Design (Fabless) companies

100 companies in the Design (Fabless) part of the semiconductor & AI value chain.

Subsegments

GPU & AI Accelerators CPU Mobile SoC Networking Silicon FPGA Custom Silicon Designers Display ICs Edge & IoT SoC

Companies

  • NVIDIA — Dominant AI accelerator and GPU designer; also networking via Mellanox line. leader · NASDAQ:NVDA · $215.9B · USA · GPU & AI Accelerators, Networking Silicon
  • Broadcom — Networking silicon leader and main designer of hyperscaler custom AI chips. leader · NASDAQ:AVGO · $63.9B · USA · Networking Silicon, Custom Silicon Designers
  • Qualcomm — Leading smartphone SoC and modem designer, expanding into PC and auto. leader · NASDAQ:QCOM · $44.3B · USA · Mobile SoC, Networking Silicon
  • MediaTek — Highest-volume smartphone SoC vendor; strong in TV and connectivity chips. leader · TWSE:2454 · Taiwan · Mobile SoC
  • Novatek Microelectronics — Top display driver IC and timing controller designer. leader · TWSE:3034 · Taiwan · Display ICs
  • Espressif Systems — Maker of the ubiquitous ESP32 WiFi/Bluetooth microcontrollers. leader · SSE:688018 · China · Edge & IoT SoC
  • Nordic Semiconductor — Leader in Bluetooth Low Energy wireless SoCs. leader · Oslo:NOD · Norway · Edge & IoT SoC
  • ASPEED Technology — Dominant supplier of BMC server management chips. leader · TWSE:5274 · Taiwan · Edge & IoT SoC
  • OpenAI — Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom. leader · USA · AI Labs / Model Builders, Custom Silicon Designers
  • Alphabet (Google) — Designs TPU AI accelerators and Tensor phone SoCs for internal use. major · NASDAQ:GOOGL · $402.8B · USA · Custom Silicon Designers, Hyperscalers
  • Apple — Designs A/M-series SoCs and modems for its own devices; TSMC's largest customer. major · NASDAQ:AAPL · $416.2B · USA · Custom Silicon Designers
  • Amazon (Annapurna Labs) — Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs. major · NASDAQ:AMZN · $716.9B · USA · Custom Silicon Designers, Hyperscalers
  • AMD — x86 CPU and Instinct GPU designer; owns Xilinx FPGA franchise. major · NASDAQ:AMD · $34.6B · USA · CPU, GPU & AI Accelerators, FPGA
  • Marvell Technology — Data infrastructure silicon: custom AI compute, optical DSPs, storage. major · NASDAQ:MRVL · $8.2B · USA · Networking Silicon, Custom Silicon Designers
  • Alibaba Group — Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips. major · NYSE:BABA · $148.4B · China · Hyperscalers, Custom Silicon Designers
  • Astera Labs — Connectivity chips (retimers, CXL, PCIe switches) for AI servers. major · NASDAQ:ALAB · $853M · USA · Networking Silicon
  • GigaDevice Semiconductor — Top-three NOR flash vendor and Chinese MCU designer. major · SSE:603986 · China · Specialty & NOR Flash, Edge & IoT SoC
  • Microchip Technology — MCU and analog IDM with broad industrial catalog and FPGA line. major · NASDAQ:MCHP · $4.7B · USA · Integrated Device Manufacturer, Edge & IoT SoC, Analog & Mixed Signal
  • Baidu — Chinese AI and cloud leader; designs Kunlun AI accelerators. major · NASDAQ:BIDU · $18.5B · China · AI Labs / Model Builders, Custom Silicon Designers
  • ZTE — Chinese telecom-equipment maker; designs chips via its Sanechips unit. major · SZSE:000063 · China · Networking & Systems, Custom Silicon Designers
  • Lattice Semiconductor — Leader in small, low-power FPGAs. major · NASDAQ:LSCC · $523M · USA · FPGA
  • Global Unichip (GUC) — TSMC-affiliated ASIC design services company for advanced nodes. major · TWSE:3443 · Taiwan · Custom Silicon Designers
  • Semtech — LoRa wireless franchise plus optical data center connectivity chips. major · NASDAQ:SMTC · $1.0B · USA · Networking Silicon, Analog & Mixed Signal
  • Ingenic Semiconductor — Chinese MCU, edge SoC, and automotive memory designer. major · SZSE:300223 · China · Edge & IoT SoC, Specialty & NOR Flash
  • Realtek Semiconductor — High-volume connectivity, audio codec and Ethernet chip designer. major · TWSE:2379 · Taiwan · Networking Silicon
  • Alchip Technologies — ASIC design services leader for AI and HPC chips on TSMC processes. major · TWSE:3661 · Taiwan · Custom Silicon Designers
  • Rockchip — Chinese application processor designer for tablets, IoT and edge AI. major · SSE:603893 · China · Edge & IoT SoC
  • MaxLinear — Broadband, connectivity, and infrastructure mixed-signal chip designer. major · NASDAQ:MXL · $468M · USA · Networking Silicon, Analog & Mixed Signal
  • Silicon Labs — Wireless MCUs for IoT: Zigbee, Thread, Matter and BLE. major · NASDAQ:SLAB · $785M · USA · Edge & IoT SoC
  • Amlogic — Set-top box, TV and smart home SoC designer. major · SSE:688099 · China · Edge & IoT SoC
  • Allwinner Technology — Chinese application processor designer for tablets, IoT, and auto. major · SZSE:300458 · China · Edge & IoT SoC
  • ASMedia Technology — High-speed I/O controller designer (USB, PCIe, SATA). major · TWSE:5269 · Taiwan · Networking Silicon
  • Socionext — Japanese custom SoC design house for auto and data center customers. major · TSE:6526 · Japan · Custom Silicon Designers
  • Nuvoton Technology — Microcontroller and analog maker; owns Panasonic's former semi business. major · TWSE:4919 · Taiwan · Edge & IoT SoC, Analog & Mixed Signal
  • Faraday Technology — Taiwanese ASIC design-service and silicon IP provider. major · TWSE:3035 · Taiwan · Semiconductor IP Licensing, Custom Silicon Designers
  • u-blox — Positioning (GNSS) and wireless communication chips and modules. major · SWX:UBXN · Switzerland · Edge & IoT SoC
  • Raydium Semiconductor — Display driver IC maker for panels and touch. major · TWSE:3592 · Taiwan · Display ICs
  • LX Semicon — Korea's largest fabless display driver IC designer, an LG affiliate. major · KRX:108320 · South Korea · Display ICs
  • Magnachip Semiconductor — Display driver and power IDM with analog mixed-signal heritage. major · NYSE:MX · $179M · South Korea · Integrated Device Manufacturer, Analog & Mixed Signal, Display ICs
  • Airoha Technology — Wireless connectivity and audio SoC designer in the MediaTek group. major · Taiwan · Edge & IoT SoC, RF
  • Altera — FPGA maker; former Intel PSG, now majority-owned by Silver Lake. major · USA · FPGA
  • HiSilicon — Huawei's chip design arm: Kirin SoCs and Ascend AI accelerators. major · China · Mobile SoC, GPU & AI Accelerators
  • Huawei — Chinese networking and cloud giant; Ascend AI accelerators via HiSilicon. major · China · Networking & Systems, Custom Silicon Designers
  • Intel — x86 CPU IDM building an external foundry business on 18A and beyond. major · NASDAQ:INTC · $52.9B · USA · Integrated Device Manufacturer, CPU, Foundry Services
  • Cambricon Technologies — China's flagship listed AI accelerator designer. challenger · SSE:688256 · China · GPU & AI Accelerators
  • Hygon Information Technology — Chinese x86 CPU and DCU accelerator designer (AMD-licensed lineage). challenger · SSE:688041 · China · CPU, GPU & AI Accelerators
  • Credo Technology — Active electrical cables and SerDes connectivity for data centers. challenger · NASDAQ:CRDO · $1.3B · USA · Networking Silicon
  • Loongson Technology — Chinese CPU designer with its own LoongArch instruction set. challenger · SSE:688047 · China · CPU
  • Achronix — Fabless FPGA and embedded-FPGA (eFPGA) IP supplier. challenger · USA · FPGA, Semiconductor IP Licensing
  • Ampere Computing — Arm-based server CPU designer for cloud and hyperscale. challenger · USA · CPU
  • Axelera AI — European edge AI accelerator startup. challenger · Netherlands · GPU & AI Accelerators
  • Biren Technology — Chinese GPGPU startup for AI training. challenger · China · GPU & AI Accelerators
  • Cerebras Systems — Wafer-scale AI processor maker; IPO process underway. challenger · USA · GPU & AI Accelerators
  • d-Matrix — In-memory-compute AI inference chip startup. challenger · USA · GPU & AI Accelerators
  • Enflame Technology — Chinese AI training and inference chip designer backed by Tencent. challenger · China · GPU & AI Accelerators
  • Etched — Startup building transformer-specialized inference ASICs (Sohu). challenger · USA · GPU & AI Accelerators
  • FuriosaAI — Korean AI inference chip startup. challenger · South Korea · GPU & AI Accelerators
  • Graphcore — AI accelerator (IPU) maker acquired by SoftBank in 2024. challenger · United Kingdom · GPU & AI Accelerators
  • Groq — AI inference chip and cloud provider built on its LPU architecture. challenger · USA · GPU & AI Accelerators
  • Hailo — Israeli edge AI accelerator startup. challenger · Israel · Edge & IoT SoC, GPU & AI Accelerators
  • Moore Threads — Chinese GPU startup targeting graphics and AI compute. challenger · China · GPU & AI Accelerators
  • Rebellions — Korean AI accelerator startup formed by merger with Sapeon. challenger · South Korea · GPU & AI Accelerators
  • SambaNova Systems — AI chip and systems startup building reconfigurable dataflow accelerators. challenger · USA · GPU & AI Accelerators
  • StarFive — Chinese RISC-V CPU IP and SoC company. challenger · China · Semiconductor IP Licensing, CPU
  • Tenstorrent — AI accelerator and RISC-V IP company led by Jim Keller. challenger · Canada · GPU & AI Accelerators, Semiconductor IP Licensing
  • UNISOC — China's largest independent mobile SoC designer after HiSilicon. challenger · China · Mobile SoC
  • Microsoft — Designs Maia AI accelerators and Cobalt server CPUs for Azure. niche · NASDAQ:MSFT · $281.7B · USA · Custom Silicon Designers, Hyperscalers
  • Tesla — Designs FSD and AI training chips for its vehicles and data centers. niche · NASDAQ:TSLA · $94.8B · USA · Custom Silicon Designers
  • Meta Platforms — Designs MTIA inference accelerators for its own data centers. niche · NASDAQ:META · $201.0B · USA · Custom Silicon Designers, Hyperscalers
  • Montage Technology — Memory interface buffer chips for server DIMMs. niche · SSE:688008 · China · Networking Silicon
  • Synaptics — Human interface and IoT connectivity chip designer. niche · NASDAQ:SYNA · $1.1B · USA · Edge & IoT SoC, Display ICs
  • Himax Technologies — Display drivers plus ultralow-power AI vision sensors. niche · NASDAQ:HIMX · $832M · Taiwan · Display ICs
  • Ambarella — Low-power computer vision SoCs for cameras and automotive. niche · NASDAQ:AMBA · $391M · USA · Edge & IoT SoC
  • Elan Microelectronics — Touchpad, touchscreen, and microcontroller designer. niche · TWSE:2458 · Taiwan · Edge & IoT SoC, Display ICs
  • Sino Wealth Electronic — Chinese MCU and mixed-signal chip designer. niche · SZSE:300327 · China · Analog & Mixed Signal, Edge & IoT SoC
  • Actions Technology — Audio and IoT SoC designer. niche · SSE:688049 · China · Edge & IoT SoC
  • MegaChips — Japanese ASIC and system-LSI designer. niche · TSE:6875 · Japan · Custom Silicon Designers
  • indie Semiconductor — Automotive-focused fabless designer for ADAS and user experience chips. niche · NASDAQ:INDI · $217M · USA · Edge & IoT SoC
  • Fitipower — Display driver and power management IC designer. niche · TWSE:4961 · Taiwan · Display ICs, Analog & Mixed Signal
  • Holtek Semiconductor — Taiwanese microcontroller and analog IC maker. niche · TWSE:6202 · Taiwan · Edge & IoT SoC, Analog & Mixed Signal
  • QuickLogic — Low-power FPGA and embedded-FPGA IP company. niche · NASDAQ:QUIK · $14M · USA · FPGA, Semiconductor IP Licensing
  • Valens Semiconductor — Connectivity chip maker (MIPI A-PHY, HDBaseT). niche · NYSE:VLN · $71M · Israel · Networking Silicon
  • Blaize — Edge AI inference processors and a software platform. niche · NASDAQ:BZAI · $39M · USA · GPU & AI Accelerators
  • Telechips — Korean automotive infotainment and display SoC designer. niche · KOSDAQ:054450 · South Korea · Edge & IoT SoC
  • Efinix — FPGA startup with a quantum-fabric architecture for edge applications. niche · USA · FPGA
  • Esperanto Technologies — RISC-V based AI inference accelerators. niche · USA · GPU & AI Accelerators
  • Gowin Semiconductor — Chinese FPGA maker. niche · China · FPGA
  • Ilitek — Touch and display driver IC designer. niche · TWO:8467 · Taiwan · Display ICs
  • Kneron — Edge AI neural-processing chips and software. niche · USA · GPU & AI Accelerators
  • Mythic — Analog in-memory-compute AI inference chip startup. niche · USA · GPU & AI Accelerators
  • Parade Technologies — High-speed interface and display timing controller designer. niche · TWSE:4966 · Taiwan · Display ICs
  • Phytium — Chinese Arm-based server and desktop CPU designer. niche · China · CPU
  • Semidynamics — Customizable RISC-V cores with vector and AI extensions. niche · Spain · Semiconductor IP Licensing, CPU
  • Sequans Communications — Cellular IoT (5G/4G) chipmaker. niche · NYSE:SQNS · $48M · France · Edge & IoT SoC
  • SiMa.ai — Edge AI MLSoC for embedded, robotics, and automotive inference. niche · USA · GPU & AI Accelerators
  • SiPearl — European HPC processor designer (Rhea) for exascale computing. niche · France · CPU
  • Sitronix Technology — Taiwanese display driver IC designer. niche · TWO:8016 · Taiwan · Display ICs
  • Telink Semiconductor — Low-power wireless IoT SoC designer. niche · China · Edge & IoT SoC
  • Ventana Micro Systems — RISC-V data-center CPU chiplet designer. niche · USA · CPU
  • Zhaoxin — Chinese x86 CPU joint venture between VIA and the Shanghai government. niche · China · CPU

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