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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.

70Companies5Segments13Shown
All Integration43Server / Rack9ODM / EMS11OSAT5PCB13Other5
Market capAll caps20> $10B13> $100B1
PCB - 13 companiesSorted by market cap
  • 009150.KSSamsung Electro-Mechanics Co., Ltd.PCB$107.9BKSC·KR›
  • 3037.TWUnimicron Technology Corp.PCB$48.1BTAI·TW›
  • 300476.SZVictory Giant Technology (HuiZhou) Co., Ltd.PCB$47.6BSHZ·CN›
  • 002916.SZShennan Circuit Company LimitedPCB$45.7BSHZ·CN›
  • 4062.TIbiden Co., Ltd.PCB$42.6BJPX·JP›
  • 002463.SZWus Printed Circuit (Kunshan) Co., Ltd.PCB$42.1BSHZ·CN›
  • TTMITTM Technologies, Inc.PCB$22.5BNASDAQ·US›
  • 4958.TWZhen Ding Technology Holding LimitedPCB$21.9BTAI·KY›
  • 2368.TWGold Circuit Electronics Ltd.PCB$21.6BTAI·TW›
  • 8046.TWNan Ya Printed Circuit Board CorporationPCB$17.8BTAI·TW›
  • 3189.TWKinsus Interconnect Technology Corp.PCB$12.0BTAI·TW›
  • 603228.SSShenzhen Kinwong Electronic Co., Ltd.PCB$11.8BSHH·CN›
  • ATS.VIAT & S Austria Technologie & Systemtechnik AGPCB$10.1BVIE·AT›
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