Company Explorer
412 companies mapped across the AI infrastructure supply chain
| Company | Ticker | Exchange | Market Cap | Chapters |
|---|---|---|---|---|
| NVIDIA | NVDA | NASDAQ | ~$5.2T | 6 10 11 20 22 |
| Microsoft | MSFT | NASDAQ | ~$3.5T | 1 6 |
| Amazon (AWS + other) | AMZN | NASDAQ | ~$2.7T | 1 6 |
| Alphabet/Google | GOOGL | NASDAQ | ~$2.5T | 1 6 |
| TSMC | 2330 / TSM | TWSE / NYSE | ~$2.2T | 7 9 22 |
| Broadcom | AVGO | NASDAQ | ~$2.0T | 6 10 11 20 22 |
| Meta | META | NASDAQ | ~$1.8T | 1 6 |
| Samsung Foundry | 005930 | KRX | ~$1.2T | 7 8 9 |
| Micron Technology | MU | NASDAQ | ~$842B | 8 |
| SK Hynix | 000660 | KRX | ~$817B | 8 22 |
| AMD | AMD | NASDAQ | ~$742B | 6 10 20 |
| Intel | INTC | NASDAQ | ~$628B | 6 7 9 10 20 |
| ASML Holding | ASML | Euronext Amsterdam / NASDAQ | ~$614B | 4 22 |
| Oracle | ORCL | NYSE | ~$450B | 1 |
| Caterpillar | CAT | NYSE | ~$413B | 13 |
| Cisco Systems | CSCO | NASDAQ | ~$381B | 10 11 |
| Lam Research | LRCX | NASDAQ | ~$368B | 4 |
| Applied Materials | AMAT | NASDAQ | ~$346B | 4 |
| GE Vernova | GEV | NYSE | ~$280B | 13 14 |
| Red Hat (IBM) | IBM | NYSE | ~$250B | 20 |
| KLA Corporation | KLAC | NASDAQ | ~$244B | 4 |
| Arm Holdings | ARM | NASDAQ | ~$227B | 5 |
| Linde | LIN | NASDAQ / XETRA | ~$220B | 2 3 |
| Arista Networks | ANET | NYSE | ~$218B | 10 20 |
| BHP | BHP | ASX / NYSE | ~$215B | 2 |
| Qualcomm | QCOM | NASDAQ | ~$200B | 6 |
| Seagate Technology | STX | NASDAQ | ~$186B | 8 |
| Siemens Energy | ENR | XETRA (Frankfurt) | ~$183B | 13 14 |
| Monolithic Power Systems | MPWR | NASDAQ | ~$181B | 14 |
| Delta Electronics | 2308 | TWSE | ~$176B | 14 |
| Rio Tinto | RIO | LSE / NYSE | ~$171B | 2 |
| Schneider Electric | SU | Euronext Paris | ~$170B | 14 15 |
| Dell Technologies | DELL | NYSE | ~$169B | 19 |
| Western Digital | WDC | NASDAQ | ~$165B | 8 |
| Corning | GLW | NYSE | ~$161B | 11 12 22 |
| Amphenol | APH | NYSE | ~$158B | 12 |
| NextEra Energy | NEE | NYSE | ~$155B | 13 |
| Southern Copper | SCCO | NYSE | ~$153B | 2 |
| CATL | 300750 | Shenzhen | ~$150B | 13 |
| Marvell Technology | MRVL | NASDAQ | ~$149B | 6 10 11 |
| Tokyo Electron (TEL) | 8035 | TSE | ~$140B | 4 |
| Innolight (TeraHop) | 300308 | Shenzhen | ~$136B | 11 |
| Eaton | ETN | NYSE | ~$135B | 14 |
| Vertiv Holdings | VRT | NYSE | ~$131B | 14 15 |
| WEG S.A. | WEGE3 | B3 (Brazil) | ~$131B | 14 |
| Siemens EDA (fmr. Mentor Graphics) | SIE (parent) | XETRA | ~$130B | 5 |
| Quanta Services | PWR | NYSE | ~$112B | 17 |
| Trane Technologies | TT | NYSE | ~$107B | 15 |
| Equinix | EQIX | NASDAQ | ~$106B | 18 |
| Mitsubishi Heavy Industries | 7011 | TSE | ~$101B | 13 |
| Air Liquide | AI | Euronext Paris | ~$100B | 2 3 |
| Cummins | CMI | NYSE | ~$93.8B | 13 |
| Shin-Etsu Chemical | 4063 | TSE | ~$93.0B | 3 22 |
| Constellation Energy | CEG | NASDAQ | ~$90.0B | 13 |
| Infineon Technologies | IFX | XETRA | ~$89.0B | 3 14 |
| Synopsys | SNPS | NASDAQ | ~$88.0B | 5 |
| Cadence Design Systems | CDNS | NASDAQ | ~$84.0B | 5 |
| Ciena | CIEN | NYSE | ~$77.5B | 10 11 |
| Eoptolink | 300502 | Shenzhen | ~$75.6B | 11 |
| Bloom Energy | BE | NYSE | ~$74.2B | 13 |
| NXP Semiconductors | NXPI | NASDAQ | ~$74.0B | 21 |
| ASE Holdings | 3711 | TWSE | ~$73.0B | 9 |
| Freeport-McMoRan | FCX | NYSE | ~$70.0B | 2 |
| Lumentum Holdings | LITE | NASDAQ | ~$70.0B | 11 |
| Nokia | NOK | NYSE | ~$70.0B | 11 |
| Foxconn (Hon Hai) | 2317 | TWSE | ~$70.0B | 19 |
| Comfort Systems USA | FIX | NYSE | ~$68.0B | 17 |
| Digital Realty | DLR | NYSE | ~$68.0B | 18 |
| Coherent (fmr. II-VI) | COHR | NYSE | ~$65.6B | 3 11 |
| Air Products | APD | NYSE | ~$65.0B | 2 3 |
| Cerebras Systems | CBRS | NASDAQ | ~$65.0B | 6 |
| HOYA | 7741 | TSE | ~$62.0B | 3 |
| Keysight Technologies | KEYS | NYSE | ~$62.0B | 5 11 |
| Glencore | GLEN | LSE | ~$60.0B | 2 |
| MediaTek | 2454 | TWSE | ~$60.0B | 6 |
| Carrier Global | CARR | NYSE | ~$60.0B | 15 |
| CoreWeave | CRWV | NASDAQ | ~$60.0B | 18 |
| Sumitomo Electric | 5802 | TSE | ~$59.0B | 3 12 |
| NAURA Technology | 002371 | Shenzhen | ~$59.0B | 4 |
| L3Harris Technologies | LHX | NYSE | ~$57.0B | 21 |
| Teradyne | TER | NASDAQ | ~$56.3B | 4 |
| Merck KGaA | MRK | XETRA | ~$55.0B | 3 |
| Vistra | VST | NYSE | ~$55.0B | 13 |
| Disco Corporation | 6146 | TSE | ~$54.0B | 4 |
| Microchip Technology | MCHP | NASDAQ | ~$53.6B | 10 |
| Flex Ltd | FLEX | NASDAQ | ~$53.0B | 19 |
| STMicroelectronics | STM | Euronext Paris / NYSE | ~$52.6B | 3 |
| Nucor Corporation | NUE | NYSE | ~$52.0B | 17 |
| SMIC | 981 / 688981 | HKEX / Shanghai SSE STAR | ~$50.0B | 7 |
| TE Connectivity | TEL | NYSE | ~$50.0B | 12 |
| Cameco Corp | CCJ | NYSE | ~$49.0B | 13 |
| Daikin Industries | 6367 | Tokyo | ~$48.0B | 15 |
| ASM International | ASM | Euronext Amsterdam | ~$45.0B | 4 |
| Dominion Energy | D | NYSE | ~$45.0B | 13 |
| Nebius Group | NBIS | NASDAQ | ~$45.0B | 18 |
| Quanta Computer | 2382 | TWSE | ~$45.0B | 19 |
| YOFC (Yangtze Optical Fibre) | 6869 | HKEX | ~$44.9B | 12 |
| Prysmian | PRY | Milan | ~$43.6B | 12 14 |
| Celestica | CLS | NYSE/TSX | ~$43.2B | 10 |
| HPE | HPE | NYSE | ~$41.6B | 19 |
| EMCOR Group | EME | NYSE | ~$41.0B | 17 |
| Unimicron | 3037 | TWSE | ~$40.9B | 9 |
| Legrand | LR | Euronext Paris | ~$40.9B | 14 |
| GlobalFoundries | GFS | NASDAQ | ~$40.6B | 7 11 |
| ON Semiconductor | ON | NASDAQ | ~$40.4B | 3 |
| Advantest | 6857 | TSE | ~$40.0B | 4 |
| NEC | 6701 | TSE | ~$40.0B | 12 |
| CBRE Group | CBRE | NYSE | ~$40.0B | 16 |
| Jabil | JBL | NYSE | ~$37.5B | 11 |
| Canon | 7751 | TSE | ~$35.0B | 4 |
| Credo Technology | CRDO | NASDAQ | ~$34.8B | 10 |
| Astera Labs | ALAB | NASDAQ | ~$34.2B | 6 10 |
| MasTec | MTZ | NYSE | ~$32.7B | 17 |
| Luxshare Precision | 002475 | Shenzhen | ~$30.0B | 12 |
| Iron Mountain | IRM | NYSE | ~$30.0B | 18 |
| STACK Infrastructure Private | Private | Private (IPI Partners) | ~$30.0B | 18 |
| HuaHong Group | 1347 | HKEX | ~$29.1B | 7 |
| MACOM Technology | MTSI | NASDAQ | ~$27.5B | 3 11 |
| nVent Electric | NVT | NYSE | ~$27.5B | 14 15 |
| Hanmi Semiconductor | 042700 | KRX | ~$26.0B | 4 |
| Hubbell | HUBB | NYSE | ~$26.0B | 14 |
| Sterling Infrastructure | STRL | NASDAQ | ~$25.9B | 17 |
| Tower Semiconductor | TSEM | NASDAQ | ~$25.1B | 7 11 |
| Fabrinet | FN | NYSE | ~$25.0B | 11 |
| NRG Energy | NRG | NYSE | ~$25.0B | 13 |
| Panasonic (cooling pumps) | 6752 | TSE | ~$25.0B | 15 |
| WSP Global | WSP | TSX | ~$25.0B | 16 |
| First Solar | FSLR | NASDAQ | ~$24.5B | 13 |
| Fujifilm Holdings | 4901 | TSE | ~$24.0B | 3 |
| AirTrunk Private Acquired | Private | Private (acquired by Blackstone/CPP Investments from Macquarie, Sep 2024) | ~$24.0B | 18 |
| NetApp | NTAP | NASDAQ | ~$23.0B | 19 |
| Entegris | ENTG | NASDAQ | ~$22.7B | 3 |
| VAT Group | VACN | SIX Swiss | ~$22.0B | 4 |
| SiTime | SITM | NASDAQ | ~$22.0B | 10 |
| Iris Energy | IREN | NASDAQ | ~$22.0B | 18 |
| Alfa Laval | ALFA | Nasdaq Stockholm | ~$21.4B | 15 |
| MKS Instruments | MKSI | NASDAQ | ~$21.2B | 4 |
| Supermicro | SMCI | NASDAQ | ~$21.2B | 19 |
| BE Semiconductor (Besi) | BESI | Euronext Amsterdam | ~$21.0B | 4 |
| DuPont (Electronics & Industrial) | DD | NYSE | ~$20.4B | 3 |
| Groq Private Acquired | N/A | Acquired | ~$20.0B | 6 |
| Wiwynn | 6669 | TWSE | ~$20.0B | 19 |
| Pure Storage | PSTG | NYSE | ~$20.0B | 19 |
| TBEA Co. | 600089 | SSE | ~$19.0B | 14 |
| Aspeed Technology | 5274 | TPEx | ~$19.0B | 20 |
| BWX Technologies | BWXT | NYSE | ~$19.0B | 13 |
| UMC | 2303 / UMC | TWSE / NYSE | ~$18.0B | 7 |
| Amkor Technology | AMKR | NASDAQ | ~$18.0B | 9 |
| Talen Energy | TLN | NYSE | ~$17.7B | 13 |
| Nan Ya PCB | 8046 | TWSE | ~$17.5B | 9 |
| Lattice Semiconductor | LSCC | NASDAQ | ~$17.4B | 20 |
| Jentech Precision | 3653 | TWSE | ~$17.0B | 15 |
| Samsara | IOT | NYSE | ~$17.0B | 21 |
| Nova | NVMI | NASDAQ | ~$16.6B | 4 |
| Nordson Corporation | NDSN | NASDAQ | ~$15.5B | 4 |
| First Quantum Minerals | FM | TSX | ~$15.0B | 2 |
| Tongwei | 600438 | Shanghai SSE | ~$15.0B | 2 |
| MPI Corporation | 6223 | TPEx | ~$15.0B | 4 |
| Cambricon Technologies | 688256 | SSE STAR | ~$15.0B | 6 |
| Ajinomoto | 2802 | TSE | ~$15.0B | 9 22 |
| CG Power (Crompton Greaves) | 500093 | BSE (India) | ~$15.0B | 14 |
| Lenovo | 0992 | HKEX | ~$15.0B | 19 |
| HD Hyundai Electric | 267260 | KRX | ~$15.0B | 14 |
| Daifuku Co. | 6383 | TSE | ~$14.7B | 4 |
| Modine Manufacturing | MOD | NYSE | ~$14.7B | 15 |
| Onto Innovation | ONTO | NYSE | ~$14.2B | 4 |
| Rambus | RMBS | NASDAQ | ~$14.0B | 5 |
| Juniper Networks Private Acquired | Private | Private (acquired by HPE) | ~$14.0B | 10 |
| AECOM | ACM | NYSE | ~$14.0B | 16 17 |
| Credo Technology Group | CRDO | NASDAQ | ~$14.0B | 22 |
| FormFactor | FORM | NASDAQ | ~$13.6B | 4 |
| Advanced Energy | AEIS | NASDAQ | ~$13.6B | 4 |
| IES Holdings | IESC | NASDAQ | ~$13.3B | 17 |
| JLL (Jones Lang LaSalle) | JLL | NYSE | ~$13.0B | 16 |
| NEXTDC | NXT | ASX | ~$13.0B | 18 |
| Lynas Rare Earths | LYC | ASX | ~$12.8B | 2 |
| Piotech Inc. | 688072 | SSE STAR | ~$12.7B | 4 |
| Oklo | OKLO | NYSE | ~$12.5B | 13 |
| Solstice Advanced Materials | SOLS | NASDAQ | ~$12.4B | 13 |
| Nutanix | NTNX | NASDAQ | ~$12.4B | 20 |
| China XD Electric | 601179 | SSE | ~$12.2B | 14 |
| MP Materials | MP | NYSE | ~$12.0B | 2 |
| Ebara Corporation | 6361 | TSE | ~$12.0B | 4 |
| Applied Optoelectronics | AAOI | NASDAQ | ~$12.0B | 11 |
| Viavi Solutions | VIAV | NASDAQ | ~$12.0B | 11 |
| Stantec | STN | TSX | ~$12.0B | 16 |
| AES Corp | AES | NYSE | ~$12.0B | 13 |
| Applied Digital | APLD | NASDAQ | ~$11.8B | 18 |
| TeraWulf | WULF | NASDAQ | ~$11.5B | 18 |
| Semtech | SMTC | NASDAQ | ~$11.3B | 11 |
| Powell Industries | POWL | NASDAQ | ~$11.3B | 14 |
| Yaskawa Electric | 6506 | TSE | ~$11.0B | 4 |
| Core Scientific | CORZ | NASDAQ | ~$11.0B | 18 |
| Arrow Electronics | ARW | NYSE | ~$11.0B | 19 |
| National Silicon Industry Group (NSIG) | 688126 | Shanghai SSE STAR | ~$10.5B | 3 |
| Wacker Chemie | WCH | XETRA | ~$10.0B | 2 |
| Mitsui Chemicals | 4183 | TSE | ~$10.0B | 3 |
| Lasertec | 6920 | TSE | ~$10.0B | 4 |
| NGK Insulators (NGK Corp) | 5333 | TSE | ~$10.0B | 4 |
| Kioxia | 285A | TSE | ~$10.0B | 8 |
| Fujikura | 5803 | TSE | ~$10.0B | 12 |
| Vicor Corporation | VICR | NASDAQ | ~$10.0B | 14 |
| Aaon | AAON | NASDAQ | ~$10.0B | 15 |
| Tetra Tech | TTEK | NASDAQ | ~$10.0B | 16 |
| Crusoe Energy Private | Private | Private | ~$10.0B | 18 |
| G42 (UAE) Private | Private | Private | ~$10.0B | 18 |
| Skyverse Technology | 688361 | SSE STAR | ~$9.9B | 4 |
| Kokusai Electric | 6525 | TSE | ~$9.6B | 4 |
| Camtek | CAMT | NASDAQ / TASE | ~$9.6B | 4 |
| Toppan Holdings | 7911 | TSE | ~$9.3B | 3 |
| Dai Nippon Printing (DNP) | 7912 | TSE | ~$9.1B | 3 |
| Cipher Digital | CIFR | NASDAQ | ~$9.0B | 18 |
| Riot Platforms | RIOT | NASDAQ | ~$9.0B | 18 |
| VAST Data Private | Private | Private | ~$9.0B | 19 |
| MaxLinear | MXL | NASDAQ | ~$8.9B | 10 |
| GDS Holdings | GDS | NASDAQ / HKEX | ~$8.9B | 18 |
| SUMCO | 3436 | TSE | ~$8.7B | 3 |
| Mobileye Global | MBLY | NASDAQ | ~$8.5B | 21 |
| GlobalWafers | 6488 | TWSE | ~$8.0B | 3 |
| Showa Denko (now Resonac) | 4004 | TSE | ~$8.0B | 3 |
| Advanced Micro-Fabrication Equipment (AMEC) | 688012 | Shanghai SSE STAR | ~$8.0B | 4 |
| Alchip Technologies | 3661 | TWSE | ~$8.0B | 5 |
| JCET Group | 600584 | Shanghai SSE | ~$8.0B | 9 |
| Ibiden | 4062 | TSE | ~$8.0B | 9 |
| Lumen Technologies | LUMN | NYSE | ~$8.0B | 12 |
| Moog Inc | MOG.A | NYSE | ~$8.0B | 15 |
| Fluor Corporation | FLR | NYSE | ~$8.0B | 17 |
| Inventec | 2356 | TWSE | ~$8.0B | 19 |
| Tokyo Ohka Kogyo (TOK) | 4186 | TSE | ~$7.7B | 3 |
| Kinsus Interconnect | 3189 | TWSE | ~$7.7B | 9 |
| AXT Inc. | AXTI | NASDAQ | ~$7.6B | 3 11 |
| Hut 8 | HUT | NASDAQ | ~$7.3B | 18 |
| Lumentum Holdings | LITE | NASDAQ | ~$7.2B | 22 |
| Avnet | AVT | NASDAQ | ~$7.1B | 19 |
| Qorvo | QRVO | NASDAQ | ~$7.0B | 3 |
| Samsung Electro-Mechanics (SEMCO) | 009150 | KRX | ~$7.0B | 9 |
| Colliers International | CIGI | NASDAQ | ~$7.0B | 16 |
| Veeco Instruments | VECO | NASDAQ | ~$6.5B | 4 |
| Ampere Computing Private Acquired | Private | Private (acquired by SoftBank) | ~$6.5B | 6 |
| JSR Corporation Private | Private | Taken private (JIC) | ~$6.3B | 3 |
| Cleveland-Cliffs | CLF | NYSE | ~$6.2B | 14 |
| Soitec | SOI | Euronext Paris | ~$6.1B | 3 |
| Leeno Industrial | 058470 | KOSDAQ | ~$6.1B | 4 |
| Rohm | 6963 | TSE | ~$6.0B | 3 |
| ASMPT (fmr. ASM Pacific) | 522 | HKEX | ~$6.0B | 4 |
| Hwatsing Technology | 688120 | SSE STAR | ~$6.0B | 4 |
| Global Unichip Corp (GUC) | 3443 | TWSE | ~$6.0B | 5 9 |
| Keppel DC REIT | AJBU | SGX | ~$5.8B | 18 |
| Aixtron SE | AIXA | Frankfurt (MDAX) | ~$5.6B | 4 11 |
| Nippon Sanso (Taiyo Nippon Sanso) | 4091 | TSE | ~$5.4B | 2 3 |
| WIN Semiconductors | 3105 | TWSE | ~$5.4B | 3 |
| Kulicke & Soffa | KLIC | NASDAQ | ~$5.4B | 4 |
| Mercury Systems | MRCY | NASDAQ | ~$5.4B | 21 |
| Energy Fuels | UUUU | NYSE | ~$5.3B | 2 |
| Powertech Technology | 6239 | TWSE | ~$5.2B | 9 |
| Tokyo Seimitsu / ACCRETECH | 7729 | TSE | ~$5.1B | 4 |
| Tosoh | 4042 | TSE | ~$5.0B | 3 |
| Axcelis Technologies | ACLS | NASDAQ | ~$5.0B | 4 |
| SCREEN Holdings | 7735 | TSE | ~$5.0B | 4 |
| Wonik IPS | 240810 | KOSDAQ | ~$5.0B | 4 |
| Shinko Electric Industries | 6967 | TSE | ~$5.0B | 4 9 |
| Empyrean Technology | 301269 | Shenzhen | ~$5.0B | 5 |
| SambaNova Private | Private | Private | ~$5.0B | 6 |
| Belden | BDC | NYSE | ~$5.0B | 12 |
| Furukawa Electric | 5801 | TSE | ~$5.0B | 12 |
| Centrus Energy | LEU | NYSE | ~$5.0B | 13 |
| Sanmina Corp | SANM | NASDAQ | ~$5.0B | 19 |
| Impinj | PI | NASDAQ | ~$5.0B | 21 |
| China Northern Rare Earth | 600111 | Shanghai SSE | ~$4.9B | 2 |
| ZT Systems (AMD) Private | Private | AMD subsidiary | ~$4.9B | 19 |
| Marathon Digital | MARA | NASDAQ | ~$4.8B | 18 |
| Mycronic AB | MYCR | Nasdaq Stockholm | ~$4.7B | 4 |
| RORZE Corporation | 6323 | TSE | ~$4.5B | 4 |
| Jusung Engineering | 036930 | KOSDAQ | ~$4.5B | 4 |
| Fluence Energy | FLNC | NASDAQ | ~$4.5B | 13 |
| Lightmatter Private | Private | Private | ~$4.4B | 11 |
| Hamamatsu Photonics | 6965 | TSE | ~$4.3B | 4 |
| NuScale Power | SMR | NYSE | ~$4.3B | 13 |
| Nikon | 7731 | TSE | ~$4.1B | 4 |
| Navitas Semiconductor | NVTS | NASDAQ | ~$4.1B | 14 |
| Materion | MTRN | NYSE | ~$4.0B | 3 |
| ACM Research | ACMR | NASDAQ | ~$4.0B | 4 |
| KINGSEMI | 688037 | SSE STAR | ~$4.0B | 4 |
| Changchuan Technology | 300604 | SZSE ChiNext | ~$4.0B | 4 |
| Rigaku Holdings | 268A | TSE | ~$4.0B | 4 |
| AT&S | ATS | Vienna | ~$4.0B | 9 |
| Cushman & Wakefield | CWK | NYSE | ~$4.0B | 16 |
| Ultra Clean Holdings | UCTT | NASDAQ | ~$3.9B | 4 |
| Ayar Labs Private | Private | Private | ~$3.8B | 11 |
| CleanSpark | CLSK | NASDAQ | ~$3.7B | 18 |
| SiFive Private | Private | Private | ~$3.6B | 5 6 |
| Ambarella | AMBA | NASDAQ | ~$3.5B | 21 |
| Siltronic AG | WAF | XETRA | ~$3.3B | 3 |
| Auras Technology | 3324 | TPEx | ~$3.1B | 15 |
| GCL Technology Holdings (fmr. GCL-Poly) | 3800 | HKEX | ~$3.0B | 2 |
| Adeka | 4401 | TSE | ~$3.0B | 3 |
| Soulbrain | 357780 | KRX | ~$3.0B | 3 |
| Photronics | PLAB | NASDAQ | ~$3.0B | 3 |
| Micronics Japan | 6871 | TSE | ~$3.0B | 4 |
| Horiba Ltd | 6856 | TSE | ~$3.0B | 4 |
| eMemory Technology | 3529 | TWSE | ~$3.0B | 5 |
| Faraday Technology | 3035 | TWSE | ~$3.0B | 5 |
| Moore Threads Private | Private | Private | ~$3.0B | 6 |
| Vanguard International Semi (VIS) | 5347 | TWSE | ~$3.0B | 7 |
| Kaori Heat Treatment | 8996 | TWSE | ~$3.0B | 15 |
| TTM Technologies | TTMI | NASDAQ | ~$3.0B | 19 |
| Comet Group | COTN | SIX Swiss | ~$2.9B | 4 |
| DAIHEN Corporation | 6622 | TSE | ~$2.7B | 4 |
| Tenstorrent Private | Private | Private | ~$2.6B | 6 |
| Lambda Labs Private | Private | Private | ~$2.5B | 18 |
| Iluka Resources | ILU | ASX | ~$2.4B | 2 |
| Hammond Power Solutions | HPS.A | TSX | ~$2.4B | 14 |
| Cohu | COHU | NASDAQ | ~$2.3B | 4 |
| Keel Infrastructure (fmr. Bitfarms) | KEEL | NASDAQ/TSX | ~$2.2B | 18 |
| JEOL Ltd. | 6951 | TSE | ~$2.1B | 4 |
| Wolfspeed | WOLF | NYSE | ~$2.0B | 3 |
| Dongjin Semichem | 005290 | KRX | ~$2.0B | 3 |
| Fujimi Incorporated | 5384 | TSE | ~$2.0B | 3 |
| Primarius Technologies | 688206 | Shanghai SSE STAR | ~$2.0B | 5 |
| Biren Technology Private | Private | Private | ~$2.0B | 6 |
| MetaX Integrated Circuits Private | Private | Private | ~$2.0B | 6 |
| Enflame Technology Private | Private | Private | ~$2.0B | 6 |
| SUSS MicroTec | SMHN | XETRA | ~$1.8B | 4 |
| Pfeiffer Vacuum | PFV | Frankfurt | ~$1.8B | 4 |
| Gudeng Precision | 3680 | TPEx | ~$1.7B | 4 |
| PSK Inc | 319660 | KOSDAQ | ~$1.7B | 4 |
| POET Technologies | POET | TSX-V/NASDAQ | ~$1.7B | 11 |
| AMI (American Megatrends) Private Acquired | Private | Being acquired | ~$1.6B | 20 |
| PDF Solutions | PDFS | NASDAQ | ~$1.6B | 4 |
| Ushio Inc. | 6925 | TSE | ~$1.6B | 4 |
| SkyWater Technology | SKYT | NASDAQ | ~$1.5B | 7 |
| NANO Nuclear Energy | NNE | NASDAQ | ~$1.4B | 13 |
| Daqo New Energy | DQ | NYSE | ~$1.3B | 2 |
| Sivers Semiconductors | SIVE | Nasdaq Stockholm | ~$1.2B | 11 |
| Ichor Holdings | ICHR | NASDAQ | ~$1.2B | 4 |
| CEVA | CEVA | NASDAQ | ~$1.0B | 5 |
| Andes Technology | 6533 | TWSE | ~$1.0B | 5 |
| Anyscale Private | Private | Private | ~$1.0B | 20 |
| Toyo Tanso | 5310 | TSE | ~$956M | 4 |
| FuelCell Energy | FCEL | NASDAQ | ~$726M | 13 |
| SGL Carbon | SGL | Frankfurt | ~$624M | 4 |
| Aehr Test Systems | AEHR | NASDAQ | ~$600M | 9 |
| IQE | IQE | LSE AIM | ~$580M | 3 11 |
| ENF Technology | 102710 | KRX | ~$500M | 3 |
| Silvaco | SVCO | NASDAQ | ~$500M | 5 |
| d-Matrix Private | Private | Private | ~$500M | 6 |
| Stella Chemifa | 4109 | TSE | ~$449M | 4 |
| Terra Innovatum | NKLR | NASDAQ | ~$406M | 13 |
| Asetek | ASTK | Oslo Bors | ~$300M | 15 |
| Insyde Software | 6231 | TPEx | ~$290M | 20 |
| Riber SA | ALRIB | Euronext Paris | ~$100M | 4 |
| Codelco Private | Private | State-owned (Chile) | N/A | 2 |
| Hemlock Semiconductor Private | Private | Private (Dow/Shin-Etsu/Mitsubishi JV) | N/A | 2 |
| SK Siltron Private | (SK Group subsidiary) | Private | N/A | 3 |
| Brewer Science Private | Private | Private | N/A | 3 |
| SK Specialty Private | Private | Private (SK Group) | N/A | 3 |
| JX Nippon Mining & Metals Private | (ENEOS Holdings sub.) | Private | N/A | 3 |
| Heraeus Private | Private | Private | N/A | 3 |
| Carl Zeiss SMT Private | Private | Private (sub. of Carl Zeiss AG) | N/A | 4 22 |
| Trumpf GmbH Private | Private | Private | N/A | 4 |
| EVG (EV Group) Private | Private | Private | N/A | 4 |
| Photon Dynamics (Orbotech, now KLA) Private Acquired | Private | Acquired | N/A | 4 |
| NuFlare Technology Private | Private | Private (Toshiba sub.) | N/A | 4 |
| Murata Machinery Private | Private | Private | N/A | 4 |
| ficonTEC Service GmbH Private | Private | Private | N/A | 4 |
| PVA TePla | TPE | Frankfurt | N/A | 4 |
| Ansys (now Synopsys sub.) Private Acquired | Private | (Acquired) | N/A | 5 |
| Altium Private Acquired | Private | Private (acquired by Renesas, A$9.1B, Aug 2024) | N/A | 5 |
| Imagination Technologies Private | Private | Private | N/A | 5 |
| Alphawave Semi Acquired | fmr. AWE | fmr. LSE | N/A | 5 10 |
| OpenAI Private | N/A | 6 | ||
| ByteDance Private | N/A | 6 | ||
| Huawei (HiSilicon) Private | Private | Private | N/A | 6 |
| SPIL (Siliconware Precision) Private | ASE subsidiary | Private | N/A | 9 |
| Absolics Private | Private | Private (SKC sub.) | N/A | 9 |
| Nynomic (LayTec) | M7U | Frankfurt | N/A | 11 |
| Molex (Koch Industries) Private | Private | Private | N/A | 12 |
| Samtec Private | Private | Private | N/A | 12 |
| CommScope (CCS) Private Acquired | Private | Being acquired | N/A | 12 |
| SubCom Private | Private | Private (Cerberus) | N/A | 12 |
| HMN Technologies Private | Private | Private (Hengtong) | N/A | 12 |
| Zayo Group Private | Private | Private (DigitalBridge) | N/A | 12 |
| X-energy Private | Private | Private | N/A | 13 |
| Kairos Power Private | Private | Private | N/A | 13 |
| TerraPower Private | Private | Private (Bill Gates) | N/A | 13 |
| Radiant Industries Private | Private | Private | N/A | 13 |
| Hitachi Energy (ABB) Private | Private | Subsidiary of Hitachi | N/A | 14 |
| CoolIT Systems Private | Private | Private | N/A | 15 |
| Stulz Private | Private | Private (Germany) | N/A | 15 |
| Rittal Private | Private | Private (Germany) | N/A | 15 |
| GRC (Green Revolution Cooling) Private | Private | Private | N/A | 15 |
| LiquidStack (Trane Technologies) Private | Private | Subsidiary | N/A | 15 |
| Stream Data Centers Private | Private | Private (Apollo) | N/A | 16 |
| Lancium Private | Private | Private | N/A | 16 |
| PowerHouse Data Centers Private | Private | Private | N/A | 16 |
| Rosendin Electric Private | Private | Private | N/A | 17 |
| DPR Construction Private | Private | Private | N/A | 17 |
| QTS (Blackstone) Private | Private | Private (Blackstone) | N/A | 18 |
| Switch Private | SWCH | Private | N/A | 18 |
| NTT Global Data Centers Private | Private | Subsidiary (NTT) | N/A | 18 |
| Vantage Data Centers Private | Private | Private | N/A | 18 |
| Chindata Group Private | Private | Private (taken private by Bain Capital, $3.16B, Q4 2023) | N/A | 18 |
| Humain (Saudi Arabia) Private | Private | Sovereign | N/A | 18 |
| Gulf Data Hub Private | Private | Private | N/A | 18 |
| Khazna Data Centers Private | Private | Private | N/A | 18 |
| atNorth Private | Private | Private (40% Equinix) | N/A | 18 |
| Green Mountain Private | Private | Private | N/A | 18 |
| ST Telemedia GDC Private | Private | Private (Temasek) | N/A | 18 |
| AdaniConneX Private | Private | Private (JV) | N/A | 18 |
| OpenBMC Private | N/A | Open source (Linux Foundation) | N/A | 20 |
| SONiC Private | N/A | Open source (Linux Foundation, orig. Microsoft) | N/A | 20 |
| (+) Trumpf Private | N/A | 22 |