Spanish Materials Data Center (AI Picks and Shovels) Stocks

Shanghai Biren Technology

Market Cap: HK$150.4b

Operates as a graphics processing unit (GPU) developer that researches and develops general computing systems.

SiTime

Market Cap: US$18.7b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥123.8b

Provides platform-based custom silicon and semiconductor IP licensing services in China and internationally.

Rambus

Market Cap: US$15.7b

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

Tongfu MicroelectronicsLtd

Market Cap: CN¥96.9b

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

Semtech

Market Cap: US$14.2b

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

Nutanix

Market Cap: US$14.1b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

Hut 8

Market Cap: US$14.1b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

Applied Optoelectronics

Market Cap: US$12.7b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥79.7b

Designs, manufactures, and sells passive optical components and modulators in China and internationally.

Jiangsu Etern

Market Cap: CN¥72.5b

Engages in the production and sales of optical cables and cables in China and internationally.

Ruijie Networks

Market Cap: CN¥70.9b

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

Henan Shijia Photons Technology

Market Cap: CN¥69.8b

Henan Shijia Photons Technology Co., Ltd.

Riot Platforms

Market Cap: US$10.3b

Operates as a Bitcoin mining company in the United States.

Fiberhome Telecommunication Technologies

Market Cap: CN¥67.2b

Fiberhome Telecommunication Technologies Co., Ltd.

SenseTime Group

Market Cap: HK$76.4b

An investment holding company, research, develops and sells artificial intelligence software platforms in Mainland China, Northeast Asia, Southeast Asia, and internationally.

Cipher Digital

Market Cap: US$9.7b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

Silicon Motion Technology

Market Cap: US$9.4b

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

SICC

Market Cap: CN¥62.4b

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

CIG Shanghai

Market Cap: CN¥61.3b

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

Allegro MicroSystems

Market Cap: US$8.9b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions of complex electromechanical or power conversion systems.

Rigetti Computing

Market Cap: US$8.5b

Through its subsidiaries, builds and operates quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

InnoScience (Suzhou) Technology Holding

Market Cap: HK$62.8b

InnoScience (Suzhou) Technology Holding Co., Ltd.

LandMark Optoelectronics

Market Cap: NT$238.2b

Engages in the manufacture and sale of optoelectronic semiconductors in Taiwan, China, the United States, and internationally.

AXT

Market Cap: US$6.6b

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

Ondas

Market Cap: US$6.6b

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

Navitas Semiconductor

Market Cap: US$6.4b

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

Yonyou Network TechnologyLtd

Market Cap: CN¥38.5b

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

CleanSpark

Market Cap: US$4.7b

Operates as a bitcoin mining company in the Americas.

Octave Intelligence

Market Cap: US$4.6b

Provides various software solutions.

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.

Wuxi NCE PowerLtd

Market Cap: CN¥25.8b

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

BOE HC SemiTek

Market Cap: CN¥24.7b

A semiconductor technology company, researches, develops, produces, and sells light emitting diode (LED) substrate wafers, epitaxial wafers, and chips in China and internationally.

Extreme Networks

Market Cap: US$3.5b

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

Keel Infrastructure

Market Cap: US$3.4b

Operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence (AI) workloads in North America, Canada, and the United States.

Socionext

Market Cap: JP¥499.2b

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