AI chips & accelerators
Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
AI モデルの助けを借りてグループ分けし、編集部が確認しました。各企業の下の一行が、ここに入っている理由を説明します。
株価は2026年11月11日の終値です（IEX取引所のデータ）。
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 $4.19TP/E 21.98
$173.85-10.1%1YSince added -23.9%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- まちまち
Revenue
$303B+83.4%Profit
$192.9B+122.7%Free cash flow
$127B+76.3%Why it is here: Designs GPUs and AI accelerators sold to data-centre operators and device makers
AVGOBroadcom Inc.SemiconductorsMarket cap $1.65TP/E 44.07
$345.52-2.0%1YSince added -3.3%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 大きく改善
Revenue
$89.1B+48.7%Profit
$38.3B+102.1%Free cash flow
$39.4B+58.1%Why it is here: Sells networking and custom AI chips for data centres
AMDADVANCED MICRO DEVICES, INCSemiconductorsMarket cap $906.7BP/E 120.18
$552.82+113.5%1YSince added -8.7%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 大きく改善
Revenue
$45.4B+41.9%Profit
$7.6B+130.5%Free cash flow
$7.1B+29.5%Why it is here: Designs CPUs, GPUs and accelerators for data centres, PCs and consoles
TSMTaiwan Semiconductor Manufacturing Company LimitedSemiconductorsMarket cap $2.14TNo P/E
$413.28+43.4%1YSince added -7.1%
B+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$151.6B+36.2%Profit
$78.1B+60.6%Free cash flow
$30B+3.8%Why it is here: Manufactures chips designed by other companies
MRVLMARVELL TECHNOLOGY, INCSemiconductorsMarket cap $148BP/E 55.72
$168.82+89.3%1YSince added -37.2%
A+- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$9.5B+30.6%Profit
$2.6B+2,653.1%Free cash flow
$1.7B+12.8%Why it is here: Designs data-centre interconnect and custom silicon chips
ARMARM HOLDINGS PLC /UKSemiconductorsMarket cap $216.4BP/E 231.10
$203.37+36.7%1YSince added -20.4%
A+- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$5.5B+23.8%Profit
$936M+12.8%Free cash flow
$1.2B+5.3%Why it is here: Licenses processor designs to chipmakers
QCOMQUALCOMM INC/DESemiconductorsMarket cap $188.8BP/E 13.90
$176.47+2.0%1YSince added -0.3%
F+- 成長と現金
- まちまち
- Business trend
- 縮小
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$43.1B-2.6%Profit
$13.6B+145.9%Free cash flow
$8.7B-32.5%Why it is here: Designs mobile and wireless chips and licenses wireless patents
INTCIntel CorporationSemiconductorsMarket cap $332.2BNo P/E
$62.51+65.0%1YSince added -39.2%
B- 成長と現金
- 力強く成長
- Business trend
- 減速
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$59.9B+12.1%Profit
-$12B-6,176.8%Free cash flow
$3.8B+144.8%Why it is here: Designs computer processors for PCs and data centres
ALABAstera Labs, Inc.SemiconductorsMarket cap $40.4BP/E 91.98
$230.86+46.3%1YSince added -29.0%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$1.6B+115.2%Profit
$461.3M+132.0%Free cash flow
$344.7M+50.2%Why it is here: Designs connectivity chips for AI and cloud data-centre interconnect
CRDOCredo Technology Group Holding LtdSemiconductorsMarket cap $26.6BP/E 50.14
$141.39-11.8%1YSince added -28.7%
A+- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$1.6B+165.1%Profit
$538.3M+330.2%Free cash flow
$438.6M+369.2%Why it is here: Designs high-speed connectivity chips and cables for data centres
SNPSSYNOPSYS INCSoftware infrastructureMarket cap $88.5BP/E 80.77
$461.98+15.8%1YSince added -6.6%
A- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- 堅実
- Getting better
- まちまち
Revenue
$9.4B+46.3%Profit
$1.1B-46.1%Free cash flow
$2.7B+113.7%Why it is here: Sells chip-design software and design IP to engineers
CDNSCadence Design Systems, Inc.Software applicationMarket cap $90.3BP/E 65.41
$329.01+4.3%1YSince added -1.6%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$6.1B+17.6%Profit
$1.4B+30.1%Free cash flow
$1.8B+19.3%Why it is here: Sells chip-design and system simulation software to engineers
AMKRAMKOR TECHNOLOGY, INC.Semiconductor equipment and materialsMarket cap $9.4BP/E 15.36
$38.09+11.3%1YSince added -20.0%
F- 成長と現金
- まちまち
- Business trend
- 減速
- Business quality
- まちまち
- Getting better
- まちまち
Revenue
$7.5B+15.7%Profit
$619.5M+101.3%Free cash flow
-$156.1M-167.7%Why it is here: Provides chip packaging and test services to chip designers
ASXASE Technology Holding Co., Ltd.SemiconductorsMarket cap $84.1BP/E 70.48
$37.81+154.1%1YSince added -20.6%
F- 成長と現金
- 成長していない
- Business trend
- 縮小
- Business quality
- 堅実
- Getting better
- 改善中
Revenue
$16.1B-15.5%Profit
$2.4B+118.8%Free cash flow
-$686.5M-298.8%Why it is here: Provides chip packaging and testing services for other chip designers
RMBSRAMBUS INCSemiconductorsMarket cap $9.1BP/E 35.12
$85.34-16.5%1YSince added -13.0%
B+- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$796.1M+17.3%Profit
$265.9M+16.2%Free cash flow
$312.9M+7.0%Why it is here: Sells memory interface chips for data-centre servers
SMTCSemtech CorporationSemiconductorsMarket cap $11.7BNo P/E
$125.22+74.6%1YSince added -27.5%
B- 成長と現金
- 力強く成長
- Business trend
- 減速
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$1.1B+14.2%Profit
-$33.2M+72.2%Free cash flow
$173.2M+122.9%Why it is here: Designs analog and optical-driver chips for data centres
MTSIMACOM Technology Solutions Holdings, Inc.SemiconductorsMarket cap $19.1BP/E 79.55
$249.79+46.2%1YSince added -19.0%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$1.3B+37.3%Profit
$335.3M+718.4%Free cash flow
$204.1M+1.8%Why it is here: Designs RF, microwave and analog semiconductors for communications
GFSGLOBALFOUNDRIES Inc.SemiconductorsMarket cap $23.8BP/E 26.94
$42.84+25.9%1YSince added -8.2%
C- 成長と現金
- 成長中
- Business trend
- 加速
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$7.1B+5.3%Profit
$201M+556.8%Free cash flow
$1B-8.0%Why it is here: Manufactures chips designed by other companies
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