Sector standings

Silicon

Who designs the chips, who makes them, who supplies the memory and who sells the machines that print them.

Silicon companies ranked by OVR. Change compares with the last recorded rating.
#	Company	Team	±	OVR	DOM	MOM	LEV	DUR	FIRE	HEAT
1	ASMLStarter · Chip equipment	Independent	–	94	99	–	99	84	78	–
2	NvidiaStarter · AI accelerators	Nvidia	–	93	96	97	90	80	95	70
3	GoogleStarter · Custom chips for the biggest buyers	Google	–	91	97	90	80	88	95	–
3	TSMCStarter · Foundries	Nvidia	–	91	98	74	97	72	–	–
5	BroadcomStarter · Custom chips for the biggest buyers	Google	–	90	92	98	88	78	–	–
6	ArmStarter · CPUs and architecture	Independent	–	89	94	82	94	72	–	–
7	AmazonSecond string · Custom chips for the biggest buyers	Amazon and Anthropic	–	87	90	80	78	86	97	–
8	SamsungStarter · Memory	Google	–	82	88	86	66	84	–	–
9	IntelStarter · CPUs and architecture	Nvidia	–	81	95	70	65	72	78	–
10	AMDStarter · CPUs and architecture	Microsoft and OpenAI	–	80	78	95	76	78	–	–
10	SK hynixStarter · Memory	Independent	–	80	90	52	68	80	92	–
12	OpenAISecond string · Custom chips for the biggest buyers	Microsoft and OpenAI	–	78	82	–	65	66	99	–
13	Applied MaterialsStarter · Chip equipment	Independent	–	75	82	–	62	74	–	–
14	Lam ResearchStarter · Chip equipment	Independent	–	74	80	–	60	78	–	–
15	KLAStarter · Chip equipment	Independent	–	73	78	–	60	76	–	–
15	MarvellSecond string · Custom chips for the biggest buyers	Independent	–	73	76	–	62	76	78	–
15	Tokyo ElectronStarter · Chip equipment	Independent	–	73	79	–	62	74	–	–
18	HuaweiSecond string · AI accelerators	Independent	–	68	70	92	50	70	–	–
19	MicronStarter · Memory	Independent	–	67	72	–	50	80	–	–
20	QualcommSecond string · CPUs and architecture	Independent	–	65	68	–	50	72	76	95
21	AMECSecond string · Chip equipment	Independent	–	64	62	80	50	76	–	–
21	CerebrasPractice squad · AI accelerators	Microsoft and OpenAI	–	64	56	–	62	70	80	–
23	NauraSecond string · Chip equipment	Independent	–	63	66	–	50	76	–	–
23	SMICSecond string · Foundries	Independent	–	63	62	82	50	68	–	–
25	GroqPractice squad · AI accelerators	Nvidia	–	60	55	–	62	64	–	–
26	CXMTSecond string · Memory	Independent	–	59	62	–	50	66	–	–
27	UMC and GlobalFoundriesSecond string · Foundries	Independent	–	58	58	–	50	74	–	–
28	TenstorrentPractice squad · AI accelerators	Independent	–	57	52	–	50	68	77	–
29	EtchedPractice squad · AI accelerators	Independent	–	53	48	–	50	52	70	–
30	RapidusPractice squad · Foundries	Independent	–	52	44	–	50	52	76	–
31	Intel FoundrySecond string · Foundries	Independent	–	51	50	–	50	58	50	–
32	SubstratePractice squad · Chip equipment	Independent	–	49	42	–	50	46	66	–

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