Semiconductor & AI supply-chain companies in the United States

Largest United States companies by market cap

All 210 companies by segment

AI & Data Center (62)

• Caterpillar — Manufactures diesel and natural-gas generator sets and grid-forming battery energy storage systems for data-center backup and prime power. leader · $374.1B
• Dell Technologies — Top AI server and infrastructure systems integrator. leader · $338.7B
• GE Vernova — Manufactures power transformers, grid switchgear, and gas turbines that connect AI data centers to the electrical grid. leader · $250.9B
• Arista Networks — High-speed data-center switching for AI back-end networks. leader · $244.4B
• Vertiv — Leading data-center power and liquid-cooling systems maker. leader · $108.0B
• Equinix — World's largest data-center and interconnection REIT. leader · $102.2B
• Quanta Services — Provides electrical engineering, procurement and construction (EPC) services for data-center power infrastructure, including transmission lines and substations. leader · $93.9B
• Cummins — Manufactures diesel and natural-gas backup generator sets for data centers. leader · $77.2B
• Bloom Energy — Manufactures solid oxide fuel cells deployed as on-site power sources for AI data centers, with supply agreements including Oracle and Equinix. leader · $74.5B
• Digital Realty — Global data-center REIT; major hyperscale and AI capacity provider. leader · $71.2B
• CoreWeave — Largest pure-play GPU cloud (neocloud) renting NVIDIA capacity for AI. leader · $49.3B
• OpenAI — Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom. leader
• Oracle — Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs. major · $457.4B
• Cisco Systems — Networking giant supplying AI data-center switching and silicon. major · $430.5B
• IBM — Enterprise computing and cloud; designs its own Power and Telum chips. major · $221.3B
• Parker Hannifin — Manufactures liquid-cooling quick disconnects, sensors, and fluid-transfer components for data-center thermal management systems. major · $121.3B
• Emerson Electric — Supplies automation, measurement, and control systems for data-center power and cooling infrastructure, including DCIM and building management software. major · $85.2B
• American Tower — Communications-infrastructure REIT; owns CoreSite data centers. major · $81.9B
• Hewlett Packard Enterprise — Enterprise servers, HPC, and AI systems (incl. Cray). major · $69.0B
• Ciena — Optical networking and coherent transport for data-center interconnect. major · $45.5B
• Iron Mountain — Records-management REIT with a fast-growing data-center business. major · $34.8B
• Super Micro Computer — AI server and liquid-cooled rack systems builder. major · $26.0B
• nVent Electrical — Electrical connection, protection, and liquid-cooling enclosures. major · $25.3B
• Hubbell Incorporated — Supplies electrical products for data centers, including power distribution units, cable management, and structured cabling, through its Electrical and Utility Solutions segments. major · $24.3B
• Pure Storage — All-flash storage systems for AI and enterprise data centers. major · $22.4B
• Core Scientific — Data-center operator hosting HPC/AI (incl. CoreWeave) and bitcoin mining. major · $5.8B
• DigitalBridge — Digital-infrastructure investment manager owning DC and tower platforms. major · $3.0B
• Aligned Data Centers — Hyperscale data-center operator with adaptive liquid cooling. major
• Anthropic — AI safety lab building the Claude models; runs on TPUs, Trainium, and GPUs. major
• Compass Datacenters — US build-to-suit hyperscale data-center developer. major
• CoreSite — US interconnection and colocation operator (American Tower). major
• CyrusOne — Global hyperscale data-center operator (KKR/GIP owned). major
• EdgeConneX — Global hyperscale and edge data-center developer. major
• Juniper Networks — Networking systems and AI-driven data-center switching and routing. major
• QTS Data Centers — US hyperscale data-center operator owned by Blackstone. major
• STACK Infrastructure — Global hyperscale data-center platform (IPI Partners). major
• Switch — US hyperscale data-center operator (DigitalBridge/IFM owned). major
• Vantage Data Centers — Global hyperscale data-center developer and operator. major
• xAI — Elon Musk's AI lab (Grok); operates the Colossus GPU supercluster. major
• Generac Holdings — Manufactures diesel and natural-gas backup generators for data centers, including a global supply agreement with a hyperscale data-center operator. challenger · $11.1B
• Modine Manufacturing — Manufactures data-center cooling systems, including chillers and liquid cooling, under its Airedale by Modine brand, and secured a $4 billion long-term capacity agreement in 2026. challenger · $10.3B
• Applied Digital — AI data-center developer and GPU cloud (HPC hosting) provider. challenger · $7.5B
• Powell Industries — Manufactures medium- and low-voltage switchgear for data centers, including electrical substations, and holds a $1.6 billion order backlog driven partly by data-center wins. challenger · $6.6B
• AAON — Manufactures HVAC and liquid cooling systems for data centers under its BASX brand, which grew 72% year over year in Q1 2026 on data-center cooling demand. challenger · $6.5B
• Crusoe Energy — Energy-first AI cloud building power-colocated GPU data centers. challenger
• Lambda — GPU cloud and AI workstation provider for training and inference. challenger
• VAST Data — AI data platform and storage software for large GPU clusters. challenger
• Hut 8 — Energy-infrastructure and data-center operator for AI/HPC and bitcoin. niche · $11.5B
• TeraWulf — Operator of data centers for AI/HPC hosting and bitcoin mining. niche · $8.2B
• Cipher Mining — Data-center developer for HPC/AI and bitcoin mining. niche · $7.4B
• Bit Digital — GPU cloud (WhiteFiber) and digital-asset infrastructure operator. niche · $590M
• Cologix — North American interconnection and colocation operator. niche
• DataBank — US enterprise colocation and edge data-center operator. niche
• Flexential — US colocation and hybrid-IT data-center operator. niche
• Galaxy Digital — Crypto financial firm developing the Helios AI data-center campus. niche
• Hugging Face — Open-source AI model hub and machine-learning platform. niche
• Perplexity AI — AI-powered answer engine and search company. niche
• Sabey Data Centers — US hyperscale and enterprise data-center developer and operator. niche
• Scale AI — Data-labeling and AI infrastructure for model training. niche
• Soluna Holdings — Green data centers co-located with renewable power for AI/HPC. niche
• Together AI — GPU cloud and inference platform for open models. niche
• Voltage Park — GPU cloud provider for AI training and inference. niche

Design (Fabless) (38)

• NVIDIA — Dominant AI accelerator and GPU designer; also networking via Mellanox line. leader · $5.56T
• Broadcom — Networking silicon leader and main designer of hyperscaler custom AI chips. leader · $1.70T
• Qualcomm — Leading smartphone SoC and modem designer, expanding into PC and auto. leader · $180.2B
• Apple — Designs A/M-series SoCs and modems for its own devices; TSMC's largest customer. major · $4.67T
• Alphabet (Google) — Designs TPU AI accelerators and Tensor phone SoCs for internal use. major · $4.14T
• Amazon (Annapurna Labs) — Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs. major · $2.79T
• AMD — x86 CPU and Instinct GPU designer; owns Xilinx FPGA franchise. major · $779.6B
• Marvell Technology — Data infrastructure silicon: custom AI compute, optical DSPs, storage. major · $200.9B
• Astera Labs — Connectivity chips (retimers, CXL, PCIe switches) for AI servers. major · $53.9B
• Lattice Semiconductor — Leader in small, low-power FPGAs. major · $16.5B
• Semtech — LoRa wireless franchise plus optical data center connectivity chips. major · $13.8B
• Silicon Labs — Wireless MCUs for IoT: Zigbee, Thread, Matter and BLE. major · $7.4B
• MaxLinear — Broadband, connectivity, and infrastructure mixed-signal chip designer. major · $5.7B
• Altera — FPGA maker; former Intel PSG, now majority-owned by Silver Lake. major
• Credo Technology — Active electrical cables and SerDes connectivity for data centers. challenger · $32.1B
• Achronix — Fabless FPGA and embedded-FPGA (eFPGA) IP supplier. challenger
• Ampere Computing — Arm-based server CPU designer for cloud and hyperscale. challenger
• Cerebras Systems — Wafer-scale AI processor maker; IPO process underway. challenger
• d-Matrix — In-memory-compute AI inference chip startup. challenger
• Enfabrica Corporation — US fabless startup making the ACF SuperNIC, a 3.2 Tbps GPU networking chip for AI infrastructure. challenger
• Etched — Startup building transformer-specialized inference ASICs (Sohu). challenger
• Groq — AI inference chip and cloud provider built on its LPU architecture. challenger
• SambaNova Systems — AI chip and systems startup building reconfigurable dataflow accelerators. challenger
• Microsoft — Designs Maia AI accelerators and Cobalt server CPUs for Azure. niche · $3.71T
• Meta Platforms — Designs MTIA inference accelerators for its own data centers. niche · $1.57T
• Tesla — Designs FSD and AI training chips for its vehicles and data centers. niche · $1.40T
• Synaptics — Human interface and IoT connectivity chip designer. niche · $3.9B
• Ambarella — Low-power computer vision SoCs for cameras and automotive. niche · $2.8B
• indie Semiconductor — Automotive-focused fabless designer for ADAS and user experience chips. niche · $760M
• QuickLogic — Low-power FPGA and embedded-FPGA IP company. niche · $200M
• Blaize — Edge AI inference processors and a software platform. niche
• Cornelis Networks, Inc. — US startup building Omni-Path high-performance interconnect fabrics for AI and HPC clusters. niche
• Efinix — FPGA startup with a quantum-fabric architecture for edge applications. niche
• Esperanto Technologies — RISC-V based AI inference accelerator designer; ceased operations July 2025, IP acquired by Ainekko/Nekko.ai. niche
• Kneron — Edge AI neural-processing chips and software. niche
• Mythic — Analog in-memory-compute AI inference chip startup. niche
• SiMa.ai — Edge AI MLSoC for embedded, robotics, and automotive inference. niche
• Ventana Micro Systems — RISC-V data-center CPU chiplet designer. niche

Analog, Power, RF (23)

• SiTime — Leader in MEMS-based timing devices replacing quartz oscillators. leader · $18.3B
• Amphenol — Diversified maker of electrical, electronic and fiber-optic connectors, interconnect systems, antennas and sensors; expanding fast in AI data-center interconnect. leader
• Monolithic Power Systems — Fabless high-performance power management IC designer; key in AI servers. major · $60.1B
• MACOM Technology — RF, microwave and photonic semiconductors for telecom and defense. major · $20.5B
• Skyworks Solutions — RF front-end module maker for smartphones; large Apple exposure. major · $11.1B
• Qorvo — RF front-end and defense GaN supplier. major · $9.1B
• Vicor — Modular power-conversion components for AI servers and industry. major · $8.7B
• Allegro MicroSystems — Magnetic sensor and power IC leader for automotive. major · $6.8B
• Vishay Intertechnology — Broadline discrete semiconductor and passive component maker. major · $4.9B
• Diodes Incorporated — High-volume discrete and analog supplier for consumer and auto. major · $4.2B
• Knowles — MEMS microphones and acoustic and capacitor components. major · $3.0B
• Power Integrations — Leader in high-voltage AC-DC conversion ICs. major · $2.8B
• Alpha and Omega Semiconductor — Power MOSFET and power IC designer. major · $760M
• Molex — Electronic, electrical and fiber-optic connector maker; wholly owned subsidiary of Koch Industries since 2013. major
• Navitas Semiconductor — Fabless GaN and SiC power IC designer. challenger · $3.1B
• Littelfuse — Circuit protection leader with growing power semiconductor line. niche · $10.6B
• Cirrus Logic — Audio and mixed-signal chips; heavily concentrated in Apple devices. niche · $5.7B
• Guerrilla RF, Inc. — Greensboro, NC fabless RF/microwave (MMIC) supplier; LNAs, gain blocks, switches, attenuators and PAs. niche · $40M
• Bourns — Circuit protection, passives, and power components. niche
• Efficient Power Conversion — Gallium-nitride (GaN) power transistors and integrated circuits. niche
• Samtec — Privately held maker of high-speed board-to-board connectors, cable assemblies and optical interconnects. niche
• SemiQ Inc. — Lake Forest, CA maker of SiC power semiconductors and 150mm SiC epitaxial wafers for high-voltage uses. niche
• TagoreTech (Tagore Technology) — US fabless GaN-on-Si RF specialist (Arlington Heights, IL); switches, LNAs and PA modules for 5G. niche

Distribution & Misc (22)

• Corning Incorporated — Optical fiber, cable, and glass materials maker; top global producer of optical fiber for AI data center interconnect and a first-mover in glass-core substrates for advanced chip packaging. leader · $132.9B
• Lumentum Holdings — Optical components and lasers for datacom transceivers and 3D sensing. major · $79.0B
• Coherent — Photonics conglomerate: optical transceivers, lasers, SiC materials. major · $55.2B
• Jabil — Global EMS manufacturer building electronics and data-center hardware. major · $32.5B
• Arrow Electronics — Global electronic component distributor and supply chain services. major · $11.0B
• Sanmina Corporation — Electronics manufacturing services (EMS) provider; acquired AMD's ZT Systems data-center infrastructure manufacturing business in October 2025. major · $10.6B
• Avnet — Global distributor with strong design-chain services. major · $7.6B
• DigiKey — Large catalog distributor of electronic components. major
• Mouser Electronics — Catalog distributor of semiconductors and components, owned by TTI. major
• TTI, Inc. — Specialty distributor of passive, connector, and electromechanical parts. major
• Ayar Labs — Co-packaged optical I/O chiplets for AI compute interconnect. challenger
• Celestial AI — Optical interconnect (Photonic Fabric) startup for AI; being acquired by Marvell (definitive agreement announced, expected close ~Q1 CY2026). challenger
• Lightmatter — Photonic interconnect and compute startup for AI data centers. challenger
• Applied Optoelectronics — Optical transceiver and component maker. niche · $9.0B
• Plexus Corp. — Electronics manufacturing services provider focused on complex, regulated products for healthcare, aerospace/defense and industrial customers. niche · $6.6B
• Benchmark Electronics — Electronics manufacturing services provider specializing in aerospace/defense, medical, industrial and semiconductor-capital-equipment customers. niche · $2.6B
• PDF Solutions — Yield analytics and process control software for fabs. niche · $1.9B
• Aeva Technologies — FMCW lidar-on-chip sensors for automotive and industrial use. niche · $1.1B
• Avicena Tech Corp. — Sunnyvale startup pioneering low-power microLED-based optical interconnects for chip-to-chip AI links. niche
• nLight — Semiconductor and fiber laser maker. niche
• OpenLight Photonics, Inc. — Silicon photonics IP company licensing integrated laser-on-silicon PDKs for AI datacenter interconnects. niche
• Source Photonics — Optical transceivers for data-center and telecom networks. niche

Equipment (Front End) (15)

• Lam Research — Etch leader, critical to 3D NAND and advanced logic patterning. leader · $385.0B
• Applied Materials — Broadest wafer fab equipment maker, leading in deposition and implant. leader · $360.9B
• KLA — Dominant in process control: wafer inspection and metrology. leader · $242.5B
• MKS Instruments — Key subsystem supplier: RF power, vacuum gauges, lasers and optics. major · $17.6B
• Advanced Energy — Precision power conversion for plasma processes in fab tools. major · $11.3B
• Axcelis Technologies — Ion implantation pure-play, strong in power semiconductor fabs. major · $3.5B
• Brooks Automation — Vacuum robotics and automation for wafer handling. major
• Onto Innovation — Metrology and inspection for advanced nodes and packaging. major
• ACM Research — Cleaning equipment challenger with most revenue from China fabs. challenger · $5.2B
• Bruker — Scientific instruments maker; metrology and analysis tools for semis. niche · $8.9B
• Ultra Clean Holdings — Outsourced gas delivery modules and subsystems for equipment OEMs. niche · $3.3B
• Veeco Instruments — Deposition specialist: laser annealing, MBE, ion beam and MOCVD. niche · $2.7B
• Ichor Holdings — Fluid delivery subsystems for etch and deposition tools. niche · $2.1B
• ClassOne Technology — Wet-processing and electroplating tools for 200mm and specialty fabs. niche
• Plasma-Therm — Plasma etch and deposition systems for specialty and compound-semi devices. niche

EDA & IP (11)

• Cadence Design Systems — EDA duopolist with Synopsys; strong in analog, PCB and verification. leader · $80.6B
• Synopsys — Largest EDA vendor and major interface IP supplier; acquired Ansys in 2025. leader · $75.5B
• Adeia Inc. — Pure-play IP licensor holding foundational DBI hybrid-bonding patents key to HBM stacking and 3D chiplets. leader · $2.9B
• Keysight Technologies — Test and measurement leader; RF, photonic, and high-speed EDA tools. major · $55.7B
• Rambus — Memory interface chips and high-speed interface IP. major · $9.3B
• Silvaco Group, Inc. — EDA software (TCAD, SPICE, extraction) and semiconductor IP for power, display, memory and automotive. challenger · $220M
• Aldec, Inc. — US EDA company providing FPGA/ASIC simulation and functional verification for safety-critical designs. challenger
• SiFive — Leading commercial RISC-V CPU IP company. challenger
• Arteris — Network-on-chip (NoC) interconnect IP for SoC designs. niche · $1.1B
• Atomera — Materials-engineering technology (MST) licensed to chipmakers. niche · $160M
• Flex Logix — Embedded-FPGA IP and AI inference acceleration technology. niche

Materials (11)

• Entegris — Leader in contamination control, materials handling and CMP consumables. leader · $21.2B
• Photronics — Largest merchant photomask manufacturer. leader · $1.7B
• Air Products — Major supplier of bulk and specialty gases to semiconductor fabs. major · $67.1B
• DuPont — Broad electronic materials supplier; electronics unit being spun off as Qnity. major · $17.8B
• TTM Technologies — North America's largest PCB maker; RF and substrate components. major · $13.2B
• Avantor — Materials and services supplier of ultrapure process chemicals to fabs. major · $10.1B
• Element Solutions — Specialty chemicals for electronics assembly and advanced packaging. major · $8.8B
• Materion — Advanced materials maker supplying targets and precious-metal products. major · $5.1B
• Albemarle Corporation — Lithium and specialty chemicals producer; supplies anhydrous hydrogen bromide for semiconductor plasma etching and butyllithium as an electronic-grade intermediate. niche · $14.9B
• Absolics Inc. — SKC subsidiary building a first-of-its-kind glass core substrate mass-production fab in Covington, Georgia. niche
• Brewer Science — Specialty spin-on and temporary-bonding materials for advanced packaging. niche

Memory (10)

• Western Digital — Hard disk drive maker; refocused on HDDs after spinning off its NAND/flash business as SanDisk in February 2025. leader · $168.5B
• Kingston Technology — World's largest independent DRAM module and SSD maker. leader
• NetApp — Enterprise storage systems and data-management software vendor (ONTAP, all-flash arrays) for on-premises and cloud data centers. major · $36.5B
• SMART Modular Technologies — Specialty memory modules and storage (Penguin Solutions). major · $2.6B
• Micron Technology — Only US-based DRAM/NAND maker; ramping HBM for AI accelerators. major
• SanDisk — NAND and SSD maker spun out of Western Digital in 2025. major
• Solidigm — NAND flash and enterprise SSD maker, an SK Hynix subsidiary. major
• Everspin Technologies — Commercial MRAM maker for industrial and aerospace. niche · $400M
• Integrated Silicon Solution — Specialty DRAM and SRAM for automotive, industrial, and comms. niche
• Netlist — Memory-module maker and memory-technology IP licensor. niche

IDM (6)

• Texas Instruments — Largest analog chipmaker, manufacturing on its own 300mm fabs. leader · $236.0B
• Analog Devices — High-performance analog leader: converters, amplifiers, power. leader · $175.5B
• Microchip Technology — MCU and analog IDM with broad industrial catalog and FPGA line. major · $40.3B
• onsemi — Power and sensing IDM; top-two in SiC and auto image sensors. major · $29.0B
• Intel — x86 CPU IDM building an external foundry business on 18A and beyond. major
• Wolfspeed — SiC wafer and device pure-play; restructured through Chapter 11 in 2025. challenger · $1.5B

Equipment (Back End) (6)

• Teradyne — One half of the ATE duopoly with Advantest; strong in SoC and analog test. leader · $55.8B
• FormFactor — World's largest probe card maker for wafer test. leader · $8.1B
• Nordson — Dispensing, bonding inspection, and test systems for electronics and semis. major · $17.7B
• Cohu — Test handlers, contactors and inspection for back-end test cells. major · $2.4B
• Aehr Test Systems — Wafer-level burn-in test systems, used heavily for SiC devices. niche · $2.8B
• inTEST — Thermal and test-handling solutions for semiconductor test. niche · $140M

Foundry (3)

• GlobalFoundries — Largest US-based pure-play foundry, focused on specialty nodes. major · $24.8B
• SkyWater Technology — US specialty foundry with DARPA-trusted domestic manufacturing. niche · $1.6B
• Polar Semiconductor — US specialty analog and power semiconductor foundry. niche

OSAT (3)

• Amkor Technology — Second-largest OSAT; building advanced packaging capacity in Arizona. major · $11.9B
• Deca Technologies — Independent licensor of M-Series fan-out wafer-level packaging with Adaptive Patterning die-shift correction. challenger
• Integra Technologies — US OSAT for high-reliability and defense applications. niche

Tracked revenue

139 of the 210 companies report revenue in the dataset, totalling $3.78T (latest fiscal year per company, SEC EDGAR or Wikidata).