| # | Company | Market | Market cap | % of segment | Today | 30 days | Close | Country |
|---|---|---|---|---|---|---|---|---|
| 1 | TSMC 2330.TW | TW | $2.03T | 83.7% | -0.40% | 2,500.00 TWD | Taiwan, China | |
| 2 | ASE Technology 3711.TW | TW | $100.0B | 4.1% | +0.42% | 713.00 TWD | Taiwan, China | |
| 3 | SMIC 0981.HK | HK | $65.7B | 2.7% | -0.66% | 60.25 HKD | China | |
| 4 | United Microelectronics 2303.TW | TW | $63.7B | 2.6% | +0.00% | 161.50 TWD | Taiwan, China | |
| 5 | GlobalFoundries GFS | US | $28.0B | 1.1% | +3.06% | 50.17 USD | USA | |
| 6 | Hua Hong Semiconductor 1347.HK | HK | $25.9B | 1.1% | +0.09% | 105.50 HKD | China | |
| 7 | JCET Group 600584 | SH | $17.1B | 0.7% | -2.16% | 64.28 CNY | China | |
| 8 | Amkor Technology AMKR | US | $13.9B | 0.6% | +5.90% | 56.02 USD | USA | |
| 9 | Tongfu Microelectronics 002156 | SZ | $13.5B | 0.6% | -5.73% | 56.90 CNY | China | |
| 10 | King Yuan Electronics 2449.TW | TW | $11.9B | 0.5% | -0.17% | 295.50 TWD | Taiwan, China | |
| 11 | Powerchip Semiconductor 6770.TW | TW | $11.3B | 0.5% | +2.68% | 76.50 TWD | Taiwan, China | |
| 12 | Vanguard International Semiconductor 5347.TW | TW | $11.0B | 0.5% | +1.36% | 187.00 TWD | Taiwan, China | |
| 13 | Nexchip Semiconductor 688249 | SH | $10.9B | 0.4% | -3.73% | 32.81 CNY | China | |
| 14 | Huatian Technology 002185 | SZ | $8.2B | 0.3% | -3.29% | 16.46 CNY | China | |
| 15 | Powertech Technology 6239.TW | TW | $7.3B | 0.3% | +5.30% | 308.00 TWD | Taiwan, China | |
| 16 | Chipbond Technology 6147.TW | TW | $5.2B | 0.2% | -1.11% | 223.00 TWD | Taiwan, China | |
| 17 | Ningbo Yongsi Electronics 688362 | SH | $3.7B | 0.2% | -4.77% | 54.09 CNY | China |
The Foundry & OSAT segment of the AI compute value chain covers 17 listed companies across 5 markets (HK, SH, SZ, TW, US) and 3 countries/regions (China, Taiwan, China, USA). As of October 04, 2026, the segment's combined market cap is $2.43 trillion ($2.43T) — 9.6% of the $25.33T tracked across the whole chain.
TSMC leads the segment at $2.03T (83.7% of the segment), followed by ASE Technology ($100.0B) and SMIC ($65.7B). Top-3 concentration is 90.5%.
For the full analysis of this segment — boundaries, competitive landscape, key tracking variables and where A-share names fit — read the Chinese version.