As of 2026-10-15, the 244 companies tracked in the AI compute value chain were worth a combined $22.69 trillion, +2.22% 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 | $9.56T | +2.12% |
| Memory / HBM | 15 | $3.23T | +4.31% |
| Semiconductor Equipment | 35 | $2.39T | +2.39% |
| Foundry & OSAT | 17 | $2.37T | +0.52% |
| Servers & ODM | 24 | $965.4B | +3.25% |
| Networking & Switching | 12 | $893.8B | +2.30% |
| Data Centers & Cloud | 19 | $728.3B | +3.94% |
| PCB & CCL | 27 | $525.8B | -2.78% |
| Optical Modules & Devices | 23 | $488.3B | -0.60% |
| EDA & Semiconductor IP | 7 | $458.4B | +2.70% |
| Copper Interconnect & Cables | 16 | $453.7B | +2.91% |
| Power Supply | 12 | $416.1B | +0.68% |
| Liquid Cooling & Thermal | 16 | $219.4B | +0.83% |
Best segment: Memory / HBM (+4.31%); worst: PCB & CCL (-2.78%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| BE Semiconductor Industries | US | Semiconductor Equipment | $15.2B | +11.63% |
| Nebius Group | US | Data Centers & Cloud | $50.6B | +11.22% |
| Credo Technology | US | GPU & AI Chips | $33.7B | +10.77% |
| Astera Labs | US | GPU & AI Chips | $52.1B | +10.47% |
| Applied Digital | US | Data Centers & Cloud | $6.1B | +9.42% |
| Advantest | JP | Semiconductor Equipment | $167.6B | +8.98% |
| Vicor Corporation | US | Power Supply | $11.3B | +8.85% |
| Ibiden | JP | PCB & CCL | $32.4B | +8.54% |
| Amkor Technology | US | Foundry & OSAT | $11.1B | +8.50% |
| CoreWeave | US | Data Centers & Cloud | $36.3B | +7.94% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Linktel Technologies | SZ | Optical Modules & Devices | $5.1B | -13.71% |
| Huazheng New Material | SH | PCB & CCL | $4.3B | -10.00% |
| Taiwan Union Technology | TW | PCB & CCL | $15.6B | -9.86% |
| ACM Research Shanghai | SH | Semiconductor Equipment | $17.4B | -9.04% |
| Beijing Huafeng Test | SH | Semiconductor Equipment | $9.6B | -8.98% |
| Shenyang Fortune Precision | SH | Semiconductor Equipment | $7.1B | -8.60% |
| Hwatsing Technology | SH | Semiconductor Equipment | $15.0B | -8.33% |
| Kingsemi | SH | Semiconductor Equipment | $8.9B | -7.64% |
| Shenzhen Demingli | SZ | Memory / HBM | $10.1B | -7.64% |
| Piotech | SH | Semiconductor Equipment | $26.4B | -7.40% |
The top-10 lineup was unchanged from the previous session.