Semis & AI infrastructure
From the power and tools that make chips to the clouds and models that use them. rejo measures this industry in: revenue growth, gross margin, backlog, capex, HBM / wafer supply, datacenter capacity, lead times.
The value chain
1
Power & cooling
- No covered company at this stage
2
Equipment
- ASML
- Lam Research
- Applied Materials
- KLA
- Advantest
- Keysight Technologies
3
Foundry & memory
- Foxconn
- TE Connectivity
- Flex
- Jabil
4
Chips
- NVIDIA
- TSMC
- Broadcom
- Micron Technology
- Advanced Micro Devices
- SK hynix
5
Cloud & datacenter
- Apple
- Samsung Electronics
- Cisco
- Dell
- Arista Networks
- Sandisk Corporation
6
Models
- No covered company at this stage
7
Apps
- No covered company at this stage
Largest covered companies
| NVIDIA | NVDA | Chips |
| Apple | AAPL | Cloud & datacenter |
| TSMC | TSM | Chips |
| Broadcom | AVGO | Chips |
| Samsung Electronics | 005930.KS | Cloud & datacenter |
| Micron Technology | MU | Chips |
| Advanced Micro Devices | AMD | Chips |
| SK hynix | 000660.KS | Chips |
| ASML | ASML | Equipment |
| Intel | INTC | Chips |
| Cisco | CSCO | Cloud & datacenter |
| Lam Research | LRCX | Equipment |
What rejo does for semis & ai infrastructure investors
- A desk, brief and idea engine scoped to semis & ai infrastructure and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: revenue growth, gross margin, backlog, capex.