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  • 01AI Factory
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  • 06Power Bottleneck
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  • 08OCS TAM
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Atlasresearch

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

Fabless

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

65Companies6Segments5Shown
All Fabless33GPU5ASIC5CPU3Connectivity10Edge SoC5Other12
Market capAll caps7> $10B5> $100B3
ASIC - 5 companiesSorted by market cap
  • AVGOBroadcom Inc.ASICConnectivity$1.96TNASDAQ·US›
  • MRVLMarvell Technology, Inc.ASICConnectivity$271.7BNASDAQ·US›
  • 2454.TWMediaTek Inc.ASICConnectivity$221.2BTAI·TW›
  • 3443.TWGlobal Unichip Corp.ASIC$20.6BTAI·TW›
  • 3661.TWAlchip Technologies, LimitedASIC$11.4BTAI·TW›
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