As of 2026-10-27, the 244 companies tracked in the AI compute value chain were worth a combined $21.56 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 | $9.20T | +2.07% |
| Memory / HBM | 15 | $3.23T | +4.34% |
| Foundry & OSAT | 17 | $2.22T | +0.52% |
| Semiconductor Equipment | 35 | $2.12T | +2.39% |
| Servers & ODM | 24 | $914.9B | +3.08% |
| Networking & Switching | 12 | $850.3B | +2.26% |
| Data Centers & Cloud | 19 | $696.8B | +3.79% |
| PCB & CCL | 27 | $469.9B | -2.81% |
| EDA & Semiconductor IP | 7 | $437.4B | +2.67% |
| Optical Modules & Devices | 23 | $435.3B | -0.62% |
| Copper Interconnect & Cables | 16 | $423.4B | +2.82% |
| Power Supply | 12 | $372.4B | +0.74% |
| Liquid Cooling & Thermal | 16 | $196.5B | +0.80% |
Best segment: Memory / HBM (+4.34%); worst: PCB & CCL (-2.81%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| BE Semiconductor Industries | US | Semiconductor Equipment | $12.9B | +11.63% |
| Nebius Group | US | Data Centers & Cloud | $41.7B | +11.22% |
| Credo Technology | US | GPU & AI Chips | $28.4B | +10.77% |
| Astera Labs | US | GPU & AI Chips | $45.0B | +10.47% |
| Applied Digital | US | Data Centers & Cloud | $5.4B | +9.42% |
| Advantest | JP | Semiconductor Equipment | $145.0B | +8.98% |
| Vicor Corporation | US | Power Supply | $9.0B | +8.85% |
| Ibiden | JP | PCB & CCL | $29.8B | +8.54% |
| Amkor Technology | US | Foundry & OSAT | $9.1B | +8.50% |
| CoreWeave | US | Data Centers & Cloud | $30.4B | +7.94% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Linktel Technologies | SZ | Optical Modules & Devices | $4.6B | -13.71% |
| Huazheng New Material | SH | PCB & CCL | $4.3B | -10.00% |
| Taiwan Union Technology | TW | PCB & CCL | $12.6B | -9.86% |
| ACM Research Shanghai | SH | Semiconductor Equipment | $16.3B | -9.04% |
| Beijing Huafeng Test | SH | Semiconductor Equipment | $7.7B | -8.98% |
| Shenyang Fortune Precision | SH | Semiconductor Equipment | $5.7B | -8.60% |
| Hwatsing Technology | SH | Semiconductor Equipment | $15.1B | -8.33% |
| Kingsemi | SH | Semiconductor Equipment | $7.4B | -7.64% |
| Shenzhen Demingli | SZ | Memory / HBM | $11.5B | -7.64% |
| Piotech | SH | Semiconductor Equipment | $21.5B | -7.40% |
The top-10 lineup was unchanged from the previous session.