As of 2026-10-23, the 244 companies tracked in the AI compute value chain were worth a combined $21.21 trillion, +2.20% 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 | $8.99T | +2.07% |
| Memory / HBM | 15 | $3.15T | +4.34% |
| Foundry & OSAT | 17 | $2.24T | +0.52% |
| Semiconductor Equipment | 35 | $2.11T | +2.37% |
| Servers & ODM | 24 | $908.6B | +3.02% |
| Networking & Switching | 12 | $813.8B | +2.25% |
| Data Centers & Cloud | 19 | $693.1B | +3.82% |
| PCB & CCL | 27 | $484.7B | -2.77% |
| Optical Modules & Devices | 23 | $430.4B | -0.82% |
| Copper Interconnect & Cables | 16 | $416.6B | +2.83% |
| EDA & Semiconductor IP | 7 | $412.5B | +2.68% |
| Power Supply | 12 | $371.7B | +0.70% |
| Liquid Cooling & Thermal | 16 | $195.7B | +0.74% |
Best segment: Memory / HBM (+4.34%); worst: PCB & CCL (-2.77%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| BE Semiconductor Industries | US | Semiconductor Equipment | $13.9B | +11.63% |
| Nebius Group | US | Data Centers & Cloud | $43.3B | +11.22% |
| Credo Technology | US | GPU & AI Chips | $30.6B | +10.77% |
| Astera Labs | US | GPU & AI Chips | $44.7B | +10.47% |
| Applied Digital | US | Data Centers & Cloud | $5.8B | +9.42% |
| Advantest | JP | Semiconductor Equipment | $149.9B | +8.98% |
| Vicor Corporation | US | Power Supply | $8.3B | +8.85% |
| Ibiden | JP | PCB & CCL | $30.9B | +8.54% |
| Amkor Technology | US | Foundry & OSAT | $9.7B | +8.50% |
| CoreWeave | US | Data Centers & Cloud | $30.7B | +7.94% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Linktel Technologies | SZ | Optical Modules & Devices | $5.2B | -13.71% |
| Huazheng New Material | SH | PCB & CCL | $4.5B | -10.00% |
| Taiwan Union Technology | TW | PCB & CCL | $12.7B | -9.86% |
| ACM Research Shanghai | SH | Semiconductor Equipment | $16.8B | -9.04% |
| Beijing Huafeng Test | SH | Semiconductor Equipment | $8.4B | -8.98% |
| Shenyang Fortune Precision | SH | Semiconductor Equipment | $6.0B | -8.60% |
| Hwatsing Technology | SH | Semiconductor Equipment | $15.9B | -8.33% |
| Kingsemi | SH | Semiconductor Equipment | $7.9B | -7.64% |
| Shenzhen Demingli | SZ | Memory / HBM | $11.5B | -7.64% |
| Piotech | SH | Semiconductor Equipment | $22.3B | -7.40% |
The top-10 lineup was unchanged from the previous session.