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Custom Silicon — Basket

Chip architects, ASIC design-services firms, and EDA enablers powering AI workloads — GPU designers (NVDA, AMD), CPU-ISA licensors (ARM), FPGA makers (LSCC), custom ASIC/XPU specialists (AVGO, MRVL, CBRS, INTC, QCOM), pure-play hyperscaler ASIC design services (Alchip/3661, Global Unichip/3443, MediaTek's co-design work on Google TPU), and the EDA duopoly (Synopsys, Cadence) whose tools are a prerequisite for every custom chip tape-out — collectively underpinning AI training clusters, inference deployments, and AI-accelerated edge devices.

Constituents (17)

  • 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)
  • SYNOPSYS INC (SNPS)
  • CADENCE DESIGN SYSTEMS INC (CDNS)
  • Faraday Technology Corporation (3035)
  • Socionext Inc. (6526.T)
  • MediaTek Inc. (2454.TW)
  • 晶心科 (6533)

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