Companies we track

Designs the GPUs and AI accelerators (including the Blackwell and upcoming Rubin platforms) that power the majority of large-scale AI training and inference worldwide.

Designs CPUs and GPUs, including the Instinct MI-series AI accelerators positioned as the primary alternative to Nvidia in AI data centers.

Designs x86 CPUs and operates its own fabs, while building out Intel Foundry to manufacture chips for outside customers as it works to regain process-technology leadership.

The world's largest contract chip foundry, manufacturing leading-edge processors for Nvidia, Apple, AMD, and nearly every other major fabless chip designer.

Designs mobile processors and modems (Snapdragon) that power most Android smartphones, plus a growing line of chips for laptops and automotive infotainment.

Designs networking chips and custom AI accelerators (ASICs) for hyperscale customers like Google, alongside a large enterprise software business.

One of the world's largest memory makers, producing DRAM and NAND flash along with high-bandwidth memory (HBM) that's become critical to AI accelerator supply.

A leading maker of analog and embedded processing chips used across industrial equipment, automotive systems, and consumer electronics.

The sole maker of extreme ultraviolet (EUV) lithography machines, the multi-hundred-million-dollar tools required to print the world's most advanced chips.

Focuses on power management and sensor chips for electric vehicles and industrial automation, benefiting from rising semiconductor content per EV.

Licenses the chip architecture used in nearly every smartphone processor and an increasing share of data center and PC chips, rather than manufacturing silicon itself.

The largest supplier of semiconductor fabrication equipment — deposition, etch, and inspection tools used by nearly every chipmaker's fabs worldwide.