Market Eyes LiveAI Chip and Semiconductor Infrastructure Stocks, Rated
This group covers the companies that design and build the silicon behind artificial intelligence: processor designers, foundries, analog and connectivity suppliers, and the equipment makers whose tools every fab depends on. Their fortunes are linked but their business models are not alike.
Every score below is free. 20 ai chip and semiconductor infrastructure stocks scored on the same eight factors, updated as the data changes.
Ranked by composite score
Ranked highest to lowest by MELANY composite score, a 0 to 100 reading from eight factors. Each row links to the full breakdown and the live price. Ratings are a dated snapshot, most recently computed 2026-08-20.
These tiers are algorithmic research readings, not a recommendation to buy or sell any security, and not personalized investment advice. Ranking order is not a suggested purchase order.
What is in the app for these 20 companies
The score and the eight factors behind it are open on every company page. The trade plan is the part that is not: one suggested entry price per company, the stop, the targets, and an alert when a name enters its entry zone. That unlocks free when you create an account.
What changed in the past month
11 of 20 companies in this group have a scoring history going back a month, and 11 of those changed. The 8 largest moves are below: 2 higher, 6 lower.
- -14Arm Holdings plc (ARM): Very Promising to Promising, score fell 14 points to 50.
- +11Marvell Technology, Inc. (MRVL): Very Promising to Highest Conviction, score rose 11 points to 69.
- -9KLA Corporation (KLAC): no longer flagged Runner!, now Very Promising, score fell 9 points to 56.
- -7Advanced Micro Devices (AMD): score fell 7 points to 57.
- -6Applied Materials Inc (AMAT): now flagged Runner!, a separate short-term momentum flag rather than a step up or down, with its score fell 6 points to 61.
- -5Qualcomm Inc (QCOM): Highest Conviction to Hold, score fell 5 points to 64.
- -4Lam Research Corp (LRCX): now flagged Runner!, a separate short-term momentum flag rather than a step up or down, with its score fell 4 points to 62.
- +3Broadcom Inc. (AVGO): Hold to Favorable, score rose 3 points to 67.
Measured against each company's rating about 30 days ago. A tier change is reported as a move between named tiers; the score is what carries the direction. Runner is a short-term momentum flag, not a rung above or below any other tier.
What moves this group
Capital expenditure plans at the large cloud buyers set the demand ceiling for the whole group, so guidance from a single major customer can reprice everyone. Equipment makers lead the cycle, foundries follow it, and analog suppliers track the broader industrial and automotive economy rather than AI alone. Export controls and customer concentration are recurring risks the engine surfaces per name.
Also searched as: AI chip stocks, semiconductor equipment makers, AI hardware shares, GPU stocks.
How Market Eyes Live scores these companies
Every company on this page is scored by MELANY, our own engine, which reads regulatory filings and market data and produces a composite score from 0 to 100 across eight factors: valuation, business quality, price momentum, earnings track record, analyst sentiment, catalyst setup, risk-adjusted profile and macro fit.
Each score maps to a conviction tier rather than a buy or sell call. Established companies with enough financial history are judged on fundamentals. Pre-profit or thin-data companies are judged on a separate speculative path that leans on momentum and theme strength, because there are not enough fundamentals to read. That is why two names with similar scores can carry very different risk.
Frequently asked questions
What counts as an AI chip stock?
We include processor and accelerator designers, the foundries that manufacture them, the equipment makers that supply the fabs, and the analog and connectivity suppliers on the same boards.
Why do these stocks move together?
Because most of them ultimately depend on the same capital expenditure budgets. That shared dependency is also a concentration risk, which shows up in the risk-adjusted factor.
Which factors matter most in this group?
Valuation and earnings track record separate the group most in practice, because expectations are already high across it. The per-company page shows the full eight-factor breakdown.
Free account, no card. The scores stay free; the entry prices unlock.