Trading-day snapshots this week: 2026-10-20 ~ 2026-10-23 (4 sessions). The 244 companies tracked were worth a combined $21.21 trillion, -4.07% from the week's start (market-cap weighted).
| Segment | Cos. | Combined cap | Week |
|---|---|---|---|
| GPU & AI Chips | 21 | $8.99T | -3.18% |
| Memory / HBM | 15 | $3.15T | -4.58% |
| Foundry & OSAT | 17 | $2.24T | -1.73% |
| Semiconductor Equipment | 35 | $2.11T | -8.45% |
| Servers & ODM | 24 | $908.6B | -0.46% |
| Networking & Switching | 12 | $813.8B | -3.88% |
| Data Centers & Cloud | 19 | $693.1B | -3.16% |
| PCB & CCL | 27 | $484.7B | -5.15% |
| Optical Modules & Devices | 23 | $430.4B | -9.05% |
| Copper Interconnect & Cables | 16 | $416.6B | -6.50% |
| EDA & Semiconductor IP | 7 | $412.5B | -6.73% |
| Power Supply | 12 | $371.7B | -5.26% |
| Liquid Cooling & Thermal | 16 | $195.7B | -5.51% |
Best segment: Servers & ODM (-0.46%); worst: Optical Modules & Devices (-9.05%).
Top 10 gainers
| Company | Mkt | Segment | Market cap | Week |
|---|---|---|---|---|
| Huatian Technology | SZ | Foundry & OSAT | $7.7B | +12.01% |
| Shenzhen Demingli | SZ | Memory / HBM | $11.5B | +11.00% |
| Advanced Fiber Resources | SZ | Optical Modules & Devices | $9.2B | +6.26% |
| Montage Technology | SH | GPU & AI Chips | $32.0B | +6.15% |
| Wistron | TW | Servers & ODM | $20.1B | +5.67% |
| Super Micro Computer | US | Servers & ODM | $22.2B | +5.05% |
| JCET Group | SH | Foundry & OSAT | $15.8B | +4.77% |
| Intellifusion | SH | GPU & AI Chips | $2.7B | +3.80% |
| Huaqin Technology | SH | Servers & ODM | $15.7B | +3.11% |
| Sugon | SH | Servers & ODM | $16.7B | +3.08% |
Top 10 decliners
| Company | Mkt | Segment | Market cap | Week |
|---|---|---|---|---|
| TTM Technologies | US | PCB & CCL | $7.8B | -25.44% |
| Lenovo Group | HK | Servers & ODM | $37.9B | -17.45% |
| Eoptolink Technology | SZ | Optical Modules & Devices | $53.8B | -16.19% |
| Lam Research | US | Semiconductor Equipment | $288.0B | -15.45% |
| Suntak Technology | SZ | PCB & CCL | $3.5B | -15.16% |
| Nokia | US | Networking & Switching | $44.1B | -13.22% |
| Applied Optoelectronics | US | Optical Modules & Devices | $5.8B | -12.95% |
| Taiwan Union Technology | TW | PCB & CCL | $12.7B | -12.79% |
| Jusung Engineering | KR | Semiconductor Equipment | $6.6B | -12.72% |
| Fabrinet | US | Optical Modules & Devices | $11.4B | -12.41% |
The top-10 lineup was unchanged from the week's start.
Data may be quoted freely with attribution.
As of 2026-10-23, the 244 AI-compute companies tracked were worth a combined $21.21 trillion, -4.07% on the week (2026-10-20~2026-10-23). — AI Compute Value Chain Market Cap (https://shizhibang.com/weekly/2026-W43/)As of 2026-10-23, the 244 AI-compute companies tracked were worth a combined $21.21 trillion, -4.07% on the week (2026-10-20~2026-10-23). — [AI Compute Value Chain Market Cap](https://shizhibang.com/weekly/2026-W43/)