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SEMI Supply Chain Play

SEMI Supply Chain Play

557 stocks · 29 layers · sentiment 2026-11-03 → 2026-11-10 (ET) ·

557
Total Stocks
across supply chain
29
Layers
distinct sectors
23
Bottlenecks
critical chokepoints
TSM
Top Opportunity
highest diffusion gap

Stock Screener

Twitter sentiment per ticker over the selected window. Score 0-10, 5 = neutral. Click a ticker for full supply-chain detail.

Showing 557 of 557
TickerNameLayerCountryTagsMomentumSentimentMentions
TSMC ADRFoundryTW
heating ↑↑
Zeta Global HoldingsCustomer EngagementUS
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BroadcomCustom ASICUS
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Iris EnergyColo & DC InfraAU
cooling ↓↓
MicrosoftCloud PlatformUS
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AlphabetCloud PlatformUS
—
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Applied OptoelectronicsOptical ModulesUS
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cooling ↓↓
OracleCloud PlatformUS
—
cooling ↓↓
Sandisk CorporationMemory / HBMUS
—
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Onto InnovationFab EquipmentUS
—
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CloudflareNetwork & Security InfraUS
—
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Coherent CorpOptical ModulesUS
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Core ScientificColo & DC InfraUS
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Applovin CorporationCustomer EngagementUS
—
stable →
Viavi SolutionsOptical ModulesUS
—
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Western DigitalMemory / HBMUS
—
cooling ↓↓
PhotronicsFab Materials & TestUS
—
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ServiceNow, Inc.Enterprise OperationsUS
—
cooling ↓↓
Flex LtdAI ServersSG
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Fair Isaac CorporationVertical AppsUS
—
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EntegrisFab Materials & TestUS
—
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QualcommAI AcceleratorUS
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cooling ↓↓
FabrinetOptical ModulesUS
—
cooling ↓↓
Arista NetworksNetwork SwitchesUS
—
cooling ↓↓
Nebius Group N.V.Cloud PlatformUS
—
stable →
Marvell TechnologyCustom ASICUS
—
cooling ↓↓
Meta PlatformsFoundation ModelsUS
—
cooling ↓↓
BlackBerrySecurity SoftwareCA
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Tempus AI, Inc.Vertical AppsUS
—
cooling ↓↓
Rigetti ComputingQuantum ComputingUS
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IonQQuantum ComputingUS
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stable →
AccentureEnterprise OperationsIE
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MaxLinearAnalog & NetworkingUS
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MACOM TechnologyAnalog & NetworkingUS
—
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Lightwave LogicOptical ModulesUS
—
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TeradyneFab EquipmentUS
—
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POET TechnologiesOptical ModulesCA
—
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Monolithic Power SystemsPower SemiconductorUS
—
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MongoDBData Infra SoftwareUS
—
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KLA CorpFab EquipmentUS
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Gen Digital Inc.Security SoftwareUS
—
cooling ↓↓
Fortinet, Inc.Network & Security InfraUS
—
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Dell TechnologiesAI ServersUS
—
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DatadogData Infra SoftwareUS
—
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Cisco SystemsNetwork & Security InfraUS
—
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SalesforceCustomer EngagementUS
—
cooling ↓↓
Cohu IncFab EquipmentUS
—
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ASML ADRFab EquipmentNL
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Applied DigitalColo & DC InfraUS
—
stable →
Adobe Inc.Customer EngagementUS
—
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Nokia ADRNetwork SwitchesFI
—
cooling ↓↓
IBMAI PlatformUS
—
heating ↑↑
Aehr Test SystemsFab EquipmentUS
—
cooling ↓↓
Shopify Inc. - Class A Subordinate Voting SharesVertical AppsUS
—
cooling ↓↓
CognizantEnterprise OperationsUS
—
heating ↑↑
Zscaler, Inc.Security SoftwareUS
—
heating ↑↑
WolfspeedPower SemiconductorUS
—
heating ↑↑
UMC ADRFoundryTW
—
stable →
Skyworks SolutionsAnalog & NetworkingUS
—
heating ↑↑
Seagate TechnologyAI ServersIE
—
stable →
SnowflakeData Infra SoftwareUS
—
cooling ↓↓
PayPal Holdings, Inc.Vertical AppsUS
—
heating ↑↑
NXP SemiconductorsAnalog & NetworkingNL
—
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Navitas Semiconductor CorporationPower SemiconductorUS
—
cooling ↓↓
Hewlett Packard EnterpriseAI ServersUS
—
cooling ↓↓
Corning IncOptical ModulesUS
—
heating ↑↑
FactSet Research Systems Inc.Vertical AppsUS
—
heating ↑↑
Dynatrace, Inc.Data Infra SoftwareUS
—
cooling ↓↓
DuPontFab Materials & TestUS
—
cooling ↓↓
Ciena CorpNetwork SwitchesUS
—
stable →
Akamai TechnologiesNetwork & Security InfraUS
—
heating ↑↑
Applied MaterialsFab EquipmentUS
—
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CrowdStrike Holdings, Inc.Security SoftwareUS
—
stable →
Palo Alto Networks, Inc.Security SoftwareUS
—
stable →
GitLabDeveloper PlatformUS
—
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Credo TechnologyAnalog & NetworkingUS
—
heating ↑↑
Arm Holdings ADREDA & IPGB
stable →
Astera Labs, Inc.Analog & NetworkingUS
—
cooling ↓↓
AXT IncFab Materials & TestUS
—
heating ↑↑
Intel CorpFoundryUS
—
cooling ↓↓
The Trade Desk, Inc.Customer EngagementUS
—
heating ↑↑
Lumentum HoldingsOptical ModulesUS
—
cooling ↓↓
Super Micro ComputerAI ServersUS
—
cooling ↓↓
Lam ResearchFab EquipmentUS
—
heating ↑↑
NVIDIAAI AcceleratorUS
heating ↑↑
Micron TechnologyMemory / HBMUS
heating ↑↑
CoreWeave, Inc.Cloud PlatformUS
—
heating ↑↑
WiproEnterprise OperationsIN
—
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Tech MahindraEnterprise OperationsIN
—
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Tata Consultancy ServicesEnterprise OperationsIN
—
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Persistent SystemsEnterprise OperationsIN
—
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LTIMindtreeEnterprise OperationsIN
—
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InfosysEnterprise OperationsIN
—
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GlobantEnterprise OperationsAR
—
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GenpactEnterprise OperationsUS
—
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ExlService HoldingsEnterprise OperationsUS
—
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DXC TechnologyEnterprise OperationsUS
—
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CapgeminiEnterprise OperationsFR
—
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Sanan OptoelectronicsOptical ModulesCN
—
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Advanced Energy Ind.Fab EquipmentUS
—
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TeraWulfColo & DC InfraUS
—
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NEXTDCColo & DC InfraAU
—
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Hut 8 CorpColo & DC InfraUS
—
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GDS HoldingsColo & DC InfraUS
—
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DigitalBridgeColo & DC InfraUS
—
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Keppel DC REITColo & DC InfraSG
—
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SUNeVisionColo & DC InfraHK
—
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Ultra Clean HoldingsFab EquipmentUS
—
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Semtech CorporationAnalog & NetworkingUS
—
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Sivers SemiconductorsOptical ModulesSE
—
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Power IntegrationsPower SemiconductorUS
—
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LittelfusePower SemiconductorUS
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IPG PhotonicsFab EquipmentUS
—
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Himax TechnologiesAnalog & NetworkingUS
—
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CEVA IncEDA & IPUS
—
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Arteris IncEDA & IPUS
—
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FIT Hon TengAI ServersTW
—
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FujikuraOptical ModulesJP
—
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FOCI Fiber OpticOptical ModulesTW
—
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X-FABFoundryBE
—
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WiseTech GlobalVertical AppsAU
—
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Workday, Inc.Enterprise OperationsUS
—
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SiltronicFab Materials & TestDE
—
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VTEXVertical AppsBR
—
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Verisk Analytics, Inc.Vertical AppsUS
—
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Varonis Systems, Inc.Security SoftwareUS
—
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5N PlusFab Materials & TestCA
—
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VNET GroupColo & DC InfraCN
—
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Valens Semiconductor Ltd.Analog & NetworkingUS
—
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Vicor CorporationPower SemiconductorUS
—
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Veeva Systems Inc.Vertical AppsUS
—
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VAT GroupFab EquipmentCH
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Upland Software, Inc.Vertical AppsUS
—
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UmicoreFab Materials & TestBE
—
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Twilio Inc.Customer EngagementUS
—
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Tower SemiconductorFoundryIL
—
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Thomson ReutersVertical AppsCA
—
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TechnoprobeFab Materials & TestIT
—
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TOTVSEnterprise OperationsBR
—
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TechnologyOneEnterprise OperationsAU
—
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Tenable Holdings, Inc.Security SoftwareUS
—
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TemenosVertical AppsCH
—
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TelefónicaColo & DC InfraES
—
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Atlassian CorporationDeveloper PlatformUS
—
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TeadsCustomer EngagementUS
—
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Teradata CorporationData Infra SoftwareUS
—
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Tata CommunicationsColo & DC InfraIN
—
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Tanla PlatformsCustomer EngagementIN
—
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SuperX AI Technology LimitedAI PlatformUS
—
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STMicroelectronicsPower SemiconductorNL
—
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SS&C TechnologiesVertical AppsUS
—
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Sprout Social, IncCustomer EngagementUS
—
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SoundHound AIAI PlatformUS
—
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SoitecFab Materials & TestFR
—
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SynopsysEDA & IPUS
—
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SMX (Security Matters) Public Limited CompanySecurity SoftwareUS
—
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Smith Micro Software, Inc.Vertical AppsUS
—
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SUSS MicroTecFab EquipmentDE
—
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SkyWater TechnologyFoundryUS
—
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SinchCustomer EngagementSE
—
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Sage GroupEnterprise OperationsGB
—
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SAPEnterprise OperationsDE
—
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SailPoint, Inc.Security SoftwareUS
—
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SentinelOne, Inc.Security SoftwareUS
—
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Rezolve AI PLCVertical AppsUS
—
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Rapid7, Inc.Security SoftwareUS
—
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Route MobileCustomer EngagementIN
—
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Rogers CorporationFab Materials & TestUS
—
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Rio Tinto ADRRaw MaterialsAU
—
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Rekor Systems, Inc.Vertical AppsUS
—
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RubrikSecurity SoftwareUS
—
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Quantum Computing IncQuantum ComputingUS
—
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Qorvo, Inc.Analog & NetworkingUS
—
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QPR SoftwareEnterprise OperationsFI
—
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QualysSecurity SoftwareUS
—
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PubMatic, Inc.Customer EngagementUS
—
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PTC IncIndustrial SoftwareUS
—
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Pure StorageAI ServersUS
—
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Progress Software CorporationDeveloper PlatformUS
—
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PlaniswareVertical AppsFR
—
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Perion Network LtdCustomer EngagementUS
—
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Pegasystems Inc.Enterprise OperationsUS
—
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Palladyne AI Corp.Vertical AppsUS
—
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PagerDutyDeveloper PlatformUS
—
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PaylocityEnterprise OperationsUS
—
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Paycom Software, Inc.Enterprise OperationsUS
—
———
UiPath, Inc.Enterprise OperationsUS
—
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OVHcloudCloud PlatformFR
—
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Open TextEnterprise OperationsCA
—
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One Stop Systems, Inc.AI ServersUS
—
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OrangeColo & DC InfraFR
—
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ON SemiconductorPower SemiconductorUS
—
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Okta, Inc.Security SoftwareUS
—
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Nova LtdFab EquipmentIL
—
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NetskopeSecurity SoftwareUS
—
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NetScout Systems, Inc.Data Infra SoftwareUS
—
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NetAppAI ServersUS
—
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Nordic SemiconductorAI AcceleratorNO
—
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NICE SystemsCustomer EngagementIL
—
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Newgen SoftwareEnterprise OperationsIN
—
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Neo Performance MaterialsFab Materials & TestCA
—
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MycronicFab EquipmentSE
—
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Magnachip Semiconductor CorporationPower SemiconductorUS
—
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MicroVision, Inc.Vision & SensingUS
—
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Merck KGaAFab Materials & TestDE
—
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Monday.comEnterprise OperationsIL
—
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MKS InstrumentsFab EquipmentUS
—
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Mitek Systems, Inc.Security SoftwareUS
—
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Magnite, Inc.Customer EngagementUS
—
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MelexisAnalog & NetworkingBE
—
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Manhattan AssociatesVertical AppsUS
—
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Lightspeed CommerceVertical AppsCA
—
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Link MobilityCustomer EngagementNO
—
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LindeFab Materials & TestDE
—
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KinaxisVertical AppsCA
—
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KalturaCustomer EngagementUS
—
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Kulicke & SoffaFab EquipmentUS
—
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Keysight TechnologiesFab EquipmentUS
—
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Iron MountainColo & DC InfraUS
—
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IQEFab Materials & TestGB
—
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IONOSCloud PlatformDE
—
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Intuit Inc.Enterprise OperationsUS
—
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Innodata Inc.Data Infra SoftwareUS
—
———
indie Semiconductor, Inc.Vision & SensingUS
—
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Illumin HoldingsCustomer EngagementCA
—
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InfineonPower SemiconductorDE
—
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Ichor HoldingsFab EquipmentUS
—
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HubSpotCustomer EngagementUS
—
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Hub Cyber Security Ltd.Security SoftwareUS
—
———
Helport AI LimitedCustomer EngagementUS
—
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Henkel AGFab Materials & TestDE
—
———
HCL TechnologiesEnterprise OperationsIN
—
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Guidewire Software, Inc.Vertical AppsUS
—
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ZoomInfo TechnologiesCustomer EngagementUS
—
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GridAI Technologies Corp.Developer PlatformUS
—
———
CGI GroupEnterprise OperationsCA
—
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GlobalFoundriesFoundryUS
—
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GCT Semiconductor Holding, Inc.AI AcceleratorUS
—
———
Fusemachines Inc.AI PlatformUS
—
———
Fastly, Inc.Network & Security InfraUS
—
———
F-SecureSecurity SoftwareFI
—
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FreshworksCustomer EngagementUS
—
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JFrogDeveloper PlatformIL
—
———
FPT CorporationEnterprise OperationsVN
—
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FormFactorFab Materials & TestUS
—
———
Five9Customer EngagementUS
—
———
Extreme Networks, Inc.Network SwitchesUS
—
———
ExperianVertical AppsIE
—
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ExpensifyEnterprise OperationsUS
—
———
Elastic NVData Infra SoftwareNL
—
———
Ericsson ADRNetwork SwitchesSE
—
———
EquinixColo & DC InfraUS
—
———
EPAM Systems, Inc.Enterprise OperationsUS
—
———
eGain CorporationCustomer EngagementUS
—
———
Datavault AI Inc.Data Infra SoftwareUS
—
———
Deutsche TelekomColo & DC InfraDE
—
———
Dassault SystèmesIndustrial SoftwareFR
—
———
The Descartes Systems Group Inc.Vertical AppsUS
—
———
DomoData Infra SoftwareUS
—
———
DocuSign, Inc.Enterprise OperationsUS
—
———
Digital RealtyColo & DC InfraUS
—
———
DropboxEnterprise OperationsUS
—
———
Datamatics Global ServicesEnterprise OperationsIN
—
———
SprinklrCustomer EngagementUS
—
———
Clearwater Analytics Holdings, Inc.Vertical AppsUS
—
———
CoveoData Infra SoftwareCA
—
———
Commvault Systems, Inc.Security SoftwareUS
—
———
Constellation SoftwareVertical AppsCA
—
———
CSG Systems International, Inc.Enterprise OperationsUS
—
———
Cloudastructure, Inc.Security SoftwareUS
—
———
Ceragon Networks Ltd.Network SwitchesUS
—
———
Comet GroupFab EquipmentCH
—
———
BigCommerceVertical AppsUS
—
———
Cambium Networks CorporationNetwork SwitchesUS
—
———
CelesticaAI ServersCA
—
———
Check Point Software Technologies Ltd.Network & Security InfraUS
—
———
Core AI Holdings, Inc.AI PlatformUS
—
———
Cognex CorporationVision & SensingUS
—
———
Cognyte Software Ltd.Security SoftwareUS
—
———
ConfluentData Infra SoftwareUS
—
———
Century AluminumRaw MaterialsUS
—
———
Cadence Design SystemsEDA & IPUS
—
———
Consensus Cloud Solutions, Inc.Enterprise OperationsUS
—
———
CareCloud, Inc.Vertical AppsUS
—
———
Cass Information Systems, IncVertical AppsUS
—
———
CamtekFab EquipmentIL
—
———
Calix IncVertical AppsUS
—
———
Blaize Holdings, Inc.AI AcceleratorUS
—
———
BT GroupColo & DC InfraGB
—
———
Bentley Systems, IncorporatedIndustrial SoftwareUS
—
———
BoxEnterprise OperationsUS
—
———
Banzai International, Inc.Customer EngagementUS
—
———
Beamr Imaging Ltd.Vertical AppsUS
—
———
BlackbaudVertical AppsUS
—
———
BE SemiconductorFab EquipmentNL
—
———
BigBear.aiAI PlatformUS
—
———
BASFFab Materials & TestDE
—
———
BandwidthCustomer EngagementUS
—
———
Aviat Networks, Inc.Network SwitchesUS
—
———
AT&SAdv. PackagingAT
—
———
Atos/EvidenEnterprise OperationsFR
—
———
A10 Networks, Inc.Network & Security InfraUS
—
———
Amtech Systems, Inc.Fab EquipmentUS
—
———
Asure Software IncEnterprise OperationsUS
—
———
Actelis Networks, Inc.Network SwitchesUS
—
———
ASM InternationalFab EquipmentNL
———
AppianDeveloper PlatformUS
—
———
Alpha and Omega Semiconductor LimitedPower SemiconductorUS
—
———
ATOSS SoftwareEnterprise OperationsDE
—
———
ams-OSRAMVision & SensingAT
—
———
Amadeus ITVertical AppsES
—
———
AmplitudeCustomer EngagementUS
—
———
Amkor TechnologyAdv. PackagingUS
—
———
Ambarella, Inc.AI AcceleratorUS
—
———
AixtronFab EquipmentDE
—
———
Airship AI Holdings, IncSecurity SoftwareUS
—
———
AIFU Inc. - Class A Ordinary ShareVertical AppsUS
—
———
C3.aiAI PlatformUS
—
———
Axe Compute Inc.AI ServersUS
—
———
Automatic Data Processing, Inc.Enterprise OperationsUS
—
———
Axcelis TechnologiesFab EquipmentUS
—
———
Alibaba GroupFoundation ModelsCN
—
———
BaiduFoundation ModelsCN
—
———
HK Chip/Cloud 9698AI AcceleratorCN
—
———
KDDIColo & DC InfraJP
—
———
NTTColo & DC InfraJP
—
———
Phison ElectronicsMemory / HBMTW
—
———
Nan Ya PCBAdv. PackagingTW
—
———
Tokyo ElectronFab EquipmentJP
———
Nagase & Co.Fab Materials & TestJP
—
———
Dai Nippon PrintingFab Materials & TestJP
—
———
Toppan HoldingsFab Materials & TestJP
—
———
CanonFab EquipmentJP
—
———
HOYA CorporationFab Materials & TestJP
———
SCREEN HoldingsFab EquipmentJP
—
———
NikonFab EquipmentJP
—
———
74SoftwareDeveloper PlatformFR
—
———
Murata ManufacturingPassive ComponentsJP
—
———
Taiyo YudenPassive ComponentsJP
—
———
KyoceraPassive ComponentsJP
—
———
JEOLFab EquipmentJP
———
UshioFab EquipmentJP
—
———
LasertecFab EquipmentJP
———
Centec NetworksNetwork SwitchesCN
—
———
Dameng DatabaseData Infra SoftwareCN
—
———
QI-ANXINSecurity SoftwareCN
—
———
VeriSiliconCustom ASICCN
—
———
Motorcomm ElectronicAnalog & NetworkingCN
—
———
Yuanjie SemiconductorOptical ModulesCN
—
———
Chipmore TechnologyAdv. PackagingCN
—
———
Skyverse TechnologyFab EquipmentCN
—
———
Huate GasFab Materials & TestCN
—
———
CambriconAI AcceleratorCN
—
———
NexchipFoundryCN
—
———
SICCFab Materials & TestCN
—
———
Primarius TechnologiesEDA & IPCN
—
———
UCloud TechnologyCloud PlatformCN
—
———
Zing SemiconductorFab Materials & TestCN
—
———
Hwatsing TechnologyFab EquipmentCN
—
———
Jinhong GasFab Materials & TestCN
—
———
ACM Research ShanghaiFab EquipmentCN
—
———
PiotechFab EquipmentCN
—
———
Everbright PhotonicsOptical ModulesCN
—
———
Loongson TechnologyAnalog & NetworkingCN
—
———
Hygon InformationAI AcceleratorCN
—
———
KINGSEMIFab EquipmentCN
—
———
Debon TechnologyFab Materials & TestCN
—
———
Transwarp TechnologyData Infra SoftwareCN
—
———
Anji MicroelectronicsFab Materials & TestCN
—
———
AMECFab EquipmentCN
—
———
Montage TechnologyAnalog & NetworkingCN
—
———
AdvantestFab EquipmentJP
———
Santec HoldingsOptical ModulesJP
—
———
PSMCFoundryTW
—
———
TDK CorporationPassive ComponentsJP
—
———
SonyVision & SensingJP
—
———
Anritsu CorporationFab EquipmentJP
—
———
FujitsuEnterprise OperationsJP
—
———
4ParadigmAI PlatformCN
—
———
WiwynnAI ServersTW
—
———
M31 TechnologyEDA & IPTW
—
———
Chief TelecomColo & DC InfraTW
—
———
SocionextCustom ASICJP
—
———
Kokusai ElectricFab EquipmentJP
—
———
Fuji ElectricPower SemiconductorJP
—
———
GlobalWafersFab Materials & TestTW
—
———
THK CoFab EquipmentJP
—
———
NSK LtdFab EquipmentJP
—
———
EBARAFab EquipmentJP
—
———
Powertech TechnologyAdv. PackagingTW
—
———
Systex CorporationEnterprise OperationsTW
—
———
Elite Material (EMC)Fab Materials & TestTW
—
———
All Ring TechFab EquipmentTW
—
———
Chipbond TechnologyAdv. PackagingTW
—
———
DISCOFab EquipmentJP
———
GigaDeviceMemory / HBMCN
—
———
AtHubColo & DC InfraCN
—
———
Red Avenue New MaterialsFab Materials & TestCN
—
———
Sugon (Dawning)AI ServersCN
—
———
YOFCOptical ModulesCN
—
———
360 SecuritySecurity SoftwareCN
—
———
Inspur GenersoftEnterprise OperationsCN
—
———
Neusoft GroupEnterprise OperationsCN
—
———
Yonyou NetworkEnterprise OperationsCN
—
———
JCET GroupAdv. PackagingCN
—
———
Hengtong Optic-ElectricOptical ModulesCN
—
———
GRIKIN Advanced MaterialsFab Materials & TestCN
—
———
Shengyi TechnologyFab Materials & TestCN
—
———
Nuode InvestmentRaw MaterialsCN
—
———
Sumitomo Metal MiningRaw MaterialsJP
—
———
Mitsui Mining & SmeltingFab Materials & TestJP
—
———
Sino-American SiliconFab Materials & TestTW
—
———
Gallant PrecisionFab EquipmentTW
—
———
Vanguard (VIS)FoundryTW
—
———
ASPEED TechnologyAI ServersTW
———
ASMedia TechnologyAnalog & NetworkingTW
—
———
Daxin MaterialsFab Materials & TestTW
—
———
AGC IncFab Materials & TestJP
—
———
JX Advanced MetalsFab Materials & TestJP
—
———
FibercomOptical ModulesTW
—
———
Japan Pure ChemicalFab Materials & TestJP
—
———
Zhen Ding TechnologyAI ServersTW
—
———
Eoptolink TechnologyOptical ModulesTW
—
———
Far EasToneColo & DC InfraTW
—
———
FujifilmFab Materials & TestJP
—
———
CybozuEnterprise OperationsJP
—
———
Trend MicroSecurity SoftwareJP
—
———
OBICEnterprise OperationsJP
—
———
freeeEnterprise OperationsJP
—
———
SansanCustomer EngagementJP
—
———
ADEKAFab Materials & TestJP
—
———
Sumitomo BakeliteFab Materials & TestJP
—
———
Tokyo Ohka KogyoFab Materials & TestJP
—
———
Shin-Etsu ChemicalFab Materials & TestJP
———
IbidenAdv. PackagingJP
—
———
Resonac HoldingsFab Materials & TestJP
—
———
Kingsoft CloudCloud PlatformCN
—
———
Sakura InternetColo & DC InfraJP
—
———
Internet Initiative JapanColo & DC InfraJP
—
———
ASE TechnologyAdv. PackagingTW
—
———
Gudeng PrecisionFab EquipmentTW
———
Alchip TechnologiesCustom ASICTW
—
———
ScientechFab EquipmentTW
—
———
SoulbrainFab Materials & TestKR
—
———
eMemory TechnologyEDA & IPTW
———
Global Unichip (GUC)Custom ASICTW
—
———
SUMCOFab Materials & TestJP
—
———
Alpha NetworksNetwork SwitchesTW
—
———
WistronAI ServersTW
—
———
PSKFab EquipmentKR
—
———
Kinsus InterconnectAdv. PackagingTW
—
———
Grand Plastic TechFab EquipmentTW
—
———
NittoboFab Materials & TestJP
—
———
LandMark OptoelectronicsFab Materials & TestTW
—
———
Taiwan MobileColo & DC InfraTW
—
———
Tripod TechnologyAI ServersTW
—
———
UnimicronAdv. PackagingTW
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Faraday TechnologyCustom ASICTW
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Novatek MicroelectronicsAnalog & NetworkingTW
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Empyrean TechnologyEDA & IPCN
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Ruijie NetworksNetwork SwitchesCN
—
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Crystal Clear ElectronicFab Materials & TestCN
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———
Changchuan TechnologyFab EquipmentCN
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Jingce ElectronicFab EquipmentCN
—
———
Eoptolink (XinYiSheng)Optical ModulesCN
—
———
Shengyi ElectronicsAI ServersCN
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———
Jingjia MicroAI AcceleratorCN
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———
Sangfor TechnologiesSecurity SoftwareCN
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———
Puxin CommunicationColo & DC InfraCN
—
———
T&S CommunicationsOptical ModulesCN
—
———
Nata OptoFab Materials & TestCN
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———
Innolight TechnologyOptical ModulesCN
—
———
Ingenic SemiconductorMemory / HBMCN
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TopWinFab Materials & TestCN
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———
Kioxia HoldingsMemory / HBMJP
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———
KC TechFab EquipmentKR
—
———
Ajinomoto Fine-TechnoFab Materials & TestJP
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Zhipu AI (Z.ai)Foundation ModelsCN
—
———
Walsin TechnologyPassive ComponentsTW
—
———
Chilisin ElectronicsPassive ComponentsTW
—
———
Visual Photonics EpitaxyFab Materials & TestTW
—
———
MediaTekAI AcceleratorTW
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———
King Yuan (KYEC)Fab Materials & TestTW
—
———
Chunghwa TelecomColo & DC InfraTW
—
———
Wonik IPSFab EquipmentKR
—
———
Taiwan Union TechnologyFab Materials & TestTW
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———
Quanta ComputerAI ServersTW
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———
Realtek SemiconductorAnalog & NetworkingTW
—
———
MSIAI ServersTW
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Gigabyte TechnologyAI ServersTW
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———
Gold Circuit ElectronicsAI ServersTW
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ASUSAI ServersTW
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InventecAI ServersTW
—
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Accton TechnologyNetwork SwitchesTW
—
———
Yageo CorporationPassive ComponentsTW
—
———
Foxconn (Hon Hai)AI ServersTW
—
———
SIMMTECHAdv. PackagingKR
—
———
NHN CorpColo & DC InfraKR
—
———
Solar Applied MaterialsFab Materials & TestTW
—
———
Eternal MaterialsFab Materials & TestTW
—
———
Chang Chun GroupRaw MaterialsTW
—
———
Hana MaterialsFab Materials & TestKR
—
———
WINSSecurity SoftwareKR
—
———
Hua Hong SemiconductorFoundryCN
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———
DOOSAN TESNAFab Materials & TestKR
—
———
Nan Ya PlasticsRaw MaterialsTW
—
———
ENF TechnologyFab Materials & TestKR
—
———
S&S TechFab Materials & TestKR
—
———
Lenovo GroupAI ServersCN
—
———
Koh Young TechnologyFab EquipmentKR
—
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SMICFoundryCN
———
TESFab EquipmentKR
—
———
ISCFab Materials & TestKR
—
———
FOOSUNGFab Materials & TestKR
—
———
TechwingFab EquipmentKR
—
———
Eugene TechnologyFab EquipmentKR
—
———
OptrontecOptical ModulesKR
—
———
ZTE CorporationNetwork SwitchesCN
—
———
Tencent HoldingsFoundation ModelsCN
—
———
Hana MicronAdv. PackagingKR
—
———
Tokai Carbon KoreaFab Materials & TestKR
—
———
Younglimwon SoftlabEnterprise OperationsKR
—
———
AhnLabSecurity SoftwareKR
—
———
ASMPTFab EquipmentSG
———
Hanmi SemiconductorFab EquipmentKR
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Jusung EngineeringFab EquipmentKR
—
———
Kakao CorpCloud PlatformKR
—
———
SK Inc.Colo & DC InfraKR
—
———
NepesAdv. PackagingKR
—
———
LG UplusColo & DC InfraKR
—
———
KT CorpColo & DC InfraKR
—
———
Kingdee InternationalEnterprise OperationsCN
—
———
Samsung SDSEnterprise OperationsKR
—
———
Douzone BizonEnterprise OperationsKR
—
———
LG InnotekAdv. PackagingKR
—
———
MiniMax (稀宇科技)Foundation ModelsCN
—
———
Samsung Electro-MechanicsAdv. PackagingKR
—
———
Samsung ElectronicsMemory / HBMKR
———
Dongjin SemichemFab Materials & TestKR
—
———
Avary HoldingAI ServersCN
—
———
Shennan CircuitsAdv. PackagingCN
—
———
WUS Printed CircuitAI ServersCN
—
———
VenustechSecurity SoftwareCN
—
———
Kinwong ElectronicAdv. PackagingCN
—
———
Yake TechnologyFab Materials & TestCN
—
———
NAURA TechnologyFab EquipmentCN
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———
Accelink TechnologiesOptical ModulesCN
—
———
iFlytekFoundation ModelsCN
—
———
Hua Tian TechnologyAdv. PackagingCN
—
———
Tongfu MicroelectronicsAdv. PackagingCN
—
———
TCL ZhonghuanFab Materials & TestCN
—
———
SenseTimeFoundation ModelsCN
—
———
DB HiTekFoundryKR
—
———
HGTECHOptical ModulesCN
—
———
Inspur Electronic InfoAI ServersCN
—
———
SK HynixMemory / HBMKR
———
Fenghua Advanced TechPassive ComponentsCN
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