As of 2026-10-03, the 244 companies tracked in the AI compute value chain were worth a combined $25.33 trillion, -0.76% from the previous session (market-cap weighted, 225 comparable). 42 rose and 179 fell (flat/no data: 23); breadth 19%.
| Segment | Cos. | Combined cap | Day |
|---|---|---|---|
| GPU & AI Chips | 21 | $10.26T | -0.62% |
| Memory / HBM | 15 | $4.15T | -0.23% |
| Semiconductor Equipment | 35 | $2.77T | -1.72% |
| Foundry & OSAT | 17 | $2.43T | -0.21% |
| Servers & ODM | 24 | $1.07T | -0.25% |
| Networking & Switching | 12 | $924.0B | -0.52% |
| Data Centers & Cloud | 19 | $808.8B | -1.73% |
| Optical Modules & Devices | 23 | $609.1B | -0.51% |
| PCB & CCL | 27 | $576.3B | -1.35% |
| EDA & Semiconductor IP | 7 | $544.1B | -2.22% |
| Copper Interconnect & Cables | 16 | $496.8B | -1.43% |
| Power Supply | 12 | $452.2B | -2.93% |
| Liquid Cooling & Thermal | 16 | $238.6B | -2.92% |
Best segment: Foundry & OSAT (-0.21%); worst: Power Supply (-2.93%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| LandMark Optoelectronics | TW | Optical Modules & Devices | $9.4B | +7.53% |
| Linktel Technologies | SZ | Optical Modules & Devices | $5.5B | +7.53% |
| Chipbond Technology | TW | Foundry & OSAT | $5.2B | +6.93% |
| Micron Technology | US | Memory / HBM | $1.21T | +4.06% |
| Advanced Fiber Resources | SZ | Optical Modules & Devices | $10.0B | +3.62% |
| Super Micro Computer | US | Servers & ODM | $28.7B | +3.41% |
| Kaori Heat Treatment | TW | Liquid Cooling & Thermal | $4.4B | +2.81% |
| Kinsus Interconnect | TW | PCB & CCL | $17.4B | +2.80% |
| Hewlett Packard Enterprise | US | Servers & ODM | $92.0B | +2.28% |
| Cambridge Technology | SH | Optical Modules & Devices | $11.3B | +2.16% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Day |
|---|---|---|---|---|
| VeriSilicon | SH | EDA & Semiconductor IP | $13.4B | -11.34% |
| Jusung Engineering | KR | Semiconductor Equipment | $8.3B | -11.13% |
| King Slide Works | TW | Servers & ODM | $36.3B | -10.00% |
| Wuhan Jingce Electronic | SZ | Semiconductor Equipment | $7.7B | -6.63% |
| Centec Networks | SH | Networking & Switching | $17.4B | -6.36% |
| IREN Limited | US | Data Centers & Cloud | $16.5B | -6.27% |
| Beijing Huafeng Test | SH | Semiconductor Equipment | $11.2B | -6.26% |
| Goaland Energy | SZ | Liquid Cooling & Thermal | $1.4B | -6.18% |
| Applied Digital | US | Data Centers & Cloud | $7.6B | -6.04% |
| Applied Optoelectronics | US | Optical Modules & Devices | $9.8B | -5.85% |
The top-10 lineup was unchanged from the previous session.