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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

Fabless

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

65Companies6Segments22Shown
All Fabless65GPU6ASIC7CPU6Connectivity18Edge SoC15Other22
Market capAll caps22> $10B9> $100B0
Other - 22 companiesSorted by market cap
  • MPWRMonolithic Power Systems, Inc.Other$65.0BNASDAQ·US›
  • 603986.SSGigaDevice Semiconductor (Beijing) Inc.Other$40.6BSHH·CN›
  • MTSIMACOM Technology Solutions Holdings, Inc.Other$20.6BNASDAQ·US›
  • 5274.TWOASPEED Technology Inc.Other$20.1BTWO·TW›
  • SITMSiTime CorporationOther$16.3BNASDAQ·US›
  • LSCCLattice Semiconductor CorporationOther$16.1BNASDAQ·US›
  • 8299.TWOPhison Electronics Corp.Other$14.4BTWO·TW›
  • 688521.SSVeriSilicon Microelectronics (Shanghai) Co., Ltd.Other$13.9BSHH·CN›
  • 688766.SSPuya Semiconductor (Shanghai) Co., Ltd.Other$10.3BSHH·CN›
  • 300223.SZIngenic Semiconductor Co., Ltd.Other$8.7BSHZ·CN›
  • SIMOSilicon Motion Technology CorporationOther$8.5BNASDAQ·HK›
  • 688110.SSDosilicon Co., Ltd.Other$7.9BSHH·CN›
  • 002049.SZUnigroup Guoxin Microelectronics Co., Ltd.Other$7.9BSHZ·CN›
  • 688385.SSShanghai Fudan Microelectronics Group Company LimitedOther$6.6BSHH·CN›
  • 6415.TWSilergy Corp.Other$5.4BTAI·TW›
  • 3529.TWOeMemory Technology Inc.Other$5.1BTWO·TW›
  • 6531.TWAP Memory Technology CorporationOther$4.5BTAI·TW›
  • NVTSNavitas Semiconductor CorporationOther$3.4BNASDAQ·IE›
  • 688123.SSGiantec Semiconductor CorporationOther$3.3BSHH·CN›
  • POWIPower Integrations, Inc.Other$3.1BNASDAQ·US›
  • 688107.SSShanghai Anlogic Infotech Co., Ltd.Other$1.9BSHH·CN›
  • AOSLAlpha and Omega Semiconductor LimitedOther$0.8BNASDAQ·US›
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