AI CHIP ECOSYSTEM
AI CHIP ECOSYSTEM
Upstream
• EDA, IP, & Design Tools | $ARM Holdings(ARM)$ , $Cadence Design(CDNS)$ , $Synopsys(SNPS)$
• Semiconductor Equipment | $ASML Holding NV(ASML)$ , $Applied Materials(AMAT)$ , $Lam Research(LRCX)$ , $KLA-Tencor(KLAC)$ , $Teradyne(TER)$
Midstream
• Foundry & Advanced Packaging | $Taiwan Semiconductor Manufacturing(TSM)$ , $Intel(INTC)$ , $GLOBALFOUNDRIES Inc.(GFS)$ , $Amkor Technology(AMKR)$
• Compute | $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , $Broadcom(AVGO)$ , $Marvell Technology(MRVL)$
• Interconnect | $Credo Technology Group Holding Ltd(CRDO)$ , $Astera Labs, Inc.(ALAB)$ , $COHERENT(COHR)$ , $Ciena(CIEN)$ , $Amphenol(APH)$ , $Lumentum(LITE)$
• Memory & Storage | $Micron Technology(MU)$ , $Western Digital(WDC)$ , $SanDisk Corp.(SNDK)$ , $Seagate Technology PLC(STX)$
• Power & Analog | $Texas Instruments(TXN)$ , $Analog Devices(ADI)$ , $STMicroelectronics NV(STM)$ , $ON Semiconductor(ON)$ , $Microchip Technology(MCHP)$ , $Monolithic Power(MPWR)$
Downstream
• OEMs & ODMs | $SUPER MICRO COMPUTER INC(SMCI)$ , $Dell Technologies Inc.(DELL)$ , $Hewlett Packard Enterprise(HPE)$ .
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Good summary