AI Value ChainSupply constrained
Layer 2 of 6
Semiconductors
GPUs, accelerators, memory and the equipment that fabricates them. This is the maximum-activity zone of the chain — NVIDIA-era systems, not just chips, with demand running well ahead of supply.
Momentum
660–100 composite
Today
+0.78%cap-weighted
MTD
+3.73%month-to-date
YTD
+36.21%year trend
Tracked Cap
14.07T14 names
Price Explorer
$225.30+0.54%
Why it matters
GPUs & custom silicon for training and inference.
2026 capex / spend$165B
Breadth advancing79%
Semiconductors · Constituents
| Company | Role | Weight | Last | Change | Mkt Cap | Trend |
|---|---|---|---|---|---|---|
NVDA NVIDIA Corp. | Core | $225.30 | +0.54% | |||
TSM Taiwan Semiconductor | Core | $430.49 | +0.31% | |||
AVGO Broadcom Inc. | Core | $417.82 | +0.43% | |||
ASML ASML Holding | Core | $1,847.90 | +2.09% | |||
AMD Advanced Micro Devices | Core | $483.01 | +0.02% | |||
MU Micron Technology | Core | $949.83 | +4.23% | |||
ARM Arm Holdings | Core | $278.65 | +2.49% | |||
MRVL Marvell Technology | Core | $222.18 | +2.35% | |||
AMAT Applied Materials | Enabler | $534.54 | -2.48% | |||
LRCX Lam Research | Enabler | $337.01 | +3.34% | |||
KLAC KLA Corporation | Enabler | $209.37 | +0.54% | |||
QCOM Qualcomm Inc. | Core | $164.79 | +1.05% | |||
TXN Texas Instruments | Adjacent | $273.43 | -1.14% | |||
CRDO Credo Technology | Enabler | $265.99 | -0.81% |