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
600–100 composite
Today
+0.52%cap-weighted
MTD
+2.80%month-to-date
YTD
+58.43%year trend
Tracked Cap
13.76T14 names
Price Explorer
$205.19+0.16%
Why it matters
GPUs & custom silicon for training and inference.
2026 capex / spend$165B
Breadth advancing64%
Semiconductors · Constituents
| Company | Role | Weight | Last | Change | Mkt Cap | Trend |
|---|---|---|---|---|---|---|
NVDA NVIDIA Corp. | Core | $205.19 | +0.16% | |||
TSM Taiwan Semiconductor | Core | $423.93 | +0.68% | |||
AVGO Broadcom Inc. | Core | $382.07 | -0.91% | |||
ASML ASML Holding | Core | $1,863.55 | -1.89% | |||
AMD Advanced Micro Devices | Core | $511.57 | +4.73% | |||
MU Micron Technology | Core | $981.61 | -1.43% | |||
ARM Arm Holdings | Core | $380.81 | +11.27% | |||
MRVL Marvell Technology | Core | $279.70 | -0.36% | |||
AMAT Applied Materials | Enabler | $567.25 | +2.64% | |||
LRCX Lam Research | Enabler | $366.81 | +1.18% | |||
KLAC KLA Corporation | Enabler | $254.54 | +5.55% | |||
QCOM Qualcomm Inc. | Core | $211.72 | +4.32% | |||
TXN Texas Instruments | Adjacent | $301.12 | +1.35% | |||
CRDO Credo Technology | Enabler | $250.81 | -5.27% |