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
Corning IncorporatedGLWvia Optical interconnect64chain wt - 2
CoherentCOHRvia Transceivers64chain wt - 3
InnoLight300308.SZvia 800G optics61chain wt - 4
Shin-Etsu Chemical Co., Ltd.4063.Tvia Foundry capacity59chain wt - 53436.TSUMCO Corporation3436.Tvia Foundry capacity59chain wt
- 6
Entegris, Inc.ENTGvia Yield56chain wt - 7
Resonac Holdings4004.Tvia Packaging capacity54chain wt - 88046.TWNan Ya PCB8046.TWvia ABF substrates53chain wt
- 9
LumentumLITEvia Photonic components52chain wt - 10
MKS InstrumentsMKSIvia Foundry capacity52chain wt - 11
Ajinomoto2802.Tvia ABF substrates51chain wt - 12
Air LiquideAI.PAvia Foundry capacity50chain wt - 136488.TWOGlobalWafers6488.TWOvia Silicon wafer supply50chain wt
- 142383.TWElite Material Co., Ltd.2383.TWvia GPU49chain wt
- 15ATS.VIAT&SATS.VIvia ABF substrates49chain wt
- 16FNFabrinetFNvia Transceivers48chain wt
- 17
Linde plcLINvia Foundry capacity46chain wt - 18SSSK Specialtyvia Process chemicals & gases46chain wt
- 19
HOYA7741.Tvia Foundry capacity45chain wt - 20
SiltronicWAF.DEvia Silicon wafer supply42chain wt - 21002129.SZTCL Zhonghuan Renewable Energy Technology002129.SZvia Silicon wafer supply41chain wt
- 224047.TKanto Denka Kogyo4047.Tvia Process chemicals & gases41chain wt
- 23
Sumitomo Electric Industries, Ltd.5802.Tvia Transceivers40chain wt - 24SSSK Siltron Co., Ltd.via Silicon wafer supply40chain wt
- 253189.TWKinsus Interconnect Technology3189.TWvia ABF substrates39chain wt
- 264186.TTokyo Ohka Kogyo4186.Tvia Process chemicals & gases39chain wt
- 27
Mitsubishi Gas Chemical4182.Tvia Process chemicals & gases39chain wt - 285384.TFujimi Incorporated5384.Tvia Process chemicals & gases39chain wt
- 29092070.KQDNF Co., Ltd.092070.KQvia Process chemicals & gases39chain wt
- 30JCJSR Corporationvia Process chemicals & gases39chain wt
- 31688126.SSNational Silicon Industry Group Co., Ltd.688126.SSvia Silicon wafer supply37chain wt
- 32NCNAMICS Corporationvia Packaging capacity37chain wt
- 335016.TJX Advanced Metals Corporation5016.Tvia Foundry capacity36chain wt
- 34
Merck KGaAMRK.DEvia Process chemicals & gases35chain wt - 35
Cameco CorporationCCJvia Grid capacity35chain wt - 366274.TWOTaiwan Union Technology Corporation6274.TWOvia GPU35chain wt
- 37
FUJIFILM Holdings4901.Tvia Process chemicals & gases34chain wt - 38222800.KSSimmtech Co., Ltd.222800.KSvia Packaging capacity34chain wt
- 39195870.KSHaesung DS Co., Ltd.195870.KSvia Packaging capacity34chain wt
- 40033160.KQMK Electron Co., Ltd.033160.KQvia Packaging capacity34chain wt
- 41
Samsung Electro-Mechanics Co., Ltd.009150.KSvia ABF substrates33chain wt - 423081.TWOLandMark Optoelectronics Corporation3081.TWOvia Indium phosphide33chain wt
- 43AXTIAXT, Inc.AXTIvia Indium phosphide33chain wt
- 446254.TNomura Micro Science6254.Tvia Water availability33chain wt
- 452455.TWVisual Photonics Epitaxy Co. (VPEC)2455.TWvia Indium phosphide33chain wt
- 46
AGC Inc.5201.Tvia Foundry capacity32chain wt - 47357780.KQSoulbrain Co., Ltd.357780.KQvia Process chemicals & gases32chain wt
- 48QCThe Quartz Corpvia Silicon wafer supply32chain wt
- 49HMHana Materialsvia Foundry capacity32chain wt
- 50
Air Products and ChemicalsAPDvia Process chemicals & gases31chain wt - 51300666.SZKonfoong Materials International Co., Ltd.300666.SZvia Foundry capacity31chain wt
- 52
Hansol Chemical Co., Ltd.014680.KSvia HBM31chain wt - 53
Tokai Carbon Korea Co., Ltd.064760.KQvia Foundry capacity31chain wt - 54074600.KQWonik QnC Corporation074600.KQvia Foundry capacity31chain wt
- 55005290.KSDongjin Semichem Co., Ltd.005290.KSvia Process chemicals & gases30chain wt
- 564369.TTri Chemical Laboratories Inc.4369.Tvia Process chemicals & gases30chain wt
- 574109.TStella Chemifa Corporation4109.Tvia Process chemicals & gases30chain wt
- 58
TOPPAN Holdings7911.Tvia Foundry capacity29chain wt - 59
Dai Nippon Printing7912.Tvia Foundry capacity29chain wt - 60
PhotronicsPLABvia Foundry capacity29chain wt - 61
MP Materials Corp.MPvia Robotics control28chain wt - 62
Sumitomo Bakelite Co., Ltd.4203.Tvia Packaging capacity28chain wt - 63600392.SSShenghe Resources Holding600392.SSvia Process chemicals & gases28chain wt
- 64
Centrus Energy CorpLEUvia AI buildout risk28chain wt - 65102710.KQENF Technology Co., Ltd.102710.KQvia Process chemicals & gases28chain wt
- 66104830.KQWonik Materials Co., Ltd.104830.KQvia Process chemicals & gases28chain wt
- 67
TANAKA Holdings Co., Ltd.via Packaging capacity28chain wt - 68ICIndium Corporationvia Packaging capacity28chain wt
- 69
Nippon Sanso Holdings (Taiyo Nippon Sanso)4091.Tvia Process chemicals & gases25chain wt - 70
Element Solutions IncESIvia Packaging capacity25chain wt - 71688019.SSAnji Microelectronics Technology688019.SSvia Process chemicals & gases25chain wt
- 724005.TSumitomo Chemical4005.Tvia Process chemicals & gases25chain wt
- 73688268.SSGuangdong Huate Gas Co., Ltd.688268.SSvia Process chemicals & gases25chain wt
- 74281820.KSKCTech Co., Ltd.281820.KSvia Process chemicals & gases25chain wt
- 75KCKanto Chemical Co., Inc.via Process chemicals & gases25chain wt
- 765706.TMitsui Mining & Smelting Co., Ltd. (Mitsui Kinzoku)5706.Tvia ABF substrates23chain wt
- 77
Hubei Dinglong Co., Ltd.300054.SZvia Process chemicals & gases23chain wt - 784401.TADEKA Corporation4401.Tvia Process chemicals & gases23chain wt
- 793104.TFujibo Holdings, Inc.3104.Tvia Process chemicals & gases23chain wt
- 80101490.KQS&S Tech Corporation101490.KQvia Process chemicals & gases23chain wt
- 81002409.SZJiangsu Yoke Technology002409.SZvia Process chemicals & gases22chain wt
- 82300346.SZJiangsu Nata Opto-electronic Material300346.SZvia Process chemicals & gases22chain wt
- 83
IQE plcIQE.Lvia Indium phosphide22chain wt - 84
Heraeus Holding GmbHvia Packaging capacity22chain wt - 85
GlencoreGLENvia Power delivery chain21chain wt - 86
DuPont de Nemours, Inc.DDvia Process chemicals & gases21chain wt - 87
NGK Insulators, Ltd.5333.Tvia Foundry capacity21chain wt - 88CICoorsTek, Inc.via Foundry capacity21chain wt
- 89
Nitto Denko Corporation6988.Tvia Packaging capacity19chain wt - 90
Hangzhou Lion Electronics (Li-ang Micro)605358.SSvia Silicon wafer supply19chain wt - 91300236.SZShanghai Sinyang Semiconductor Materials300236.SZvia Process chemicals & gases19chain wt
- 92
Denka Company Limited4061.Tvia Packaging capacity19chain wt - 93
Chang Chun Group (Chang Chun Plastics)via ABF substrates19chain wt - 94MTRNMaterion CorporationMTRNvia Foundry capacity18chain wt
- 95
LG Innotek Co., Ltd.011070.KSvia ABF substrates17chain wt - 96
Soitec SASOI.PAvia Silicon photonics17chain wt - 97
AlbemarleALBvia Grid battery storage16chain wt - 98603650.SSRed Avenue New Materials Group603650.SSvia Process chemicals & gases16chain wt
- 99
Tosoh Corporation4042.Tvia Foundry capacity16chain wt - 100
Mitsui Chemicals, Inc.4183.Tvia Packaging capacity16chain wt - 101
Jingrui Electronic Materials (Crystal Clear)300655.SZvia Process chemicals & gases16chain wt - 102
Suzhou Jinhong Gas688106.SSvia Process chemicals & gases16chain wt - 103
Zeon Corporation4205.Tvia Process chemicals & gases16chain wt - 104
Tokuyama Corporation4043.Tvia Silicon wafer supply16chain wt - 105
SCR-Sibelco NVvia Silicon wafer supply16chain wt - 106
SQMSQMvia Grid battery storage14chain 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 supply11chain wt - 112AVTRAvantor, Inc.AVTRvia Process chemicals & gases11chain wt
- 113688234.SSSICC Co. (Shandong Tianyue)688234.SSvia Power delivery chain9chain wt
Frequently asked
What are the top ai materials stocks?
By modeled exposure to the AI value chain: Corning Incorporated, Coherent, 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?
Corning Incorporated, most strongly through Optical interconnect, with a chain-weight of 64/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain - not investment advice.
as of 2026-08-23Medium confidence model v2.8