AI chip stocks

14 stocks · Technology sector

As of Nov 9, 2026: 14 stocks.

Companies that design or make AI chips, or the chips that link them in a data center.

Average score6.1Average Stocks143 shown with their score This week-28.8%median, Friday +7.0%

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AI chip stocks, ranked by Quality Score

The theme's stocks
Stock	What it does	Price	Friday	Market cap	Quality Score
AMDAdvanced Micro Devices	Designs AI-optimized GPUs, CPUs, and networking chips for data centers.	$449.04+11.04%	+11.04%	$663B	17
Designs AI-optimized GPUs, CPUs, and networking chips for data centers.
Designs AI-optimized GPUs, CPUs, and networking chips for data centers.
MRVLMarvell Technology	Designs custom AI chips and the chips that connect data center systems.	$141.20+5.73%	+5.73%	$120B	12
Designs custom AI chips and the chips that connect data center systems.
Designs custom AI chips and the chips that connect data center systems.
NVDANvidia	Designs GPUs and the full AI data center systems built around them.	$186.64+2.78%	+2.78%	$4.4T	11
Designs GPUs and the full AI data center systems built around them.
Designs GPUs and the full AI data center systems built around them.
GPUs and accelerators 2
GPUs and accelerators 2
GPUs and accelerators 2
GPUs and accelerators 2
CBRSCerebras Systems	Designs a wafer-scale AI processor for fast training and inference.	$89.68+9.75%	+9.75%	$19B
Designs a wafer-scale AI processor for fast training and inference.
Designs a wafer-scale AI processor for fast training and inference.
INTCIntel	Designs data center CPUs, AI accelerators, and custom chips.	$56.28+7.71%	+7.71%	$278B
Designs data center CPUs, AI accelerators, and custom chips.
Designs data center CPUs, AI accelerators, and custom chips.
Custom chips and designs 3
Custom chips and designs 3
Custom chips and designs 3
Custom chips and designs 3
ARMArm	Licenses the CPU designs that run AI workloads from phones to data centers.	$174.62+4.74%	+4.74%	$178B
Licenses the CPU designs that run AI workloads from phones to data centers.
Licenses the CPU designs that run AI workloads from phones to data centers.
AVGOBroadcom	Designs custom AI accelerators and Ethernet switch chips for AI data centers.	$293.69+0.74%	+0.74%	$1.4T
Designs custom AI accelerators and Ethernet switch chips for AI data centers.
Designs custom AI accelerators and Ethernet switch chips for AI data centers.
RMBSRambus	Sells chips and chip designs for AI and data center servers.	$74.53+6.96%	+6.96%	$7.5B
Sells chips and chip designs for AI and data center servers.
Sells chips and chip designs for AI and data center servers.
Networking chips 4
Networking chips 4
Networking chips 4
Networking chips 4
ALABAstera Labs	Makes connectivity chips purpose-built for cloud and AI servers.	$190.71+6.26%	+6.26%	$31B
Makes connectivity chips purpose-built for cloud and AI servers.
Makes connectivity chips purpose-built for cloud and AI servers.
CRDOCredo Technology	Makes high-speed copper and optical links for AI data center networks.	$120.51+7.28%	+7.28%	$21B
Makes high-speed copper and optical links for AI data center networks.
Makes high-speed copper and optical links for AI data center networks.
MTSIMACOM Technology Solutions	Makes chips for the fast optical links inside AI and cloud data centers.	$210.98+10.84%	+10.84%	$15B
Makes chips for the fast optical links inside AI and cloud data centers.
Makes chips for the fast optical links inside AI and cloud data centers.
SMTCSemtech	Makes chips for AI and data center network links, plus IoT and cellular.	$103.21+12.75%	+12.75%	$8.5B
Makes chips for AI and data center network links, plus IoT and cellular.
Makes chips for AI and data center network links, plus IoT and cellular.
Foundries 2
Foundries 2
Foundries 2
Foundries 2
TSEMTower Semiconductor	Manufactures silicon photonics chips used in AI data center links.	$137.34+4.85%	+4.85%	$15B
Manufactures silicon photonics chips used in AI data center links.
Manufactures silicon photonics chips used in AI data center links.
TSMTaiwan Semiconductor Manufacturing	Manufactures chips for designers; AI and HPC chips drive its growth.	$375.44+6.33%	+6.33%	$1.8T
Manufactures chips for designers; AI and HPC chips drive its growth.
Manufactures chips for designers; AI and HPC chips drive its growth.

The other 11 Quality Scores, for Pro members. See them free →

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

Why AI chip stocks are down this week

AI chip stocks fell a median 15% from Oct 30 to Nov 6 (14 stocks); the S&P 500 fell 2.7%.

What moved them

Chip and tech stocks fell together on Thursday: “Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank, TSMC tumble”CNBC and 40 more · the group's median −15% that day

Hit hardest

Why it reaches them and 3 stocks' stories, for Pro members. See them free →

AI chip stock news, by day

Each day a story moved them, the newest first

“Anthropic IPO valuation discussions fall to $1.3 trillion, Bloomberg reports”+6.6% · Investing.com and 8 more · and 1 more story
“Nasdaq sell-off batters Asian chip stocks as SK Hynix, Samsung, Softbank, TSMC tumble”−15% · CNBC and 40 more · and 1 more story
“Data center and chip stocks decline after Democrats flip both House and Senate”−4.8% · CNBC and 22 more · and 1 more story
“Micron, Nvidia, and AMD lead chip stocks rebound”+3.0% · Yahoo Finance and 6 more · and 1 more story
“Anthropic posts $17B quarterly revenue but losses continue in fresh IPO filing”−6.0% · AP and 8 more · and 1 more story

21 more stories, for Pro members. See them free →

What moved on Friday

AI chip stocks were up 7.0% on average, 14 of 14 up.

SMTCSemtech+12.75%rose most

The news behind each move, for Pro members. See them free →

The week, against the S&P 500

What's next

Earnings reports across AI chip stocks, the next 30 days

CBRSCerebras SystemsAfter the close
NVDANvidiaAfter the close
SMTCSemtechAfter the close · estimated

3 more dates, for Pro members. See them free →

What moves AI chip stocks

Their sales follow how much the largest tech companies spend on data centers.

The latest figure

TSMC monthly salesNT$511.9B+54.6%in the month, Septemberon a year

TSMC's revenue in the month, against the same month a year earlier. TSMC makes most of the world's advanced chips, for Nvidia, AMD, Apple and others, so its sales show how many are being made.

TSMC's monthly revenue report, SEC filing (6-K), September. Change on the same period a year earlier.

Here is what Pro members see.

The AI chips page for Pro members
Each stock's price, move, next report, and Quality Score, live, with what it does in the theme.
The theme in the scanner
Pick AI chips under Theme in the scanner's filters, then narrow it by score, size, or any other filter.
An optional theme alert
An optional alert when an AI chip stock reaches Excellent, by push, email, or the bell.
Why a stock ranks
Its Quality Score, its rank, and the reasons behind it, on one card.
CEOs buying their own stock
Every CEO buy, biggest names first. Sort, filter, save the list, and set optional alerts.
Congress trades
A member's trades, newest first, each with its amount. Sort and filter the whole list.
The chart
Candles or lines, the averages you pick, extra panes, and a day to the full history.
The score, added up
Price action, the company, and signals, each with its points, summed into one number on every stock's page.
14 chart checks, read for you
The ones firing on the stock, each in plain words, its rule a tap away.
Earnings, week by week
Who reports each day, and how each stock took its last four reports.
FDA dates, counted down
Each date in the company's words, its cash against the date, and an optional alert before it.
The market map
Every stock a box, colored by its Quality Score.
The top 10, every day
The ten highest Quality Scores at each close, kept day by day, week by week.
Your watchlist, scored
Your stocks by Quality Score, today's move, or name.
On your phone and your laptop
The same account and watchlist on both, each laid out for its screen.

Prices refresh every 2.5 seconds during market hours.
Optional alerts by push, email, or the bell.
Add it to your Home Screen and it opens like an app.

Questions about AI chip stocks

Why are AI chip stocks down this week?

AI chip stocks fell a median 15% from Oct 30 to Nov 6 (14 stocks); the S&P 500 fell 2.7%. Chip and tech stocks fell together on Thursday: “Nasdaq sell-⁠off batters Asian chip stocks as SK Hynix, Samsung, Softbank, TSMC tumble” (CNBC and 40 more).

Which AI chip stocks fell most this week?

Marvell Technology (MRVL) fell 28%, Astera Labs (ALAB) fell 26%, and Credo Technology (CRDO) fell 20%.

How many AI chip stocks are there?

This list has 14. A stock is on it when it designs, makes, or licenses chips sold for AI computing in data centers or for connecting AI systems there, and its annual report says so. Left out: chip equipment makers, distributors, and memory makers, which have a separate theme.

Which AI chip stocks does Breakaway rank highest?

Advanced Micro Devices (AMD) 17, Marvell Technology (MRVL) 12, and Nvidia (NVDA) 11, the highest Quality Scores of the 14. Breakaway ranks every stock by its Quality Score, which reads each company's numbers and its chart; the ranking is information, not advice, and each stock's page shows the reasons behind its score.

Which AI chip stocks pay a dividend?

4 of the 14 paid a regular cash dividend in the last 12 months: Marvell Technology (MRVL), Nvidia (NVDA), Broadcom (AVGO), and Taiwan Semiconductor Manufacturing (TSM).

Is there an ETF for AI chip stocks?

Yes, for one: the VanEck Semiconductor ETF (SMH) holds chip stocks. This list is the companies themselves, each one ranked by its Quality Score.

Do these AI chip stocks trade in the US?

Yes. All 14 trade on US stock exchanges, in US dollars. 3 are companies from outside the US: Arm Holdings (ARM), Tower Semiconductor (TSEM), and Taiwan Semiconductor Manufacturing (TSM).

Use this page

Kept by Andrew Gomes, Breakaway's founder, from Breakaway's Quality Scores and the market's prices. Updated Nov 9, 2026.

Free to reuse with a link to this page.

How to cite

Breakaway, AI Chip Stocks List: 14 Companies, Ranked, Nov 9, 2026, getbreakaway.com/themes/ai-chips

Journalists: email support@getbreakaway.com for the data behind this page.