Macroplane › Baskets › Custom Silicon

Custom Silicon — Basket

Chip architects and ASIC design-services firms powering AI workloads — GPU designers (NVDA, AMD), CPU-ISA licensors (ARM), FPGA makers (LSCC), custom ASIC/XPU specialists (AVGO, MRVL, CBRS, INTC, QCOM), and pure-play hyperscaler ASIC design services (Alchip/3661, Global Unichip/3443) — whose silicon underpins AI training clusters, inference deployments, and AI-accelerated edge devices.

Constituents (11)

  • Marvell Technology, Inc. (MRVL)
  • Broadcom Inc. (AVGO)
  • NVIDIA CORP (NVDA)
  • ADVANCED MICRO DEVICES INC (AMD)
  • INTEL CORP (INTC)
  • ARM HOLDINGS PLC /UK (ARM)
  • QUALCOMM INC/DE (QCOM)
  • Cerebras Systems Inc. (CBRS)
  • LATTICE SEMICONDUCTOR CORP (LSCC)
  • 世芯-KY (3661)
  • 創意 (3443)

Browse all baskets · Macro trends · Product categories