Semiconductors AI Stocks
Semiconductor AI stocks are the companies designing the processors that run AI: GPUs, custom accelerators, CPUs, and the specialized silicon around them. This is the most direct and most watched layer of the AI trade, because training and running models consumes enormous quantities of chips and the buyers announce that spending publicly.
Market Cap
$19.70T
AI-Exposed Cap
$13.46T
24h Change
-1.32%
7d Change
+7.49%
Stocks
67
Market data as of the close on . Prices are end of day, not live.
# | Name | Price | 24h | 7d | Market Cap | Volume (24h) | 7d Chart |
|---|---|---|---|---|---|---|---|
| 1 | N NVDA | $225.51 | -1.47% | +5.43% | $5.45T | $19.6B | |
| 2 | A AAPL | $337.02 | -0.80% | +1.39% | $4.92T | $10.6B | |
| 3 | A AVGO | $354.99 | -2.62% | +4.75% | $1.69T | $8.0B | |
| 4 | S SKHY | $189.28 | -3.12% | +8.24% | $1.35T | $2.6B | |
| 5 | M MU | $1,071.88 | -2.22% | +15.69% | $1.21T | $22.9B | |
| 6 | A AMD | $614.61 | -1.47% | +19.92% | $1.00T | $10.0B | |
| 7 | T TSM | $446.57 | -1.20% | +6.91% | $960.00B | $4.5B | |
| 8 | I INTC | $122.60 | -1.02% | +21.33% | $648.08B | $10.4B | |
| 9 | A ARM | $332.56 | -0.19% | +36.31% | $355.17B | $2.3B | |
| 10 | S SFTBY | $21.08 | -2.63% | +4.93% | $240.27B | $9.1M | |
| 11 | M MRVL | $260.90 | -0.56% | +13.58% | $234.47B | $3.5B | |
| 12 | Q QCOM | $197.24 | -0.52% | +6.71% | $210.66B | $1.9B | |
| 13 | A ADI | $385.23 | +0.58% | +6.61% | $186.67B | $1.2B | |
| 14 | T TXN | $272.62 | +0.65% | +3.49% | $178.00B | $1.5B | |
| 15 | A ASX | $43.93 | +0.46% | +18.35% | $114.38B | $242.7M | |
| 16 | I IFNNY | $66.46 | -0.88% | +6.06% | $86.36B | $1.7M | |
| 17 | C CDNS | $309.09 | +4.81% | +12.82% | $85.12B | $1.1B | |
| 18 | S SNPS | $413.06 | +2.79% | +12.34% | $79.16B | $865.4M | |
| 19 | M MPWR | $1,355.47 | +6.09% | +18.64% | $66.61B | $1.0B | |
| 20 | K KEYS | $353.36 | +3.31% | +12.76% | $60.16B | $502.4M | |
| 21 | N NXPI | $235.44 | +1.30% | +4.48% | $59.37B | $943.1M | |
| 22 | C CBRS | $205.24 | -3.38% | +7.75% | $48.76B | $752.7M | |
| 23 | A ASMIY | $972.50 | +2.22% | +12.03% | $47.47B | $346.2K | |
| 24 | S STM | $52.46 | +1.79% | +9.67% | $46.65B | $452.9M | |
| 25 | U UMC | $24.68 | -4.23% | +9.54% | $46.35B | $268.2M | |
| 26 | M MCHP | $75.53 | +1.00% | +5.65% | $41.01B | $581.6M | |
| 27 | T TDY | $621.05 | +1.97% | +3.77% | $30.83B | $289.7M | |
| 28 | O ON | $74.10 | +3.32% | +1.23% | $28.85B | $676.9M | |
| 29 | G GFS | $46.42 | -4.43% | +8.58% | $25.88B | $151.2M | |
| 30 | M MTSI | $275.84 | -1.17% | +14.92% | $21.07B | $307.2M | |
| 31 | S SITM | $608.91 | -4.61% | +10.63% | $18.24B | $207.4M | |
| 32 | L LSCC | $121.66 | +3.77% | +14.25% | $17.28B | $128.3M | |
| 33 | S SMTC | $169.33 | -4.53% | +12.21% | $15.80B | $643.9M | |
| 34 | A AMKR | $53.32 | +2.17% | +14.96% | $13.25B | $136.7M | |
| 35 | R RMBS | $103.47 | +6.71% | +24.50% | $11.22B | $317.4M | |
| 36 | F FORM | $131.26 | +10.02% | +29.08% | $10.25B | $162.7M | |
| 37 | S SIMO | $276.53 | +2.80% | +15.61% | $9.38B | $154.1M | |
| 38 | M MXL | $84.32 | -1.93% | +25.63% | $7.65B | $174.1M | |
| 39 | S SLAB | $221.25 | +0.17% | +0.58% | $7.38B | $44.1M | |
| 40 | C CAMT | $147.06 | -1.72% | +9.21% | $6.86B | $54.3M | |
| 41 | A ALGM | $35.11 | -1.10% | +5.56% | $6.54B | $88.5M | |
| 42 | M MBLY | $7.61 | -0.91% | -2.69% | $6.47B | $67.9M | |
| 43 | P PI | $177.20 | -3.72% | +1.61% | $5.41B | $104.6M | |
| 44 | T TSEM | $230.50 | -1.42% | +18.13% | $5.40B | $339.2M | |
| 45 | M MRCY | $82.72 | -3.42% | -4.93% | $5.03B | $36.1M | |
| 46 | D DIOD | $95.51 | +5.27% | +5.80% | $4.40B | $31.3M | |
| 47 | A ACLS | $118.43 | +4.67% | +12.75% | $3.66B | $47.5M | |
| 48 | A AEHR | $97.38 | +0.46% | +19.37% | $3.18B | $249.0M | |
| 49 | N NVTS | $11.84 | -4.98% | +12.98% | $3.11B | $102.5M | |
| 50 | A AMBA | $67.62 | -1.79% | +5.11% | $2.98B | $229.2M |
Frequently asked questions
Are there AI chip stocks beyond the famous GPU names?
Yes. The layer includes custom accelerator designers, networking silicon, analog and power-management chips that every AI server needs, and IP licensors whose designs sit inside other companies' processors. The category table ranks all of them by market cap with their AI Exposure Scores.
How is hyperscaler capex connected to chip stocks?
Announced capital spending by large AI buyers is mostly compute purchases, and it converts into chip-company revenue over the following quarters as orders are delivered. Tracking capex guidance, which the Buildout Tracker does row by row, is a way of watching chip demand form before it reaches earnings reports.
New to the framework? The Start Here guide walks the whole buildout layer by layer, including where Semiconductors fits.
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