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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/Integration
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

Integration

Board, module, rack, EMS, ODM, and packaging integration suppliers that assemble AI infrastructure.

70Companies5Segments38Shown
All Integration38Server / Rack9ODM / EMS10OSAT4PCB11Other4
Market capAll caps70> $10B38> $100B2
38 companiesSorted by market cap
  • DELLDell Technologies Inc.Server / Rack$288.0BNYSE·US›
  • 2317.TWHon Hai Precision Industry Co., Ltd.ODM / EMS$105.8BTAI·TW›
  • 3711.TWASE Technology Holding Co., Ltd.OSAT$88.2BTAI·TW›
  • PWRQuanta Services, Inc.ODM / EMS$83.1BNYSE·US›
  • HPEHewlett Packard Enterprise CompanyOther$73.6BNYSE·US›
  • 009150.KSSamsung Electro-Mechanics Co., Ltd.PCB$61.4BKSC·KR›
  • 3037.TWUnimicron Technology Corp.PCB$54.6BTAI·TW›
  • FIXComfort Systems USA, Inc.ODM / EMS$45.0BNYSE·US›
  • 2382.TWQuanta Computer Inc.Server / Rack$40.5BTAI·TW›
  • 0992.HKLenovo Group LimitedServer / Rack$37.5BHKSE·HK›
  • CLSCelestica Inc.ODM / EMS$33.9BNYSE·CA›
  • 6669.TWWiwynn CorporationServer / Rack$31.4BTAI·TW›
  • 002463.SZWus Printed Circuit (Kunshan) Co., Ltd.PCB$30.8BSHZ·CN›
  • 4062.TIbiden Co., Ltd.PCB$30.5BJPX·JP›
  • 2345.TWAccton Technology CorporationODM / EMS$30.4BTAI·TW›
  • EMEEMCOR Group, Inc.Other$29.1BNYSE·US›
  • 002916.SZShennan Circuit Company LimitedPCB$28.7BSHZ·CN›
  • FLEXFlex Ltd.ODM / EMS$28.3BNASDAQ·SG›
  • JBLJabil Inc.ODM / EMS$28.0BNYSE·US›
  • 8046.TWNan Ya Printed Circuit Board CorporationPCB$25.1BTAI·TW›
  • 300476.SZVictory Giant Technology (HuiZhou) Co., Ltd.PCB$23.9BSHZ·CN›
  • SMCISuper Micro Computer, Inc.Server / Rack$22.2BNASDAQ·US›
  • 2357.TWASUSTeK Computer Inc.Server / Rack$21.6BTAI·TW›
  • 5274.TWOASPEED Technology Inc.Server / Rack$20.4BTWO·TW›
  • 3231.TWWistron CorporationODM / EMS$20.0BTAI·TW›
  • 4958.TWZhen Ding Technology Holding LimitedPCB$19.3BTAI·KY›
  • 2395.TWAdvantech Co., Ltd.ODM / EMS$17.9BTAI·TW›
  • 2368.TWGold Circuit Electronics Ltd.PCB$17.6BTAI·TW›
  • 603019.SSDawning Information Industry Co., Ltd.Server / Rack$17.1BSHH·CN›
  • 600584.SSJCET Group Co., Ltd.OSAT$16.0BSHH·CN›
  • 3189.TWKinsus Interconnect Technology Corp.PCB$15.9BTAI·TW›
  • MTZMasTec, Inc.Other$13.8BNYSE·US›
  • 000977.SZIEIT SYSTEMS Co., Ltd.Server / Rack$12.8BSHZ·CN›
  • 603228.SSShenzhen Kinwong Electronic Co., Ltd.PCB$12.1BSHH·CN›
  • FNFabrinetOther$11.4BNYSE·KY›
  • 000938.SZUnisplendour Corporation LimitedODM / EMS$11.1BSHZ·CN›
  • 002156.SZTongfu Microelectronics Co., Ltd.OSAT$10.9BSHZ·CN›
  • 2449.TWKing Yuan Electronics Co., Ltd.OSAT$10.3BTAI·TW›
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