Filipino Capital Goods Data Center (AI Picks and Shovels) Stocks

Broadcom

Market Cap: US$1.9t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

Micron Technology

Market Cap: US$515.6b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Palantir Technologies

Market Cap: US$341.4b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

Arista Networks

Market Cap: US$202.7b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

QUALCOMM

Market Cap: US$143.5b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

Equinix

Market Cap: US$105.6b

Equinix, Inc. shortens the path to boundless connectivity anywhere in the world.

Hygon Information Technology

Market Cap: CN¥603.1b

Engages in the research and development of processors, accelerators, and other computing chip products and systems in China.

Synopsys

Market Cap: US$84.5b

Provides design IP solutions in the semiconductor and electronics industries.

Fortinet

Market Cap: US$61.0b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Nokia Oyj

Market Cap: €48.5b

Provides mobile, fixed, and cloud network solutions in North and Latin America, Greater China, India, Asia Pacific, Europe, the Middle East, and Africa.

Moore Threads Technology

Market Cap: CN¥308.6b

Engages in the development of GPU chips and related products.

MetaX Integrated Circuits (Shanghai)

Market Cap: CN¥288.5b

MetaX Integrated Circuits (Shanghai) Co., Ltd.

Telefonaktiebolaget LM Ericsson

Market Cap: SEK 352.1b

Provides mobile connectivity solutions to communications service providers, enterprises, and the public sector in the Americas, Europe, the Middle East, Africa, Northeast Asia, Southeast Asia, Oceania, and India.

Accton Technology

Market Cap: NT$1.2t

Develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan, the United States, the Asian-Pacific, Europe, and internationally.

Yangtze Optical Fibre And Cable Limited

Market Cap: HK$254.9b

Produces and sells optical fiber preforms rods, optical fiber, and optical fiber cables in China and internationally.

MACOM Technology Solutions Holdings

Market Cap: US$19.6b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.

Samsara

Market Cap: US$17.2b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

IREN

Market Cap: US$15.8b

Operates in the vertically integrated data center business in Australia and Canada.

DapuStor

Market Cap: CN¥101.0b

Designs and manufactures solid-state drives (SSD), SOC, and edge computing-related products.