Selección · IA y semiconductores

AI chips & accelerators

Por InspectStocksPublished 14 oct 202618 companies0 followers

Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.

Agrupadas con ayuda de un modelo de IA y revisadas por nuestros editores. La línea bajo cada empresa explica por qué está aquí.

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Tarjetas Niveles

Los precios de las acciones son el cierre del 11 nov 2026, del feed de la bolsa IEX.

Grade mix

A 10B 4C 1F 3

Revenue growing

16 of 18

Free cash flow growing

14 of 18

Median price move, 1 year

+31,3 %

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NVDANVIDIA CORP
SemiconductorsMarket cap 4,19T US$P/E 21,98
173,85 US$-10,1 %1Y
Since added -23,9 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mixto
Revenue
303B US$+83,4 %
Profit
192,9B US$+122,7 %
Free cash flow
127B US$+76,3 %
Discuss
Why it is here: Designs GPUs and AI accelerators sold to data-centre operators and device makers
AVGOBroadcom Inc.
SemiconductorsMarket cap 1,65T US$P/E 44,07
345,52 US$-2,0 %1Y
Since added -3,3 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando con fuerza
Revenue
89,1B US$+48,7 %
Profit
38,3B US$+102,1 %
Free cash flow
39,4B US$+58,1 %
Discuss
Why it is here: Sells networking and custom AI chips for data centres
AMDADVANCED MICRO DEVICES, INC
SemiconductorsMarket cap 906,7B US$P/E 120,18
552,82 US$+113,5 %1Y
Since added -8,7 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando con fuerza
Revenue
45,4B US$+41,9 %
Profit
7,6B US$+130,5 %
Free cash flow
7,1B US$+29,5 %
Discuss
Why it is here: Designs CPUs, GPUs and accelerators for data centres, PCs and consoles
TSMTaiwan Semiconductor Manufacturing Company Limited
SemiconductorsMarket cap 2,14T US$No P/E
413,28 US$+43,4 %1Y
Since added -7,1 %
B+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
151,6B US$+36,2 %
Profit
78,1B US$+60,6 %
Free cash flow
30B US$+3,8 %
Discuss
Why it is here: Manufactures chips designed by other companies
MRVLMARVELL TECHNOLOGY, INC
SemiconductorsMarket cap 148B US$P/E 55,72
168,82 US$+89,3 %1Y
Since added -37,2 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Fuerte
Getting better
Mejorando
Revenue
9,5B US$+30,6 %
Profit
2,6B US$+2653,1 %
Free cash flow
1,7B US$+12,8 %
Discuss
Why it is here: Designs data-centre interconnect and custom silicon chips
ARMARM HOLDINGS PLC /UK
SemiconductorsMarket cap 216,4B US$P/E 231,10
203,37 US$+36,7 %1Y
Since added -20,4 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Fuerte
Getting better
Mejorando
Revenue
5,5B US$+23,8 %
Profit
936M US$+12,8 %
Free cash flow
1,2B US$+5,3 %
Discuss
Why it is here: Licenses processor designs to chipmakers
QCOMQUALCOMM INC/DE
SemiconductorsMarket cap 188,8B US$P/E 13,90
176,47 US$+2,0 %1Y
Since added -0,3 %
F+
Crecimiento y caja
Mixto
Business trend
Contrayéndose
Business quality
Fuerte
Getting better
Mejorando
Revenue
43,1B US$-2,6 %
Profit
13,6B US$+145,9 %
Free cash flow
8,7B US$-32,5 %
Discuss
Why it is here: Designs mobile and wireless chips and licenses wireless patents
INTCIntel Corporation
SemiconductorsMarket cap 332,2B US$No P/E
62,51 US$+65,0 %1Y
Since added -39,2 %
B
Crecimiento y caja
Creciendo con fuerza
Business trend
Desacelerando
Business quality
Mixta
Getting better
Mejorando
Revenue
59,9B US$+12,1 %
Profit
-12B US$-6176,8 %
Free cash flow
3,8B US$+144,8 %
Discuss
Why it is here: Designs computer processors for PCs and data centres
ALABAstera Labs, Inc.
SemiconductorsMarket cap 40,4B US$P/E 91,98
230,86 US$+46,3 %1Y
Since added -29,0 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
1,6B US$+115,2 %
Profit
461,3M US$+132,0 %
Free cash flow
344,7M US$+50,2 %
Discuss
Why it is here: Designs connectivity chips for AI and cloud data-centre interconnect
CRDOCredo Technology Group Holding Ltd
SemiconductorsMarket cap 26,6B US$P/E 50,14
141,39 US$-11,8 %1Y
Since added -28,7 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Fuerte
Getting better
Mejorando
Revenue
1,6B US$+165,1 %
Profit
538,3M US$+330,2 %
Free cash flow
438,6M US$+369,2 %
Discuss
Why it is here: Designs high-speed connectivity chips and cables for data centres
SNPSSYNOPSYS INC
Software infrastructureMarket cap 88,5B US$P/E 80,77
461,98 US$+15,8 %1Y
Since added -6,6 %
A
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Sólida
Getting better
Mixto
Revenue
9,4B US$+46,3 %
Profit
1,1B US$-46,1 %
Free cash flow
2,7B US$+113,7 %
Discuss
Why it is here: Sells chip-design software and design IP to engineers
CDNSCadence Design Systems, Inc.
Software applicationMarket cap 90,3B US$P/E 65,41
329,01 US$+4,3 %1Y
Since added -1,6 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
6,1B US$+17,6 %
Profit
1,4B US$+30,1 %
Free cash flow
1,8B US$+19,3 %
Discuss
Why it is here: Sells chip-design and system simulation software to engineers
AMKRAMKOR TECHNOLOGY, INC.
Semiconductor equipment and materialsMarket cap 9,4B US$P/E 15,36
38,09 US$+11,3 %1Y
Since added -20,0 %
F
Crecimiento y caja
Mixto
Business trend
Desacelerando
Business quality
Mixta
Getting better
Mixto
Revenue
7,5B US$+15,7 %
Profit
619,5M US$+101,3 %
Free cash flow
-156,1M US$-167,7 %
Discuss
Why it is here: Provides chip packaging and test services to chip designers
ASXASE Technology Holding Co., Ltd.
SemiconductorsMarket cap 84,1B US$P/E 70,48
37,81 US$+154,1 %1Y
Since added -20,6 %
F
Crecimiento y caja
Sin crecer
Business trend
Contrayéndose
Business quality
Sólida
Getting better
Mejorando
Revenue
16,1B US$-15,5 %
Profit
2,4B US$+118,8 %
Free cash flow
-686,5M US$-298,8 %
Discuss
Why it is here: Provides chip packaging and testing services for other chip designers
RMBSRAMBUS INC
SemiconductorsMarket cap 9,1B US$P/E 35,12
85,34 US$-16,5 %1Y
Since added -13,0 %
B+
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Fuerte
Getting better
Mejorando
Revenue
796,1M US$+17,3 %
Profit
265,9M US$+16,2 %
Free cash flow
312,9M US$+7,0 %
Discuss
Why it is here: Sells memory interface chips for data-centre servers
SMTCSemtech Corporation
SemiconductorsMarket cap 11,7B US$No P/E
125,22 US$+74,6 %1Y
Since added -27,5 %
B
Crecimiento y caja
Creciendo con fuerza
Business trend
Desacelerando
Business quality
Mixta
Getting better
Mejorando
Revenue
1,1B US$+14,2 %
Profit
-33,2M US$+72,2 %
Free cash flow
173,2M US$+122,9 %
Discuss
Why it is here: Designs analog and optical-driver chips for data centres
MTSIMACOM Technology Solutions Holdings, Inc.
SemiconductorsMarket cap 19,1B US$P/E 79,55
249,79 US$+46,2 %1Y
Since added -19,0 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
1,3B US$+37,3 %
Profit
335,3M US$+718,4 %
Free cash flow
204,1M US$+1,8 %
Discuss
Why it is here: Designs RF, microwave and analog semiconductors for communications
GFSGLOBALFOUNDRIES Inc.
SemiconductorsMarket cap 23,8B US$P/E 26,94
42,84 US$+25,9 %1Y
Since added -8,2 %
C
Crecimiento y caja
Creciendo
Business trend
Acelerando
Business quality
Mixta
Getting better
Mejorando
Revenue
7,1B US$+5,3 %
Profit
201M US$+556,8 %
Free cash flow
1B US$-8,0 %
Discuss
Why it is here: Manufactures chips designed by other companies

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