| # | Company | Market | Market cap | % of segment | Today | 30 days | Close | Country |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA NVDA | US | $5.65T | 55.1% | +1.34% | 233.95 USD | USA | |
| 2 | Broadcom AVGO | US | $1.70T | 16.5% | +3.35% | 355.14 USD | USA | |
| 3 | Advanced Micro Devices AMD | US | $1.03T | 10.1% | +2.95% | 633.91 USD | USA | |
| 4 | Intel INTC | US | $630.8B | 6.1% | -0.56% | 119.33 USD | USA | |
| 5 | MediaTek 2454.TW | TW | $249.4B | 2.4% | -0.60% | 4,950.00 TWD | Taiwan, China | |
| 6 | Marvell Technology MRVL | US | $244.7B | 2.4% | +1.57% | 272.29 USD | USA | |
| 7 | Qualcomm QCOM | US | $197.5B | 1.9% | +1.53% | 184.87 USD | USA | |
| 8 | Infineon Technologies IFNNY | US | $95.0B | 0.9% | — | — | 73.07 USD | Germany |
| 9 | Cambricon 688256 | SH | $94.5B | 0.9% | -3.54% | 1,009.01 CNY | China | |
| 10 | Hygon 688041 | SH | $78.5B | 0.8% | -3.85% | 226.80 CNY | China | |
| 11 | Astera Labs ALAB | US | $60.8B | 0.6% | -1.71% | 350.33 USD | USA | |
| 12 | STMicroelectronics STM | US | $51.1B | 0.5% | +7.03% | 57.26 USD | Switzerland | |
| 13 | Renesas Electronics 6723.T | JP | $42.4B | 0.4% | — | — | 3,575.00 JPY | Japan |
| 14 | Credo Technology CRDO | US | $41.1B | 0.4% | +4.03% | 218.64 USD | USA | |
| 15 | Montage Technology 688008 | SH | $36.8B | 0.4% | -4.84% | 202.31 CNY | China | |
| 16 | Global Unichip 3443.TW | TW | $33.2B | 0.3% | +0.00% | 7,900.00 TWD | Taiwan, China | |
| 17 | Alchip Technologies 3661.TW | TW | $10.3B | 0.1% | +1.20% | 3,810.00 TWD | Taiwan, China | |
| 18 | Loongson Technology 688047 | SH | $5.9B | 0.1% | -2.10% | 98.10 CNY | China | |
| 19 | Jingjia Micro 300474 | SZ | $3.9B | 0.0% | -1.53% | 50.71 CNY | China | |
| 20 | Intellifusion 688343 | SH | $3.2B | 0.0% | -4.05% | 60.00 CNY | China | |
| 21 | Socionext 6526.T | JP | $2.5B | 0.0% | — | — | 2,217.00 JPY | Japan |
The GPU & AI Chips segment of the AI compute value chain covers 21 listed companies across 5 markets (JP, SH, SZ, TW, US) and 6 countries/regions (China, Germany, Japan, Switzerland, Taiwan, China, USA). As of October 04, 2026, the segment's combined market cap is $10.26 trillion ($10.26T) — 40.5% of the $25.33T tracked across the whole chain.
NVIDIA leads the segment at $5.65T (55.1% of the segment), followed by Broadcom ($1.70T) and Advanced Micro Devices ($1.03T). Top-3 concentration is 81.7%.
For the full analysis of this segment — boundaries, competitive landscape, key tracking variables and where A-share names fit — read the Chinese version.