AI chips & compute — AI stocks sub-theme
13 names · combined market cap $12.19T · part of the Santro AI 84-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 | Market cap |
|---|---|---|---|
| NVDA | NVIDIA Corp | Semiconductors | $4.59T |
| TSM | Taiwan Semiconductor Manufacturing ADR | Semiconductors | $2.36T |
| AVGO | Broadcom Inc | Semiconductors | $1.78T |
| MU | Micron Technology Inc | Semiconductors | $1.09T |
| AMD | Advanced Micro Devices Inc | Semiconductors | $901B |
| INTC | Intel Corp | Semiconductors | $613B |
| ARM | Arm Holdings Plc ADR | Semiconductors | $344B |
| MRVL | Marvell Technology Inc | Semiconductors | $217B |
| QCOM | Qualcomm Inc | Semiconductors | $196B |
| NXPI | NXP Semiconductors NV | Semiconductors | $69B |
| LSCC | Lattice Semiconductor Corp | Semiconductors | $19B |
| SYNA | Synaptics Inc | Semiconductors | $4B |
| CEVA | Ceva Inc | Semiconductors | $1B |
Other sub-themes: 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
See all names on the AI stocks bubble map, gauge froth with the AI bubble-risk index, or stress-test your exposure.
Market caps from the delayed feed (~15 min); membership follows the Santro AI universe. Education, not financial advice.