Curata · IA e semiconduttori

AI chips & accelerators

Di InspectStocksPublished 14 ott 202618 companies0 followers

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

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I prezzi delle azioni sono quelli di chiusura del 11 nov 2026, dal feed della borsa 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 USDP/E 21,98
173,85 USD-10,1%1Y
Since added -23,9%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
Misto
Revenue
303B USD+83,4%
Profit
192,9B USD+122,7%
Free cash flow
127B USD+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 USDP/E 44,07
345,52 USD-2,0%1Y
Since added -3,3%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
Migliora nettamente
Revenue
89,1B USD+48,7%
Profit
38,3B USD+102,1%
Free cash flow
39,4B USD+58,1%
Discuss
Why it is here: Sells networking and custom AI chips for data centres
AMDADVANCED MICRO DEVICES, INC
SemiconductorsMarket cap 906,7B USDP/E 120,18
552,82 USD+113,5%1Y
Since added -8,7%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
Migliora nettamente
Revenue
45,4B USD+41,9%
Profit
7,6B USD+130,5%
Free cash flow
7,1B USD+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 USDNo P/E
413,28 USD+43,4%1Y
Since added -7,1%
B+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
151,6B USD+36,2%
Profit
78,1B USD+60,6%
Free cash flow
30B USD+3,8%
Discuss
Why it is here: Manufactures chips designed by other companies
MRVLMARVELL TECHNOLOGY, INC
SemiconductorsMarket cap 148B USDP/E 55,72
168,82 USD+89,3%1Y
Since added -37,2%
A+
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Forte
Getting better
In miglioramento
Revenue
9,5B USD+30,6%
Profit
2,6B USD+2653,1%
Free cash flow
1,7B USD+12,8%
Discuss
Why it is here: Designs data-centre interconnect and custom silicon chips
ARMARM HOLDINGS PLC /UK
SemiconductorsMarket cap 216,4B USDP/E 231,10
203,37 USD+36,7%1Y
Since added -20,4%
A+
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Forte
Getting better
In miglioramento
Revenue
5,5B USD+23,8%
Profit
936M USD+12,8%
Free cash flow
1,2B USD+5,3%
Discuss
Why it is here: Licenses processor designs to chipmakers
QCOMQUALCOMM INC/DE
SemiconductorsMarket cap 188,8B USDP/E 13,90
176,47 USD+2,0%1Y
Since added -0,3%
F+
Crescita e cassa
Misto
Business trend
In contrazione
Business quality
Forte
Getting better
In miglioramento
Revenue
43,1B USD-2,6%
Profit
13,6B USD+145,9%
Free cash flow
8,7B USD-32,5%
Discuss
Why it is here: Designs mobile and wireless chips and licenses wireless patents
INTCIntel Corporation
SemiconductorsMarket cap 332,2B USDNo P/E
62,51 USD+65,0%1Y
Since added -39,2%
B
Crescita e cassa
Cresce con forza
Business trend
In rallentamento
Business quality
Mista
Getting better
In miglioramento
Revenue
59,9B USD+12,1%
Profit
-12B USD-6176,8%
Free cash flow
3,8B USD+144,8%
Discuss
Why it is here: Designs computer processors for PCs and data centres
ALABAstera Labs, Inc.
SemiconductorsMarket cap 40,4B USDP/E 91,98
230,86 USD+46,3%1Y
Since added -29,0%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
1,6B USD+115,2%
Profit
461,3M USD+132,0%
Free cash flow
344,7M USD+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 USDP/E 50,14
141,39 USD-11,8%1Y
Since added -28,7%
A+
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Forte
Getting better
In miglioramento
Revenue
1,6B USD+165,1%
Profit
538,3M USD+330,2%
Free cash flow
438,6M USD+369,2%
Discuss
Why it is here: Designs high-speed connectivity chips and cables for data centres
SNPSSYNOPSYS INC
Software infrastructureMarket cap 88,5B USDP/E 80,77
461,98 USD+15,8%1Y
Since added -6,6%
A
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Solida
Getting better
Misto
Revenue
9,4B USD+46,3%
Profit
1,1B USD-46,1%
Free cash flow
2,7B USD+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 USDP/E 65,41
329,01 USD+4,3%1Y
Since added -1,6%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
6,1B USD+17,6%
Profit
1,4B USD+30,1%
Free cash flow
1,8B USD+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 USDP/E 15,36
38,09 USD+11,3%1Y
Since added -20,0%
F
Crescita e cassa
Misto
Business trend
In rallentamento
Business quality
Mista
Getting better
Misto
Revenue
7,5B USD+15,7%
Profit
619,5M USD+101,3%
Free cash flow
-156,1M USD-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 USDP/E 70,48
37,81 USD+154,1%1Y
Since added -20,6%
F
Crescita e cassa
Non cresce
Business trend
In contrazione
Business quality
Solida
Getting better
In miglioramento
Revenue
16,1B USD-15,5%
Profit
2,4B USD+118,8%
Free cash flow
-686,5M USD-298,8%
Discuss
Why it is here: Provides chip packaging and testing services for other chip designers
RMBSRAMBUS INC
SemiconductorsMarket cap 9,1B USDP/E 35,12
85,34 USD-16,5%1Y
Since added -13,0%
B+
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Forte
Getting better
In miglioramento
Revenue
796,1M USD+17,3%
Profit
265,9M USD+16,2%
Free cash flow
312,9M USD+7,0%
Discuss
Why it is here: Sells memory interface chips for data-centre servers
SMTCSemtech Corporation
SemiconductorsMarket cap 11,7B USDNo P/E
125,22 USD+74,6%1Y
Since added -27,5%
B
Crescita e cassa
Cresce con forza
Business trend
In rallentamento
Business quality
Mista
Getting better
In miglioramento
Revenue
1,1B USD+14,2%
Profit
-33,2M USD+72,2%
Free cash flow
173,2M USD+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 USDP/E 79,55
249,79 USD+46,2%1Y
Since added -19,0%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
1,3B USD+37,3%
Profit
335,3M USD+718,4%
Free cash flow
204,1M USD+1,8%
Discuss
Why it is here: Designs RF, microwave and analog semiconductors for communications
GFSGLOBALFOUNDRIES Inc.
SemiconductorsMarket cap 23,8B USDP/E 26,94
42,84 USD+25,9%1Y
Since added -8,2%
C
Crescita e cassa
In crescita
Business trend
In accelerazione
Business quality
Mista
Getting better
In miglioramento
Revenue
7,1B USD+5,3%
Profit
201M USD+556,8%
Free cash flow
1B USD-8,0%
Discuss
Why it is here: Manufactures chips designed by other companies

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