Polish Materials Data Center (AI Picks and Shovels) Stocks

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥119.7b

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

SiTime

Market Cap: US$17.5b

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

Shanghai Biren Technology

Market Cap: HK$132.9b

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

Rambus

Market Cap: US$16.4b

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

Applied Optoelectronics

Market Cap: US$15.8b

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

Semtech

Market Cap: US$14.8b

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

Tongfu MicroelectronicsLtd

Market Cap: CN¥97.8b

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

Nutanix

Market Cap: US$14.0b

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

Hut 8

Market Cap: US$13.5b

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.

Jiangsu Etern

Market Cap: CN¥83.2b

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

Fiberhome Telecommunication Technologies

Market Cap: CN¥79.9b

Fiberhome Telecommunication Technologies Co., Ltd.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥76.9b

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

Henan Shijia Photons Technology

Market Cap: CN¥72.7b

Henan Shijia Photons Technology Co., Ltd.

Cipher Digital

Market Cap: US$9.9b

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

Ruijie Networks

Market Cap: CN¥65.8b

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

Riot Platforms

Market Cap: US$9.7b

Operates as a Bitcoin mining company in the United States.

SICC

Market Cap: CN¥63.3b

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

Allegro MicroSystems

Market Cap: US$9.0b

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.

Silicon Motion Technology

Market Cap: US$8.9b

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.

CIG Shanghai

Market Cap: CN¥60.4b

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

SenseTime Group

Market Cap: HK$65.0b

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

InnoScience (Suzhou) Technology Holding

Market Cap: HK$60.0b

InnoScience (Suzhou) Technology Holding Co., Ltd.

LandMark Optoelectronics

Market Cap: NT$230.4b

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

Rigetti Computing

Market Cap: US$7.2b

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.

Navitas Semiconductor

Market Cap: US$6.0b

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

Octave Intelligence

Market Cap: US$5.8b

Provides various software solutions.

AXT

Market Cap: US$5.8b

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

Yonyou Network TechnologyLtd

Market Cap: CN¥36.9b

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

Ondas

Market Cap: US$5.1b

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

Keppel DC REIT

Market Cap: S$5.5b

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

CleanSpark

Market Cap: US$4.2b

Operates as a bitcoin mining company in the Americas.

BOE HC SemiTek

Market Cap: CN¥27.2b

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$3.9b

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

Wuxi NCE PowerLtd

Market Cap: CN¥25.7b

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

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.

Penguin Solutions

Market Cap: US$3.3b

Designs, builds, deploys and manages enterprise solutions worldwide.