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  • 01AI Factory
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  • 06Power Bottleneck
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  • 09N3 Allocation
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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.

70Companies5Segments10Shown
All Integration38Server / Rack9ODM / EMS10OSAT4PCB11Other4
Market capAll caps15> $10B10> $100B1
ODM / EMS - 10 companiesSorted by market cap
  • 2317.TWHon Hai Precision Industry Co., Ltd.ODM / EMS$105.6BTAI·TW›
  • PWRQuanta Services, Inc.ODM / EMS$83.1BNYSE·US›
  • FIXComfort Systems USA, Inc.ODM / EMS$45.0BNYSE·US›
  • CLSCelestica Inc.ODM / EMS$33.9BNYSE·CA›
  • 2345.TWAccton Technology CorporationODM / EMS$30.4BTAI·TW›
  • FLEXFlex Ltd.ODM / EMS$28.3BNASDAQ·SG›
  • JBLJabil Inc.ODM / EMS$28.0BNYSE·US›
  • 3231.TWWistron CorporationODM / EMS$20.0BTAI·TW›
  • 2395.TWAdvantech Co., Ltd.ODM / EMS$17.8BTAI·TW›
  • 000938.SZUnisplendour Corporation LimitedODM / EMS$11.1BSHZ·CN›
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