AI chips & compute — AI stocks sub-theme
14 names · combined market cap $11.86T · sector P/E ~31.1× · part of the Santro AI 111-name universe
This is the semiconductor and compute layer of the AI build-out — the GPUs, custom accelerators, high-bandwidth memory and processors that train and run models. It is a cyclical, capital-intensive industry split between fabless designers, foundries that manufacture the chips, and integrated players. AI has become the dominant demand driver, and the group is unusually exposed to export controls, manufacturing concentration in Taiwan, and sharp boom-bust capex cycles.
| Ticker | Company | Industry | 1D | Market cap |
|---|---|---|---|---|
| NVDA | NVIDIA Corp | Semiconductors | -2.70% | $4.96T |
| TSM | Taiwan Semiconductor Manufacturing ADR | Semiconductors | -3.02% | $2.20T |
| AVGO | Broadcom Inc | Semiconductors | -4.58% | $1.63T |
| MU | Micron Technology Inc | Semiconductors | -4.97% | $1.01T |
| AMD | Advanced Micro Devices Inc | Semiconductors | -4.11% | $816B |
| INTC | Intel Corp | Semiconductors | -5.14% | $485B |
| ARM | Arm Holdings Plc ADR | Semiconductors | -9.08% | $256B |
| QCOM | Qualcomm Inc | Semiconductors | -0.58% | $191B |
| MRVL | Marvell Technology Inc | Semiconductors | -6.65% | $191B |
| NXPI | NXP Semiconductors NV | Semiconductors | -5.24% | $56B |
| CBRS | Cerebras Systems Inc | Semiconductors | -5.22% | $42B |
| LSCC | Lattice Semiconductor Corp | Semiconductors | -9.82% | $14B |
| SYNA | Synaptics Inc | Semiconductors | -5.91% | $3.3B |
| CEVA | Ceva Inc | Semiconductors | -5.41% | $0.7B |
Other sub-themes: Cybersecurity · Powering AI · AI software & cloud infrastructure · AI applications & data software · Chip equipment & AI hardware · AI platforms, internet & adtech · Data-center power & energy · Applied AI: industrial, defense & vertical
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Market caps from the delayed feed (~15 min); membership follows the Santro AI universe. Education, not financial advice.