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  • 01AI Factory
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  • 06Power Bottleneck
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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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Pokedex/Fabless
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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.

65Companies6Segments9Shown
All Fabless27GPU5ASIC4CPU3Connectivity9Edge SoC4Other9
Market capAll caps22> $10B9> $100B0
Other - 9 companiesSorted by market cap
  • MPWRMonolithic Power Systems, Inc.Other$64.4BNASDAQ·US›
  • 603986.SSGigaDevice Semiconductor (Beijing) Inc.Other$40.7BSHH·CN›
  • MTSIMACOM Technology Solutions Holdings, Inc.Other$20.2BNASDAQ·US›
  • 5274.TWOASPEED Technology Inc.Other$20.1BTWO·TW›
  • SITMSiTime CorporationOther$16.0BNASDAQ·US›
  • LSCCLattice Semiconductor CorporationOther$16.0BNASDAQ·US›
  • 8299.TWOPhison Electronics Corp.Other$14.4BTWO·TW›
  • 688521.SSVeriSilicon Microelectronics (Shanghai) Co., Ltd.Other$14.0BSHH·CN›
  • 688766.SSPuya Semiconductor (Shanghai) Co., Ltd.Other$10.3BSHH·CN›
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