As of 2026-10-30, the 244 companies tracked in the AI compute value chain were worth a combined $22.19 trillion, -1.86% from the previous session (market-cap weighted, 243 comparable). 36 rose and 207 fell (flat/no data: 1); breadth 15%.
| Segment | Cos. | Combined cap | Day |
|---|---|---|---|
| GPU & AI Chips | 21 | $9.29T | -1.67% |
| Memory / HBM | 15 | $3.48T | -3.54% |
| Semiconductor Equipment | 35 | $2.26T | +1.02% |
| Foundry & OSAT | 17 | $2.26T | -1.01% |
| Servers & ODM | 24 | $917.8B | -3.88% |
| Networking & Switching | 12 | $855.6B | -1.60% |
| Data Centers & Cloud | 19 | $756.7B | -2.16% |
| PCB & CCL | 27 | $455.8B | -5.83% |
| EDA & Semiconductor IP | 7 | $453.1B | -1.50% |
| Copper Interconnect & Cables | 16 | $444.3B | +0.48% |
| Optical Modules & Devices | 23 | $425.3B | -7.03% |
| Power Supply | 12 | $375.6B | -2.05% |
| Liquid Cooling & Thermal | 16 | $216.6B | -0.67% |
Best segment: Semiconductor Equipment (+1.02%); worst: Optical Modules & Devices (-7.03%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Advantest | JP | Semiconductor Equipment | $171.7B | +6.01% |
| KLA Corporation | US | Semiconductor Equipment | $218.5B | +5.45% |
| Furukawa Electric | JP | Copper Interconnect & Cables | $13.7B | +4.75% |
| Sunonwealth Electric Machine | TW | Liquid Cooling & Thermal | $1.4B | +3.24% |
| STMicroelectronics | US | GPU & AI Chips | $44.7B | +3.03% |
| Equinix | US | Data Centers & Cloud | $102.6B | +2.88% |
| Tokyo Electron | JP | Semiconductor Equipment | $148.7B | +2.35% |
| Iron Mountain | US | Data Centers & Cloud | $35.2B | +2.34% |
| Auras Technology | TW | Liquid Cooling & Thermal | $4.2B | +2.09% |
| Fujikura | JP | Copper Interconnect & Cables | $47.2B | +2.04% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| T&S Communications | SZ | Optical Modules & Devices | $26.4B | -19.77% |
| Linktel Technologies | SZ | Optical Modules & Devices | $3.4B | -15.84% |
| Biwin Storage Technology | SH | Memory / HBM | $9.8B | -15.79% |
| Advanced Fiber Resources | SZ | Optical Modules & Devices | $8.3B | -15.47% |
| ACM Research Shanghai | SH | Semiconductor Equipment | $13.2B | -14.98% |
| Broadex Technologies | SZ | Optical Modules & Devices | $6.2B | -14.18% |
| Shijia Photons | SH | Optical Modules & Devices | $6.7B | -14.09% |
| Marvell Technology | US | GPU & AI Chips | $196.2B | -13.24% |
| Yuanjie Semiconductor | SH | Optical Modules & Devices | $13.8B | -11.63% |
| Shengyi Electronics | SH | PCB & CCL | $9.2B | -11.40% |
Entered the top 10: Cisco Systems.
Dropped out of the top 10: Oracle.