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Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

DC Infra & Power

Power generation, grid, electrical, cooling, and data center infrastructure tied to AI deployment.

106Companies8Segments21Shown
All DC Infra106Power10IPP7Gas12Cooling17Grid23Construction8DC Operator8Other21
Market capAll caps21> $10B10> $100B0
Other - 21 companiesSorted by market cap
  • IFX.DEInfineon Technologies AGOther$85.1BXETRA·DE›
  • 6981.TMurata Manufacturing Co., Ltd.Other$81.2BJPX·JP›
  • MPWRMonolithic Power Systems, Inc.Other$64.7BNASDAQ·US›
  • STMSTMicroelectronics N.V.Other$45.2BNYSE·NL›
  • 6723.TRenesas Electronics CorporationOther$39.2BJPX·JP›
  • 6762.TTDK CorporationOther$36.3BJPX·JP›
  • ONON Semiconductor CorporationOther$28.8BNASDAQ·US›
  • AEISAdvanced Energy Industries, Inc.Other$11.4BNASDAQ·US›
  • 6963.TROHM Co., Ltd.Other$11.4BJPX·JP›
  • LFUSLittelfuse, Inc.Other$10.5BNASDAQ·US›
  • VICRVicor CorporationOther$9.1BNASDAQ·US›
  • ALGMAllegro MicroSystems, Inc.Other$6.9BNASDAQ·US›
  • 6415.TWSilergy Corp.Other$5.4BTAI·TW›
  • 6845.TAzbil CorporationOther$4.8BJPX·JP›
  • VSHVishay Intertechnology, Inc.Other$4.5BNYSE·US›
  • DIODDiodes IncorporatedOther$4.3BNASDAQ·US›
  • NVTSNavitas Semiconductor CorporationOther$3.4BNASDAQ·IE›
  • BELFBBel Fuse Inc.Other$3.1BNASDAQ·US›
  • POWIPower Integrations, Inc.Other$3.1BNASDAQ·US›
  • WOLFWolfspeed, Inc.Other$1.3BNYSE·US›
  • AOSLAlpha and Omega Semiconductor LimitedOther$0.8BNASDAQ·US›
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