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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (337)

%
Company Market Cap Price
NVDA NVIDIA Corporation 95%
NVIDIA's core GPU and AI accelerator products power AI workloads.
$4.47T
$183.16
-5.35%
AAPL Apple Inc. 90%
Apple designs GPU and AI chips (Apple Silicon) powering devices and on-device AI workloads.
$3.66T
$245.27
-3.79%
GOOG Alphabet Inc. 85%
Alphabet designs and deploys TPU/AI chips for accelerating inference and training workloads.
$2.87T
$236.57
-2.01%
AMZN Amazon.com, Inc. 85%
Amazon develops and deploys in-house AI silicon (Trainium2) for price/performance advantages in AI workloads.
$2.30T
$216.37
-4.35%
META Meta Platforms, Inc. 75%
Custom MTIA silicon / GPUs for AI workloads (GPU & AI Chips).
$1.77T
$705.30
-3.51%
AVGO Broadcom Inc. 95%
Broadcom designs custom XPUs/AI accelerators (GPU & AI Chips) used in data centers.
$1.53T
$324.63
-6.01%
TSM Taiwan Semiconductor Manufacturing Company Limited 95%
TSMC is the world's leading pure-play semiconductor foundry, manufacturing IC wafers for fabless designers.
$1.46T
$280.66
-6.43%
TSLA Tesla, Inc. 75%
Tesla designs specialized integrated circuits (chip design) for FSD and AI hardware.
$1.33T
$413.49
-5.28%
ASML ASML Holding N.V. 92%
ASML directly manufactures semiconductor fabrication equipment (EUV lithography systems), i.e., semiconductor equipment.
$368.11B
$936.19
-3.55%
AMD Advanced Micro Devices, Inc. 92%
AMD directly produces GPU/AI chips (MI350/MI400 Instinct line, RDNA GPUs, and CDNA accelerators) used for AI compute and graphics.
$348.44B
$214.90
-7.68%
CSCO Cisco Systems, Inc. 75%
Silicon One-based networking silicon/ASICs constitute a major chip-level product category (GPU/AI chips) used in high-performance networks.
$269.04B
$67.94
-3.51%
IBM International Business Machines Corporation 65%
IBM engages in chip design for processor architectures used in IBM systems.
$258.20B
$277.82
-3.86%
MU Micron Technology, Inc. 95%
Micron's core business is the design, manufacture, and sale of DRAM, NAND, and other memory chips, which are its primary products.
$203.23B
$181.60
-5.89%
SONY Sony Group Corporation 60%
Chip design capabilities underpin imaging sensors and consumer electronics components.
$187.84B
$28.25
-2.18%
QCOM QUALCOMM Incorporated 92%
Snapdragon GPUs and Hexagon AI accelerators constitute Qualcomm's GPU & AI Chips product category.
$168.64B
$153.59
-6.81%
AMAT Applied Materials, Inc. 95%
Core business is semiconductor equipment manufacturing (deposition, etch, metrology, and related process equipment).
$168.48B
$209.95
-4.87%
LRCX Lam Research Corporation 95%
Lam Research designs, manufactures and sells wafer fabrication equipment (etch and deposition tools) used in semiconductor manufacturing.
$168.04B
$131.37
-6.56%
ARM Arm Holdings plc American Depositary Shares 95%
Arm designs CPU cores and server-grade processor IP licensed to partners, enabling data-center and consumer devices.
$163.17B
$154.81
-9.26%
INTC Intel Corporation 95%
Intel's core CPUs and server processors (x86 Xeon) are the company's primary product line.
$158.65B
$36.37
-5.43%
TXN Texas Instruments Incorporated 93%
TI's business is centered on analog and power semiconductors, including power management and mixed-signal devices.
$155.98B
$171.70
-4.41%
APH Amphenol Corporation 95%
Amphenol is a leading manufacturer of electronic components, including connectors, high-speed interconnects, fiber optic components, and sensors.
$147.21B
$121.70
-4.22%
KLAC KLA Corporation 92%
Semiconductor equipment design, manufacture, and service—KLAC's core offering is process control, inspection, and metrology systems used in wafer fabrication.
$129.96B
$982.75
-6.61%
ADI Analog Devices, Inc. 92%
Core business: Analog and power-management semiconductors for industrial, automotive, and consumer electronics.
$111.81B
$225.32
-5.22%
NOC Northrop Grumman Corporation 92%
Chip Design is a core product capability, reflecting Northrop Grumman's development of integrated circuit architectures and defense microelectronics.
$89.74B
$623.49
-1.56%
CDNS Cadence Design Systems, Inc. 92%
Cadence provides tools for chip design (Core EDA), i.e., Chip Design.
$89.28B
$327.00
-6.06%
SNPS Synopsys, Inc. 95%
Synopsys directly designs and sells chip-design tools and silicon IP (EDA/IP) used for semiconductor design.
$75.93B
$489.36
+2.63%
MRVL Marvell Technology, Inc. 95%
Marvell is ramping custom AI silicon accelerators (XPUs) and AI chips for data-center workloads.
$73.81B
$85.61
-7.92%
TDG TransDigm Group Incorporated 85%
Post-acquisition portfolio includes electronic components (e.g., CPI Electron Device Business), aligning with electronic components manufacturing.
$71.78B
$1277.99
+0.38%
ITW Illinois Tool Works Inc. 60%
Electronic Components aligns with Test & Measurement and Electronics activities ITW engages in.
$71.76B
$244.93
-1.60%
FTNT Fortinet, Inc. 85%
Fortinet develops proprietary ASICs and ASIC-based hardware, i.e., chip design critical to its security appliances.
$64.36B
$84.08
-0.30%
TEL TE Connectivity Ltd. 95%
TE Connectivity designs and manufactures electronic components, including connectors and sensors, used across automotive, aerospace, data centers, and industrial applications.
$63.63B
$214.57
-4.17%
NXPI NXP Semiconductors N.V. 95%
NXP's core offerings include analog and power semiconductors used in automotive and industrial systems.
$51.88B
$205.37
-7.10%
XYZ Block, Inc. 75%
GPU & AI Chips: Proto involves Bitcoin mining hardware, including chips, aligning with AI/semiconductor hardware categories.
$45.92B
$74.67
-7.43%
HEI-A HEICO Corporation 85%
HEICO's ETG produces high-reliability electronic components and avionics-related hardware for defense, space, medical, and industrial applications.
$44.62B
$249.85
-3.16%
MPWR Monolithic Power Systems, Inc. 96%
Core offerings are analog and power semiconductors used for high-efficiency power conversion.
$43.78B
$907.21
-0.77%
AME AMETEK, Inc. 90%
AMETEK supplies electronic components, including sensors and instrumentation, which aligns with its core product offerings.
$41.39B
$179.28
-2.59%
MCHP Microchip Technology Incorporated 92%
CPU & Server Processors - 64-bit RISCV/Microchip processors and embedded CPUs.
$36.10B
$65.16
-2.63%
ALAB Astera Labs Inc 85%
Astera Labs designs ICs and silicon products (Aries/Taurus/Leo/Scorpio), i.e., primary chip design activity.
$34.01B
$206.21
-8.83%
WAB Westinghouse Air Brake Technologies Corporation 60%
Electronic Components reflect Wabtec’s railway electronics and signaling-related hardware.
$32.69B
$191.03
-2.60%
DD DuPont de Nemours, Inc. 60%
DuPont supplies materials used in electronics (CMP pads, slurries, photoresists)—a direct product category albeit not finished components.
$32.68B
$77.80
-0.59%
KEYS Keysight Technologies, Inc. 92%
Keysight directly sells semiconductor wafer/test equipment and related measurement solutions used in semiconductor fabrication and testing.
$29.45B
$171.10
-0.93%
CLS Celestica Inc. 80%
Celestica markets and develops custom ASIC/Chip Design capabilities for targeted AI applications.
$28.37B
$243.72
-6.99%
SMCI Super Micro Computer, Inc. 60%
Electrical components / electronic components manufacturing used in servers and systems.
$27.42B
$45.94
+1.14%
ASTS AST SpaceMobile, Inc. 80%
Development of the AST5000 ASIC chip represents a core chip design activity.
$26.92B
$82.03
-8.65%
TDY Teledyne Technologies Incorporated 85%
Company’s high-rel analog and power semiconductors are a core product, including rugged sensors and power electronics for aerospace/defense.
$26.59B
$567.44
-1.70%
STMEF STMicroelectronics N.V. 92%
STMicroelectronics designs and sells STM32 microcontroller families, a core product line.
$25.62B
$27.63
-1.34%
STM STMicroelectronics N.V. 95%
Core differentiated products include Silicon Carbide and GaN power semiconductors (analog & power semiconductors).
$24.44B
$27.11
-5.44%
CRDO Credo Technology Group Holding Ltd 92%
Core product focus is on chip design including SerDes and DSP technologies.
$23.83B
$138.83
-7.45%
LI Li Auto Inc. 80%
Li Auto develops and designs its own automotive chips and related processing components (in-house chip development, VLA Driver).
$22.75B
$22.80
-4.00%
ESLT Elbit Systems Ltd. 55%
Electronic Components: sensors and imaging-related components used in integrated defense systems.
$22.34B
$502.35
-0.53%
RKLB Rocket Lab USA, Inc. 85%
Produces electronic components (spacecraft radios, sensors, control hardware) used in spacecraft and launch systems.
$22.11B
$47.91
+1.48%
HUBB Hubbell Incorporated 70%
Hubbell produces electronic components such as connectors, arresters, insulators, and enclosures that are integral to its electrical solutions.
$21.80B
$408.46
-3.03%
ON ON Semiconductor Corporation 95%
ON Semiconductor's primary product category: analog and power semiconductors (SiC devices, Trench MOSFETs, JFETs) used in automotive, data center, and industrial applications.
$21.52B
$50.96
+1.07%
XPNGF XPeng Inc. 88%
XPeng designs and deploys in-house GPU/AI chips (Turing AI SoCs) as a core differentiator.
$21.32B
$11.97
TER Teradyne, Inc. 95%
Teradyne directly designs, manufactures, and sells automated test equipment for semiconductor testing (Semiconductor Test).
$21.19B
$132.08
-9.41%
JBL Jabil Inc. 92%
Jabil's core offering includes Advanced Packaging & OSAT Services for semiconductor packaging and test.
$20.82B
$193.99
-5.75%
CW Curtiss-Wright Corporation 65%
The company designs and manufactures electronic components and modules for harsh-environment defense and aerospace applications.
$20.33B
$539.37
-2.87%
XPEV XPeng Inc. 85%
XPeng designs and manufactures its own GPUs/AI chips (Turing AI SoCs) used in vehicles.
$19.90B
$21.02
-6.33%
GFS GLOBALFOUNDRIES Inc. 95%
GlobalFoundries' core business is wafer fabrication services for third-party chip designers (foundry services).
$18.22B
$32.96
-6.89%
UMC United Microelectronics Corporation 95%
UMC's core business is wafer foundry services, fabricating semiconductor ICs for third-party designers/customers.
$17.99B
$7.18
-4.01%
APTV Aptiv PLC 85%
Aptiv designs and produces electronic components (connectors, sensors, modules) used in automotive electronics.
$17.57B
$80.70
-3.81%
SNDK Sandisk Corporation 88%
SanDisk produces NAND flash memory chips and related memory technologies, i.e., memory chips.
$16.99B
$116.91
-11.07%
COHR Coherent, Inc. 92%
Photonic components such as VCSELs, EMLs, CW lasers, and silicon photonics are electronic components manufactured/sold by Coherent.
$16.57B
$106.57
+3.75%
ALLE Allegion plc 85%
Electronic components underpin Allegion's electronic locks, readers, and credential hardware.
$14.91B
$173.29
-1.52%
KTOS Kratos Defense & Security Solutions, Inc. 60%
OpenSpace and related microwave/electronic components are part of Kratos' space-ground systems offerings.
$14.52B
$94.63
-0.07%
NIO NIO Inc. 75%
In-house chip design for smart driving (NX9031) indicates direct chip-design activity.
$13.79B
$6.71
-9.81%
GLXY Galaxy Digital 60%
Bitcoin mining activity and related fleet/equipment operations.
$13.66B
$39.38
-8.13%
ITT ITT Inc. 80%
Connect & Control Technologies includes harsh-environment connectors and cable assemblies, which are electronic components ITT directly designs/manufactures.
$13.45B
$170.91
-1.67%
IREN IREN Limited 92%
Direct Bitcoin mining operations.
$13.36B
$59.77
-11.95%
NDSN Nordson Corporation 92%
Nordson's Advanced Technology Solutions (ATS) includes critical semiconductor/electronics-focused dispensing, testing/inspection, and surface-treatment technologies, i.e., Semiconductor Equipment.
$13.24B
$234.32
+1.62%
FN Fabrinet 92%
Fabrinet provides PCB manufacturing and assembly as part of its high‑mix, precision optical/electro‑mechanical manufacturing services.
$12.97B
$361.94
-5.92%
RGTI Rigetti Computing, Inc. 80%
In-house QPU/chip design capability, a core technology area of Rigetti.
$12.75B
$43.92
-8.17%
MGA Magna International Inc. 55%
Directly provides electronic components used in vehicle systems as part of its auto-parts solutions.
$12.51B
$43.54
-3.07%
SNX TD SYNNEX Corporation 60%
The company distributes electronic components and related IT hardware as part of its product mix.
$12.51B
$151.64
-3.23%
IEX IDEX Corporation 65%
IDEX’s filtration technology and filtration elements relate to Semiconductor Equipment through lithography-focused filtration applications.
$12.17B
$161.16
-2.83%
MBLY Mobileye Global Inc. 92%
EyeQ AI accelerators are semiconductor products that Mobileye designs/markets for automotive vision processing.
$11.56B
$14.24
-6.56%
DRS Leonardo DRS, Inc. 92%
Leonardo DRS directly designs and manufactures GPUs/AI chips (AI Processor) for onboard AI processing and real-time threat detection.
$11.50B
$43.23
-2.70%
AYI Acuity Brands, Inc. 75%
AYI develops and sells integrated electronic components (e.g., drivers, sensors, embedded controls) used in its lighting systems.
$10.75B
$347.78
-3.81%
LITE Lumentum Holdings Inc. 85%
Co-packaged optics and photonics packaging technology being developed for advanced interconnects.
$10.60B
$152.75
-5.99%
SWKS Skyworks Solutions, Inc. 92%
Skyworks primarily designs and manufactures analog and power semiconductor devices for RF front-end, including BAW/SAW/TC-SAW filters and related RFICs.
$10.38B
$69.16
-6.54%
WCC WESCO International, Inc. 60%
Distributes electronic components and related hardware as part of its broad product portfolio.
$10.17B
$208.29
-6.29%
ASX ASE Technology Holding Co., Ltd. 100%
Core business: Advanced Packaging & OSAT Services (LEAP) for semiconductor packaging and testing, as described in the article.
$9.78B
$11.08
-5.38%
MTSI MACOM Technology Solutions Holdings, Inc. 92%
MACOM's core products include GaN/GaAs/InP MMICs and high-power analog semiconductors, forming its foundational analog/power semiconductor offering.
$9.63B
$124.60
-3.70%
RMBS Rambus Inc. 92%
Directly designs and markets memory chips for high-speed memory interfaces (e.g., DDR5 RCDs, MRDIMM/MRCD components, CKD).
$9.62B
$89.57
-7.33%
LSCC Lattice Semiconductor Corporation 92%
Lattice designs and sells programmable logic devices, i.e., FPGAs, and related IP, core to its business.
$9.53B
$69.27
-7.17%
NVMI Nova Ltd. 92%
Nova's core offerings are metrology hardware and systems for semiconductor fabrication, i.e., semiconductor equipment.
$8.80B
$302.28
-6.22%
MKSI MKS Inc. 95%
MKS Instruments designs, manufactures and services semiconductor wafer fabrication equipment through its Vacuum Solutions, Photonics Solutions, and Materials Solutions divisions.
$8.13B
$121.26
-10.13%
TSEM Tower Semiconductor Ltd. 95%
Tower operates as a leading independent semiconductor foundry, fabricating wafers for third-party designs.
$7.91B
$71.11
-3.47%
QRVO Qorvo, Inc. 90%
Analog and power semiconductors are core product areas for RF and power management.
$7.74B
$83.24
-6.95%
RIOT Riot Platforms, Inc. 95%
Direct Bitcoin mining operations and fleet management at scale.
$7.51B
$21.01
-8.21%
QBTS D-Wave Quantum Inc. 75%
Company designs the Advantage processors; chip design is core to product.
$7.22B
$24.71
-0.92%
FSS Federal Signal Corporation 85%
SSG insourcing includes PCB manufacturing lines at University Park, representing PCB manufacturing capabilities.
$7.07B
$115.94
-1.67%
AMKR Amkor Technology, Inc. 85%
Umbrella tag for Amkor's core Advanced Packaging & OSAT services.
$6.98B
$28.26
-9.09%
SITM SiTime Corporation 92%
SiTime highlights its System-in-Package (SiP) packaging capability and in-house packaging for MEMS timing solutions, aligning with the System-in-Package Packaging category.
$6.94B
$292.76
-0.63%
CGNX Cognex Corporation 60%
Cross-selling premium optical components through the Moritex acquisition positions Cognex as a supplier of optical components.
$6.85B
$40.78
-12.43%
MSA MSA Safety Incorporated 55%
MSA's gas detectors and related sensing hardware include electronic components and sensors.
$6.70B
$170.57
-0.17%
MARA Marathon Digital Holdings, Inc. 100%
Core business: large-scale Bitcoin mining operations.
$6.56B
$18.65
-10.16%
SANM Sanmina Corporation 85%
Core product is PCB Manufacturing: fabrication and assembly of printed circuit boards for complex electronics.
$6.56B
$122.71
-5.87%
CRUS Cirrus Logic, Inc. 86%
Cirrus Logic designs analog and power-management mixed-signal semiconductors.
$6.53B
$124.27
-1.92%
OLED Universal Display Corporation 60%
Materials and components used in electronics (emitters, host materials) place the company under Electronic Components.
$6.53B
$137.40
-3.36%
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