| # | Company | Market | Market cap | % of segment | Today | 30 days | Close | Country |
|---|---|---|---|---|---|---|---|---|
| 1 | Arm Holdings ARM | US | $328.4B | 60.4% | +5.18% | 307.49 USD | UK | |
| 2 | Cadence Design Systems CDNS | US | $96.8B | 17.8% | +0.18% | 351.35 USD | USA | |
| 3 | Synopsys SNPS | US | $93.9B | 17.3% | -0.13% | 489.90 USD | USA | |
| 4 | VeriSilicon 688521 | SH | $13.4B | 2.5% | -11.34% | 171.68 CNY | China | |
| 5 | Empyrean Technology 301269 | SZ | $6.9B | 1.3% | -2.33% | 84.66 CNY | China | |
| 6 | Primarius Technologies 688206 | SH | $2.7B | 0.5% | -2.39% | 34.34 CNY | China | |
| 7 | Semitronix 301095 | SZ | $2.0B | 0.4% | -3.28% | 68.11 CNY | China |
The EDA & Semiconductor IP segment of the AI compute value chain covers 7 listed companies across 3 markets (SH, SZ, US) and 3 countries/regions (China, UK, USA). As of October 04, 2026, the segment's combined market cap is $544.1 billion ($544.1B) — 2.1% of the $25.33T tracked across the whole chain.
Arm Holdings leads the segment at $328.4B (60.4% of the segment), followed by Cadence Design Systems ($96.8B) and Synopsys ($93.9B). Top-3 concentration is 95.4%.
For the full analysis of this segment — boundaries, competitive landscape, key tracking variables and where A-share names fit — read the Chinese version.