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Companies exposed to Host compute (server CPUs)

The AI stocks the model maps to Host compute (server CPUs) — part of the chips layer, ranked by how strongly each name is exposed.

51 companies · ranked by exposure

What is Host compute (server CPUs)?

The "normal" processors that sit next to AI chips in every server, feeding them data and running everything the accelerator does not.

Full explainer: what Host compute (server CPUs) is & who makes it →

No accelerator runs without a host; CPU attach follows every AI server built. When Host compute (server CPUs) 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 Host compute (server CPUs)

  1. 1IEIT Systems Co., Ltd. (Inspur) logoIEIT Systems Co., Ltd. (Inspur)000977.SZProducer80
  2. 2Dawning Information Industry Co., Ltd. (Sugon) logoDawning Information Industry Co., Ltd. (Sugon)603019.SSProducer70
  3. 3Dell Technologies logoDell TechnologiesDELLProducer70
  4. 42368.TWGold Circuit Electronics Ltd.2368.TWSupplier70
  5. 5Hygon Information Technology logoHygon Information Technology688041.SSProducer70
  6. 6NETWEB.NSNetweb Technologies India Ltd.NETWEB.NSProducer70
  7. 7300476.SZVictory Giant Technology Co., Ltd.300476.SZSupplier70
  8. 8XDxFusion Digital TechnologiesProducer70
  9. 9AMD logoAMDAMDProducer62
  10. 10Intel logoIntelINTCProducer62
  11. 115274.TWASPEED Technology5274.TWSupplier60
  12. 12Lenovo Group Limited logoLenovo Group Limited0992.HKProducer60
  13. 13Arm logoArmARMSupplier55
  14. 14MiTAC Holdings Corporation logoMiTAC Holdings Corporation3706.TWProducer55
  15. 15ASRock Incorporation logoASRock Incorporation3515.TWProducer50
  16. 16688008.SSMontage Technology688008.SSSupplier50
  17. 17Quanta Computer logoQuanta Computer2382.TWProducer50
  18. 18002916.SZShennan Circuits Co., Ltd.002916.SZSupplier50
  19. 19TE Connectivity plc logoTE Connectivity plcTELSupplier50
  20. 20TTM Technologies, Inc. logoTTM Technologies, Inc.TTMISupplier50
  21. 21002463.SZWUS Printed Circuit (Kunshan)002463.SZSupplier50
  22. 22ZTE Corporation logoZTE Corporation000063.SZProducer50
  23. 23603296.SSHuaqin Technology Co., Ltd.603296.SSProducer45
  24. 243533.TWLotes Co., Ltd.3533.TWSupplier45
  25. 25NVIDIA logoNVIDIANVDAProducer45
  26. 263702.TWWPG Holdings Limited3702.TWSupplier45
  27. 273036.TWWT Microelectronics Co., Ltd.3036.TWSupplier45
  28. 28Arrow Electronics, Inc. logoArrow Electronics, Inc.ARWSupplier40
  29. 29Avnet, Inc. logoAvnet, Inc.AVTSupplier40
  30. 30Compal Electronics, Inc. logoCompal Electronics, Inc.2324.TWProducer40
  31. 31SITMSiTime CorporationSITMSupplier40
  32. 32Fujitsu Limited logoFujitsu Limited6702.TProducer35
  33. 33001389.SZGuangzhou Guanghe Technology (Delton)001389.SZSupplier35
  34. 34Lattice Semiconductor logoLattice SemiconductorLSCCSupplier35
  35. 352377.TWMicro-Star International (MSI)2377.TWProducer35
  36. 36688183.SSShengyi Electronics688183.SSSupplier35
  37. 37TD SYNNEX Corporation logoTD SYNNEX CorporationSNXProducer35
  38. 38000034.SZDigital China Group000034.SZProducer30
  39. 392383.TWElite Material Co., Ltd.2383.TWSupplier30
  40. 40Ingram Micro Holding Corporation logoIngram Micro Holding CorporationINGMSupplier30
  41. 41Kyocera Corporation logoKyocera Corporation6971.TSupplier30
  42. 42Monolithic Power Systems logoMonolithic Power SystemsMPWRSupplier30
  43. 438046.TWNan Ya PCB8046.TWSupplier30
  44. 44Nutanix, Inc. logoNutanix, Inc.NTNXProducer30
  45. 45Phytium Technology logoPhytium TechnologyProducer30
  46. 46Qualcomm logoQualcommQCOMR&D30
  47. 47Renesas Electronics logoRenesas Electronics6723.TSupplier30
  48. 48Shenzhen Longsys Electronics logoShenzhen Longsys Electronics301308.SZSupplier30
  49. 49Texas Instruments logoTexas InstrumentsTXNSupplier30
  50. 504958.TWZhen Ding Technology Holding Limited4958.TWSupplier30
  51. 51002179.SZAVIC Jonhon Optronic Technology002179.SZSupplier25

Frequently asked

What are the top Host compute (server CPUs) stocks?

By modeled exposure to Host compute (server CPUs): IEIT Systems Co., Ltd. (Inspur), Dawning Information Industry Co., Ltd. (Sugon), Dell Technologies, Gold Circuit Electronics Ltd., Hygon Information Technology, Netweb Technologies India Ltd.. The full ranked list of 51 names is below.

Which companies make Host compute (server CPUs)?

The names the model tags as producers or suppliers of Host compute (server CPUs): IEIT Systems Co., Ltd. (Inspur), Dawning Information Industry Co., Ltd. (Sugon), Dell Technologies, Gold Circuit Electronics Ltd., Hygon Information Technology, Netweb Technologies India Ltd..

What is Host compute (server CPUs)?

The "normal" processors that sit next to AI chips in every server, feeding them data and running everything the accelerator does not.

What happens if Host compute (server CPUs) runs short?

A host-platform slip delays server programs across every OEM on that socket generation.

Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.

as of 2026-07-17Medium confidence model v0.7.0
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