Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

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

Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

01AI Factory
02CPO Stack
03HBM Bridge
04GPU Cloud TCO
05Inference Tokens
06Power Bottleneck
07Custom ASIC
08OCS TAM
09N3 Allocation
10Optical TAM

Agent API Subscribe

Pokedex/Semicap

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Fabless65 Foundry16 Memory22 Networking59 Optics48 Semicap61 Materials81 Integration70 DC Infra106 Robotics75 AI Cloud20 AI Model5

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Industry

Semicap

Wafer fab, process control, test, and advanced packaging equipment used to build AI silicon.

61Companies6Segments8Shown

All Semicap61 Litho5 Etch / Dep / Clean20 Inspection9 Test / Probe11 Packaging8 Other8

Market capAll caps8 > $10B2 > $100B0

Other - 8 companiesSorted by market cap

MKSIMKS Inc.Other$27.4BNASDAQ·US
VACN.SWVAT Group AGOther$25.5BSIX·CH
ACLSAxcelis Technologies, Inc.Other$5.8BNASDAQ·US
6323.TRorze CorporationOther$5.2BJPX·JP
COTN.SWComet Holding AGOther$4.1BSIX·CH
ICHRIchor Holdings, Ltd.Other$3.4BNASDAQ·US
3583.TWScientech CorporationOther$2.3BTAI·TW
6640.TWOGallant Micro. Machining Co., Ltd.Other$1.0BTWO·TW

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