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Fabless
65
Foundry
16
Memory
22
Networking
59
Optics
48
Semicap
61
Materials
81
Integration
70
DC Infra
106
Robotics
75
AI Cloud
20
AI Model
5
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Industry
DC Infra & Power
Power generation, grid, electrical, cooling, and data center infrastructure tied to AI deployment.
106
Companies
8
Segments
21
Shown
All DC Infra
106
Power
10
IPP
7
Gas
12
Cooling
17
Grid
23
Construction
8
DC Operator
8
Other
21
Market cap
All caps
21
> $10B
12
> $100B
2
Other - 21 companies
Sorted by market cap
6981.T
Murata Manufacturing Co., Ltd.
Other
$132.6B
JPX·JP
›
IFX.DE
Infineon Technologies AG
Other
$122.5B
XETRA·DE
›
MPWR
Monolithic Power Systems, Inc.
Other
$76.8B
NASDAQ·US
›
STM
STMicroelectronics N.V.
Other
$69.7B
NYSE·NL
›
6723.T
Renesas Electronics Corporation
Other
$53.3B
JPX·JP
›
ON
ON Semiconductor Corporation
Other
$47.7B
NASDAQ·US
›
6762.T
TDK Corporation
Other
$46.0B
JPX·JP
›
VICR
Vicor Corporation
Other
$14.9B
NASDAQ·US
›
AEIS
Advanced Energy Industries, Inc.
Other
$14.2B
NASDAQ·US
›
6963.T
ROHM Co., Ltd.
Other
$13.2B
JPX·JP
›
LFUS
Littelfuse, Inc.
Other
$12.1B
NASDAQ·US
›
ALGM
Allegro MicroSystems, Inc.
Other
$11.0B
NASDAQ·US
›
VSH
Vishay Intertechnology, Inc.
Other
$8.8B
NYSE·US
›
6415.TW
Silergy Corp.
Other
$7.7B
TAI·TW
›
NVTS
Navitas Semiconductor Corporation
Other
$5.9B
NASDAQ·IE
›
DIOD
Diodes Incorporated
Other
$5.5B
NASDAQ·US
›
6845.T
Azbil Corporation
Other
$5.2B
JPX·JP
›
POWI
Power Integrations, Inc.
Other
$4.9B
NASDAQ·US
›
BELFB
Bel Fuse Inc.
Other
$3.6B
NASDAQ·US
›
WOLF
Wolfspeed, Inc.
Other
$2.8B
NYSE·US
›
AOSL
Alpha and Omega Semiconductor Limited
Other
$1.4B
NASDAQ·US
›
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