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Samengesteld · AI & halfgeleiders

AI chips & accelerators

Door InspectStocksPublished 14 okt 202618 companies0 followers

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

Gegroepeerd met hulp van een AI-model en nagekeken door onze redactie. De regel onder elk bedrijf zegt waarom het hier staat.

Aandelenkoersen zijn de slotkoersen van 11 nov 2026, uit de IEX-beursfeed.

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 CORP

    SemiconductorsMarket cap US$ 4,19TP/E 21,98

    US$ 173,85-10,1%1Y

    Since added -23,9%

    A+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Versnellend
    Business quality
    Sterk
    Getting better
    Gemengd

    Revenue

    US$ 303B+83,4%

    Profit

    US$ 192,9B+122,7%

    Free cash flow

    US$ 127B+76,3%
    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+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Versnellend
    Business quality
    Sterk
    Getting better
    Verbetert sterk

    Revenue

    US$ 89,1B+48,7%

    Profit

    US$ 38,3B+102,1%

    Free cash flow

    US$ 39,4B+58,1%
    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+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Versnellend
    Business quality
    Sterk
    Getting better
    Verbetert sterk

    Revenue

    US$ 45,4B+41,9%

    Profit

    US$ 7,6B+130,5%

    Free cash flow

    US$ 7,1B+29,5%
    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+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Versnellend
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 151,6B+36,2%

    Profit

    US$ 78,1B+60,6%

    Free cash flow

    US$ 30B+3,8%
    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+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Stabiel
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 9,5B+30,6%

    Profit

    US$ 2,6B+2.653,1%

    Free cash flow

    US$ 1,7B+12,8%
    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+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Stabiel
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 5,5B+23,8%

    Profit

    US$ 936M+12,8%

    Free cash flow

    US$ 1,2B+5,3%
    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+
    Groei en kasstroom
    Gemengd
    Business trend
    Krimpend
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 43,1B-2,6%

    Profit

    US$ 13,6B+145,9%

    Free cash flow

    US$ 8,7B-32,5%
    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
    Groei en kasstroom
    Groeit sterk
    Business trend
    Vertragend
    Business quality
    Gemengd
    Getting better
    Verbetert

    Revenue

    US$ 59,9B+12,1%

    Profit

    US$ -12B-6.176,8%

    Free cash flow

    US$ 3,8B+144,8%
    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+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Versnellend
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 1,6B+115,2%

    Profit

    US$ 461,3M+132,0%

    Free cash flow

    US$ 344,7M+50,2%
    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+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Stabiel
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 1,6B+165,1%

    Profit

    US$ 538,3M+330,2%

    Free cash flow

    US$ 438,6M+369,2%
    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
    Groei en kasstroom
    Groeit sterk
    Business trend
    Stabiel
    Business quality
    Solide
    Getting better
    Gemengd

    Revenue

    US$ 9,4B+46,3%

    Profit

    US$ 1,1B-46,1%

    Free cash flow

    US$ 2,7B+113,7%
    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+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Versnellend
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 6,1B+17,6%

    Profit

    US$ 1,4B+30,1%

    Free cash flow

    US$ 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 US$ 9,4BP/E 15,36

    US$ 38,09+11,3%1Y

    Since added -20,0%

    F
    Groei en kasstroom
    Gemengd
    Business trend
    Vertragend
    Business quality
    Gemengd
    Getting better
    Gemengd

    Revenue

    US$ 7,5B+15,7%

    Profit

    US$ 619,5M+101,3%

    Free cash flow

    US$ -156,1M-167,7%
    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
    Groei en kasstroom
    Groeit niet
    Business trend
    Krimpend
    Business quality
    Solide
    Getting better
    Verbetert

    Revenue

    US$ 16,1B-15,5%

    Profit

    US$ 2,4B+118,8%

    Free cash flow

    US$ -686,5M-298,8%
    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+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Stabiel
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 796,1M+17,3%

    Profit

    US$ 265,9M+16,2%

    Free cash flow

    US$ 312,9M+7,0%
    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
    Groei en kasstroom
    Groeit sterk
    Business trend
    Vertragend
    Business quality
    Gemengd
    Getting better
    Verbetert

    Revenue

    US$ 1,1B+14,2%

    Profit

    US$ -33,2M+72,2%

    Free cash flow

    US$ 173,2M+122,9%
    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+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Versnellend
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 1,3B+37,3%

    Profit

    US$ 335,3M+718,4%

    Free cash flow

    US$ 204,1M+1,8%
    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
    Groei en kasstroom
    Groeit
    Business trend
    Versnellend
    Business quality
    Gemengd
    Getting better
    Verbetert

    Revenue

    US$ 7,1B+5,3%

    Profit

    US$ 201M+556,8%

    Free cash flow

    US$ 1B-8,0%
    Why it is here: Manufactures chips designed by other companies

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