Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

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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Pokedex

Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

01AI Factory
02CPO Stack
03HBM Bridge
04GPU Cloud TCO
05Inference Tokens
06Power Bottleneck
07Custom ASIC
08OCS TAM
09N3 Allocation
10Optical TAM

Agent API Subscribe

Pokedex/Fabless

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Fabless65 Foundry16 Memory22 Networking59 Optics48 Semicap61 Materials81 Integration70 DC Infra106 Robotics75 AI Cloud20 AI Model5

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Industry

Fabless

Chip designers whose products define AI compute, acceleration, and platform control points.

65Companies6Segments4Shown

All Fabless9 GPU4 ASIC3 CPU3 Connectivity4 Edge SoC2 Other0

Market capAll caps18 > $10B10 > $100B4

Connectivity - 4 companiesSorted by market cap

AVGOBroadcom Inc.ASICConnectivity$1.96TNASDAQ·US
MRVLMarvell Technology, Inc.ASICConnectivity$271.7BNASDAQ·US
QCOMQUALCOMM IncorporatedConnectivityEdge SoC$238.3BNASDAQ·US
2454.TWMediaTek Inc.ASICConnectivity$221.2BTAI·TW

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