As of 2026-10-20, the 244 companies tracked in the AI compute value chain were worth a combined $22.11 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 | $9.28T | +2.09% |
| Memory / HBM | 15 | $3.30T | +4.34% |
| Semiconductor Equipment | 35 | $2.30T | +2.36% |
| Foundry & OSAT | 17 | $2.27T | +0.51% |
| Servers & ODM | 24 | $912.8B | +3.05% |
| Networking & Switching | 12 | $846.7B | +2.29% |
| Data Centers & Cloud | 19 | $715.7B | +3.87% |
| PCB & CCL | 27 | $511.0B | -2.70% |
| Optical Modules & Devices | 23 | $473.3B | -0.81% |
| Copper Interconnect & Cables | 16 | $445.5B | +2.88% |
| EDA & Semiconductor IP | 7 | $442.3B | +2.69% |
| Power Supply | 12 | $392.4B | +0.73% |
| Liquid Cooling & Thermal | 16 | $207.1B | +0.77% |
Best segment: Memory / HBM (+4.34%); worst: PCB & CCL (-2.70%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| BE Semiconductor Industries | US | Semiconductor Equipment | $14.0B | +11.63% |
| Nebius Group | US | Data Centers & Cloud | $46.3B | +11.22% |
| Credo Technology | US | GPU & AI Chips | $32.5B | +10.77% |
| Astera Labs | US | GPU & AI Chips | $49.7B | +10.47% |
| Applied Digital | US | Data Centers & Cloud | $5.8B | +9.42% |
| Advantest | JP | Semiconductor Equipment | $159.7B | +8.98% |
| Vicor Corporation | US | Power Supply | $8.8B | +8.85% |
| Ibiden | JP | PCB & CCL | $34.1B | +8.54% |
| Amkor Technology | US | Foundry & OSAT | $10.4B | +8.50% |
| CoreWeave | US | Data Centers & Cloud | $33.7B | +7.94% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Linktel Technologies | SZ | Optical Modules & Devices | $5.8B | -13.71% |
| Huazheng New Material | SH | PCB & CCL | $4.4B | -10.00% |
| Taiwan Union Technology | TW | PCB & CCL | $14.5B | -9.86% |
| ACM Research Shanghai | SH | Semiconductor Equipment | $17.9B | -9.04% |
| Beijing Huafeng Test | SH | Semiconductor Equipment | $9.3B | -8.98% |
| Shenyang Fortune Precision | SH | Semiconductor Equipment | $6.4B | -8.60% |
| Hwatsing Technology | SH | Semiconductor Equipment | $17.6B | -8.33% |
| Kingsemi | SH | Semiconductor Equipment | $8.5B | -7.64% |
| Shenzhen Demingli | SZ | Memory / HBM | $10.4B | -7.64% |
| Piotech | SH | Semiconductor Equipment | $24.9B | -7.40% |
The top-10 lineup was unchanged from the previous session.