As of 2026-11-03, the 244 companies tracked in the AI compute value chain were worth a combined $20.44 trillion, -1.77% from the previous session (market-cap weighted, 243 comparable). 129 rose and 111 fell (flat/no data: 4); breadth 53%.
| Segment | Cos. | Combined cap | Day |
|---|---|---|---|
| GPU & AI Chips | 21 | $8.46T | -2.23% |
| Memory / HBM | 15 | $3.26T | +0.15% |
| Foundry & OSAT | 17 | $2.16T | -1.35% |
| Semiconductor Equipment | 35 | $2.08T | -1.53% |
| Servers & ODM | 24 | $841.7B | -2.76% |
| Networking & Switching | 12 | $785.8B | -2.82% |
| Data Centers & Cloud | 19 | $671.1B | -6.17% |
| Copper Interconnect & Cables | 16 | $425.1B | +0.00% |
| PCB & CCL | 27 | $416.7B | -0.85% |
| EDA & Semiconductor IP | 7 | $409.6B | -2.02% |
| Optical Modules & Devices | 23 | $369.9B | -4.55% |
| Power Supply | 12 | $353.0B | +0.50% |
| Liquid Cooling & Thermal | 16 | $203.2B | -1.32% |
Best segment: Power Supply (+0.50%); worst: Data Centers & Cloud (-6.17%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Shanghai Gentech | SH | Semiconductor Equipment | $2.0B | +19.99% |
| Primarius Technologies | SH | EDA & Semiconductor IP | $2.6B | +9.66% |
| Shenling Environment | SZ | Liquid Cooling & Thermal | $3.6B | +9.30% |
| Shenyang Fortune Precision | SH | Semiconductor Equipment | $5.0B | +8.31% |
| Lasertec | JP | Semiconductor Equipment | $24.4B | +8.01% |
| ISC Co | KR | Semiconductor Equipment | $2.6B | +7.76% |
| Capital Online Data Service | SZ | Data Centers & Cloud | $1.2B | +7.44% |
| Suzhou Dongshan Precision | SZ | PCB & CCL | $26.9B | +7.13% |
| Athub | SH | Data Centers & Cloud | $2.6B | +6.91% |
| Ningbo Yongsi Electronics | SH | Foundry & OSAT | $2.5B | +6.84% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| SCREEN Holdings | JP | Semiconductor Equipment | $11.2B | -18.96% |
| Lumentum Holdings | US | Optical Modules & Devices | $62.0B | -18.59% |
| Kioxia Holdings | JP | Memory / HBM | $118.6B | -15.78% |
| Marvell Technology | US | GPU & AI Chips | $154.0B | -12.72% |
| Ciena Corporation | US | Networking & Switching | $40.3B | -11.34% |
| Astera Labs | US | GPU & AI Chips | $39.8B | -11.22% |
| Applied Optoelectronics | US | Optical Modules & Devices | $5.3B | -9.49% |
| Applied Digital | US | Data Centers & Cloud | $4.9B | -8.98% |
| Intel | US | GPU & AI Chips | $318.7B | -8.80% |
| Oracle | US | Data Centers & Cloud | $361.4B | -8.76% |
The top-10 lineup was unchanged from the previous session.