As of 2026-10-14, the 244 companies tracked in the AI compute value chain were worth a combined $23.84 trillion, +2.26% 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 | $9.93T | +2.13% |
| Memory / HBM | 15 | $3.53T | +4.35% |
| Semiconductor Equipment | 35 | $2.52T | +2.40% |
| Foundry & OSAT | 17 | $2.39T | +0.51% |
| Servers & ODM | 24 | $1.04T | +3.32% |
| Networking & Switching | 12 | $923.4B | +2.32% |
| Data Centers & Cloud | 19 | $790.0B | +3.98% |
| PCB & CCL | 27 | $549.8B | -2.68% |
| Optical Modules & Devices | 23 | $546.0B | -0.69% |
| EDA & Semiconductor IP | 7 | $483.0B | +2.63% |
| Copper Interconnect & Cables | 16 | $475.2B | +2.89% |
| Power Supply | 12 | $429.2B | +0.76% |
| Liquid Cooling & Thermal | 16 | $227.9B | +0.89% |
Best segment: Memory / HBM (+4.35%); worst: PCB & CCL (-2.68%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| BE Semiconductor Industries | US | Semiconductor Equipment | $15.4B | +11.63% |
| Nebius Group | US | Data Centers & Cloud | $56.2B | +11.22% |
| Credo Technology | US | GPU & AI Chips | $37.3B | +10.77% |
| Astera Labs | US | GPU & AI Chips | $56.5B | +10.47% |
| Applied Digital | US | Data Centers & Cloud | $6.8B | +9.42% |
| Advantest | JP | Semiconductor Equipment | $186.5B | +8.98% |
| Vicor Corporation | US | Power Supply | $12.3B | +8.85% |
| Ibiden | JP | PCB & CCL | $38.0B | +8.54% |
| Amkor Technology | US | Foundry & OSAT | $11.8B | +8.50% |
| CoreWeave | US | Data Centers & Cloud | $42.9B | +7.94% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Linktel Technologies | SZ | Optical Modules & Devices | $5.9B | -13.71% |
| Huazheng New Material | SH | PCB & CCL | $4.5B | -10.00% |
| Taiwan Union Technology | TW | PCB & CCL | $15.0B | -9.86% |
| ACM Research Shanghai | SH | Semiconductor Equipment | $19.4B | -9.04% |
| Beijing Huafeng Test | SH | Semiconductor Equipment | $10.5B | -8.98% |
| Shenyang Fortune Precision | SH | Semiconductor Equipment | $7.1B | -8.60% |
| Hwatsing Technology | SH | Semiconductor Equipment | $17.3B | -8.33% |
| Kingsemi | SH | Semiconductor Equipment | $9.6B | -7.64% |
| Shenzhen Demingli | SZ | Memory / HBM | $11.1B | -7.64% |
| Piotech | SH | Semiconductor Equipment | $28.5B | -7.40% |
The top-10 lineup was unchanged from the previous session.