This site tracks the AI compute value chain end to end — from chip design and foundry to memory, networking, optical modules, PCBs, servers, power, cooling and data centers — and ranks 244 listed companies in 13 segments by market cap, all converted to USD. The combined market cap of the chain is $25.33T as of October 04, 2026.
Each card below opens the segment ranking with daily change, 30-day trend and country breakdown. For in-depth Chinese analysis of each segment (boundaries, competitive landscape, tracking variables), switch to the Chinese value chain guide.