As of 2026-11-04, the 244 companies tracked in the AI compute value chain were worth a combined $20.53 trillion, +0.58% from the previous session (market-cap weighted, 243 comparable). 65 rose and 178 fell (flat/no data: 1); breadth 27%.
| Segment | Cos. | Combined cap | Day |
|---|---|---|---|
| GPU & AI Chips | 21 | $8.63T | +2.04% |
| Memory / HBM | 15 | $3.20T | -1.77% |
| Foundry & OSAT | 17 | $2.12T | -2.03% |
| Semiconductor Equipment | 35 | $2.10T | +1.48% |
| Servers & ODM | 24 | $839.0B | -0.28% |
| Networking & Switching | 12 | $798.8B | +1.72% |
| Data Centers & Cloud | 19 | $701.5B | +4.61% |
| Copper Interconnect & Cables | 16 | $435.5B | +2.02% |
| EDA & Semiconductor IP | 7 | $412.2B | +0.72% |
| PCB & CCL | 27 | $385.0B | -7.87% |
| Power Supply | 12 | $358.5B | +1.92% |
| Optical Modules & Devices | 23 | $344.7B | -6.24% |
| Liquid Cooling & Thermal | 16 | $203.4B | +0.39% |
Best segment: Data Centers & Cloud (+4.61%); worst: PCB & CCL (-7.87%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| Fabrinet | US | Optical Modules & Devices | $13.0B | +15.45% |
| IREN Limited | US | Data Centers & Cloud | $9.6B | +11.08% |
| Applied Digital | US | Data Centers & Cloud | $5.4B | +9.80% |
| Lasertec | JP | Semiconductor Equipment | $24.3B | +8.01% |
| Credo Technology | US | GPU & AI Chips | $28.4B | +7.78% |
| Nebius Group | US | Data Centers & Cloud | $41.2B | +7.25% |
| CoreWeave | US | Data Centers & Cloud | $29.6B | +7.16% |
| Eaton | US | Power Supply | $152.1B | +7.00% |
| Monolithic Power Systems | US | Power Supply | $64.8B | +6.78% |
| TTM Technologies | US | PCB & CCL | $8.6B | +6.59% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| SCREEN Holdings | JP | Semiconductor Equipment | $11.1B | -18.96% |
| Kioxia Holdings | JP | Memory / HBM | $118.3B | -15.78% |
| Linktel Technologies | SZ | Optical Modules & Devices | $2.7B | -14.13% |
| Nanya New Material Technology | SH | PCB & CCL | $5.7B | -13.93% |
| Advanced Fiber Resources | SZ | Optical Modules & Devices | $6.4B | -12.86% |
| T&S Communications | SZ | Optical Modules & Devices | $20.2B | -12.80% |
| Zhongji Innolight | SZ | Optical Modules & Devices | $84.9B | -12.69% |
| Broadex Technologies | SZ | Optical Modules & Devices | $4.8B | -12.57% |
| Beijing Huafeng Test | SH | Semiconductor Equipment | $5.5B | -12.02% |
| Ingenic Semiconductor | SZ | Memory / HBM | $7.7B | -11.95% |
The top-10 lineup was unchanged from the previous session.