DEvia Silicon wafer supply14chain wt - 109
Jiangyin Jianghua Microelectronics Materials603078.SSvia Process chemicals & gases14chain wt - 110002549.SZHunan Kaimeite Gases002549.SZvia Process chemicals & gases14chain wt
- 111
Hubei Feilihua Quartz Glass300395.SZvia Silicon wafer supply12chain wt - 112AVTRAvantor, Inc.AVTRvia Process chemicals & gases12chain wt
- 113688234.SSSICC Co. (Shandong Tianyue)688234.SSvia Power delivery chain10chain wt
Frequently asked
What are the top ai materials stocks?
By modeled exposure to the AI value chain: Coherent, Corning Incorporated, InnoLight, Shin-Etsu Chemical Co., Ltd., SUMCO Corporation, Entegris, Inc.. The full ranked list of 113 names is below.
How are ai materials stocks ranked here?
By chain-weight — each company's exposure to the parts of the AI chain, scaled by how central those parts are and the quality of its role (producer, supplier, consumer). It's a structural read, not a price target.
Which materials company has the most AI-chain exposure?
Coherent, most strongly through Transceivers, with a chain-weight of 71/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain — not investment advice.
as of 2026-07-17Medium confidence model v0.7.0