Semiconductor & AI supply-chain companies in the United Kingdom

Largest United Kingdom companies by market cap

All 16 companies by segment

AI & Data Center (5)

• Colt Data Centre Services — Hyperscale data-center operator across Europe and Asia. niche
• Fluidstack — Builds and operates AI data centers, including power acquisition, for large-scale AI compute. niche
• Global Switch — Large carrier-neutral data-center operator in Europe and Asia-Pacific. niche
• Nscale — AI GPU cloud and data-center operator. niche
• Yondr — Global hyperscale data-center developer and operator. niche

EDA & IP (4)

• Arm Holdings — CPU architecture licensed in virtually every smartphone and most edge devices. leader · $269.2B
• Alphawave Semi — High-speed connectivity SerDes IP; acquired by Qualcomm and delisted from LSE in December 2025, now a Qualcomm subsidiary. major
• Agile Analog — Configurable analog IP for system-on-chips. niche
• Imagination Technologies — GPU and AI IP licensor, owned by Canyon Bridge. niche

Materials (2)

• Linde — World's largest industrial gas company; major electronics gas business. leader · $220.2B
• IQE — Leading epitaxial compound-semiconductor wafer maker (GaAs, GaN, InP). leader

Analog, Power, RF (1)

• Cambridge GaN Devices (CGD) — UK fabless GaN power company spun out of Cambridge University; enhancement-mode ICeGaN transistors. challenger

Design (Fabless) (1)

• Graphcore — AI accelerator (IPU) maker; wholly-owned SoftBank subsidiary since July 2024. challenger

Equipment (Front End) (1)

• Oxford Instruments — Plasma etch and deposition tools for compound semis and research. niche · $2.0B

IDM (1)

• Pragmatic Semiconductor — UK maker of ultra-low-cost flexible thin-film chips. niche

Distribution & Misc (1)

• Sondrel — Custom SoC design and turnkey ASIC services (renamed Aion Silicon, April 2025). niche

Tracked revenue

4 of the 16 companies report revenue in the dataset, totalling $39.6B (latest fiscal year per company, SEC EDGAR or Wikidata).