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AI Compute Value Chain Weekly Brief · 2026-W42

10月12日–10月18日 | Chain total $22.33 trillion | Week -7.50% | Auto-generated
Chain total
$22.33 trillion
Week (weighted)
-7.50%
Trading days
4
Range
2026-10-13~2026-10-16

Trading-day snapshots this week: 2026-10-13 ~ 2026-10-16 (4 sessions). The 244 companies tracked were worth a combined $22.33 trillion, -7.50% from the week's start (market-cap weighted).

1. Segment performance

SegmentCos.Combined capWeek
GPU & AI Chips21$9.40T-4.51%
Memory / HBM15$3.21T-14.46%
Semiconductor Equipment35$2.35T-9.71%
Foundry & OSAT17$2.31T-5.33%
Servers & ODM24$923.3B-12.43%
Networking & Switching12$869.5B-6.77%
Data Centers & Cloud19$744.5B-4.18%
PCB & CCL27$515.2B-7.46%
Optical Modules & Devices23$486.8B-9.63%
EDA & Semiconductor IP7$462.6B-5.32%
Copper Interconnect & Cables16$448.2B-7.20%
Power Supply12$398.5B-9.31%
Liquid Cooling & Thermal16$209.8B-9.15%

Best segment: Data Centers & Cloud (-4.18%); worst: Memory / HBM (-14.46%).

2. Weekly movers (market cap ≥ $1.0B)

Top 10 gainers

CompanyMktSegmentMarket capWeek
Guangdong GoworldSZPCB & CCL$2.3B+27.38%
EricssonUSNetworking & Switching$34.8B+14.30%
Suntak TechnologySZPCB & CCL$4.3B+12.93%
Nanya New Material TechnologySHPCB & CCL$9.6B+9.67%
Shanghai PNC Process SystemsSHSemiconductor Equipment$1.4B+8.39%
Hwatsing TechnologySHSemiconductor Equipment$18.0B+6.28%
WUS Printed CircuitSZPCB & CCL$33.3B+5.89%
Olympic Circuit TechnologySHPCB & CCL$4.4B+4.39%
NAURA TechnologySZSemiconductor Equipment$66.0B+3.65%
Xingsen TechnologySZPCB & CCL$9.2B+2.70%

Top 10 decliners

CompanyMktSegmentMarket capWeek
Kioxia HoldingsJPMemory / HBM$133.9B-26.46%
Hanmi SemiconductorKRMemory / HBM$13.3B-24.67%
ISC CoKRSemiconductor Equipment$2.2B-24.65%
SK HynixKRMemory / HBM$675.0B-22.81%
Jusung EngineeringKRSemiconductor Equipment$6.8B-21.11%
IbidenJPPCB & CCL$33.0B-20.03%
Lenovo GroupHKServers & ODM$42.5B-19.67%
LasertecJPSemiconductor Equipment$23.4B-19.27%
SCREEN HoldingsJPSemiconductor Equipment$16.3B-18.05%
Dell TechnologiesUSServers & ODM$301.0B-17.92%

3. Top-10 lineup changes

The top-10 lineup was unchanged from the week's start.

4. Takeaways

Cite this brief

Data may be quoted freely with attribution.

As of 2026-10-16, the 244 AI-compute companies tracked were worth a combined $22.33 trillion, -7.50% on the week (2026-10-13~2026-10-16). — AI Compute Value Chain Market Cap (https://shizhibang.com/weekly/2026-W42/)As of 2026-10-16, the 244 AI-compute companies tracked were worth a combined $22.33 trillion, -7.50% on the week (2026-10-13~2026-10-16). — [AI Compute Value Chain Market Cap](https://shizhibang.com/weekly/2026-W42/)