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AI Revolution ›

Chips, memory, packaging, EDA tools and foundry equipment enabling AI computation.

Active institutional funds cut a net $10.9 billion in Q2 2026, versus $33.5 billion in Q1 2026 — an outflow 67% smaller. 49.3% of companies in this theme saw decreased active positions in Q2 2026.

Ecosystem Map

Electronic design automation software enabling chip architecture. Vendors of EDA software and simulation tools; excludes semiconductor IP licensors and chip designers that use EDA tools but do not sell them.

12 companiesExplore

Contract chip manufacturing facilities that produce chips designed by external (often fabless) client companies, distinct from companies that operate their own fabs solely to produce their own in-house designed products.

9 companiesExplore

Chiplet integration, CoWoS, HBM stacking and advanced packaging technologies. Die- and wafer-level packaging only; excludes board-level and system-level electronics assembly (EMS).

22 companiesExplore

IGBTs, MOSFETs and SiC/GaN devices for power conversion and EV applications.

18 companiesExplore

Lithography, deposition and inspection tools for chip fabrication.

16 companiesExplore

Silicon wafers, photoresists, gases, chemicals, substrates and CMP materials consumed in chip fabrication. Distinct from Semiconductor Equipment and from Foundries.

17 companiesExplore

Bottleneck Tracker

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Bottleneck details are part of the Pro plan.

Recent Discoveries

Recent discoveries are part of the Pro plan.