Edge & IoT SoC companies

As of 2026-10-04, wafergraph tracks 24 Edge & IoT SoC companies across 8 countries; ASPEED Technology, Espressif Systems, Nordic Semiconductor hold monopoly or leader positions. The largest by market cap is Microchip Technology at $44.2B, and the 21 priced companies total $172.2B.

Data as of 2026-10-04 · market caps from the daily wafergraph pipeline; unpriced companies are listed but not summed

24 companies in the Edge & IoT SoC part of the semiconductor & AI value chain.

Companies

  • ASPEED Technology — Dominant supplier of BMC server management chips. leader · TWSE:5274 · Taiwan
  • Espressif Systems — Maker of the ubiquitous ESP32 WiFi/Bluetooth microcontrollers. leader · SSE:688018 · $383M rev · China
  • Nordic Semiconductor — Leader in Bluetooth Low Energy wireless SoCs. leader · Oslo:NOD · $6.5B rev · Norway
  • Microchip Technology — MCU and analog IDM with broad industrial catalog and FPGA line. major · NASDAQ:MCHP · $4.7B rev · United States
  • GigaDevice Semiconductor — Top-three NOR flash vendor and Chinese MCU designer. major · SSE:603986 · $1.4B rev · China
  • Rockchip — Chinese application processor designer for tablets, IoT and edge AI. major · SSE:603893 · $657M rev · China
  • Ingenic Semiconductor — Chinese MCU, edge SoC, and automotive memory designer. major · SZSE:300223 · $707M rev · China
  • Silicon Labs — Wireless MCUs for IoT: Zigbee, Thread, Matter and BLE. major · NASDAQ:SLAB · $785M rev · United States
  • Amlogic — Set-top box, TV and smart home SoC designer. major · SSE:688099 · $1.0B rev · China
  • Allwinner Technology — Chinese application processor designer for tablets, IoT, and auto. major · SZSE:300458 · $423M rev · China
  • Nuvoton Technology — Microcontroller and analog maker; owns Panasonic's former semi business. major · TWSE:4919 · $962M rev · Taiwan
  • u-blox — Positioning (GNSS) and wireless communication chips and modules. major · SWX:UBXN · $324M rev · Switzerland
  • Airoha Technology — Wireless connectivity and audio SoC designer in the MediaTek group. major · Taiwan
  • Hailo — Israeli edge AI accelerator startup. challenger · Israel
  • Synaptics — Human interface and IoT connectivity chip designer. niche · NASDAQ:SYNA · $1.2B rev · United States
  • Ambarella — Low-power computer vision SoCs for cameras and automotive. niche · NASDAQ:AMBA · $391M rev · United States
  • Elan Microelectronics — Touchpad, touchscreen, and microcontroller designer. niche · TWSE:2458 · $389M rev · Taiwan
  • Sino Wealth Electronic — Chinese MCU and mixed-signal chip designer. niche · SZSE:300327 · $192M rev · China
  • Actions Technology — Audio and IoT SoC designer. niche · SSE:688049 · $97M rev · China
  • indie Semiconductor — Automotive-focused fabless designer for ADAS and user experience chips. niche · NASDAQ:INDI · $217M rev · United States
  • Holtek Semiconductor — Taiwanese microcontroller and analog IC maker. niche · TWSE:6202 · $96M rev · Taiwan
  • Telechips — Korean automotive infotainment and display SoC designer. niche · KOSDAQ:054450 · $142M rev · South Korea
  • Sequans Communications — Cellular IoT (5G/4G) chipmaker. niche · NYSE:SQNS · $48M rev · France
  • Telink Semiconductor — Low-power wireless IoT SoC designer. niche · China

Open the interactive Edge & IoT SoC view →

Cite as: wafergraph, “Edge & IoT SoC companies — list, suppliers & market position”, https://wafergraph.com/segment/design_fabless/edge_iot_soc/ (data as of 2026-10-04).

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly