South African Tech Data Center (AI Picks and Shovels) Stocks

Ruijie Networks

Market Cap: CN¥71.1b

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

MACOM Technology Solutions Holdings

Market Cap: US$9.5b

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

Tongfu MicroelectronicsLtd

Market Cap: CN¥61.0b

Provides integrated circuit (IC) encapsulation test services.

Yangtze Optical Fibre And Cable Limited

Market Cap: HK$62.4b

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

Informatica

Market Cap: US$7.6b

Develops an artificial intelligence-powered platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at enterprise scale worldwide.

Yonyou Network TechnologyLtd

Market Cap: CN¥53.4b

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

Riot Platforms

Market Cap: US$7.1b

Operates as a Bitcoin mining company in the United States.

MARA Holdings

Market Cap: US$7.0b

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

Technoprobe

Market Cap: €5.8b

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

Shanghai Fudan Microelectronics Group

Market Cap: HK$52.7b

Engages in the design, development, and sale of integrated circuit products and total solutions in Mainland China and internationally.

Jiangsu Hoperun Software

Market Cap: CN¥47.8b

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

Shenzhen Techwinsemi Technology

Market Cap: CN¥46.4b

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

Semtech

Market Cap: US$6.3b

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

Core Scientific

Market Cap: US$5.6b

Provides digital asset mining services in the United States.

Cipher Mining

Market Cap: US$5.4b

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

SICC

Market Cap: CN¥38.2b

Engages in the research and development, manufacturing, and sale of silicon carbide semiconductor materials in China and internationally.

Yuanjie Semiconductor Technology

Market Cap: CN¥36.7b

Yuanjie Semiconductor Technology Co., Ltd.

QuantumCTek

Market Cap: CN¥36.1b

Manufactures and sells quantum information technology enabled information and communication technology security products and services in China.

Geovis TechnologyLtd

Market Cap: CN¥35.2b

Researches, develops, and industrializes digital earth products for government, enterprises, and special and public fields in China.

Fiberhome Telecommunication Technologies

Market Cap: CN¥34.9b

Fiberhome Telecommunication Technologies Co., Ltd.

CIG Shanghai

Market Cap: CN¥34.3b

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

Henan Shijia Photons Technology

Market Cap: CN¥32.2b

Henan Shijia Photons Technology Co., Ltd.

EverProX Technologies

Market Cap: CN¥30.9b

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

CleanSpark

Market Cap: US$4.3b

Operates as a bitcoin mining company in the Americas.

Keppel DC REIT

Market Cap: S$5.4b

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

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥29.6b

Designs and manufactures passive optical components in China and internationally.

Hut 8

Market Cap: US$4.1b

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

Silicon Motion Technology

Market Cap: US$3.5b

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.

CommScope Holding Company

Market Cap: US$3.5b

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

ITI

Market Cap: ₹303.8b

Engages in the manufacture, sale, trading, and servicing of telecommunication equipment in India.

Socionext

Market Cap: JP¥472.8b

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

Ondas Holdings

Market Cap: US$3.0b

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

Longshine Technology Group

Market Cap: CN¥20.9b

Operates technology company in China.

TRS Information Technology

Market Cap: CN¥19.6b

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

Extreme Networks

Market Cap: US$2.7b

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

Cetc Potevio Science&TechnologyLtd

Market Cap: CN¥18.6b

Provides network communication solutions in China.