AI chips
This theme covers the chip supply chain behind AI computing: designers, manufacturers and the equipment makers that supply them. It does not include the server and data center companies that buy the chips. Members were chosen because AI processors, memory or the tools to make them are a major part of the business.
Companies
By tier, with the last 12 months of insider, congressional, contract and lobbying activity.
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Tiers
How much of each company the theme explains.
- Designers5 companies
- Manufacturers3 companies
- Equipment4 companies
How this list is chosen
Last reviewed Oct 27, 2026.
A listed company is included when it designs, manufactures or supplies equipment for processors and memory used in AI computing. Membership is reviewed twice a year, in March and September, and every change is logged below.
Change log
- Oct 27, 2026First list published with 12 companies.
The case commonly made
What supporters of the theme usually argue. Not our view.
- Supporters point to AI models needing large numbers of specialized processors and memory.
- The case usually made is that chip design and manufacturing are concentrated among a few companies with deep technical expertise.
- Supporters argue that equipment makers are tied to chip production across many customers, not one product.
Risks commonly cited
What critics and cautious investors usually raise. Not our view.
- Critics note that chip demand can swing between shortage and surplus as customers adjust orders.
- Risks often raised include export controls, trade disputes and reliance on manufacturing concentrated in a few regions.
- Critics note that large customers are also building their own chips, which could change who supplies them.
Funds with an overlapping focus
Shown for reference. Their holdings and rules differ from this theme, and listing them is not an endorsement.
- SMHVanEck Semiconductor ETF
- SOXXiShares Semiconductor ETF
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A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.