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Pokedex
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.

70Companies5Segments15Shown
All Integration70Server / Rack15ODM / EMS15OSAT14PCB20Other6
Market capAll caps15> $10B9> $100B1
Server / Rack - 15 companiesSorted by market cap
  • DELLDell Technologies Inc.Server / Rack$272.3BNYSE·US›
  • 2382.TWQuanta Computer Inc.Server / Rack$45.8BTAI·TW›
  • 0992.HKLenovo Group LimitedServer / Rack$37.6BHKSE·HK›
  • 6669.TWWiwynn CorporationServer / Rack$30.1BTAI·TW›
  • 5274.TWOASPEED Technology Inc.Server / Rack$22.6BTWO·TW›
  • SMCISuper Micro Computer, Inc.Server / Rack$19.8BNASDAQ·US›
  • 603019.SSDawning Information Industry Co., Ltd.Server / Rack$19.2BSHH·CN›
  • 2357.TWASUSTeK Computer Inc.Server / Rack$18.5BTAI·TW›
  • 000977.SZIEIT SYSTEMS Co., Ltd.Server / Rack$14.2BSHZ·CN›
  • 2356.TWInventec CorporationServer / Rack$7.7BTAI·TW›
  • 2376.TWGiga-Byte Technology Co., Ltd.Server / Rack$7.3BTAI·TW›
  • 2324.TWCompal Electronics, Inc.Server / Rack$5.2BTAI·TW›
  • 2377.TWMicro-Star International Co., Ltd.Server / Rack$3.7BTAI·TW›
  • 3706.TWMiTAC Holdings CorporationServer / Rack$3.6BTAI·TW›
  • PENGPenguin Solutions, Inc.Server / Rack$3.5BNASDAQ·US›
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