AI Hardware
Watchlist source: watchlists/ai_hardware.txt (38 tickers, incl. ETFs).
Every name here is an AI-hardware thesis: compute, memory, interconnect, optics, equipment, or systems that ship the AI buildout. Subthemes below cross-cut the list and each has its own page under wiki/themes/ai_hardware/.
Subthemes
- ai-accelerator — Custom training/inference silicon (GPUs, TPUs, Trainium-style ASICs, merchant AI accelerators). (4)
- gpu — GPU-lineage programmable accelerators (NVDA, AMD). Subset of ai-accelerator but called out separately because the market views them distinctly. (2)
- cpu — CPUs for datacenter, client, mobile (x86 + Arm). (4)
- foundry — Wafer manufacturers (pure-play and specialty). (3)
- memory — DRAM, HBM, NAND flash. (2)
- semicap — Wafer-fab equipment: litho, deposition, etch, CMP, inspection, metrology. (6)
- eda — Electronic design automation software + IP. (2)
- optics — Optical transceivers, lasers, photonic integrated circuits, CPO, contract manufacturing of optical modules. (10)
- networking — Ethernet switch silicon, networking DSPs, optical networking systems. (6)
- interconnect — PCIe/CXL retimers, active cables, chiplet fabrics — the glue between accelerators. (3)
- ai-systems — Rack/server OEMs shipping AI systems. (2)
- analog-power — Analog, mixed-signal, power management — ties to auto/industrial cycles. (3)
- materials — Compound semiconductor substrates (InP, GaAs, SiC). (1)
- pcb — Printed circuit boards and advanced substrates. (1)
All names (alphabetical)
- AAOI — Applied Optoelectronics — optics
- ALAB — Astera Labs — interconnect
- AMAT — Applied Materials — semicap
- AMD — Advanced Micro Devices — ai-accelerator, gpu, cpu
- ARM — Arm Holdings — cpu
- ASML — ASML — semicap
- AVGO — Broadcom — ai-accelerator, networking, optics
- AXTI — AXT Inc — materials
- CAMT — Camtek — semicap
- CDNS — Cadence Design Systems — eda
- CIEN — Ciena — optics, networking
- COHR — Coherent Corp — optics
- CRDO — Credo Technology — interconnect, optics
- DELL — Dell Technologies — ai-systems
- FN — Fabrinet — optics
- INTC — Intel — cpu, foundry
- KLAC — KLA Corporation — semicap
- LITE — Lumentum — optics
- LRCX — Lam Research — semicap
- MRVL — Marvell Technology — ai-accelerator, networking, optics
- MTSI — MACOM Technology — optics
- MU — Micron Technology — memory
- NTGR — Netgear — networking
- NVDA — Nvidia — ai-accelerator, gpu, networking
- NXPI — NXP Semiconductors — analog-power
- ON — onsemi (ON Semiconductor) — analog-power
- ONTO — Onto Innovation — semicap
- QCOM — Qualcomm — cpu
- SMCI — Super Micro Computer — ai-systems
- SMH — VanEck Semiconductor ETF (ETF)
- SMTC — Semtech — networking, interconnect
- SNDK — SanDisk — memory
- SNPS — Synopsys — eda
- SOXL — Direxion Semiconductor Bull 3X ETF (ETF)
- TSEM — Tower Semiconductor — foundry, optics
- TSM — Taiwan Semiconductor Manufacturing — foundry
- TTMI — TTM Technologies — pcb
- TXN — Texas Instruments — analog-power