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AI chips & accelerators

InspectStocks tarafındanPublished 14 Eki 202618 companies0 followers

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

Bir yapay zekâ modelinin yardımıyla gruplandı ve editörlerimizce gözden geçirildi. Her şirketin altındaki satır, neden burada olduğunu söyler.

Hisse fiyatları 11 Kas 2026 kapanış fiyatlarıdır, IEX borsa verisinden.

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 $4,19TP/E 21,98

    $173,85-%10,11Y

    Since added -%23,9

    A+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    Hızlanıyor
    Business quality
    Güçlü
    Getting better
    Karışık

    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-%2,01Y

    Since added -%3,3

    A+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    Hızlanıyor
    Business quality
    Güçlü
    Getting better
    Belirgin biçimde iyileşiyor

    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, INC

    SemiconductorsMarket cap $906,7BP/E 120,18

    $552,82+%113,51Y

    Since added -%8,7

    A+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    Hızlanıyor
    Business quality
    Güçlü
    Getting better
    Belirgin biçimde iyileşiyor

    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 Limited

    SemiconductorsMarket cap $2,14TNo P/E

    $413,28+%43,41Y

    Since added -%7,1

    B+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    Hızlanıyor
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    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, INC

    SemiconductorsMarket cap $148BP/E 55,72

    $168,82+%89,31Y

    Since added -%37,2

    A+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    İstikrarlı
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    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 /UK

    SemiconductorsMarket cap $216,4BP/E 231,10

    $203,37+%36,71Y

    Since added -%20,4

    A+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    İstikrarlı
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    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/DE

    SemiconductorsMarket cap $188,8BP/E 13,90

    $176,47+%2,01Y

    Since added -%0,3

    F+
    Büyüme ve nakit
    Karışık
    Business trend
    Daralıyor
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    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 Corporation

    SemiconductorsMarket cap $332,2BNo P/E

    $62,51+%65,01Y

    Since added -%39,2

    B
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    Yavaşlıyor
    Business quality
    Karışık
    Getting better
    İyileşiyor

    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+%46,31Y

    Since added -%29,0

    A+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    Hızlanıyor
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    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 Ltd

    SemiconductorsMarket cap $26,6BP/E 50,14

    $141,39-%11,81Y

    Since added -%28,7

    A+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    İstikrarlı
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    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 INC

    Software infrastructureMarket cap $88,5BP/E 80,77

    $461,98+%15,81Y

    Since added -%6,6

    A
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    İstikrarlı
    Business quality
    Sağlam
    Getting better
    Karışık

    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+%4,31Y

    Since added -%1,6

    A+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    Hızlanıyor
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    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+%11,31Y

    Since added -%20,0

    F
    Büyüme ve nakit
    Karışık
    Business trend
    Yavaşlıyor
    Business quality
    Karışık
    Getting better
    Karışık

    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+%154,11Y

    Since added -%20,6

    F
    Büyüme ve nakit
    Büyümüyor
    Business trend
    Daralıyor
    Business quality
    Sağlam
    Getting better
    İyileşiyor

    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 INC

    SemiconductorsMarket cap $9,1BP/E 35,12

    $85,34-%16,51Y

    Since added -%13,0

    B+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    İstikrarlı
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    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 Corporation

    SemiconductorsMarket cap $11,7BNo P/E

    $125,22+%74,61Y

    Since added -%27,5

    B
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    Yavaşlıyor
    Business quality
    Karışık
    Getting better
    İyileşiyor

    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+%46,21Y

    Since added -%19,0

    A+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    Hızlanıyor
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    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+%25,91Y

    Since added -%8,2

    C
    Büyüme ve nakit
    Büyüyor
    Business trend
    Hızlanıyor
    Business quality
    Karışık
    Getting better
    İyileşiyor

    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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