Layer 3
Chip Design & Fabrication
Companies designing and manufacturing GPUs, AI accelerators, and custom silicon that power AI workloads.
Companies
12
Total Market Cap
$12.67T
Revenue Multiple
10x
AI Fair Value
$4.66T
Avg AI Revenue
29%
Avg 24h
+0.5%
Avg 7d
+12.2%
Avg 30d
+3.6%
AI Fair Value
$4.66Tcurrent · 12 companies
Largest by Market Cap
NV
NVIDIA Corporation
$4.32T
Highest AI Exposure
AL
Astera Labs, Inc.
94.52% AI revenue
Top 30d Performer
AR
Arm Holdings
+22.3%
Worst 30d Performer
QC
Qualcomm
-10.2%
Market Cap Distribution
All Layers
All Companies in Chip Design & Fabrication
| # | Company |
|---|
1 | |
2 | |
4 3-4 | |
8 7-8 | |
10 | |
13 12-13 | |
18 18-19 | |
24 24-26 | |
29 25-30 | |
36 33-35 | |
41 37-44 | |
56 52-56 |
| Source |
|---|
78% [74-82%] | +0.04 | $3.38T | Derived High | +0.3% | $4.32T |
39% [24-55%] | -1.44 | $580.8B | Derived Med | +6.2% | $1.49T |
23% [12-35%] | +34.32 | $327.7B | Derived V.Low | +1.0% | $1.46T |
31% [24-39%] | -1.88 | $111.6B | Derived Med | +0.6% | $359.0B |
24% [19-30%] | -1.50 | $101.1B | Derived Med | -0.0% | $426.0B |
2% [1-2%] | +1.16 | $60.4B | Estimated Low | -2.1% | $3.80T |
34% [26-41%] | +0.34 | $32.2B | Estimated High | -0.1% | $95.7B |
15% [12-19%] | 0.00 | $23.6B | Estimated High | -3.3% | $158.4B |
95% [92-97%] | +0.60 | $19.0B | Derived High | +0.8% | $20.1B |
5% [3-6%] | -1.82 | $11.6B | Estimated Low | +4.2% | $253.6B |
5% [3-9%] | -0.49 | $8.5B | Estimated Low | +0.0% | $159.8B |
4% [3-5%] | +0.55 | $4.9B | Estimated Low | -1.3% | $134.2B |
Showing 12 of 12 companies