Singaporean Telecom Data Center (AI Picks and Shovels) Stocks

NVIDIA

Market Cap: US$5.5t

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.

Broadcom

Market Cap: US$1.8t

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

Micron Technology

Market Cap: US$1.1t

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

Advanced Micro Devices

Market Cap: US$850.7b

Operates as a semiconductor company internationally.

Intel

Market Cap: US$548.9b

Designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.

Cisco Systems

Market Cap: US$430.4b

Designs, develops, and sells technologies to power, help, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.

Palantir Technologies

Market Cap: US$409.2b

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.

Arm Holdings

Market Cap: US$279.3b

Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

Arista Networks

Market Cap: US$245.9b

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.

Marvell Technology

Market Cap: US$197.7b

Provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.

Fortinet

Market Cap: US$115.5b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Hygon Information Technology

Market Cap: CN¥547.0b

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

Nokia Oyj

Market Cap: €52.5b

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

Teradyne

Market Cap: US$58.2b

Engages in the design, development, manufacture, and sale of automated test systems and robotics products in the United States, Asia Pacific, Europe, the Middle East, and Africa.

Cerebras Systems

Market Cap: US$47.5b

Operates as an artificial intelligence infrastructure company.

Suzhou TFC Optical Communication

Market Cap: CN¥281.5b

Provides optical sub-assembly integrated solutions and optoelectronic packaging manufacturing services in Mainland China and internationally.

Yangtze Optical Fibre And Cable Limited

Market Cap: HK$284.1b

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

Accton Technology

Market Cap: NT$1.1t

Develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan and internationally.

Yuanjie Semiconductor Technology

Market Cap: CN¥213.4b

Yuanjie Semiconductor Technology Co., Ltd.

ON Semiconductor

Market Cap: US$27.7b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

Zscaler

Market Cap: US$26.4b

Operates as a cloud security company worldwide.

Technoprobe

Market Cap: €18.5b

Produces and sells electronic circuits in Italy, Asia, the United States, and rest of Europe.

MACOM Technology Solutions Holdings

Market Cap: US$21.0b

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

IREN

Market Cap: US$18.5b

Operates as a vertically integrated AI cloud services platform in Australia and Canada.

Ruijie Networks

Market Cap: CN¥122.6b

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

SiTime

Market Cap: US$18.0b

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

Semtech

Market Cap: US$15.2b

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

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥100.4b

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

Shenzhen Techwinsemi Technology

Market Cap: CN¥92.9b

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

CIG Shanghai

Market Cap: CN¥73.6b

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

Applied Optoelectronics

Market Cap: US$9.5b

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

Rambus

Market Cap: US$9.4b

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

Silicon Motion Technology

Market Cap: US$9.2b

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.

LandMark Optoelectronics

Market Cap: NT$290.0b

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

Jiangsu Etern

Market Cap: CN¥60.6b

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

Riot Platforms

Market Cap: US$8.4b

Operates as a Bitcoin mining company in the United States.