As of 2026-10-10, the 244 companies tracked in the AI compute value chain were worth a combined $24.69 trillion, +2.30% from the previous session (market-cap weighted, 243 comparable). 108 rose and 133 fell (flat/no data: 3); breadth 44%.
| Segment | Cos. | Combined cap | Day |
|---|---|---|---|
| GPU & AI Chips | 21 | $10.02T | +2.14% |
| Memory / HBM | 15 | $3.91T | +4.38% |
| Semiconductor Equipment | 35 | $2.65T | +2.44% |
| Foundry & OSAT | 17 | $2.45T | +0.51% |
| Servers & ODM | 24 | $1.08T | +3.28% |
| Networking & Switching | 12 | $964.6B | +2.35% |
| Data Centers & Cloud | 19 | $792.5B | +4.03% |
| Optical Modules & Devices | 23 | $574.1B | -0.52% |
| PCB & CCL | 27 | $568.2B | -2.67% |
| EDA & Semiconductor IP | 7 | $503.3B | +2.65% |
| Copper Interconnect & Cables | 16 | $488.2B | +2.88% |
| Power Supply | 12 | $450.2B | +0.64% |
| Liquid Cooling & Thermal | 16 | $234.4B | +0.89% |
Best segment: Memory / HBM (+4.38%); worst: PCB & CCL (-2.67%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| BE Semiconductor Industries | US | Semiconductor Equipment | $15.9B | +11.63% |
| Nebius Group | US | Data Centers & Cloud | $60.1B | +11.22% |
| Credo Technology | US | GPU & AI Chips | $40.7B | +10.77% |
| Astera Labs | US | GPU & AI Chips | $59.4B | +10.47% |
| Applied Digital | US | Data Centers & Cloud | $7.2B | +9.42% |
| Advantest | JP | Semiconductor Equipment | $192.7B | +8.98% |
| Vicor Corporation | US | Power Supply | $12.3B | +8.85% |
| Ibiden | JP | PCB & CCL | $41.3B | +8.54% |
| Amkor Technology | US | Foundry & OSAT | $12.2B | +8.50% |
| CoreWeave | US | Data Centers & Cloud | $45.3B | +7.94% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Linktel Technologies | SZ | Optical Modules & Devices | $5.5B | -13.71% |
| Huazheng New Material | SH | PCB & CCL | $4.8B | -10.00% |
| Taiwan Union Technology | TW | PCB & CCL | $15.7B | -9.86% |
| ACM Research Shanghai | SH | Semiconductor Equipment | $19.2B | -9.04% |
| Beijing Huafeng Test | SH | Semiconductor Equipment | $10.5B | -8.98% |
| Shenyang Fortune Precision | SH | Semiconductor Equipment | $7.2B | -8.60% |
| Hwatsing Technology | SH | Semiconductor Equipment | $16.7B | -8.33% |
| Kingsemi | SH | Semiconductor Equipment | $9.3B | -7.64% |
| Shenzhen Demingli | SZ | Memory / HBM | $11.4B | -7.64% |
| Piotech | SH | Semiconductor Equipment | $26.8B | -7.40% |
The top-10 lineup was unchanged from the previous session.