Companies exposed to ASIC
The AI stocks the model maps to ASIC — part of the chips layer, ranked by how strongly each name is exposed.
56 companies · ranked by exposure
A chip custom-built for one job, like a specific AI workload.
Full explainer: what ASIC is & who makes it →They are the main structural alternative to merchant GPUs. When ASIC tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to ASIC
- 13661.TWAlchip Technologies, Limited3661.TWProducer95
- 2
Cambricon Technologies688256.SSProducer90 - 3ETEnflame TechnologyProducer90
- 4
MarvellMRVLProducer90 - 5
Alphabet (Google)GOOGLProducer85 - 6BTBitmain TechnologiesProducer85
- 7
MediaTek Inc.2454.TWProducer85 - 8M(MicroBT (Shenzhen MicroBT Electronics)Producer85
- 9
Socionext Inc.6526.TProducer85 - 10
AmazonAMZNProducer80 - 11
BroadcomAVGOProducer80 - 12
TeradyneTERSupplier75 - 13
Unimicron Technology Corp.3037.TWSupplier75 - 14
Mobileye Global Inc.MBLYProducer70 - 153443.TWGlobal Unichip Corporation3443.TWSupplier65
- 16
Advantest Corporation6857.TSupplier62 - 17
ArmARMSupplier62 - 18
ASM International N.V.ASM.ASSupplier60 - 19
Ibiden Co., Ltd.4062.TSupplier60 - 20
ASE Technology Holding Co., Ltd.ASXSupplier58 - 21
Tokyo Electron8035.TSupplier58 - 22
GroqProducer55 - 23
Shin-Etsu Chemical Co., Ltd.4063.TSupplier55 - 24TETenstorrentProducer55
- 25
Amkor TechnologyAMKRSupplier52 - 26
AppleAAPLProducer50 - 27
BaiduBIDUProducer50 - 28
MetaMETAProducer50 - 29
SMIC (Semiconductor Manufacturing International Corp.)0981.HKSupplier50 - 30
VeriSilicon Microelectronics688521.SSSupplier50 - 313035.TWFaraday Technology3035.TWSupplier45
- 32SSSambaNova SystemsProducer45
- 33
Shinko Electric Industries Co., Ltd.Supplier45 - 34
QualcommQCOMProducer42 - 35
Alibaba GroupBABAR&D40 - 36
AmbarellaAMBAProducer40 - 37HTHailo TechnologiesProducer40
- 38
Horizon Robotics9660.HKProducer40 - 39KLICKulicke & Soffa IndustriesKLICSupplier40
- 40
RebellionsProducer40 - 41D-d-MatrixProducer38
- 42FUFuriosaAIProducer38
- 43
GraphcoreProducer35 - 44
SOPHGO TechnologiesProducer35 - 45
Axelera AIProducer30 - 46
Black Sesame International Holding2533.HKProducer30 - 472368.TWGold Circuit Electronics Ltd.2368.TWSupplier30
- 48
International Business MachinesIBMProducer30 - 49
Loongson Technology688047.SSProducer30 - 50NENextSiliconProducer30
- 51SASiMa.aiProducer30
- 52BZAIBlaize HoldingsBZAIProducer28
- 53ETEtchedR&D28
- 54EAEnCharge AIR&D25
- 55
Rockchip Electronics603893.SSProducer25 - 56688385.SSShanghai Fudan Microelectronics Group688385.SSProducer20
Frequently asked
What are the top ASIC stocks?
By modeled exposure to ASIC: Alchip Technologies, Limited, Cambricon Technologies, Enflame Technology, Marvell, Alphabet (Google), Bitmain Technologies. The full ranked list of 56 names is below.
Which companies make ASIC?
The names the model tags as producers or suppliers of ASIC: Alchip Technologies, Limited, Cambricon Technologies, Enflame Technology, Marvell, Alphabet (Google), Bitmain Technologies.
What is ASIC?
A chip custom-built for one job, like a specific AI workload.
What happens if ASIC runs short?
Poor utilization or software gaps strand ASIC investments.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.