As of 2026-10-28, the 244 companies tracked in the AI compute value chain were worth a combined $22.03 trillion, +2.31% 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 | $9.39T | +2.12% |
| Memory / HBM | 15 | $3.36T | +4.39% |
| Foundry & OSAT | 17 | $2.23T | +0.53% |
| Semiconductor Equipment | 35 | $2.17T | +2.50% |
| Servers & ODM | 24 | $942.9B | +3.22% |
| Networking & Switching | 12 | $869.5B | +2.32% |
| Data Centers & Cloud | 19 | $723.2B | +3.86% |
| PCB & CCL | 27 | $456.6B | -2.66% |
| EDA & Semiconductor IP | 7 | $449.1B | +2.75% |
| Copper Interconnect & Cables | 16 | $435.0B | +2.88% |
| Optical Modules & Devices | 23 | $432.4B | -0.37% |
| Power Supply | 12 | $375.1B | +0.86% |
| Liquid Cooling & Thermal | 16 | $198.0B | +0.95% |
Best segment: Memory / HBM (+4.39%); worst: PCB & CCL (-2.66%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| BE Semiconductor Industries | US | Semiconductor Equipment | $14.5B | +11.63% |
| Nebius Group | US | Data Centers & Cloud | $46.3B | +11.22% |
| Credo Technology | US | GPU & AI Chips | $31.5B | +10.77% |
| Astera Labs | US | GPU & AI Chips | $49.7B | +10.47% |
| Applied Digital | US | Data Centers & Cloud | $5.9B | +9.42% |
| Advantest | JP | Semiconductor Equipment | $157.4B | +8.98% |
| Vicor Corporation | US | Power Supply | $9.8B | +8.85% |
| Ibiden | JP | PCB & CCL | $32.3B | +8.54% |
| Amkor Technology | US | Foundry & OSAT | $9.9B | +8.50% |
| CoreWeave | US | Data Centers & Cloud | $32.9B | +7.94% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Linktel Technologies | SZ | Optical Modules & Devices | $4.0B | -13.71% |
| Huazheng New Material | SH | PCB & CCL | $3.8B | -10.00% |
| Taiwan Union Technology | TW | PCB & CCL | $11.3B | -9.86% |
| ACM Research Shanghai | SH | Semiconductor Equipment | $14.8B | -9.04% |
| Beijing Huafeng Test | SH | Semiconductor Equipment | $7.0B | -8.98% |
| Shenyang Fortune Precision | SH | Semiconductor Equipment | $5.2B | -8.60% |
| Hwatsing Technology | SH | Semiconductor Equipment | $13.8B | -8.33% |
| Kingsemi | SH | Semiconductor Equipment | $6.8B | -7.64% |
| Shenzhen Demingli | SZ | Memory / HBM | $10.6B | -7.64% |
| Piotech | SH | Semiconductor Equipment | $19.9B | -7.40% |
The top-10 lineup was unchanged from the previous session.