The Ultimate Cheat Sheet for 25 Companies Shaping the Semiconductor Value Chain

1. NVDA – Designer of AI GPUs & CUDA platform for model training

2. TSM – Manufacturer of advanced 3nm & 5nm chips for AI workloads

3. AVGO – Supplier of networking ASICs & high-speed connectivity components

4. ASML – Exclusive supplier of EUV lithography machines for chip manufacturing

5. QCOM – Designer of Snapdragon AI processors for mobile & edge devices

6. ARM – Developer of energy-efficient CPU architectures for AI & IoT

7. AMD – Provider of Ryzen & EPYC processors for high-performance computing

8. MU – Manufacturer of HBM3 memory for AI accelerators

9. INTC – Integrated producer of Xeon processors for data centers

10. MRVL – Developer of OCTEON processors & networking chips for AI infrastructure

11. AMAT – Innovator of deposition & etch tools for semiconductor fabrication

12. DELL – Provider of PowerEdge servers for AI data centers

13.TXN – Supplier of analog chips & embedded processors for industrial AI

1. KLAC – Developer of wafer inspection & metrology tools

2. WDC – Leader in enterprise HDDs & SSDs for AI and cloud storage

3. ANET – Provider of CloudVision software and 400G switches for AI data centers

4. SNPS – Provider of EDA tools for chip design & verification

5. CDNS – Leader in chip simulation software for AI & automotive applications

6. HPE – Provider of HPE Apollo systems for AI & HPC workloads

7. AEHR – Supplier of burn-in and test systems for silicon carbide chips

8. SMCI – Custom server solutions optimized for AI & cloud computing

9. ADI – Provider of precision signal processing ICs for industrial AI

10. ON – Manufacturer of SiC power modules for EVs & ADAS systems

11. ALAB – Developer of PCIe connectivity chips for AI & data center workloads

12. NVTS – Supplier of GaN power ICs for fast charging & AI hardware