Chinese Consumer Durables Data Center (AI Picks and Shovels) Stocks

Ruijie Networks

Market Cap: CN¥58.2b

Engages in the research and development, design, and sales of network equipment, network security products, and cloud desktop solutions in China and internationally.

Tongfu MicroelectronicsLtd

Market Cap: CN¥55.3b

Provides integrated circuit (IC) encapsulation test services in China and internationally.

Phison Electronics

Market Cap: NT$222.7b

Designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally.

Cipher Mining

Market Cap: US$7.0b

Develops and operates industrial-scale data centers in the United States.

Semtech

Market Cap: US$6.7b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Yuanjie Semiconductor Technology

Market Cap: CN¥47.1b

Yuanjie Semiconductor Technology Co., Ltd.

Shenzhen Techwinsemi Technology

Market Cap: CN¥46.5b

Develops, manufactures, and sells storage control chips and modules in China and internationally.

Yonyou Network TechnologyLtd

Market Cap: CN¥45.6b

Provides digital software and services to enterprises and public organizations in China and internationally.

Yangtze Optical Fibre And Cable Limited

Market Cap: HK$49.4b

Engages in the production and sale of optical fiber preforms rods, optical fiber, and optical fiber cables in China and internationally.

QuantumCTek

Market Cap: CN¥44.8b

Engages in the research, development, production, and sale of quantum communication, computing, and precision measurement products in China.

Riot Platforms

Market Cap: US$5.8b

Operates as a Bitcoin mining company in the United States.

SICC

Market Cap: CN¥39.5b

Engages in the research, development, production, and sale of silicon carbide substrate materials in China and internationally.

Jiangsu Hoperun Software

Market Cap: CN¥39.0b

Engages in financial technology, intelligent Internet of Things, and smart energy businesses in China, Japan, the United States, Singapore, and internationally.

CIG Shanghai

Market Cap: CN¥36.6b

Engages in the research and development, production, and sale of edge computing, industrial interconnection, and high-speed optical module products in China and internationally.

Henan Shijia Photons Technology

Market Cap: CN¥36.4b

Henan Shijia Photons Technology Co., Ltd.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥35.0b

Engages in the research, design, development, production, and sale of fiber optic devices in China and internationally.

Core Scientific

Market Cap: US$4.9b

Provides digital asset mining services in the United States.

EverProX Technologies

Market Cap: CN¥34.6b

Researches and develops, produces, and sells integrated optoelectronic devices in the field of optical communications in China and internationally.

MARA Holdings

Market Cap: US$4.5b

Operates as a digital asset technology company in the United States and Europe.

Hut 8

Market Cap: US$4.3b

Operates as a vertically integrated operator of energy infrastructure and Bitcoin miners in North America.

Keppel DC REIT

Market Cap: S$5.6b

Keppel DC REIT was listed on the Singapore Exchange on 12 December 2014 as the first pure-play data centre REIT in Asia.

CommScope Holding Company

Market Cap: US$4.2b

Provides infrastructure solutions for communications, data center, and entertainment networks.

Fiberhome Telecommunication Technologies

Market Cap: CN¥29.3b

Fiberhome Telecommunication Technologies Co., Ltd.

CleanSpark

Market Cap: US$3.5b

Operates as a bitcoin mining company in the Americas.

Qi An Xin Technology Group

Market Cap: CN¥24.2b

A cybersecurity company, provides cybersecurity products and services for government, enterprises, and other institutions in China and internationally.

Ondas Holdings

Market Cap: US$3.3b

Provides private wireless, drone, and automated data solutions in the United States and internationally.

ITI

Market Cap: ₹293.0b

Engages in the manufacture, sale, and servicing of telecommunication equipment and building communication network infrastructures in India.

Silicon Motion Technology

Market Cap: US$3.1b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.

Socionext

Market Cap: JP¥389.5b

Designs, develops, manufactures, and sells system-on-chip (SoC), and solutions/services centering on SoC worldwide.

TRS Information Technology

Market Cap: CN¥17.5b

Provides artificial intelligence, big data, and data security products and services in China.

Longshine Technology Group

Market Cap: CN¥16.5b

Operates technology company in China.

Extreme Networks

Market Cap: US$2.3b

Develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

SinosoftLtd

Market Cap: CN¥16.1b

Engages in the research and development of computer software, applications, and services in China and internationally.

Wuxi NCE PowerLtd

Market Cap: CN¥14.2b

Engages in the research, design, development, and sale of semiconductor chips and power devices in China and internationally.

Navitas Semiconductor

Market Cap: US$2.0b

Designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.

NextNav

Market Cap: US$2.0b

Provides positioning, navigation, and timing (PNT) solutions in the United States.