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Chips and compute

Compare the main companies in this industry, without a fixed list size.

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AI100 includes the 100 largest companies that meet the industry eligibility criteria. Sector rankings cover all companies in that segment for a broader comparison.

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Showing 76 companiesOriginal ranks retained

Industry rankings
Snapshot as of 2026-09-30

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亚太2026-09-306/42欧洲2026-09-304/9美洲2026-09-309/108

Listed data comes from the shared service’s latest valid snapshot. FMP is preferred; restricted or missing fields use alternate sources. Failed updates retain the original values and dates. Private valuations retain their disclosure sources and transaction dates. The snapshot date does not mean every company has been refreshed.

RankCompanyIndustry roleShare priceMarket cap / valuationFinancials / fundingEvidence
01NVIDIANVDA / United States关键使能Chips and computeAI 加速芯片主导者GPU、CUDA 与高速互连共同定义训练和推理平台USD 227.98+8.74%2026-08-27 · Close$5.52T2026-08-27 · Market cap$303B Revenue32.2× P/E · 18.2× P/STTM financials · not liveFMP market capYahoo Finance
02台积电TSM / Taiwan, China关键使能Chips and compute先进 AI 芯片制造核心先进制程与 CoWoS 封装决定高端加速器产能USD 427.30+2.30%2026-08-27 · Close$2.22T2026-08-27 · Market cap$156B Revenue31.8× P/E · 14.2× P/STTM financials · not liveFMP market capYahoo Finance
03BroadcomAVGO / United States关键使能Chips and compute定制 AI 芯片与网络龙头ASIC、交换芯片和光互连连接超大规模 AI 集群USD 371.54+4.49%2026-08-27 · Close$1.77T2026-08-27 · Market cap$75.5B Revenue61.7× P/E · 23.4× P/STTM financials · not liveFMP market capYahoo Finance
04三星电子005930.KS / South Korea关键使能Chips and computeAI 存储与制造综合平台HBM、DRAM、NAND、晶圆代工和封装覆盖关键环节KRW 257,000-3.38%2026-08-28 · Close$1.23T2026-08-28 · Market cap$351B Revenue11.3× P/E · 3.5× P/STTM financials · not liveYahoo market capYahoo Finance
05Micron TechnologyMU / United States关键使能Chips and compute美国 HBM 与存储核心供应商HBM、DRAM 和数据中心 SSD 为 AI 服务器提供高速存储USD 935.39-0.32%2026-08-27 · Close$1.06T2026-08-27 · Market cap$90.3B Revenue21.1× P/E · 11.7× P/STTM financials · not liveFMP market capYahoo Finance
06SK 海力士000660.KS / South Korea关键使能Chips and computeHBM 领先供应商高带宽内存是 AI GPU 集群最关键的配套之一KRW 1,653,000-4.45%2026-08-28 · Close$853B2026-08-28 · Market cap$137B Revenue7.4× P/E · 6.2× P/STTM financials · not liveYahoo market capYahoo Finance
07AMDAMD / United States关键使能Chips and computeAI GPU 第二平台Instinct 与 ROCm 挑战英伟达，CPU 补齐服务器平台USD 476.67-0.89%2026-08-27 · Close$777B2026-08-27 · Market cap$41.3B Revenue121.9× P/E · 18.8× P/STTM financials · not liveFMP market capYahoo Finance
08ASMLASML / Netherlands关键使能Chips and compute先进芯片制造的光刻瓶颈EUV 光刻机是高端 AI 芯片制程的关键设备USD 1,735-0.61%2026-08-27 · Close$669B2026-08-27 · Market cap$41.2B Revenue58.5× P/E · 16.2× P/STTM financials · not liveFMP market capYahoo Finance
09长鑫科技688825.SS / China关键使能Chips and compute中国 DRAM 与 AI 存储核心平台大规模 DRAM 设计制造能力补齐 AI 服务器、终端和数据中心的关键存储供给。CNY 55.34-2.45%2026-09-11 · Close$560B2026-09-11 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP price × issuer sharesFMP company profile
10IntelINTC / United States关键使能Chips and computeCPU 巨头与 AI 转型者服务器 CPU、晶圆代工和加速器共同争夺 AI 算力USD 92.09+4.36%2026-08-27 · Close$465B2026-08-27 · Market cap$57.0B Revenue— P/E · 8.1× P/STTM financials · not liveFMP market capYahoo Finance
11Lam ResearchLRCX / United States关键使能Chips and compute刻蚀与沉积设备核心供应商关键工艺设备支撑先进逻辑和高层数存储制造USD 318.58+1.82%2026-08-27 · Close$398B2026-08-27 · Market cap$23.2B Revenue54.4× P/E · 17.1× P/STTM financials · not liveFMP market capYahoo Finance
12Applied MaterialsAMAT / United States关键使能Chips and compute晶圆制造设备综合龙头材料工程设备服务先进逻辑、存储与先进封装USD 482.36+0.54%2026-08-27 · Close$383B2026-08-27 · Market cap$30.8B Revenue41.3× P/E · 12.4× P/STTM financials · not liveFMP market capYahoo Finance
13Dell TechnologiesDELL / United States关键使能Chips and compute企业 AI 基础设施集成商服务器、存储和服务帮助企业部署本地 AI 集群USD 472.26+1.82%2026-08-27 · Close$313B2026-08-27 · Market cap$134B Revenue37.6× P/E · 2.3× P/STTM financials · not liveFMP market capYahoo Finance
14Arm HoldingsARM / United Kingdom关键使能Chips and computeCPU 架构与端侧 AI 底座架构授权覆盖手机、边缘设备并向 AI 服务器延伸USD 255.21+1.65%2026-08-27 · Close$273B2026-08-27 · Market cap$5.2B Revenue255.2× P/E · 52.9× P/STTM financials · not liveFMP market capYahoo Finance
15Arista NetworksANET / United States关键使能Chips and computeAI 集群以太网交换龙头高速交换机把成千上万颗 GPU 连接为训练集群USD 201.09-0.57%2026-08-27 · Close$253B2026-08-27 · Market cap$10.5B Revenue63.6× P/E · 24.0× P/STTM financials · not liveFMP market capYahoo Finance
16Texas InstrumentsTXN / United States关键使能Chips and computeAI 系统模拟芯片底座电源、信号链和嵌入式芯片连接真实世界与算力USD 266.54+1.82%2026-08-27 · Close$243B2026-08-27 · Market cap$19.5B Revenue40.5× P/E · 12.5× P/STTM financials · not liveFMP market capYahoo Finance
17KLAKLAC / United States关键使能Chips and compute先进制程检测量测龙头缺陷检测与良率控制决定高端 AI 芯片可量产性USD 183.77-0.03%2026-08-27 · Close$240B2026-08-27 · Market cap$13.6B Revenue50.2× P/E · 17.7× P/STTM financials · not liveFMP market capYahoo Finance
18SanDiskSNDK / United States关键使能Chips and computeAI 闪存与企业级 SSD 核心供应商NAND 与高性能 SSD 存放模型权重、训练数据和推理缓存。USD 1,485+0.00%2026-08-28 · Close$220B2026-08-28 · Market cap$20.2B Revenue19.1× P/E · 10.9× P/STTM financials · not liveFMP market capYahoo Finance
19Marvell TechnologyMRVL / United States关键使能Chips and compute定制 AI 芯片与互连供应商ASIC、光 DSP 和数据中心互连服务云厂商自研芯片USD 241.45-1.49%2026-08-27 · Close$211B2026-08-27 · Market cap$9.5B Revenue82.7× P/E · 22.4× P/STTM financials · not liveFMP market capYahoo Finance
20联发科2454.TW / Taiwan, China关键使能Chips and compute端侧 AI 芯片核心平台手机、汽车和边缘 SoC 把生成式 AI 推向数十亿台终端。TWD 3,985+3.10%2026-08-28 · Close$201B2026-08-28 · Market cap$18.8B Revenue65.7× P/E · 10.7× P/STTM financials · not liveYahoo market capYahoo Finance
21工业富联601138.SS / China关键使能Chips and compute全球 AI 服务器与网络设备制造龙头制造 AI 服务器、交换机和云基础设施，承接超大规模订单量产。CNY 64.04+0.28%2026-08-28 · Close$189B2026-08-28 · Market cap$164B Revenue27.0× P/E · 1.2× P/STTM financials · not liveYahoo market capYahoo Finance
22Seagate TechnologySTX / United States关键使能Chips and compute超大规模 AI 数据存储龙头高容量硬盘和存储系统支撑 AI 数据湖的低成本扩容。USD 829.76-2.06%2026-08-28 · Close$186B2026-08-28 · Market cap$12.2B Revenue57.1× P/E · 15.3× P/STTM financials · not liveFMP market capYahoo Finance
23Analog DevicesADI / United States关键使能Chips and compute智能边缘感知核心供应商传感、转换和连接芯片把物理信号送入 AI 系统USD 374.52+0.73%2026-08-27 · Close$182B2026-08-27 · Market cap$13.9B Revenue44.4× P/E · 13.1× P/STTM financials · not liveFMP market capYahoo Finance
24QualcommQCOM / United States关键使能Chips and compute端侧 AI 芯片领导者手机和 PC SoC 让模型在终端本地运行USD 164.78+0.65%2026-08-27 · Close$173B2026-08-27 · Market cap$44.1B Revenue18.8× P/E · 3.9× P/STTM financials · not liveFMP market capYahoo Finance
25铠侠285A.T / Japan关键使能Chips and computeNAND 与推理存储供应商企业级 SSD 承载模型权重、向量数据与推理缓存JPY 47,900-8.76%2026-08-28 · Close$164B2026-08-28 · Market cap$23.6B Revenue47.5× P/E · 7.0× P/STTM financials · not liveYahoo market capYahoo Finance
26东京电子8035.T / Japan关键使能Chips and compute晶圆设备平台型龙头沉积、刻蚀、涂胶显影与清洗设备覆盖芯片制造JPY 56,230+0.41%2026-08-28 · Close$160B2026-08-28 · Market cap$16.5B Revenue45.0× P/E · 9.7× P/STTM financials · not liveYahoo market capYahoo Finance
27爱德万测试6857.T / Japan关键使能Chips and computeAI 芯片测试核心设备商自动测试设备验证 GPU、ASIC 与 HBM 的性能和良率JPY 35,270+1.91%2026-08-28 · Close$160B2026-08-28 · Market cap$7.7B Revenue68.4× P/E · 20.7× P/STTM financials · not liveYahoo market capYahoo Finance
28Western DigitalWDC / United States关键使能Chips and computeAI 数据湖大容量存储供应商高容量硬盘承载训练语料、冷数据和超大规模数据中心存储。USD 459.45-0.55%2026-08-28 · Close$158B2026-08-28 · Market cap$12.9B Revenue16.9× P/E · 12.3× P/STTM financials · not liveFMP market capYahoo Finance
29中际旭创300308.SZ / China关键使能Chips and compute高速 AI 光模块全球核心供应商800G 与 1.6T 光模块连接 GPU 集群，是扩展算力的关键带宽器件。CNY 858.35-0.90%2026-08-28 · Close$149B2026-08-28 · Market cap$9.7B Revenue47.0× P/E · 15.4× P/STTM financials · not liveYahoo market capYahoo Finance
30纬颖6669.TW / Taiwan, China关键使能Chips and compute超大规模 AI 服务器 ODM为云厂商设计并制造高密度 AI 服务器、机架和数据中心系统。TWD 7,200+5.65%2026-08-28 · Close$127B2026-08-28 · Market cap$35.2B Revenue24.6× P/E · 3.6× P/STTM financials · not liveYahoo market capYahoo Finance
31鸿海精密2317.TW / Taiwan, China关键使能Chips and compute全球 AI 服务器制造平台从零部件、服务器到整机柜交付，承接大规模 AI 基础设施量产。TWD 253.00+0.40%2026-08-28 · Close$112B2026-08-28 · Market cap$294B Revenue16.7× P/E · 0.4× P/STTM financials · not liveYahoo market capYahoo Finance
32寒武纪688256.SS / China关键使能Chips and compute中国 AI 加速芯片核心公司云端与边缘智能芯片及软件栈服务国产 AI 算力部署。CNY 1,047-0.13%2026-08-28 · Close$97.9B2026-08-28 · Market cap$1.4B Revenue199.7× P/E · 68.5× P/STTM financials · not liveYahoo market capYahoo Finance
33Cadence Design SystemsCDNS / United States关键使能Chips and computeAI 芯片设计工具双寡头EDA、仿真和系统分析连接芯片到数据中心设计USD 347.55+3.85%2026-08-27 · Close$95.7B2026-08-27 · Market cap$5.8B Revenue69.0× P/E · 16.4× P/STTM financials · not liveFMP market capYahoo Finance
34SynopsysSNPS / United States关键使能Chips and computeAI 芯片设计工具双寡头EDA 软件与芯片 IP 支撑先进 AI 芯片设计验证USD 464.89+13.39%2026-08-27 · Close$89.0B2026-08-27 · Market cap$9.4B Revenue81.3× P/E · 9.5× P/STTM financials · not liveFMP market capYahoo Finance
35英飞凌IFX.DE / Germany关键使能Chips and computeAI 数据中心功率半导体龙头功率器件和电源方案提升 GPU 服务器、机架和电网转换效率。EUR 57.17+3.59%2026-08-27 · Close$86.0B2026-08-28 · Market cap$18.1B Revenue69.6× P/E · 4.8× P/STTM financials · not liveYahoo market capYahoo Finance
36ASE TechnologyASX / Taiwan, China关键使能Chips and compute先进封装与测试龙头把计算、存储和互连芯片整合并完成量产测试USD 38.90+4.40%2026-08-27 · Close$85.5B2026-08-27 · Market cap$22.4B Revenue47.4× P/E · 3.8× P/STTM financials · not liveFMP market capYahoo Finance
37海光信息688041.SS / China关键使能Chips and compute中国服务器 CPU 与 AI 加速芯片平台海光 CPU 与 DCU 支撑国产数据中心和大模型算力部署。CNY 245.49-0.20%2026-08-28 · Close$84.9B2026-08-28 · Market cap$2.7B Revenue181.8× P/E · 31.7× P/STTM financials · not liveYahoo market capYahoo Finance
38新易盛300502.SZ / China关键使能Chips and computeAI 数据中心高速光模块供应商高速收发模块服务云厂商 GPU 集群内部和园区间连接。CNY 399.00-2.47%2026-08-28 · Close$82.8B2026-08-28 · Market cap$5.3B Revenue42.4× P/E · 15.8× P/STTM financials · not liveYahoo market capYahoo Finance
39中芯国际0981.HK / China关键使能Chips and compute中国先进晶圆制造底座本土晶圆代工能力支撑 AI 芯片及其关键外围器件量产。HKD 70.15-1.61%2026-08-28 · Close$76.6B2026-08-28 · Market cap$10.4B Revenue98.8× P/E · 7.4× P/STTM financials · not liveYahoo market capYahoo Finance
40北方华创002371.SZ / China关键使能Chips and compute中国半导体设备平台龙头刻蚀、沉积与清洗设备支撑 AI 芯片和存储的本土制造。CNY 697.51-2.85%2026-08-28 · Close$75.3B2026-08-28 · Market cap$6.5B Revenue89.1× P/E · 11.7× P/STTM financials · not liveYahoo market capYahoo Finance
41Hewlett Packard EnterpriseHPE / United States关键使能Chips and compute企业私有 AI 平台供应商计算、网络和私有云承接受监管企业 AI 工作负载USD 54.41-1.48%2026-08-27 · Close$72.0B2026-08-27 · Market cap$38.9B Revenue51.3× P/E · 1.9× P/STTM financials · not liveFMP market capYahoo Finance
42LumentumLITE / United States关键使能Chips and computeAI 光互连激光器核心供应商光器件和激光器把大规模 AI 集群连接到更高带宽。USD 895.00-6.39%2026-08-28 · Close$69.6B2026-08-28 · Market cap$3.0B Revenue— P/E · 23.1× P/STTM financials · not liveFMP market capYahoo Finance
43Monolithic PowerMPWR / United States关键使能Chips and computeAI 服务器电源芯片关键供应商高效率电源管理为 GPU、服务器和数据中心供电USD 1,311+0.55%2026-08-27 · Close$64.4B2026-08-27 · Market cap$3.3B Revenue79.4× P/E · 19.7× P/STTM financials · not liveFMP market capYahoo Finance
44联华电子2303.TW / Taiwan, China关键使能Chips and computeAI 系统成熟制程晶圆代工平台制造连接、电源、控制和显示芯片，补齐 AI 系统外围半导体。TWD 130.00+9.70%2026-08-28 · Close$63.5B2026-09-30 · Market cap$7.9B Revenue19.7× P/E · 6.5× P/STTM financials · not liveFMP market capYahoo Finance
45Astera LabsALAB / United States关键使能Chips and computeAI 服务器高速互连芯片新龙头PCIe、CXL 和以太网连接芯片消除 GPU、CPU 与内存间瓶颈。USD 289.47-4.81%2026-08-28 · Close$61.0B2026-09-30 · Market cap$1.2B Revenue133.4× P/E · 41.3× P/STTM financials · not liveFMP market capYahoo Finance
46欣兴电子3037.TW / Taiwan, China关键使能Chips and computeAI 芯片载板与高阶 PCB 供应商ABF 载板和高阶电路板承载加速器、服务器与高速网络。TWD 1,110-5.93%2026-08-28 · Close$60.0B2026-09-30 · Market cap$4.7B Revenue73.5× P/E · 11.9× P/STTM financials · not liveFMP market capYahoo Finance
47CoherentCOHR / United States关键使能Chips and computeAI 数据中心光器件供应商激光器和光通信部件承担集群内高速数据传输USD 295.39+0.35%2026-08-27 · Close$57.8B2026-08-27 · Market cap$7.1B Revenue71.4× P/E · 8.1× P/STTM financials · not liveFMP market capYahoo Finance
48NXP SemiconductorsNXPI / Netherlands关键使能Chips and compute汽车与边缘 AI 芯片平台处理器、雷达和连接芯片支撑车端智能决策USD 225.86+1.21%2026-08-27 · Close$57.0B2026-08-27 · Market cap$13.2B Revenue19.3× P/E · 4.3× P/STTM financials · not liveFMP market capYahoo Finance
49藤仓5803.T / Japan关键使能Chips and computeAI 数据中心高密度光纤供应商高密度光纤、连接器和光缆支撑 GPU 园区高速互联。JPY 5,340-2.91%2026-08-28 · Close$56.2B2026-09-30 · Market cap$8.2B Revenue56.1× P/E · 6.7× P/STTM financials · not liveFMP market capYahoo Finance
50台光电子2383.TW / Taiwan, China关键使能Chips and computeAI 服务器高阶材料核心供应商高速低损耗覆铜板用于 AI 服务器、交换机和加速卡。TWD 5,490-0.18%2026-08-28 · Close$55.9B2026-09-30 · Market cap$4.1B Revenue86.1× P/E · 15.1× P/STTM financials · not liveFMP market capYahoo Finance
51CienaCIEN / United States关键使能Chips and computeAI 数据中心光网络平台高速光传输与交换连接跨园区 GPU 集群和云骨干网。USD 378.44-5.35%2026-08-28 · Close$49.8B2026-09-30 · Market cap$5.6B Revenue122.5× P/E · 9.6× P/STTM financials · not liveFMP market capYahoo Finance
52CoreWeaveCRWV / United States关键使能Chips and compute纯 AI GPU 云代表面向模型公司提供大规模 GPU 集群和训练推理服务USD 86.80-1.37%2026-08-27 · Close$47.4B2026-08-27 · Market cap$7.6B Revenue— P/E · 6.2× P/STTM financials · not liveFMP market capYahoo Finance
53ASM InternationalASM.AS / Netherlands关键使能Chips and compute先进晶圆沉积设备核心供应商原子层沉积与外延设备支撑先进逻辑、存储和 AI 芯片制造。EUR 827.40+0.58%2026-08-27 · Close$46.8B2026-08-28 · Market cap$3.9B Revenue37.8× P/E · 12.0× P/STTM financials · not liveYahoo market capYahoo Finance
54STMicroelectronicsSTM / Switzerland关键使能Chips and compute边缘感知与控制芯片平台MCU、MEMS 和传感器把 AI 带入设备端USD 51.34+3.38%2026-08-27 · Close$45.8B2026-08-27 · Market cap$13.7B Revenue96.5× P/E · 3.3× P/STTM financials · not liveFMP market capYahoo Finance
55中微公司688012.SS / China关键使能Chips and compute先进刻蚀与薄膜设备核心公司关键晶圆设备服务先进逻辑、存储和高端芯片制造。CNY 367.00-2.40%2026-08-28 · Close$44.4B2026-09-30 · Market cap$2.1B Revenue67.3× P/E · 24.9× P/STTM financials · not liveFMP market capYahoo Finance
56Credo TechnologyCRDO / United States关键使能Chips and computeAI 集群高速连接芯片供应商DSP、SerDes 和有源电缆降低 GPU 集群互连功耗与损耗。USD 232.75-3.12%2026-08-28 · Close$43.4B2026-08-28 · Market cap$1.3B Revenue88.8× P/E · 32.5× P/STTM financials · not liveFMP market capYahoo Finance
57广达电脑2382.TW / Taiwan, China关键使能Chips and computeAI 服务器规模制造龙头以服务器 ODM 和整机柜能力服务全球云厂商的 AI 资本开支。TWD 332.50-0.30%2026-08-28 · Close$43.1B2026-08-28 · Market cap$94.2B Revenue14.7× P/E · 0.5× P/STTM financials · not liveYahoo market capYahoo Finance
58Microchip TechnologyMCHP / United States关键使能Chips and compute嵌入式智能控制底座MCU、FPGA 和连接芯片运行工业与边缘控制USD 75.49+1.94%2026-08-27 · Close$41.0B2026-08-27 · Market cap$5.1B Revenue109.4× P/E · 8.0× P/STTM financials · not liveFMP market capYahoo Finance
59DISCO6146.T / Japan关键使能Chips and compute先进芯片切割研磨设备龙头减薄、切割和抛光设备决定 AI 芯片与 HBM 先进封装良率。JPY 59,350-0.72%2026-08-28 · Close$40.2B2026-08-28 · Market cap$2.9B Revenue47.7× P/E · 14.0× P/STTM financials · not liveYahoo market capYahoo Finance
60瑞萨电子6723.T / Japan关键使能Chips and compute汽车与边缘 AI 计算平台MCU、处理器和车用 SoC 把实时智能部署到汽车与工业设备。JPY 3,417+1.09%2026-08-28 · Close$39.0B2026-08-28 · Market cap$9.3B Revenue18.3× P/E · 4.2× P/STTM financials · not liveYahoo market capYahoo Finance
61智邦科技2345.TW / Taiwan, China关键使能Chips and computeAI 集群网络设备 ODM 龙头为云厂商设计制造高速交换机和数据中心网络设备。TWD 2,125+1.67%2026-08-28 · Close$37.6B2026-08-28 · Market cap$9.8B Revenue33.6× P/E · 3.8× P/STTM financials · not liveYahoo market capYahoo Finance
62CelesticaCLS / Canada关键使能Chips and computeAI 数据中心硬件制造商为云厂商制造交换机、服务器及高速连接硬件USD 317.38+3.27%2026-08-27 · Close$36.5B2026-08-27 · Market cap$15.6B Revenue33.0× P/E · 2.3× P/STTM financials · not liveFMP market capYahoo Finance
63CrusoePrivate / United States关键使能Chips and compute垂直整合 AI 工厂运营商从能源、数据中心建设到 GPU 云，直接交付大规模训练算力。—No public share price$30.9B已完成首次交割的投后估值Series F · 首次交割Funding / transaction date · 2026-09-17Crusoe 官方公司披露 · View valuation evidence ↗
64onsemiON / United States关键使能Chips and compute汽车机器视觉与功率芯片商图像传感器和功率器件支撑智能汽车与工业感知USD 74.80+2.16%2026-08-27 · Close$29.1B2026-08-27 · Market cap$6.2B Revenue48.9× P/E · 4.7× P/STTM financials · not liveFMP market capYahoo Finance
65燧原科技688801.SS / China关键使能Chips and compute中国云端 AI 加速芯片平台自研云端 AI 芯片、加速卡、智算集群和软件栈服务训练与推理。CNY 397.00+179.22%2026-09-11 · Close$25.5B2026-09-11 · Market cap— Revenue— P/E · — P/STTM financials · unavailableExchange close × sharesShanghai Stock Exchange close via Reuters
66GlobalFoundriesGFS / United States关键使能Chips and compute特色工艺晶圆代工平台制造射频、连接和电源芯片，补齐 AI 系统外围器件USD 46.34+1.47%2026-08-27 · Close$25.4B2026-08-27 · Market cap$6.9B Revenue36.2× P/E · 3.7× P/STTM financials · not liveFMP market capYahoo Finance
67Super Micro ComputerSMCI / United States关键使能Chips and computeAI 服务器快速集成商把 GPU、网络、液冷和机架快速交付为整套系统USD 38.46+2.86%2026-08-27 · Close$24.9B2026-08-27 · Market cap$39.1B Revenue11.8× P/E · 0.6× P/STTM financials · not liveFMP market capYahoo Finance
68LumilensPrivate / United States关键使能Chips and computeAI 数据中心光互联平台以硅光、混合信号芯片和光系统连接超大规模 GPU 集群。—No public share price$5.51B公司披露的本轮估值Series C · >$700MFunding / transaction date · 2026-08-06Lumilens 官方公司披露 · View valuation evidence ↗
69Positron AIPrivate / United States关键使能Chips and computeAI 推理芯片与系统新锐以 memory-first 架构降低大模型推理的带宽、功耗和成本瓶颈。—No public share price$5.0B媒体报道估值Series C / C-1 · $875MFunding / transaction date · 2026-09-10领投方 / Reuters权威媒体报道 · View valuation evidence ↗
70PaleBlueDot AIPrivate / United States关键使能Chips and computeAI 原生 GPU 云与推理平台以自营 GPU 集群、算力市场和无服务器推理为模型训练与部署提供基础设施。—No public share price$3.2B最新披露估值Series C · $200MFunding / transaction date · 2026-10-01PaleBlueDot AI 官方公司披露 · View valuation evidence ↗
71AmbarellaAMBA / United States关键使能Chips and compute边缘视觉 AI 芯片供应商低功耗视觉处理器与神经网络加速器服务汽车、机器人和智能摄像头。USD 69.51+1.13%2026-09-30 · Close$3.0B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
72Celero CommunicationsPrivate / United States关键使能Chips and computeAI 光互联 DSP 新锐2nm coherent DSP 面向 1.6T 和 3.2T 光互联，提升 AI 集群带宽密度和能效。—No public share price>$3B公司披露的本轮投后估值下限Series C · $275MFunding / transaction date · 2026-09-08Celero 官方公司披露 · View valuation evidence ↗
73RebellionsPrivate / South Korea关键使能Chips and compute韩国 AI 加速芯片平台自研推理芯片、服务器系统和软件栈服务本土与全球 AI 基础设施。—No public share price约 $2.34B公司披露融资与韩元估值换算；Sapeon 已并入同一实体Pre-IPO · $400MFunding / transaction date · 2026-03-30Rebellions 官方公司披露 · View valuation evidence ↗
74EVAS IntelligencePrivate / China关键使能Chips and computeRISC-V 云端 AI 算力芯片新锐Epoch 芯片、互连与软件栈面向大模型训练、推理和数据中心集群。—No public share price约 ¥15B媒体披露投后估值；美元值按 FMP 当日 USD/CNY 6.697 换算新一轮融资 · 近 ¥2BFunding / transaction date · 2026-09-18中国证券报 / FMP FX权威财经媒体报道 · View valuation evidence ↗
75TenstorrentPrivate / Canada关键使能Chips and compute开放 AI 计算架构新锐AI 加速器、RISC-V CPU 与开放软件栈面向训练、推理和系统级部署。—No public share price$2B pre-money公司披露的本轮投前估值Series D · >$693MFunding / transaction date · 2024-12-02Tenstorrent 官方公司披露 · View valuation evidence ↗
76SiMa.aiPrivate / United States关键使能Chips and computePhysical AI 边缘推理平台机器学习 SoC 与软件栈面向机器人、汽车、无人机和工业边缘推理。—No public share price$1.4B最新披露估值Series C · $150MFunding / transaction date · 2026-09-28SiMa.ai 官方公司披露 · View valuation evidence ↗
V3.1 · Eligibility reviewed 2026-10-12

How to read this ranking

Who qualifies

The list includes frontier models, AI-native products and essential infrastructure. Adding AI features to an ordinary product does not automatically qualify it.

How ranking works

After eligibility review, public companies are ranked by equity market capitalization in USD and private companies by the latest disclosed completed funding or transaction valuation. The main list takes the top 100; industry lists have no fixed limit.

Data boundaries

Group market capitalization includes non-AI businesses. Private transaction terms and public market liquidity differ. Company size does not rank technical capability, AI revenue or investment attractiveness.