Companies exposed to SerDes
The AI stocks the model maps to SerDes — part of the chips layer, ranked by how strongly each name is exposed.
13 companies · ranked by exposure
Tiny circuits that send data very fast over a single wire or fiber.
Full explainer: what SerDes is & who makes it →It is the per-lane primitive beneath switches, optics and fabrics. When SerDes 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 SerDes
- 1AWEAlphawave SemiAWEProducer90
- 2
MarvellMRVLProducer74 - 3
CredoCRDOProducer65 - 4
Socionext Inc.6526.TProducer60 - 5MCHPMicrochip TechnologyMCHPProducer55
- 6
Astera LabsALABProducer52 - 7
MACOM Technology SolutionsMTSIProducer50 - 8
SynopsysSNPSSupplier50 - 9688008.SSMontage Technology688008.SSProducer45
- 10
MediaTek Inc.2454.TWR&D40 - 11ELEliyanProducer38
- 12KBKandou BusSupplier30
- 13
Keysight TechnologiesKEYSSupplier30
Frequently asked
What are the top SerDes stocks?
By modeled exposure to SerDes: Alphawave Semi, Marvell, Credo, Socionext Inc., Microchip Technology, Astera Labs. The full ranked list of 13 names is below.
Which companies make SerDes?
The names the model tags as producers or suppliers of SerDes: Alphawave Semi, Marvell, Credo, Socionext Inc., Microchip Technology, Astera Labs.
What is SerDes?
Tiny circuits that send data very fast over a single wire or fiber.
What happens if SerDes runs short?
Signal-integrity limits stall higher port speeds.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.