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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.

70Companies5Segments11Shown
All Integration41Server / Rack9ODM / EMS11OSAT4PCB12Other5
Market capAll caps15> $10B11> $100B1
ODM / EMS - 11 companiesSorted by market cap
  • 2317.TWHon Hai Precision Industry Co., Ltd.ODM / EMS$108.0BTAI·TW›
  • PWRQuanta Services, Inc.ODM / EMS$96.3BNYSE·US›
  • FIXComfort Systems USA, Inc.ODM / EMS$58.0BNYSE·US›
  • FLEXFlex Ltd.ODM / EMS$40.7BNASDAQ·SG›
  • 2345.TWAccton Technology CorporationODM / EMS$35.8BTAI·TW›
  • CLSCelestica Inc.ODM / EMS$34.5BNYSE·CA›
  • JBLJabil Inc.ODM / EMS$32.9BNYSE·US›
  • 2395.TWAdvantech Co., Ltd.ODM / EMS$17.7BTAI·TW›
  • 3231.TWWistron CorporationODM / EMS$17.5BTAI·TW›
  • 000938.SZUnisplendour Corporation LimitedODM / EMS$15.5BSHZ·CN›
  • SANMSanmina CorporationODM / EMS$10.1BNASDAQ·US›
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