AI chip stocks, ranked by AI-chain exposure
The companies that design, manufacture and equip the silicon AI runs on - GPUs, HBM, advanced packaging and the foundry tools behind them.
260 companies · ranked by chain-weight
- 1
NVIDIANVDAvia GPU85chain wt
- 2
TSMCTSMvia Foundry capacity81chain wt
- 3
ASE Technology Holding Co., Ltd.ASXvia Packaging capacity81chain wt - 4
Ibiden Co., Ltd.4062.Tvia Packaging capacity79chain wt
- 5
Amkor TechnologyAMKRvia Packaging capacity79chain wt
- 6
SK hynix000660.KSvia HBM76chain wt
- 7
Shinko Electric Industries Co., Ltd.via Packaging capacity72chain wt
- 8
Advantest Corporation6857.Tvia HBM71chain wt
- 9
ASMLASMLvia Lithography equipment69chain wt
- 10
Unimicron Technology Corp.3037.TWvia Packaging capacity69chain wt
- 11600584JCET Group600584via Packaging capacity69chain wt
- 12
Samsung Electronics005930.KSvia HBM67chain wt
- 136146.TDisco Corporation6146.Tvia Packaging capacity67chain wt
- 14BTBiren Technologyvia GPU67chain wt
- 15
MetaX Integrated Circuitsvia GPU67chain wt
- 16
AMDAMDvia GPU64chain wt
- 17
Tokyo Electron8035.Tvia Foundry capacity64chain wt
- 18
BE Semiconductor Industries N.V.BESIvia CoWoS / advanced packaging64chain wt
- 196239Powertech Technology (PTI)6239via Packaging capacity64chain wt
- 20
Monolithic Power SystemsMPWRvia GPU63chain wt
- 21
Moore Threadsvia GPU63chain wt - 22
SMIC (Semiconductor Manufacturing International Corp.)0981.HKvia Foundry capacity62chain wt
- 23
Onto InnovationONTOvia CoWoS / advanced packaging61chain wt
- 24
Applied MaterialsAMATvia Deposition & etch equipment60chain wt
- 253661.TWAlchip Technologies, Limited3661.TWvia ASIC60chain wt
- 26
MicronMUvia DRAM59chain wt
- 27
KLAKLACvia Metrology & inspection59chain wt
- 28
Lam ResearchLRCXvia Deposition & etch equipment58chain wt
- 29
SynopsysSNPSvia EDA & design IP58chain wt
- 30
Cadence Design SystemsCDNSvia EDA & design IP56chain wt
- 31
TeradyneTERvia Test & burn-in capacity56chain wt
- 32KLICKulicke & Soffa IndustriesKLICvia Packaging capacity56chain wt
- 33
ArmARMvia EDA & design IP55chain wt
- 34
ASM International N.V.ASM.ASvia Foundry capacity55chain wt
- 35
MediaTek Inc.2454.TWvia ASIC54chain wt
- 36
Cambricon Technologies688256.SSvia ASIC54chain wt
- 37
Hygon Information Technology688041.SSvia Host compute (server CPUs)54chain wt - 38
Socionext Inc.6526.Tvia ASIC53chain wt
- 391347.HKHua Hong Semiconductor1347.HKvia Foundry capacity52chain wt
- 40
Lasertec6920.Tvia Yield52chain wt
- 41AWEAlphawave SemiAWEvia SerDes52chain wt
- 42ETEnflame Technologyvia ASIC52chain wt
- 43
MACOM Technology SolutionsMTSIvia Photonic components50chain wt
- 44BTBitmain Technologiesvia ASIC50chain wt
- 45042700.KSHanmi Semiconductor Co., Ltd.042700.KSvia HBM49chain wt
- 46
RambusRMBSvia EDA & design IP49chain wt
- 47CAMTCamtekCAMTvia Yield49chain wt
- 48
SemtechSMTCvia Photonic components48chain wt
- 49M(MicroBT (Shenzhen MicroBT Electronics)via ASIC48chain wt
- 50
Kioxia Holdings Corporation285A.Tvia AI factory47chain wt
- 512408.TWNanya Technology Corporation2408.TWvia DRAM47chain wt
- 52
GlobalFoundriesGFSvia Silicon photonics46chain wt
- 532449King Yuan Electronics (KYEC)2449via Test & burn-in capacity46chain wt
- 548150ChipMOS Technologies8150via Test & burn-in capacity46chain wt
- 55
Infineon TechnologiesIFXvia Power delivery chain44chain wt
- 56
Tongfu Microelectronics Co., Ltd.002156.SZvia Packaging capacity44chain wt - 57
Carl Zeiss SMTvia Foundry capacity44chain wt
- 58
IntelINTCvia Lithography equipment43chain wt
- 59
VAT Group AGVACN.SWvia Foundry capacity43chain wt
- 60FORMFormFactorFORMvia Test & burn-in capacity43chain wt
- 61
AMEC (Advanced Micro-Fabrication Equipment Inc.)688012.SSvia Foundry capacity42chain wt
- 62
Winbond Electronics Corporation2344.TWvia DRAM42chain wt
- 63
TechnoprobeTPROvia Test & burn-in capacity42chain wt
- 64
NAURA Technology Group002371.SZvia Foundry capacity41chain wt - 65688498.SHYuanjie Semiconductor Technology688498.SHvia Indium phosphide41chain wt
- 66
NovaNVMIvia Yield40chain wt
- 67
Groqvia Inference serving40chain wt
- 68MCHPMicrochip TechnologyMCHPvia SerDes39chain wt
- 69
ASMPT Limited0522.HKvia HBM39chain wt
- 70
SUSS MicroTecSMHN.DEvia Packaging capacity39chain wt
- 71
CXMT (ChangXin Memory Technologies)via DRAM39chain wt
- 72
SanDiskSNDKvia NAND & AI storage38chain wt
- 733048.TWEDOM Technology Co., Ltd.3048.TWvia GPU38chain wt
- 74I(imec (Interuniversity Microelectronics Centre)via Silicon photonics38chain wt
- 75GIGigaphoton Inc.via Foundry capacity38chain wt
- 76NTNuFlare Technologyvia Photomask & reticle38chain wt
- 77
Tianshui Huatian Technology Co., Ltd.002185.SZvia Packaging capacity37chain wt - 78
Mobileye Global Inc.MBLYvia ASIC37chain wt
- 79EGEV Group (EVG)via Packaging capacity37chain wt
- 80
Tower Semiconductor Ltd.TSEMvia Foundry capacity36chain wt
- 81
Micronics Japan Co., Ltd.6871.Tvia HBM36chain wt
- 82
TOWA Corporation6315.Tvia HBM36chain wt
- 83
STMicroelectronicsSTMvia Transceivers35chain wt
- 843443.TWGlobal Unichip Corporation3443.TWvia ASIC35chain wt
- 85
Ultra Clean Holdings, Inc.UCTTvia Foundry capacity35chain wt
- 86
Ichor Holdings, Ltd.ICHRvia Foundry capacity35chain wt
- 87
SCREEN Holdings7735.Tvia Foundry capacity34chain wt
- 88
AIXTRONAIXA.DEvia Indium phosphide34chain wt
- 89CACelestial AIvia Optical interconnect34chain wt
- 90688008.SSMontage Technology688008.SSvia DRAM33chain wt
- 91
Piotech Inc.688072.SSvia Foundry capacity33chain wt - 92067310.KQHana Micron Inc.067310.KQvia Packaging capacity33chain wt
- 935274.TWASPEED Technology5274.TWvia Host compute (server CPUs)32chain wt
- 94
Kokusai Electric Corporation6525.Tvia Foundry capacity32chain wt
- 95COTN.SWComet Holding AGCOTN.SWvia Foundry capacity32chain wt
- 96
Advanced Energy Industries, Inc.AEISvia Foundry capacity31chain wt
- 97
ACM Research, Inc.ACMRvia Foundry capacity31chain wt
- 98
Macnica Holdings, Inc.3132.Tvia GPU31chain wt - 99FIFujikin Incorporatedvia Foundry capacity31chain wt
- 100SCSEMES Co., Ltd.via Foundry capacity31chain wt
- 101039030.KQEO Technics Co., Ltd.039030.KQvia Packaging capacity30chain wt
- 102
WolfspeedWOLFvia Power delivery chain30chain wt
- 103
Gudeng Precision Industrial Co., Ltd.3680.TWvia Foundry capacity30chain wt
- 104ENEnfabricavia Scale-out fabric30chain wt
- 105ALAyar Labsvia CPO30chain wt
- 106
Texas InstrumentsTXNvia AI buildout risk29chain wt
- 107
Hwatsing Technology Co., Ltd.688120.SSvia Foundry capacity29chain wt - 108688313.SHHenan Shijia Photons Technology688313.SHvia Photonic components29chain wt
- 109688037.SSKingsemi Co., Ltd.688037.SSvia Foundry capacity29chain wt
- 110
HORIBA, Ltd.6856.Tvia Foundry capacity29chain wt
- 1116323.TRorze Corporation6323.Tvia Foundry capacity29chain wt
- 112319660.KQPSK Inc.319660.KQvia Foundry capacity29chain wt
- 1134979.TWOLuxNet Corporation4979.TWOvia Indium phosphide29chain wt
- 114036540.KQSFA Semicon Co., Ltd.036540.KQvia Packaging capacity29chain wt
- 115033640.KQNepes Corporation033640.KQvia Packaging capacity29chain wt
- 116TETenstorrentvia ASIC29chain wt
- 117LILightmattervia Silicon photonics29chain wt
- 118HHHitachi High-Tech Corporationvia Yield29chain wt
- 119
Brooks Automation, Inc.via Foundry capacity29chain wt
- 120
SiCarrier Technologiesvia Foundry capacity29chain wt - 121SSSJ Semiconductor Corporation (SJSemi)via Packaging capacity29chain wt
- 122
Analog DevicesADIvia Test & burn-in capacity28chain wt
- 123
Chroma ATE Inc.2360.TWvia Test & burn-in capacity28chain wt
- 124
VeriSilicon Microelectronics688521.SSvia ASIC28chain wt
- 1252347.TWSynnex Technology International Corporation2347.TWvia GPU28chain wt
- 126
Cerebrasvia GPU28chain wt
- 127
QualcommQCOMvia Copilot27chain wt
- 128002916.SZShennan Circuits Co., Ltd.002916.SZvia Host compute (server CPUs)27chain wt
- 1294958.TWZhen Ding Technology Holding Limited4958.TWvia ABF substrates27chain wt
- 130688702.SHSuzhou Centec Communications688702.SHvia Switch ASIC27chain wt
- 131
Biwin Storage Technology688525.SSvia DRAM26chain wt - 132
Ebara Corporation6361.Tvia Foundry capacity26chain wt
- 133
WinWay Technology Co., Ltd.6515.TWvia Test & burn-in capacity26chain wt
- 134688362.SHForehope Electronic (Ningbo) Co., Ltd.688362.SHvia Packaging capacity26chain wt
- 135
Axcelis Technologies, Inc.ACLSvia Foundry capacity26chain wt
- 136
ULVAC, Inc.6728.Tvia Foundry capacity26chain wt
- 137
Ferrotec Holdings Corporation6890.Tvia Foundry capacity26chain wt
- 138UNISEM.KLUnisem (M) BerhadUNISEM.KLvia Packaging capacity26chain wt
- 139061970.KQLB Semicon Inc.061970.KQvia Packaging capacity26chain wt
- 140UHUTAC Holdings Ltd.via Packaging capacity26chain wt
- 141VICRVicor CorporationVICRvia Power delivery chain25chain wt
- 142
Veeco InstrumentsVECOvia Foundry capacity25chain wt
- 143
Pfeiffer Vacuum Technology AGPFV.DEvia Foundry capacity25chain wt
- 144
ArterisAIPvia EDA & design IP25chain wt
- 145300604.SZHangzhou Changchuan Technology300604.SZvia Test & burn-in capacity24chain wt
- 146
Empyrean Technology301269.SZvia EDA & design IP24chain wt - 147
Tokyo Seimitsu Co., Ltd. (Accretech)7729.Tvia Test & burn-in capacity24chain wt
- 1483289.TWOIntegrated Service Technology Inc. (iST)3289.TWOvia Test & burn-in capacity24chain wt
- 149SSSambaNova Systemsvia ASIC24chain wt
- 150
Renesas Electronics6723.Tvia DRAM23chain wt
- 151
onsemiONvia Power delivery chain23chain wt
- 152
Leeno Industrial Inc.058470.KQvia Test & burn-in capacity23chain wt
- 153
Ardentec Corporation3264.TWOvia Test & burn-in capacity23chain wt - 154
Navitas SemiconductorNVTSvia Power delivery chain23chain wt
- 1556590.TShibaura Mechatronics Corporation6590.Tvia Foundry capacity23chain wt
- 156131970.KSTesna Inc. (Doosan Tesna)131970.KSvia Test & burn-in capacity23chain wt
- 157XPP.LXP Power LimitedXPP.Lvia Foundry capacity23chain wt
- 1583234.TWOTrueLight Corporation3234.TWOvia Transceivers23chain wt
- 159
Keysight TechnologiesKEYSvia EDA & design IP22chain wt
- 1606223.TWOMPI Corporation6223.TWOvia Test & burn-in capacity22chain wt
- 161688048.SHSuzhou Everbright Photonics688048.SHvia Indium phosphide22chain wt
- 162
INFICON Holding AGIFCN.SWvia Yield22chain wt
- 1636147.TWOChipbond Technology Corporation6147.TWOvia Packaging capacity22chain wt
- 164353200.KSDaeduck Electronics Co., Ltd.353200.KSvia ABF substrates22chain wt
- 1656510.TWOChunghwa Precision Test Tech. Co., Ltd.6510.TWOvia Test & burn-in capacity22chain wt
- 166
Cohu, Inc.COHUvia Test & burn-in capacity22chain wt - 167
Hesai GroupHSAIvia Robotics control22chain wt
- 168AWX.SIAEM Holdings Ltd.AWX.SIvia Test & burn-in capacity22chain wt
- 169
Ushio Inc.6925.Tvia Foundry capacity22chain wt
- 170MPI.KLMalaysian Pacific Industries BerhadMPI.KLvia Packaging capacity22chain wt
- 171INARI.KLInari Amertron BerhadINARI.KLvia Packaging capacity22chain wt
- 172095340.KQISC Co., Ltd.095340.KQvia Test & burn-in capacity22chain wt
- 1732329.TWOrient Semiconductor Electronics, Ltd.2329.TWvia Packaging capacity22chain wt
- 1743587.TWOMaterials Analysis Technology Inc. (MA-tek)3587.TWOvia Test & burn-in capacity22chain wt
- 175033170.KQSignetics Corporation033170.KQvia Packaging capacity22chain wt
- 176603986.SSGigaDevice Semiconductor603986.SSvia DRAM21chain wt
- 177688361.SSShenzhen Zhongke Feice Technology (Skyverse)688361.SSvia Foundry capacity21chain wt
- 178
Phison Electronics8299.TWvia NAND & AI storage21chain wt
- 179
Horizon Robotics9660.HKvia ASIC21chain wt
- 180
AmbarellaAMBAvia ASIC21chain wt
- 181
DAIHEN Corporation6622.Tvia Foundry capacity21chain wt
- 1826533.TWAndes Technology6533.TWvia EDA & design IP21chain wt
- 183S(SMEE (Shanghai Micro Electronics Equipment)via Foundry capacity21chain wt
- 184HTHailo Technologiesvia ASIC21chain wt
- 185
Rebellionsvia ASIC21chain wt
- 186XLXsight Labsvia Switch ASIC21chain wt
- 187
SiFivevia EDA & design IP21chain wt
- 188
Shenzhen Longsys Electronics301308.SZvia NAND & AI storage20chain wt - 189036930.KQJusung Engineering Co., Ltd.036930.KQvia DRAM20chain wt
- 190240810.KQWonik IPS Co., Ltd.240810.KQvia DRAM20chain wt
- 1916257.TWSigurd Microelectronics Corporation6257.TWvia Test & burn-in capacity20chain wt
- 1923035.TWFaraday Technology3035.TWvia ASIC20chain wt
- 193
Park Systems Corp.140860.KQvia Yield20chain wt
- 194089030.KQTechWing, Inc.089030.KQvia Test & burn-in capacity20chain wt
- 1956855.TJapan Electronic Materials Corporation6855.Tvia Test & burn-in capacity20chain wt
- 196FUFuriosaAIvia ASIC20chain wt
- 197D-d-Matrixvia ASIC20chain wt
- 198600703.SSSanan Optoelectronics600703.SSvia Indium phosphide19chain wt
- 199
Oxford Instruments plcOXIG.Lvia Photonic components19chain wt
- 200SIVE.STSivers Semiconductors ABSIVE.STvia Indium phosphide19chain wt
- 201
SOPHGO Technologiesvia ASIC19chain wt - 202
Graphcorevia ASIC19chain wt - 203ELEliyanvia SerDes19chain wt
- 204688409.SSShenyang Fortune Precision Equipment688409.SSvia Foundry capacity18chain wt
- 205300316.SZZhejiang Jingsheng Mechanical & Electrical300316.SZvia Silicon wafer supply18chain wt
- 206
Silicon Motion TechnologySIMOvia NAND & AI storage18chain wt
- 207
MaxLinearMXLvia 800G optics18chain wt
- 208MYCR.STMycronic ABMYCR.STvia Foundry capacity18chain wt
- 209
PDF SolutionsPDFSvia Yield18chain wt
- 2102441.TWGreatek Electronics Inc.2441.TWvia Packaging capacity18chain wt
- 211603690.SSPNC Process Systems (Zhichun Technology)603690.SSvia Foundry capacity18chain wt
- 212
Ceva Inc.CEVAvia EDA & design IP18chain wt
- 2135387.TWOFormosa Advanced Technologies Co., Ltd.5387.TWOvia Test & burn-in capacity18chain wt
- 214
Achronix Semiconductorvia Inference serving18chain wt
- 215688200.SSBeijing Huafeng Test & Control Technology688200.SSvia Test & burn-in capacity17chain wt
- 216
JEOL Ltd.6951.Tvia Yield17chain wt
- 217
Aehr Test SystemsAEHRvia Test & burn-in capacity17chain wt - 218131290.KQTSE Co., Ltd.131290.KQvia Test & burn-in capacity17chain wt
- 219
Yamaichi Electronics Co., Ltd.6941.Tvia Test & burn-in capacity17chain wt
- 2206961.TEnplas Corporation6961.Tvia Test & burn-in capacity17chain wt
- 221ESEmpower Semiconductorvia Power delivery chain17chain wt
- 222
Loongson Technology688047.SSvia ASIC16chain wt
- 2233036.TWWT Microelectronics Co., Ltd.3036.TWvia Host compute (server CPUs)16chain wt
- 224600641.SSWanye Enterprises (Kingstone Semiconductor)600641.SSvia Foundry capacity16chain wt
- 2253702.TWWPG Holdings Limited3702.TWvia Host compute (server CPUs)16chain wt
- 226
Rigaku Holdings Corporation268A.Tvia Yield16chain wt
- 227
Primarius Technologies688206.SSvia EDA & design IP16chain wt - 228
Black Sesame International Holding2533.HKvia ASIC16chain wt - 229AOSLAlpha and Omega SemiconductorAOSLvia Power delivery chain16chain wt
- 230SEV.VSpectra7 Microsystems Inc.SEV.Vvia Scale-up fabric16chain wt
- 231Y(YMTC (Yangtze Memory Technologies)via AI factory16chain wt
- 232
Axelera AIvia ASIC16chain wt
- 233SASiMa.aivia ASIC16chain wt
- 234
Imagination Technologiesvia EDA & design IP16chain wt
- 235NENextSiliconvia ASIC16chain wt
- 2363529.TWeMemory Technology3529.TWvia EDA & design IP15chain wt
- 2373105.TWOWIN Semiconductors Corp.3105.TWOvia Photonic components15chain wt
- 238BZAIBlaize HoldingsBZAIvia ASIC15chain wt
- 239SITMSiTime CorporationSITMvia Host compute (server CPUs)14chain wt
- 240
InnoScience (Suzhou) Technology2577.HKvia Power delivery chain14chain wt - 241
Power IntegrationsPOWIvia Power delivery chain14chain wt
- 242301095.SZSemitronix (Hangzhou Guangli Microelectronics)301095.SZvia Yield14chain wt
- 2436643.TWM31 Technology6643.TWvia EDA & design IP14chain wt
- 244PRproteanTecsvia Yield14chain wt
- 245
ROHM Co., Ltd.6963.Tvia Power delivery chain13chain wt
- 246
Rockchip Electronics603893.SSvia ASIC13chain wt - 247300567.SZWuhan Jingce Electronic Group300567.SZvia Test & burn-in capacity13chain wt
- 248688233.SSThinkon Semiconductor Jinzhou688233.SSvia Foundry capacity13chain wt
- 249
Silvaco GroupSVCOvia EDA & design IP13chain wt - 250INTTinTEST CorporationINTTvia Test & burn-in capacity13chain wt
- 251FJFujian Jinhua Integrated Circuit (JHICC)via DRAM13chain wt
- 252
Iluvatar CoreXvia GPU13chain wt - 253
Lattice SemiconductorLSCCvia Host compute (server CPUs)12chain wt
- 254
Phytium Technologyvia Host compute (server CPUs)12chain wt - 255KBKandou Busvia SerDes12chain wt
- 256688627.SSShenzhen SEICHI Technologies (Jingzhida)688627.SSvia DRAM11chain wt
- 257688385.SSShanghai Fudan Microelectronics Group688385.SSvia ASIC11chain wt
- 258CNCornelis Networksvia Scale-out fabric11chain wt
- 259ETEtchedvia ASIC10chain wt
- 260EAEnCharge AIvia ASIC9chain wt
Frequently asked
What are the top ai chip stocks?
By modeled exposure to the AI value chain: NVIDIA, TSMC, ASE Technology Holding Co., Ltd., Ibiden Co., Ltd., Amkor Technology, SK hynix. The full ranked list of 260 names is below.
How are ai chip 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 chips company has the most AI-chain exposure?
NVIDIA, most strongly through GPU, with a chain-weight of 85/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain - not investment advice.