As of 2026-10-22, the 244 companies tracked in the AI compute value chain were worth a combined $22.33 trillion, +2.23% 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 | $9.46T | +2.10% |
| Memory / HBM | 15 | $3.32T | +4.33% |
| Semiconductor Equipment | 35 | $2.29T | +2.39% |
| Foundry & OSAT | 17 | $2.26T | +0.52% |
| Servers & ODM | 24 | $949.8B | +3.09% |
| Networking & Switching | 12 | $855.5B | +2.30% |
| Data Centers & Cloud | 19 | $721.2B | +3.86% |
| PCB & CCL | 27 | $512.0B | -2.69% |
| Optical Modules & Devices | 23 | $476.6B | -0.76% |
| Copper Interconnect & Cables | 16 | $441.8B | +2.85% |
| EDA & Semiconductor IP | 7 | $441.0B | +2.68% |
| Power Supply | 12 | $394.3B | +0.79% |
| Liquid Cooling & Thermal | 16 | $209.3B | +0.82% |
Best segment: Memory / HBM (+4.33%); worst: PCB & CCL (-2.69%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| BE Semiconductor Industries | US | Semiconductor Equipment | $14.6B | +11.63% |
| Nebius Group | US | Data Centers & Cloud | $46.6B | +11.22% |
| Credo Technology | US | GPU & AI Chips | $34.3B | +10.77% |
| Astera Labs | US | GPU & AI Chips | $50.3B | +10.47% |
| Applied Digital | US | Data Centers & Cloud | $6.3B | +9.42% |
| Advantest | JP | Semiconductor Equipment | $159.3B | +8.98% |
| Vicor Corporation | US | Power Supply | $9.8B | +8.85% |
| Ibiden | JP | PCB & CCL | $34.1B | +8.54% |
| Amkor Technology | US | Foundry & OSAT | $10.9B | +8.50% |
| CoreWeave | US | Data Centers & Cloud | $34.1B | +7.94% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Linktel Technologies | SZ | Optical Modules & Devices | $5.6B | -13.71% |
| Huazheng New Material | SH | PCB & CCL | $4.7B | -10.00% |
| Taiwan Union Technology | TW | PCB & CCL | $13.3B | -9.86% |
| ACM Research Shanghai | SH | Semiconductor Equipment | $17.8B | -9.04% |
| Beijing Huafeng Test | SH | Semiconductor Equipment | $8.9B | -8.98% |
| Shenyang Fortune Precision | SH | Semiconductor Equipment | $6.4B | -8.60% |
| Hwatsing Technology | SH | Semiconductor Equipment | $16.5B | -8.33% |
| Kingsemi | SH | Semiconductor Equipment | $8.3B | -7.64% |
| Shenzhen Demingli | SZ | Memory / HBM | $11.1B | -7.64% |
| Piotech | SH | Semiconductor Equipment | $23.3B | -7.40% |
The top-10 lineup was unchanged from the previous session.