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Market cap ranking / Weekly brief / 2026-W45

AI Compute Value Chain Weekly Brief · 2026-W45

11月2日–11月8日 | Chain total $20.44 trillion | Week — | Auto-generated
Chain total
$20.44 trillion
Week (weighted)
—
Trading days
1
Range
2026-11-03~2026-11-03

> Only one trading-day snapshot (2026-11-03) was available this week; figures below reflect the current state with no week-over-week comparison.

Trading-day snapshots this week: 2026-11-03 ~ 2026-11-03 (1 sessions). The 244 companies tracked were worth a combined $20.44 trillion.

1. Segment performance

SegmentCos.Combined capWeek
GPU & AI Chips21$8.46T—
Memory / HBM15$3.26T—
Foundry & OSAT17$2.16T—
Semiconductor Equipment35$2.08T—
Servers & ODM24$841.7B—
Networking & Switching12$785.8B—
Data Centers & Cloud19$671.1B—
Copper Interconnect & Cables16$425.1B—
PCB & CCL27$416.7B—
EDA & Semiconductor IP7$409.6B—
Optical Modules & Devices23$369.9B—
Power Supply12$353.0B—
Liquid Cooling & Thermal16$203.2B—

2. Weekly movers (market cap ≥ $1.0B)

Top 10 gainers

CompanyMktSegmentMarket capWeek
NVIDIAUSGPU & AI Chips$4.88T+0.00%
TSMCTWFoundry & OSAT$1.85T+0.00%
BroadcomUSGPU & AI Chips$1.54T+0.00%
Samsung ElectronicsKRMemory / HBM$1.01T+0.00%
Micron TechnologyUSMemory / HBM$943.1B+0.00%
SK HynixKRMemory / HBM$811.2B+0.00%
Advanced Micro DevicesUSGPU & AI Chips$762.1B+0.00%
ASML HoldingUSSemiconductor Equipment$588.2B+0.00%
Cisco SystemsUSNetworking & Switching$400.6B+0.00%
OracleUSData Centers & Cloud$361.4B+0.00%

Top 10 decliners

CompanyMktSegmentMarket capWeek
Shanghai PNC Process SystemsSHSemiconductor Equipment$1.0B+0.00%
AcBel PolytechTWPower Supply$1.0B+0.00%
Japan Aviation ElectronicsJPCopper Interconnect & Cables$1.1B+0.00%
Goaland EnergySZLiquid Cooling & Thermal$1.1B+0.00%
Yihua-TypicalSZCopper Interconnect & Cables$1.2B+0.00%
Capital Online Data ServiceSZData Centers & Cloud$1.2B+0.00%
Sunonwealth Electric MachineTWLiquid Cooling & Thermal$1.3B+0.00%
Siqian New MaterialSZLiquid Cooling & Thermal$1.4B+0.00%
East GroupSZPower Supply$1.4B+0.00%
Recodeal Interconnect SystemSHCopper Interconnect & Cables$1.5B+0.00%

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 2026-11-03, the 244 AI-compute companies tracked were worth a combined $20.44 trillion, — on the week (2026-11-03~2026-11-03). — AI Compute Value Chain Market Cap (https://shizhibang.com/weekly/2026-W45/)As of 2026-11-03, the 244 AI-compute companies tracked were worth a combined $20.44 trillion, — on the week (2026-11-03~2026-11-03). — [AI Compute Value Chain Market Cap](https://shizhibang.com/weekly/2026-W45/)