AI chips & accelerators
Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
Regroupées avec l’aide d’un modèle d’IA et relues par notre rédaction. La ligne sous chaque entreprise indique pourquoi elle figure ici.
Les cours sont ceux de la clôture du 11 nov. 2026, issus du flux de la bourse 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 %
NVDANVIDIA CORPSemiconductorsMarket cap 4,19T $USP/E 21,98
173,85 $US-10,1 %1YSince added -23,9 %
A+- Croissance et trésorerie
- Croissance forte
- Business trend
- En accélération
- Business quality
- Forte
- Getting better
- Contrasté
Revenue
303B $US+83,4 %Profit
192,9B $US+122,7 %Free cash flow
127B $US+76,3 %Why it is here: Designs GPUs and AI accelerators sold to data-centre operators and device makers
AVGOBroadcom Inc.SemiconductorsMarket cap 1,65T $USP/E 44,07
345,52 $US-2,0 %1YSince added -3,3 %
A+- Croissance et trésorerie
- Croissance forte
- Business trend
- En accélération
- Business quality
- Forte
- Getting better
- En nette amélioration
Revenue
89,1B $US+48,7 %Profit
38,3B $US+102,1 %Free cash flow
39,4B $US+58,1 %Why it is here: Sells networking and custom AI chips for data centres
AMDADVANCED MICRO DEVICES, INCSemiconductorsMarket cap 906,7B $USP/E 120,18
552,82 $US+113,5 %1YSince added -8,7 %
A+- Croissance et trésorerie
- Croissance forte
- Business trend
- En accélération
- Business quality
- Forte
- Getting better
- En nette amélioration
Revenue
45,4B $US+41,9 %Profit
7,6B $US+130,5 %Free cash flow
7,1B $US+29,5 %Why it is here: Designs CPUs, GPUs and accelerators for data centres, PCs and consoles
TSMTaiwan Semiconductor Manufacturing Company LimitedSemiconductorsMarket cap 2,14T $USNo P/E
413,28 $US+43,4 %1YSince added -7,1 %
B+- Croissance et trésorerie
- Croissance forte
- Business trend
- En accélération
- Business quality
- Forte
- Getting better
- En amélioration
Revenue
151,6B $US+36,2 %Profit
78,1B $US+60,6 %Free cash flow
30B $US+3,8 %Why it is here: Manufactures chips designed by other companies
MRVLMARVELL TECHNOLOGY, INCSemiconductorsMarket cap 148B $USP/E 55,72
168,82 $US+89,3 %1YSince added -37,2 %
A+- Croissance et trésorerie
- Croissance forte
- Business trend
- Stable
- Business quality
- Forte
- Getting better
- En amélioration
Revenue
9,5B $US+30,6 %Profit
2,6B $US+2 653,1 %Free cash flow
1,7B $US+12,8 %Why it is here: Designs data-centre interconnect and custom silicon chips
ARMARM HOLDINGS PLC /UKSemiconductorsMarket cap 216,4B $USP/E 231,10
203,37 $US+36,7 %1YSince added -20,4 %
A+- Croissance et trésorerie
- Croissance forte
- Business trend
- Stable
- Business quality
- Forte
- Getting better
- En amélioration
Revenue
5,5B $US+23,8 %Profit
936M $US+12,8 %Free cash flow
1,2B $US+5,3 %Why it is here: Licenses processor designs to chipmakers
QCOMQUALCOMM INC/DESemiconductorsMarket cap 188,8B $USP/E 13,90
176,47 $US+2,0 %1YSince added -0,3 %
F+- Croissance et trésorerie
- Contrasté
- Business trend
- En contraction
- Business quality
- Forte
- Getting better
- En amélioration
Revenue
43,1B $US-2,6 %Profit
13,6B $US+145,9 %Free cash flow
8,7B $US-32,5 %Why it is here: Designs mobile and wireless chips and licenses wireless patents
INTCIntel CorporationSemiconductorsMarket cap 332,2B $USNo P/E
62,51 $US+65,0 %1YSince added -39,2 %
B- Croissance et trésorerie
- Croissance forte
- Business trend
- En ralentissement
- Business quality
- Contrastée
- Getting better
- En amélioration
Revenue
59,9B $US+12,1 %Profit
-12B $US-6 176,8 %Free cash flow
3,8B $US+144,8 %Why it is here: Designs computer processors for PCs and data centres
ALABAstera Labs, Inc.SemiconductorsMarket cap 40,4B $USP/E 91,98
230,86 $US+46,3 %1YSince added -29,0 %
A+- Croissance et trésorerie
- Croissance forte
- Business trend
- En accélération
- Business quality
- Forte
- Getting better
- En amélioration
Revenue
1,6B $US+115,2 %Profit
461,3M $US+132,0 %Free cash flow
344,7M $US+50,2 %Why it is here: Designs connectivity chips for AI and cloud data-centre interconnect
CRDOCredo Technology Group Holding LtdSemiconductorsMarket cap 26,6B $USP/E 50,14
141,39 $US-11,8 %1YSince added -28,7 %
A+- Croissance et trésorerie
- Croissance forte
- Business trend
- Stable
- Business quality
- Forte
- Getting better
- En amélioration
Revenue
1,6B $US+165,1 %Profit
538,3M $US+330,2 %Free cash flow
438,6M $US+369,2 %Why it is here: Designs high-speed connectivity chips and cables for data centres
SNPSSYNOPSYS INCSoftware infrastructureMarket cap 88,5B $USP/E 80,77
461,98 $US+15,8 %1YSince added -6,6 %
A- Croissance et trésorerie
- Croissance forte
- Business trend
- Stable
- Business quality
- Solide
- Getting better
- Contrasté
Revenue
9,4B $US+46,3 %Profit
1,1B $US-46,1 %Free cash flow
2,7B $US+113,7 %Why it is here: Sells chip-design software and design IP to engineers
CDNSCadence Design Systems, Inc.Software applicationMarket cap 90,3B $USP/E 65,41
329,01 $US+4,3 %1YSince added -1,6 %
A+- Croissance et trésorerie
- Croissance forte
- Business trend
- En accélération
- Business quality
- Forte
- Getting better
- En amélioration
Revenue
6,1B $US+17,6 %Profit
1,4B $US+30,1 %Free cash flow
1,8B $US+19,3 %Why it is here: Sells chip-design and system simulation software to engineers
AMKRAMKOR TECHNOLOGY, INC.Semiconductor equipment and materialsMarket cap 9,4B $USP/E 15,36
38,09 $US+11,3 %1YSince added -20,0 %
F- Croissance et trésorerie
- Contrasté
- Business trend
- En ralentissement
- Business quality
- Contrastée
- Getting better
- Contrasté
Revenue
7,5B $US+15,7 %Profit
619,5M $US+101,3 %Free cash flow
-156,1M $US-167,7 %Why it is here: Provides chip packaging and test services to chip designers
ASXASE Technology Holding Co., Ltd.SemiconductorsMarket cap 84,1B $USP/E 70,48
37,81 $US+154,1 %1YSince added -20,6 %
F- Croissance et trésorerie
- Sans croissance
- Business trend
- En contraction
- Business quality
- Solide
- Getting better
- En amélioration
Revenue
16,1B $US-15,5 %Profit
2,4B $US+118,8 %Free cash flow
-686,5M $US-298,8 %Why it is here: Provides chip packaging and testing services for other chip designers
RMBSRAMBUS INCSemiconductorsMarket cap 9,1B $USP/E 35,12
85,34 $US-16,5 %1YSince added -13,0 %
B+- Croissance et trésorerie
- Croissance forte
- Business trend
- Stable
- Business quality
- Forte
- Getting better
- En amélioration
Revenue
796,1M $US+17,3 %Profit
265,9M $US+16,2 %Free cash flow
312,9M $US+7,0 %Why it is here: Sells memory interface chips for data-centre servers
SMTCSemtech CorporationSemiconductorsMarket cap 11,7B $USNo P/E
125,22 $US+74,6 %1YSince added -27,5 %
B- Croissance et trésorerie
- Croissance forte
- Business trend
- En ralentissement
- Business quality
- Contrastée
- Getting better
- En amélioration
Revenue
1,1B $US+14,2 %Profit
-33,2M $US+72,2 %Free cash flow
173,2M $US+122,9 %Why it is here: Designs analog and optical-driver chips for data centres
MTSIMACOM Technology Solutions Holdings, Inc.SemiconductorsMarket cap 19,1B $USP/E 79,55
249,79 $US+46,2 %1YSince added -19,0 %
A+- Croissance et trésorerie
- Croissance forte
- Business trend
- En accélération
- Business quality
- Forte
- Getting better
- En amélioration
Revenue
1,3B $US+37,3 %Profit
335,3M $US+718,4 %Free cash flow
204,1M $US+1,8 %Why it is here: Designs RF, microwave and analog semiconductors for communications
GFSGLOBALFOUNDRIES Inc.SemiconductorsMarket cap 23,8B $USP/E 26,94
42,84 $US+25,9 %1YSince added -8,2 %
C- Croissance et trésorerie
- En croissance
- Business trend
- En accélération
- Business quality
- Contrastée
- Getting better
- En amélioration
Revenue
7,1B $US+5,3 %Profit
201M $US+556,8 %Free cash flow
1B $US-8,0 %Why it is here: Manufactures chips designed by other companies
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