Curadoria · IA e semicondutores

AI chips & accelerators

Por InspectStocksPublished 14 de out. de 202618 companies0 follower

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

Agrupadas com a ajuda de um modelo de IA e revisadas pelos nossos editores. A linha abaixo de cada empresa diz por que ela está aqui.

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Os preços das ações são o fechamento de 11 de nov. de 2026, do feed da bolsa 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 US$ 4,19TP/E 21,98
US$ 173,85-10,1%1Y
Since added -23,9%
A+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Misto
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+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando com força
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+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando com força
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+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Forte
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Forte
Getting better
Melhorando
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+
Crescimento e caixa
Misto
Business trend
Encolhendo
Business quality
Forte
Getting better
Melhorando
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
Crescimento e caixa
Crescendo com força
Business trend
Desacelerando
Business quality
Mista
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Forte
Getting better
Melhorando
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
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Sólida
Getting better
Misto
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+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
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
Crescimento e caixa
Misto
Business trend
Desacelerando
Business quality
Mista
Getting better
Misto
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
Crescimento e caixa
Sem crescer
Business trend
Encolhendo
Business quality
Sólida
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Forte
Getting better
Melhorando
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
Crescimento e caixa
Crescendo com força
Business trend
Desacelerando
Business quality
Mista
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
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
Crescimento e caixa
Crescendo
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
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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