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65
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16
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22
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59
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48
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61
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81
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70
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106
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75
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20
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5
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Industry
Integration
Board, module, rack, EMS, ODM, and packaging integration suppliers that assemble AI infrastructure.
70
Companies
5
Segments
38
Shown
All Integration
38
Server / Rack
9
ODM / EMS
10
OSAT
4
PCB
11
Other
4
Market cap
All caps
70
> $10B
38
> $100B
2
38 companies
Sorted by market cap
DELL
Dell Technologies Inc.
Server / Rack
$288.0B
NYSE·US
›
2317.TW
Hon Hai Precision Industry Co., Ltd.
ODM / EMS
$105.8B
TAI·TW
›
3711.TW
ASE Technology Holding Co., Ltd.
OSAT
$88.2B
TAI·TW
›
PWR
Quanta Services, Inc.
ODM / EMS
$83.1B
NYSE·US
›
HPE
Hewlett Packard Enterprise Company
Other
$73.6B
NYSE·US
›
009150.KS
Samsung Electro-Mechanics Co., Ltd.
PCB
$61.4B
KSC·KR
›
3037.TW
Unimicron Technology Corp.
PCB
$54.6B
TAI·TW
›
FIX
Comfort Systems USA, Inc.
ODM / EMS
$45.0B
NYSE·US
›
2382.TW
Quanta Computer Inc.
Server / Rack
$40.5B
TAI·TW
›
0992.HK
Lenovo Group Limited
Server / Rack
$37.5B
HKSE·HK
›
CLS
Celestica Inc.
ODM / EMS
$33.9B
NYSE·CA
›
6669.TW
Wiwynn Corporation
Server / Rack
$31.4B
TAI·TW
›
002463.SZ
Wus Printed Circuit (Kunshan) Co., Ltd.
PCB
$30.8B
SHZ·CN
›
4062.T
Ibiden Co., Ltd.
PCB
$30.5B
JPX·JP
›
2345.TW
Accton Technology Corporation
ODM / EMS
$30.4B
TAI·TW
›
EME
EMCOR Group, Inc.
Other
$29.1B
NYSE·US
›
002916.SZ
Shennan Circuit Company Limited
PCB
$28.7B
SHZ·CN
›
FLEX
Flex Ltd.
ODM / EMS
$28.3B
NASDAQ·SG
›
JBL
Jabil Inc.
ODM / EMS
$28.0B
NYSE·US
›
8046.TW
Nan Ya Printed Circuit Board Corporation
PCB
$25.1B
TAI·TW
›
300476.SZ
Victory Giant Technology (HuiZhou) Co., Ltd.
PCB
$23.9B
SHZ·CN
›
SMCI
Super Micro Computer, Inc.
Server / Rack
$22.2B
NASDAQ·US
›
2357.TW
ASUSTeK Computer Inc.
Server / Rack
$21.6B
TAI·TW
›
5274.TWO
ASPEED Technology Inc.
Server / Rack
$20.4B
TWO·TW
›
3231.TW
Wistron Corporation
ODM / EMS
$20.0B
TAI·TW
›
4958.TW
Zhen Ding Technology Holding Limited
PCB
$19.3B
TAI·KY
›
2395.TW
Advantech Co., Ltd.
ODM / EMS
$17.9B
TAI·TW
›
2368.TW
Gold Circuit Electronics Ltd.
PCB
$17.6B
TAI·TW
›
603019.SS
Dawning Information Industry Co., Ltd.
Server / Rack
$17.1B
SHH·CN
›
600584.SS
JCET Group Co., Ltd.
OSAT
$16.0B
SHH·CN
›
3189.TW
Kinsus Interconnect Technology Corp.
PCB
$15.9B
TAI·TW
›
MTZ
MasTec, Inc.
Other
$13.8B
NYSE·US
›
000977.SZ
IEIT SYSTEMS Co., Ltd.
Server / Rack
$12.8B
SHZ·CN
›
603228.SS
Shenzhen Kinwong Electronic Co., Ltd.
PCB
$12.1B
SHH·CN
›
FN
Fabrinet
Other
$11.4B
NYSE·KY
›
000938.SZ
Unisplendour Corporation Limited
ODM / EMS
$11.1B
SHZ·CN
›
002156.SZ
Tongfu Microelectronics Co., Ltd.
OSAT
$10.9B
SHZ·CN
›
2449.TW
King Yuan Electronics Co., Ltd.
OSAT
$10.3B
TAI·TW
›
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