큐레이션 · AI·반도체

AI chips & accelerators

InspectStocks 제공Published 2026년 10월 14일18 companies0 followers

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

AI 모델의 도움으로 묶고 편집자가 검토했습니다. 각 기업 아래의 한 줄이 이 기업이 여기 있는 이유를 설명합니다.

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카드 티어

주가는 2026년 11월 11일 종가이며, IEX 거래소 피드 기준입니다.

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 US$4.19TP/E 21.98
US$173.85-10.1%1Y
Since added -23.9%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
혼조
Revenue
US$303B+83.4%
Profit
US$192.9B+122.7%
Free cash flow
US$127B+76.3%
Discuss
Why it is here: Designs GPUs and AI accelerators sold to data-centre operators and device makers
AVGOBroadcom Inc.
SemiconductorsMarket cap US$1.65TP/E 44.07
US$345.52-2.0%1Y
Since added -3.3%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
크게 개선 중
Revenue
US$89.1B+48.7%
Profit
US$38.3B+102.1%
Free cash flow
US$39.4B+58.1%
Discuss
Why it is here: Sells networking and custom AI chips for data centres
AMDADVANCED MICRO DEVICES, INC
SemiconductorsMarket cap US$906.7BP/E 120.18
US$552.82+113.5%1Y
Since added -8.7%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
크게 개선 중
Revenue
US$45.4B+41.9%
Profit
US$7.6B+130.5%
Free cash flow
US$7.1B+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 US$2.14TNo P/E
US$413.28+43.4%1Y
Since added -7.1%
B+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$151.6B+36.2%
Profit
US$78.1B+60.6%
Free cash flow
US$30B+3.8%
Discuss
Why it is here: Manufactures chips designed by other companies
MRVLMARVELL TECHNOLOGY, INC
SemiconductorsMarket cap US$148BP/E 55.72
US$168.82+89.3%1Y
Since added -37.2%
A+
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
우수
Getting better
개선 중
Revenue
US$9.5B+30.6%
Profit
US$2.6B+2,653.1%
Free cash flow
US$1.7B+12.8%
Discuss
Why it is here: Designs data-centre interconnect and custom silicon chips
ARMARM HOLDINGS PLC /UK
SemiconductorsMarket cap US$216.4BP/E 231.10
US$203.37+36.7%1Y
Since added -20.4%
A+
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
우수
Getting better
개선 중
Revenue
US$5.5B+23.8%
Profit
US$936M+12.8%
Free cash flow
US$1.2B+5.3%
Discuss
Why it is here: Licenses processor designs to chipmakers
QCOMQUALCOMM INC/DE
SemiconductorsMarket cap US$188.8BP/E 13.90
US$176.47+2.0%1Y
Since added -0.3%
F+
성장과 현금
혼조
Business trend
축소
Business quality
우수
Getting better
개선 중
Revenue
US$43.1B-2.6%
Profit
US$13.6B+145.9%
Free cash flow
US$8.7B-32.5%
Discuss
Why it is here: Designs mobile and wireless chips and licenses wireless patents
INTCIntel Corporation
SemiconductorsMarket cap US$332.2BNo P/E
US$62.51+65.0%1Y
Since added -39.2%
B
성장과 현금
강하게 성장 중
Business trend
둔화
Business quality
혼조
Getting better
개선 중
Revenue
US$59.9B+12.1%
Profit
-US$12B-6,176.8%
Free cash flow
US$3.8B+144.8%
Discuss
Why it is here: Designs computer processors for PCs and data centres
ALABAstera Labs, Inc.
SemiconductorsMarket cap US$40.4BP/E 91.98
US$230.86+46.3%1Y
Since added -29.0%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$1.6B+115.2%
Profit
US$461.3M+132.0%
Free cash flow
US$344.7M+50.2%
Discuss
Why it is here: Designs connectivity chips for AI and cloud data-centre interconnect
CRDOCredo Technology Group Holding Ltd
SemiconductorsMarket cap US$26.6BP/E 50.14
US$141.39-11.8%1Y
Since added -28.7%
A+
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
우수
Getting better
개선 중
Revenue
US$1.6B+165.1%
Profit
US$538.3M+330.2%
Free cash flow
US$438.6M+369.2%
Discuss
Why it is here: Designs high-speed connectivity chips and cables for data centres
SNPSSYNOPSYS INC
Software infrastructureMarket cap US$88.5BP/E 80.77
US$461.98+15.8%1Y
Since added -6.6%
A
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
양호
Getting better
혼조
Revenue
US$9.4B+46.3%
Profit
US$1.1B-46.1%
Free cash flow
US$2.7B+113.7%
Discuss
Why it is here: Sells chip-design software and design IP to engineers
CDNSCadence Design Systems, Inc.
Software applicationMarket cap US$90.3BP/E 65.41
US$329.01+4.3%1Y
Since added -1.6%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$6.1B+17.6%
Profit
US$1.4B+30.1%
Free cash flow
US$1.8B+19.3%
Discuss
Why it is here: Sells chip-design and system simulation software to engineers
AMKRAMKOR TECHNOLOGY, INC.
Semiconductor equipment and materialsMarket cap US$9.4BP/E 15.36
US$38.09+11.3%1Y
Since added -20.0%
F
성장과 현금
혼조
Business trend
둔화
Business quality
혼조
Getting better
혼조
Revenue
US$7.5B+15.7%
Profit
US$619.5M+101.3%
Free cash flow
-US$156.1M-167.7%
Discuss
Why it is here: Provides chip packaging and test services to chip designers
ASXASE Technology Holding Co., Ltd.
SemiconductorsMarket cap US$84.1BP/E 70.48
US$37.81+154.1%1Y
Since added -20.6%
F
성장과 현금
성장하지 않음
Business trend
축소
Business quality
양호
Getting better
개선 중
Revenue
US$16.1B-15.5%
Profit
US$2.4B+118.8%
Free cash flow
-US$686.5M-298.8%
Discuss
Why it is here: Provides chip packaging and testing services for other chip designers
RMBSRAMBUS INC
SemiconductorsMarket cap US$9.1BP/E 35.12
US$85.34-16.5%1Y
Since added -13.0%
B+
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
우수
Getting better
개선 중
Revenue
US$796.1M+17.3%
Profit
US$265.9M+16.2%
Free cash flow
US$312.9M+7.0%
Discuss
Why it is here: Sells memory interface chips for data-centre servers
SMTCSemtech Corporation
SemiconductorsMarket cap US$11.7BNo P/E
US$125.22+74.6%1Y
Since added -27.5%
B
성장과 현금
강하게 성장 중
Business trend
둔화
Business quality
혼조
Getting better
개선 중
Revenue
US$1.1B+14.2%
Profit
-US$33.2M+72.2%
Free cash flow
US$173.2M+122.9%
Discuss
Why it is here: Designs analog and optical-driver chips for data centres
MTSIMACOM Technology Solutions Holdings, Inc.
SemiconductorsMarket cap US$19.1BP/E 79.55
US$249.79+46.2%1Y
Since added -19.0%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$1.3B+37.3%
Profit
US$335.3M+718.4%
Free cash flow
US$204.1M+1.8%
Discuss
Why it is here: Designs RF, microwave and analog semiconductors for communications
GFSGLOBALFOUNDRIES Inc.
SemiconductorsMarket cap US$23.8BP/E 26.94
US$42.84+25.9%1Y
Since added -8.2%
C
성장과 현금
성장 중
Business trend
가속
Business quality
혼조
Getting better
개선 중
Revenue
US$7.1B+5.3%
Profit
US$201M+556.8%
Free cash flow
US$1B-8.0%
Discuss
Why it is here: Manufactures chips designed by other companies

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