{ "schema": "5lc-selection-review/1", "sublayer": "chip-design", "asOf": "2026-10-21", "status": "source-and-calculation-reviewed; role-based representative set with explicit alternative policies", "scope": "Design of commercial AI accelerators, host processors, processor IP, custom ASICs and networking/connectivity silicon; device AI and captive hyperscaler processors included. This is not a semiconductor equity ranking.", "commercialEligibility": "Current commercial hardware, recognized relevant revenue or documented externally used service based on own silicon. A roadmap, financing round, peak FLOPS figure or foundry reservation alone is insufficient. Public/private status does not change eligibility. One entry per economic parent within this sublayer; cross-sublayer placements are explanatory and not additive revenue.", "predefinedFunctions": [ { "id": "merchant-accelerators", "minimum": 2, "reason": "Training and inference hardware sold outside a captive cloud." }, { "id": "custom-networking", "minimum": 2, "reason": "Customer-specific accelerator designs and the silicon connecting compute." }, { "id": "host-processors", "minimum": 1, "reason": "General-purpose processors that host and coordinate AI workloads." }, { "id": "processor-ip", "minimum": 1, "reason": "Licensed processor architecture and implementation IP." }, { "id": "device-ai", "minimum": 1, "reason": "Commercial AI-capable processors in phones, PCs and edge devices." }, { "id": "captive-accelerators", "minimum": 2, "reason": "Hyperscaler-designed accelerators with external cloud or model-user deployment." }, { "id": "china-stack", "minimum": 1, "reason": "A commercial processor/software ecosystem serving the materially distinct Chinese deployment market." } ], "universe": [ { "companyId": "nvidia", "name": "NVIDIA Corporation", "functions": [ "merchant-accelerators", "host-processors", "custom-networking" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:nvidia" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "amd", "name": "Advanced Micro Devices, Inc.", "functions": [ "merchant-accelerators", "host-processors", "device-ai" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:amd" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "intel", "name": "Intel Corporation", "functions": [ "host-processors", "merchant-accelerators", "device-ai" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:intel" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "broadcom", "name": "Broadcom Inc.", "functions": [ "custom-networking" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:broadcom" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "marvell", "name": "Marvell Technology, Inc.", "functions": [ "custom-networking" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:marvell" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "arm", "name": "Arm Holdings plc", "functions": [ "processor-ip", "host-processors" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:arm" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "qualcomm", "name": "QUALCOMM Incorporated", "functions": [ "device-ai" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:qualcomm" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "mediatek", "name": "MediaTek Inc.", "functions": [ "device-ai", "custom-networking" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:mediatek" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "huawei", "name": "Huawei Investment & Holding Co., Ltd.", "functions": [ "china-stack", "merchant-accelerators", "device-ai" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:huawei" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "alphabet", "name": "Alphabet Inc.", "functions": [ "captive-accelerators" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:alphabet" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "amazon", "name": "Amazon.com, Inc.", "functions": [ "captive-accelerators", "host-processors" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:amazon" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "credo", "name": "Credo Technology Group Holding Ltd", "functions": [ "custom-networking" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:credo" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "guc", "name": "Global Unichip Corp.", "functions": [ "custom-networking" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:guc" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "hygon", "name": "Hygon Information Technology Co., Ltd. (海光信息技术股份有限公司)", "functions": [ "china-stack", "host-processors", "merchant-accelerators" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:hygon" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "cerebras", "name": "Cerebras Systems Inc.", "functions": [ "merchant-accelerators" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:cerebras" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "groq", "name": "Groq LLC", "functions": [ "merchant-accelerators" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:groq" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "samsung-electronics", "name": "Samsung Electronics Co., Ltd.", "functions": [ "device-ai", "custom-networking" ], "eligibility": "commercial-current with product-level qualifications in packet", "evidence": [ "packet:samsung-electronics" ], "disposition": "Considered; absence of disaggregated revenue is not zero." }, { "companyId": "cambricon", "name": "Cambricon", "functions": [ "china-stack", "merchant-accelerators" ], "eligibility": "commercial-current", "evidence": [ "design-cambricon-h1" ], "disposition": "Commercial challenger; not assumed economically small when activity is undisclosed." }, { "companyId": "tenstorrent", "name": "Tenstorrent", "functions": [ "merchant-accelerators", "processor-ip" ], "eligibility": "commercial-current", "evidence": [ "design-tenstorrent" ], "disposition": "Commercial challenger; not assumed economically small when activity is undisclosed." }, { "companyId": "rebellions", "name": "Rebellions", "functions": [ "merchant-accelerators" ], "eligibility": "commercial-current", "evidence": [ "design-rebellions" ], "disposition": "Commercial challenger; not assumed economically small when activity is undisclosed." }, { "companyId": "biren", "name": "Biren Technology", "functions": [ "china-stack", "merchant-accelerators" ], "eligibility": "commercial products and deployment company stated", "evidence": [ "design-biren" ], "disposition": "Commercial challenger; not assumed economically small when activity is undisclosed." }, { "companyId": "moore-threads", "name": "Moore Threads", "functions": [ "china-stack", "device-ai" ], "eligibility": "commercial support evidence; scale unresolved", "evidence": [ "design-moore" ], "disposition": "Commercial challenger; not assumed economically small when activity is undisclosed." }, { "companyId": "astera-labs", "name": "Astera Labs", "functions": [ "custom-networking" ], "eligibility": "commercial-current; retrieval limited", "evidence": [ "design-astera-q2" ], "disposition": "Commercial challenger; not assumed economically small when activity is undisclosed." }, { "companyId": "sambanova", "name": "SambaNova", "functions": [ "merchant-accelerators" ], "eligibility": "existing commercial platform; SN50 announced with future delivery", "evidence": [ "design-sambanova" ], "disposition": "Commercial challenger; not assumed economically small when activity is undisclosed." }, { "companyId": "enflame", "name": "Shanghai Enflame Technology", "functions": [ "china-stack", "merchant-accelerators" ], "eligibility": "commercialization of training/inference chips, cards, systems and software documented; scale unresolved", "evidence": [ "design-enflame-meitu" ], "disposition": "Commercial challenger; not assumed economically small when activity is undisclosed." }, { "companyId": "apple", "name": "Apple", "functions": [ "device-ai" ], "eligibility": "screened boundary/candidate; current comparable activity unresolved", "evidence": [ "scope-review" ], "disposition": "Large device processor designer; current AI-specific deployed units and revenue not independently measured here. Captive device silicon is a boundary alternative, not represented by total iPhone sales." }, { "companyId": "meta", "name": "Meta", "functions": [ "captive-accelerators" ], "eligibility": "screened boundary/candidate; current comparable activity unresolved", "evidence": [ "scope-review" ], "disposition": "Broadcom Q3 describes a future production ramp; previous MTIA deployment history requires product-specific treatment, not parent advertising revenue." }, { "companyId": "microsoft", "name": "Microsoft", "functions": [ "captive-accelerators" ], "eligibility": "screened boundary/candidate; current comparable activity unresolved", "evidence": [ "scope-review" ], "disposition": "Maia and Cobalt are relevant challengers; revenue unavailable. Parent Microsoft included elsewhere, not a substitute for silicon-scale evidence." }, { "companyId": "alibaba", "name": "Alibaba / T-Head", "functions": [ "captive-accelerators", "china-stack" ], "eligibility": "screened boundary/candidate; current comparable activity unresolved", "evidence": [ "scope-review" ], "disposition": "Relevant captive silicon candidate; Alibaba cloud revenue is excluded as a chip measure." }, { "companyId": "nxp", "name": "NXP", "functions": [ "device-ai" ], "eligibility": "screened boundary/candidate; current comparable activity unresolved", "evidence": [ "scope-review" ], "disposition": "Automotive and embedded inference overlap; full company sales would not measure AI activity." }, { "companyId": "renesas", "name": "Renesas", "functions": [ "device-ai" ], "eligibility": "screened boundary/candidate; current comparable activity unresolved", "evidence": [ "scope-review" ], "disposition": "Embedded processors and AI tooling; screened adjacent specialist, no current common-scale comparison established." }, { "companyId": "lattice", "name": "Lattice Semiconductor", "functions": [ "device-ai" ], "eligibility": "screened boundary/candidate; current comparable activity unresolved", "evidence": [ "scope-review" ], "disposition": "FPGA edge inference is a distinct specialist function not required by the baseline ten-slot scope." } ], "universeConstruction": "Baseline21-name design pool plus captive hyperscaler roles, Huawei/Ascend and additional Chinese, private architecture and connectivity challengers. Product functions were separated before role selection; every screening limitation is explicit. This is a disclosed candidate universe, not a claim that every worldwide silicon vendor was exhaustively researched.", "observations": [ { "companyId": "nvidia", "metric": "Data Center revenue", "value": 89000, "unit": "USD million, rounded", "period": "Q2 FY2027 ended2026-07-26", "boundary": "Includes compute and networking; not accelerator-only sales.", "classification": "measured", "sourceIds": [ "packet:nvidia" ], "missingTreatment": "not applicable" }, { "companyId": "amd", "metric": "Data Center revenue, TTM", "value": 22214, "unit": "USD million", "period": "TTM to2026-06-27", "boundary": "EPYC and accelerators; GPU sales not separately measured.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:amd" ], "missingTreatment": "not applicable" }, { "companyId": "intel", "metric": "DCAI revenue, TTM", "value": 20168, "unit": "USD million", "period": "TTM to2026-06-27", "boundary": "Host CPUs and AI products; excludes client and foundry.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:intel" ], "missingTreatment": "not applicable" }, { "companyId": "broadcom", "metric": "AI semiconductor revenue", "value": 16700, "unit": "USD million, rounded", "period": "Q3 FY2026 ended2026-08-02", "boundary": "Company-defined XPUs plus AI networking; not an audited segment.", "classification": "company-stated operational category", "sourceIds": [ "broadcom:avgo-q326-release-current" ], "missingTreatment": "not applicable" }, { "companyId": "broadcom", "metric": "Semiconductor revenue, TTM", "value": 59435, "unit": "USD million", "period": "TTM to2026-08-02", "boundary": "Broader than AI; context only.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:broadcom" ], "missingTreatment": "not applicable" }, { "companyId": "marvell", "metric": "Data Center revenue, TTM", "value": 7173.4, "unit": "USD million", "period": "TTM to2026-08-01", "boundary": "Custom compute, connectivity and storage; not AI-only.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:marvell" ], "missingTreatment": "not applicable" }, { "companyId": "qualcomm", "metric": "QCT revenue, TTM", "value": 38014, "unit": "USD million", "period": "TTM to2026-06-28", "boundary": "Device, automotive and other chipsets; not AI-only.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:qualcomm" ], "missingTreatment": "not applicable" }, { "companyId": "mediatek", "metric": "Consolidated chip-company revenue, TTM", "value": 593618.313, "unit": "TWD million; approximate annual input", "period": "TTM to2026-06-30", "boundary": "Broad smartphone and connectivity chips; Smart Edge includes memory pass-through.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:mediatek" ], "missingTreatment": "not applicable" }, { "companyId": "arm", "metric": "Royalty revenue, TTM", "value": 2743, "unit": "USD million", "period": "TTM to2026-06-30", "boundary": "Architecture royalties across devices; cannot add to licensee chip revenue.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:arm" ], "missingTreatment": "not applicable" }, { "companyId": "arm", "metric": "License and other revenue, TTM", "value": 2413, "unit": "USD million", "period": "TTM to2026-06-30", "boundary": "IP recognition timing differs from royalties and chip sales.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:arm" ], "missingTreatment": "not applicable" }, { "companyId": "credo", "metric": "Connectivity revenue, TTM", "value": 1591.045, "unit": "USD million", "period": "TTM to2026-08-01", "boundary": "AEC and other connectivity, not comparable to GPU sales.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:credo" ], "missingTreatment": "not applicable" }, { "companyId": "guc", "metric": "ASIC company revenue, TTM", "value": 46357.126, "unit": "TWD million", "period": "TTM to2026-06-30", "boundary": "NRE/IP and wafer products; not an AI-specific measure.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:guc" ], "missingTreatment": "not applicable" }, { "companyId": "hygon", "metric": "Processor-company revenue, TTM", "value": 18011.67519461, "unit": "CNY million", "period": "TTM to2026-06-30", "boundary": "CPU and DCU scope; no AI-only split.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:hygon" ], "missingTreatment": "not applicable" }, { "companyId": "cerebras", "metric": "Hardware revenue, TTM", "value": 383.183, "unit": "USD million", "period": "TTM to2026-06-30", "boundary": "Hardware recognized sales; cloud/other excluded.", "classification": "measured/derived; see calculation", "sourceIds": [ "packet:cerebras" ], "missingTreatment": "not applicable" }, { "companyId": "cambricon", "metric": "Revenue, H1", "value": 5995.57361961, "unit": "CNY million", "period": "H1 to2026-06-30", "boundary": "AI chip/card/server/IP business; units differ from vendor CPU totals.", "classification": "measured", "sourceIds": [ "design-cambricon-h1" ], "missingTreatment": "not applicable" }, { "companyId": "huawei", "metric": "Comparable current chip revenue", "value": null, "unit": "not disclosed / not established", "period": "2026-10-21", "boundary": "Neither parent sales, cloud sales, financing, chip performance nor announced GW is used as a substitute.", "classification": "unavailable", "sourceIds": [ "packet:huawei" ], "missingTreatment": "null stays unknown; no imputation" }, { "companyId": "alphabet", "metric": "Comparable current chip revenue", "value": null, "unit": "not disclosed / not established", "period": "2026-10-21", "boundary": "Neither parent sales, cloud sales, financing, chip performance nor announced GW is used as a substitute.", "classification": "unavailable", "sourceIds": [ "packet:alphabet" ], "missingTreatment": "null stays unknown; no imputation" }, { "companyId": "amazon", "metric": "Comparable current chip revenue", "value": null, "unit": "not disclosed / not established", "period": "2026-10-21", "boundary": "Neither parent sales, cloud sales, financing, chip performance nor announced GW is used as a substitute.", "classification": "unavailable", "sourceIds": [ "packet:amazon" ], "missingTreatment": "null stays unknown; no imputation" }, { "companyId": "tenstorrent", "metric": "Comparable current chip revenue", "value": null, "unit": "not disclosed / not established", "period": "2026-10-21", "boundary": "Neither parent sales, cloud sales, financing, chip performance nor announced GW is used as a substitute.", "classification": "unavailable", "sourceIds": [ "design-tenstorrent" ], "missingTreatment": "null stays unknown; no imputation" }, { "companyId": "rebellions", "metric": "Comparable current chip revenue", "value": null, "unit": "not disclosed / not established", "period": "2026-10-21", "boundary": "Neither parent sales, cloud sales, financing, chip performance nor announced GW is used as a substitute.", "classification": "unavailable", "sourceIds": [ "design-rebellions" ], "missingTreatment": "null stays unknown; no imputation" }, { "companyId": "biren", "metric": "Comparable current chip revenue", "value": null, "unit": "not disclosed / not established", "period": "2026-10-21", "boundary": "Neither parent sales, cloud sales, financing, chip performance nor announced GW is used as a substitute.", "classification": "unavailable", "sourceIds": [ "design-biren" ], "missingTreatment": "null stays unknown; no imputation" }, { "companyId": "moore-threads", "metric": "Comparable current chip revenue", "value": null, "unit": "not disclosed / not established", "period": "2026-10-21", "boundary": "Neither parent sales, cloud sales, financing, chip performance nor announced GW is used as a substitute.", "classification": "unavailable", "sourceIds": [ "design-moore" ], "missingTreatment": "null stays unknown; no imputation" }, { "companyId": "groq", "metric": "Comparable current chip revenue", "value": null, "unit": "not disclosed / not established", "period": "2026-10-21", "boundary": "Neither parent sales, cloud sales, financing, chip performance nor announced GW is used as a substitute.", "classification": "unavailable", "sourceIds": [ "packet:groq" ], "missingTreatment": "null stays unknown; no imputation" }, { "companyId": "sambanova", "metric": "Comparable current chip revenue", "value": null, "unit": "not disclosed / not established", "period": "2026-10-21", "boundary": "Neither parent sales, cloud sales, financing, chip performance nor announced GW is used as a substitute.", "classification": "unavailable", "sourceIds": [ "design-sambanova" ], "missingTreatment": "null stays unknown; no imputation" }, { "companyId": "enflame", "metric": "Comparable current chip revenue", "value": null, "unit": "not disclosed / not established", "period": "2026-10-21", "boundary": "Neither parent sales, cloud sales, financing, chip performance nor announced GW is used as a substitute.", "classification": "unavailable", "sourceIds": [ "design-enflame-meitu" ], "missingTreatment": "null stays unknown; no imputation" }, { "companyId": "huawei", "metric": "SuperPoD system configuration", "value": 384, "unit": "NPUs per system", "period": "FY2025 report", "boundary": "At-scale deployment stated;384 is a system size, not a total fleet count.", "classification": "company-stated", "sourceIds": [ "packet:huawei" ], "missingTreatment": "not applicable" }, { "companyId": "amazon", "metric": "Trainium3 UltraServer configuration", "value": 144, "unit": "chips per UltraServer", "period": "Current product page2026-10-21", "boundary": "Commercial offering; configuration is not total deployed devices.", "classification": "company-stated", "sourceIds": [ "packet:amazon" ], "missingTreatment": "not applicable" }, { "companyId": "tenstorrent", "metric": "Galaxy Blackhole server configuration", "value": 32, "unit": "chips per server", "period": "April2026", "boundary": "Commercial offering; product specifications cannot be summed into market demand.", "classification": "company-stated", "sourceIds": [ "design-tenstorrent" ], "missingTreatment": "not applicable" } ], "parameters": { "maximumCompanies": 10, "globalScore": null, "weights": null, "roleQuotas": { "merchant-accelerators": 2, "custom-networking": 2, "host-processors": 1, "processor-ip": 1, "device-ai": 1, "captive-accelerators": 2, "china-stack": 1 }, "quotaStatus": "Editorial allocation to preserve function coverage; not empirical scientific constants.", "normalization": "Native measured units retained. No cross-function min-max score, funding proxy, revenue-imputation penalty or combined global denominator.", "selectionRule": "Fill stated function slots from commercially eligible companies. Within a comparable function, inspect actual scale and documented adoption; when measurements cannot uniquely rank, record the representative rationale and substitute set. A company occupies one primary slot even if it has several functions." }, "methodsCompared": [ { "method": "Broad chip-company revenue", "finding": "Would prioritize heterogeneous portfolios and suppress captive platforms without separate sales. Useful as a dated baseline, insufficient for AI coverage." }, { "method": "AI-only revenue", "finding": "Conceptually close to activity, but most peers do not disclose the same boundary. Cannot infer zero or multiply parent revenue by a fabricated AI percentage." }, { "method": "FLOPS or installed chips", "finding": "Precision, sparsity, system configuration and workload differences prevent a defensible common denominator. Peak product specifications are not installed demand." }, { "method": "Weighted composite", "finding": "Revenue, shipments and market share often measure the same underlying activity. Scores would embed unsupported AI attribution and disclosure bias. Rejected for this evidence set." }, { "method": "Constrained representative coverage", "finding": "Recommended, with explicit role quotas and alternative sets. Defensible as transparent selection; does not establish a unique numerical top-ten order." } ], "selectedCompanyIds": [ "nvidia", "amd", "broadcom", "marvell", "intel", "arm", "qualcomm", "alphabet", "amazon", "huawei" ], "selected": [ { "companyId": "nvidia", "primaryFunction": "merchant-accelerators", "reason": "Large reported commercial Data Center activity and deployed accelerator ecosystem.", "rank": null }, { "companyId": "amd", "primaryFunction": "merchant-accelerators", "reason": "Commercial Instinct alternatives alongside EPYC; broad data-center revenue provides context, not GPU share.", "rank": null }, { "companyId": "broadcom", "primaryFunction": "custom-networking", "reason": "Explicit current AI chip revenue and named current customer shipments; custom compute and Ethernet.", "rank": null }, { "companyId": "marvell", "primaryFunction": "custom-networking", "reason": "Measured data-center business and differentiated custom silicon, optical and network interfaces.", "rank": null }, { "companyId": "intel", "primaryFunction": "host-processors", "reason": "Commercial Xeon host processors; foundry and client activity excluded from the DCAI comparison.", "rank": null }, { "companyId": "arm", "primaryFunction": "processor-ip", "reason": "Licensable architecture/IP is a different economic function, measured without adding it to customers revenue.", "rank": null }, { "companyId": "qualcomm", "primaryFunction": "device-ai", "reason": "Established Snapdragon device platforms across phones, PCs and edge devices. Selection is an editorial role representative, not a claim that all QCT sales are AI.", "rank": null }, { "companyId": "alphabet", "primaryFunction": "captive-accelerators", "reason": "Commercial TPU use and customer access; retain despite unavailable chip-only revenue.", "rank": null }, { "companyId": "amazon", "primaryFunction": "captive-accelerators", "reason": "Trainium commercial availability and external model-customer usage; retain despite unavailable chip-only revenue.", "rank": null }, { "companyId": "huawei", "primaryFunction": "china-stack", "reason": "Commercial Ascend/Atlas system deployment and software ecosystem; broad ICT revenue is excluded.", "rank": null } ], "cutoff": { "status": "No unique tenth-place numerical order.", "equivalentRoleAlternatives": [ "mediatek", "cerebras", "credo", "astera-labs", "cambricon", "hygon", "tenstorrent", "rebellions", "groq", "sambanova", "guc" ], "interpretation": "Huawei is a baseline function representative, not a claim to rank exactly tenth. MediaTek/Qualcomm and Huawei/Cambricon cannot be numerically ordered on AI-specific activity from available common inputs. Private suppliers remain eligible; their missing revenue is visible rather than penalized.", "refreshTriggers": "New actual commercial delivery, independently disclosed common activity, major acquisition/exit, changed functional market definition or source correction can change membership." }, "calculations": [ { "companyId": "amd", "formula": "16635+12493-6914", "result": 22214, "unit": "USD million", "meaning": "Trailing Data Center revenue" }, { "companyId": "amd", "formula": "34639+21789-15123", "result": 41305, "unit": "USD million", "meaning": "Trailing total revenue" }, { "companyId": "intel", "formula": "49147+27918-23565", "result": 53500, "unit": "USD million", "meaning": "TTM Intel Products revenue" }, { "companyId": "intel", "formula": "16919+11314-8065", "result": 20168, "unit": "USD million", "meaning": "TTM DCAI revenue" }, { "companyId": "intel", "formula": "307+467-53", "result": 721, "unit": "USD million", "meaning": "TTM external foundry and assembly/test revenue" }, { "companyId": "intel", "formula": "8877+6262+5765+701-5477", "result": 16128, "unit": "USD million", "meaning": "Q2 revenue consolidation bridge" }, { "companyId": "intel", "formula": "8877/16128*100", "result": 55.04092261904761, "unit": "percent", "meaning": "CCPG share of consolidated revenue" }, { "companyId": "intel", "formula": "6262/16128*100", "result": 38.82688492063492, "unit": "percent", "meaning": "DCAI share of consolidated revenue" }, { "companyId": "broadcom", "label": "TTM semiconductor revenue", "formula": "36858+48363-25786", "result": 59435, "unit": "USD million", "sourceIds": [ "avgo-10k-fy25", "avgo-q326-full" ] }, { "companyId": "broadcom", "label": "TTM total revenue", "formula": "63887+71089-45872", "result": 89104, "unit": "USD million", "sourceIds": [ "avgo-10k-fy25", "avgo-q326-full" ] }, { "companyId": "broadcom", "label": "TTM software revenue", "formula": "27029+22726-20086", "result": 29669, "unit": "USD million", "sourceIds": [ "avgo-10k-fy25", "avgo-q326-full" ] }, { "companyId": "marvell", "metric": "TTM Data Center revenue USD million", "formula": "6100.3 + 4004.2 - 2931.1", "value": 7173.4 }, { "companyId": "marvell", "metric": "TTM total revenue USD million", "formula": "8194.6 + 5157.1 - 3901.4", "value": 9450.3 }, { "companyId": "qualcomm", "metric": "TTM QCT revenue USD million", "formula": "38367 + 28193 - 28546", "value": 38014 }, { "companyId": "qualcomm", "metric": "TTM consolidated revenue USD million", "formula": "44284 + 32798 - 33013", "value": 44069 }, { "companyId": "mediatek", "metric": "TTM consolidated revenue TWD million", "formula": "595966 + 301333.121 - 303680.808", "unroundedResult": 593618.313, "display": "approximately 593618", "limitation": "Annual input rounded; no AI attribution." }, { "companyId": "credo", "metric": "TTM revenue USD million", "formula": "1335.116 + 479.003 - 223.074", "value": 1591.045 }, { "companyId": "guc", "formula": "34140978+25344369-13128221", "result": 46357126, "unit": "TWD thousand", "meaning": "TTM custom-chip company revenue" }, { "companyId": "hygon", "metric": "TTM revenue CNY million", "formula": "14376.88947695 + 9099.02077481 - 5464.23505715", "value": 18011.67519461 }, { "companyId": "hygon", "metric": "H1 related-party revenue share percent", "formula": "5739642007.69 / 9099020774.81 * 100", "value": 63.07977693137921 }, { "companyId": "cambricon", "formula": "5995573619.61/1000000", "result": 5995.57361961, "unit": "CNY million", "sourceIds": [ "design-cambricon-h1" ] } ], "sensitivityTests": { "policyVariants": [ { "name": "baseline", "selectedCompanyIds": [ "nvidia", "amd", "broadcom", "marvell", "intel", "arm", "qualcomm", "alphabet", "amazon", "huawei" ], "assumption": "Seven function quotas as declared.", "retainedFromBaseline": 10, "jaccard": 1.0 }, { "name": "edge-alternative", "selectedCompanyIds": [ "nvidia", "amd", "broadcom", "marvell", "intel", "arm", "mediatek", "alphabet", "amazon", "huawei" ], "assumption": "Equal device-AI coverage; disclosed sales are too broad to settle an AI-specific order.", "retainedFromBaseline": 9, "jaccard": 0.8181818181818182 }, { "name": "emerging-architecture", "selectedCompanyIds": [ "nvidia", "amd", "broadcom", "marvell", "cerebras", "arm", "qualcomm", "alphabet", "amazon", "huawei" ], "assumption": "Remove dedicated host-CPU minimum; AMD/NVIDIA still explain host compute and a wafer-scale specialist gains representation.", "retainedFromBaseline": 9, "jaccard": 0.8181818181818182 }, { "name": "connectivity-specialist", "selectedCompanyIds": [ "nvidia", "amd", "broadcom", "credo", "intel", "arm", "qualcomm", "alphabet", "amazon", "huawei" ], "assumption": "Replace broad custom/networking representative with dedicated interconnect specialist; economic-scale coverage narrows.", "retainedFromBaseline": 9, "jaccard": 0.8181818181818182 }, { "name": "china-alternative", "selectedCompanyIds": [ "nvidia", "amd", "broadcom", "marvell", "intel", "arm", "qualcomm", "alphabet", "amazon", "cambricon" ], "assumption": "Retain China function but prioritize separately disclosed AI-chip company activity over integrated-system ecosystem breadth.", "retainedFromBaseline": 9, "jaccard": 0.8181818181818182 }, { "name": "additional-device-slot", "selectedCompanyIds": [ "nvidia", "amd", "broadcom", "marvell", "intel", "arm", "qualcomm", "alphabet", "mediatek", "huawei" ], "assumption": "Reduce captive-cloud minimum toone and device minimum totwo; not evidence that AWS is less important.", "retainedFromBaseline": 9, "jaccard": 0.8181818181818182 }, { "name": "private-hardware-representative", "selectedCompanyIds": [ "nvidia", "amd", "broadcom", "marvell", "tenstorrent", "arm", "qualcomm", "alphabet", "amazon", "huawei" ], "assumption": "Remove host-CPU minimum and add an independently shipping private architecture; missing revenue remains unknown.", "retainedFromBaseline": 9, "jaccard": 0.8181818181818182 } ], "selectionFrequency": { "intel": 5, "marvell": 6, "qualcomm": 6, "alphabet": 7, "amd": 7, "broadcom": 7, "credo": 1, "cambricon": 1, "nvidia": 7, "amazon": 6, "mediatek": 2, "cerebras": 1, "huawei": 6, "tenstorrent": 1, "arm": 7 }, "frequencyMeaning": "Frequency across these explicit editorial scenarios is not a probability of importance.", "fixedPolicyArithmetic": "Reconstruct every TTM from annual+currentYTD−priorYTD. Rounding broad measures cannot resolve missing AI attribution.", "missingDataStress": "Zero-filling all non-disclosed chip revenue would remove Alphabet, Amazon and Huawei from a sales-only table, demonstrating disclosure bias; the recommended selection does not do this.", "measurementStress": "Any AI-attributable fraction of a mixed segment is unknown. No central percentage is selected. Low/high uncertainty stays unresolved rather than being converted to false score precision." }, "changesVersusPrior": { "added": [ "arm", "alphabet", "amazon", "huawei" ], "removedFromTopTen": [ "mediatek", "hygon", "credo", "guc" ], "retainedDirectory": "MediaTek, Hygon, Credo and GUC retain full reviewed dossiers and can re-enter under revised evidence or role allocation." }, "limitations": [ "No fully comparable global denominator; do not label the set the ten largest AI chip companies.", "Current global coverage depends on editorial function allocation; varying that allocation changes the boundary.", "Some candidate financial and deployment data remain unavailable. Absence of disclosure does not prove low activity.", "TPUs are counted as an Alphabet design role and Broadcom supplier role, but their economic flows are never summed as independent market revenue.", "The Atlas cap omits commercially relevant specialists. Links to alternatives and role explanations should remain accessible." ], "sources": [ { "id": "design-cambricon-h1", "url": "https://static.cninfo.com.cn/finalpage/2026-08-08/1225464969.PDF", "publishedDate": "2026-08-08", "accessedDate": "2026-10-21", "locator": "H1 report pp7–10; cloud chips, cards, server systems and recognized sales", "evidenceFile": "research-audit/chips/evidence/design-cambricon-h1.txt" }, { "id": "design-tenstorrent", "url": "https://tenstorrent.com/newsroom/tenstorrent-enables-ai-at-scale-with-industry-leading-performance", "publishedDate": "2026-04-29", "accessedDate": "2026-10-21", "locator": "Galaxy Blackhole generally available; named Cirrascale and ai& deployments", "evidenceFile": "research-audit/chips/evidence/design-tenstorrent.txt" }, { "id": "design-rebellions", "url": "https://rebellions.ai/newsroom/rebellions-closes-400-million-pre-ipo-and-launches-rebelrack-and-rebelpod-to-accelerate-global-expansion/", "publishedDate": "2026-03-30", "accessedDate": "2026-10-21", "locator": "RebelRack and RebelPOD available; commercial deployments company stated; financing excluded", "evidenceFile": "research-audit/chips/evidence/design-rebellions.txt" }, { "id": "design-biren", "url": "https://www.birentech.com/", "publishedDate": null, "accessedDate": "2026-10-21", "locator": "BR166 modules/cards and applied-industry description", "evidenceFile": "research-audit/chips/evidence/design-biren.txt" }, { "id": "design-moore", "url": "https://docs.mthreads.com/e300/version-1.5.0/release-note/", "publishedDate": "2026-08-01", "accessedDate": "2026-10-21", "locator": "MTT E300 firmware and deployed-device support; specific version historical", "evidenceFile": "research-audit/chips/evidence/design-moore.txt" }, { "id": "design-astera-q2", "url": "https://ir.asteralabs.com/news-releases/news-release-details/astera-labs-reports-second-quarter-2026-financial-results", "publishedDate": "2026-08-04", "accessedDate": "2026-10-21", "locator": "Pre-block indexed issuer results describe connectivity sales and Scorpio ramp; no new request after403", "evidenceFile": null }, { "id": "design-sambanova", "url": "https://sambanova.ai/press/sambanova-unveils-fastest-chip-for-agentic-ai-collaborates-with-intel-and-raises-350m?hs_amp=true", "publishedDate": "2026-02-24", "accessedDate": "2026-10-21", "locator": "Issuer announcement: SN50 product and prospective SoftBank deployment; funding excluded", "evidenceFile": null }, { "id": "design-enflame-meitu", "url": "https://corp-static.meitu.com/corp-new/20260924/2026092401435.pdf", "publishedDate": "2026-09-24", "accessedDate": "2026-10-21", "locator": "Meitu interim report PDF pp24–25: investee commercial activity; September 11, 2026 STAR listing, code688801. 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Newsroom", "publishedDate": "2026-04-30", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "pr-fy25", "url": "https://news.samsungsemiconductor.com/global/samsung-electronics-announces-fourth-quarter-and-fy-2025-results/", "title": "Samsung Electronics Announces Fourth Quarter and FY 2025 Results", "publisher": "Samsung Semiconductor Newsroom", "publishedDate": "2026-01-29", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "pr-hbm4", "url": "https://news.samsungsemiconductor.com/global/samsung-ships-industry-first-commercial-hbm4-with-ultimate-performance-for-ai-computing/", "title": "Samsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI Computing", "publisher": "Samsung Semiconductor Newsroom", "publishedDate": "2026-02-12", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "pr-gtc", "url": "https://news.samsungsemiconductor.com/global/samsung-unveils-hbm4e-showcasing-comprehensive-ai-solutions-nvidia-partnership-and-vision-at-nvidia-gtc-2026/", "title": "Samsung Unveils HBM4E, Showcasing Comprehensive AI Solutions, NVIDIA Partnership and Vision at NVIDIA GTC 2026", "publisher": "Samsung Semiconductor Newsroom", "publishedDate": "2026-03-17", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "pr-amd", "url": "https://news.samsungsemiconductor.com/global/samsung-and-amd-expand-strategic-collaboration-on-next-generation-ai-memory-solutions/", "title": "Samsung and AMD Expand Strategic Collaboration on Next-Generation AI Memory Solutions", "publisher": "Samsung Semiconductor Newsroom", "publishedDate": "2026-03-18", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "pr-hbm4e", "url": "https://news.samsungsemiconductor.com/global/samsung-electronics-begins-shipment-of-industry-first-hbm4e-samples/", "title": "Samsung Electronics Begins Shipment of Industry-First HBM4E Samples", "publisher": "Samsung Semiconductor Newsroom", "publishedDate": "2026-05-29", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "pr-broadcom", "url": "https://news.samsungsemiconductor.com/global/samsung-electronics-and-broadcom-expand-strategic-collaboration-across-memory-and-foundry-technologies/", "title": "Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory and Foundry Technologies", "publisher": "Samsung Semiconductor Newsroom", "publishedDate": "2026-07-25", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "pr-asml", "url": "https://news.samsungsemiconductor.com/global/samsung-electronics-and-asml-expand-strategic-collaboration-for-next-generation-semiconductor-manufacturing/", "title": "Samsung Electronics and ASML Expand Strategic Collaboration for Next-Generation Semiconductor Manufacturing", "publisher": "Samsung Semiconductor Newsroom", "publishedDate": "2026-09-08", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "pr-mistral", "url": "https://news.samsungsemiconductor.com/global/samsung-and-mistral-ai-announce-strategic-partnership-for-intelligence-driven-semiconductor-infrastructure/", "title": "Samsung and Mistral AI Announce Strategic Partnership for Intelligence-Driven Semiconductor Infrastructure", "publisher": "Samsung Semiconductor Newsroom", "publishedDate": "2026-09-09", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "pr-pm1763", "url": "https://news.samsungsemiconductor.com/global/samsung-begins-mass-production-of-pm1763-ssd-optimized-for-next-generation-ai-infrastructure/", "title": "Samsung Begins Mass Production of PM1763 SSD Optimized for Next-Generation AI Infrastructure", "publisher": "Samsung Semiconductor Newsroom", "publishedDate": "2026-07-08", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "ir-board", "url": "https://www.samsung.com/global/ir/governance-csr/board-of-directors/", "title": "Samsung Electronics Board of Directors", "publisher": "Samsung Electronics", "publishedDate": null, "accessedDate": "2026-10-20", "type": "company" }, { "id": "ir-ownership", "url": "https://www.samsung.com/global/ir/stock-information/ownership-structure/", "title": "Samsung Electronics shareholder structure", "publisher": "Samsung Electronics", "publishedDate": null, "accessedDate": "2026-10-20", "type": "company" }, { "id": "semi-exec", "url": "https://semiconductor.samsung.com/about-us/executive/", "title": "Samsung Semiconductor executives", "publisher": "Samsung Electronics", "publishedDate": null, "accessedDate": "2026-10-20", "type": "company" }, { "id": "q2-call", "url": "https://www.investing.com/news/transcripts/earnings-call-transcript-samsung-electronics-posts-record-q2-2026-profit-as-ai-demand-surges-93CH-4822292", "title": "Earnings call transcript: Samsung Electronics posts record Q2 2026 profit as AI demand surges", "publisher": "Investing.com", "publishedDate": null, "accessedDate": "2026-10-02", "type": "media" }, { "id": "blocksandfiles", "url": "https://www.blocksandfiles.com/flash/2026/07/31/for-samsung-hbm-is-the-gift-that-keeps-on-giving/5281709", "title": "For Samsung, HBM is the gift that keeps on giving", "publisher": "Blocks and Files", "publishedDate": "2026-07-31", "accessedDate": "2026-10-02", "type": "media" }, { "id": "hbm-share", "url": "https://siliconanalysts.com/market-data/hbm-market-share", "title": "HBM Market Share by Vendor (compiles TrendForce, Goldman Sachs and Counterpoint estimates)", "publisher": "Silicon Analysts", "publishedDate": null, "accessedDate": "2026-10-02", "type": "other" }, { "id": "counterpoint", "url": "https://www.design-reuse.com/news/202529413-samsung-s-share-in-hbm-market-projected-to-surpass-30-in-2026/", "title": "Samsung's Share in HBM Market Projected to Surpass 30% in 2026 (Counterpoint Research)", "publisher": "Design & Reuse", "publishedDate": "2025-09-24", "accessedDate": "2026-10-02", "type": "media" }, { "id": "micron-10k", "url": "https://www.sec.gov/Archives/edgar/data/723125/000072312525000028/mu-20250828.htm", "title": "Micron Technology Form 10-K for fiscal 2025", "publisher": "U.S. SEC / Micron Technology", "publishedDate": "2025-10-03", "accessedDate": "2026-10-02", "type": "filing" }, { "id": "wiki-lee", "url": "https://en.wikipedia.org/wiki/Lee_Jae-yong", "title": "Lee Jae-yong (encyclopedia entry)", "publisher": "Wikipedia", "publishedDate": null, "accessedDate": "2026-10-02", "type": "other" }, { "id": "yahoo", "url": "https://finance.yahoo.com/quote/005930.KS/", "title": "Samsung Electronics (005930.KS) quote, profile, officers and holders", "publisher": "Yahoo Finance", "publishedDate": null, "accessedDate": "2026-10-02", "type": "data_provider" }, { "id": "MR01", "url": "https://www.trendforce.com/presscenter/news/20260907-13219.html", "title": "Q2 DRAM market", "publisher": "TrendForce", "publishedDate": "2026-09-07", "accessedDate": "2026-10-20", "type": "data_provider" }, { "id": "MR02", "url": "https://www.trendforce.com/presscenter/news/20260818-13186.html", "title": "Q2 NAND market", "publisher": "TrendForce", "publishedDate": "2026-08-18", "accessedDate": "2026-10-20", "type": "data_provider" }, { "id": "q3-guidance", "url": "https://www.samsung.com/global/ir/reports-disclosures/public-disclosure-view.84775/", "title": "Earnings guidance for third quarter 2026", "publisher": "Samsung Electronics", "publishedDate": "2026-10-08", "accessedDate": "2026-10-20", "type": "filing" }, { "id": "ir-events", "url": "https://www.samsung.com/global/ir/ir-events-presentations/events/", "title": "Investor events and presentations", "publisher": "Samsung Electronics", "publishedDate": null, "accessedDate": "2026-10-20", "type": "company" }, { "id": "news-index", "url": "https://news.samsungsemiconductor.com/global/", "title": "Samsung Semiconductor newsroom", "publisher": "Samsung Electronics", "publishedDate": null, "accessedDate": "2026-10-20", "type": "company" }, { "id": "micron-fy26", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf", "title": "Micron FY2026 Form10-K, original IR-linked copy", "publisher": "Micron Technology", "publishedDate": "2026-10-09", "accessedDate": "2026-10-20", "type": "filing" } ] } }, "reproducibility": "Run chips/evidence/build_design_selection.py. Raw observations and exact packet hashes are retained; alternative sets and Jaccard values are recomputed without random scores. Then run chips/evidence/reconcile_selection_inputs.py to rebind the audited source and input versions. Then run chips/evidence/bind_calculation_inputs.py to retain the individual period/source operands.", "packetInputRegister": { "nvidia": { "path": "chips/packets/nvidia.json", "sha256": "c34894039c4178c923a102cbd554b8bbd4c5165ef7478884e94201cdd25fee73", "reviewPath": "chips/reviews/nvidia.json", "reviewSha256": "20601c2ce9a6a2d3efa71a721d2a7c480f07a684837201fbd813062dfe0322e6", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "FY2026 revenue", "value": "215.938", "unit": "USD billion", "period": "Year ended January 25,2026", "asOf": "2026-01-25", "evidence": "filing", "sourceIds": [ "annual26-full" ], "locator": "Consolidated income statement" }, { "label": "FY2026 Data Center revenue", "value": "193.737, including31.376 networking", "unit": "USD billion", "period": "Year ended January 25,2026", "asOf": "2026-01-25", "evidence": "filing", "sourceIds": [ "annual26-full" ], "locator": "Note16 market revenue" }, { "label": "Q2FY2027 revenue and GAAP profit", "value": "96.221 revenue; 63.734 operating income; 59.688 net income", "unit": "USD billion", "period": "Quarter ended July 26,2026", "asOf": "2026-07-26", "evidence": "company_stated", "sourceIds": [ "n-q2pr" ], "locator": "Income statement" }, { "label": "Q2 Data Center and Edge revenue", "value": "89.0 Data Center; 7.2 Edge (rounded)", "unit": "USD billion", "period": "Quarter ended July 26,2026", "asOf": "2026-07-26", "evidence": "company_stated", "sourceIds": [ "n-q2pr" ], "locator": "Market-platform highlights" }, { "label": "H1FY2027 operating cash flow", "value": "74.421", "unit": "USD billion", "period": "Six months ended July 26,2026", "asOf": "2026-07-26", "evidence": "company_stated", "sourceIds": [ "n-q2pr" ], "locator": "Cash-flow statement" }, { "label": "Cash plus marketable debt securities", "value": "56.586", "unit": "USD billion", "period": "July 26,2026", "asOf": "2026-07-26", "evidence": "inference", "sourceIds": [ "n-q2pr" ], "locator": "22.443 cash +34.143 marketable debt; equity investments excluded" }, { "label": "Reported current and long-term debt", "value": "33.366", "unit": "USD billion", "period": "July 26,2026", "asOf": "2026-07-26", "evidence": "inference", "sourceIds": [ "n-q2pr" ], "locator": "1.000 current +32.366 long-term; leases excluded" }, { "label": "Q2FY2027 GAAP gross margin", "value": "75.0", "unit": "percent", "period": "Quarter ended July 26,2026", "asOf": "2026-07-26", "evidence": "company_stated", "sourceIds": [ "n-q2pr" ], "locator": "GAAP summary" } ], "calculations": [ { "formula": "22443+34143", "result": 56586, "unit": "USD million", "meaning": "Cash and marketable debt securities; equity investments excluded" }, { "formula": "1000+32366", "result": 33366, "unit": "USD million", "meaning": "Reported debt excludingleases" } ] }, "amd": { "path": "chips/packets/amd.json", "sha256": "6c867f40fd09d029308230b0160654eee5c4b8e3cb5deaacacc4a37f7ecf2ec0", "reviewPath": "chips/reviews/amd.json", "reviewSha256": "66880afe3a0ebf2b462b791c4dcea90cbdf95347c4c4dcc3f8548f5250b03577", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Unconditional purchase commitments ($17.4B due in rest of FY2026)", "value": "30.3", "unit": "USD billions", "period": "Point in time", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "q226full" ], "locator": "10-Q Liquidity and Capital Resources" }, { "label": "Employees", "value": "about 31,000", "unit": "people", "period": "End of FY2025", "asOf": "2025-12-27", "evidence": "filing", "sourceIds": [ "a-10k" ], "locator": "10-K Item 1 — Human Capital" }, { "label": "Q2 2026 revenue and profit", "value": "11,536 revenue; 1,990 operating income; 2,297 net income", "unit": "USD million", "period": "Quarter ended June 27, 2026", "asOf": "2026-06-27", "evidence": "company_stated", "sourceIds": [ "q226read" ], "locator": "GAAP income statement" }, { "label": "Q2 Data Center revenue", "value": "6,718", "unit": "USD million", "period": "Quarter ended June 27, 2026", "asOf": "2026-06-27", "evidence": "company_stated", "sourceIds": [ "q226read" ], "locator": "Segment table" }, { "label": "Trailing Data Center revenue", "value": "22,214", "unit": "USD million", "period": "Twelve months ended June 27, 2026", "asOf": "2026-06-27", "evidence": "inference", "sourceIds": [ "q226read", "fy25results" ], "locator": "16635+12493−6914; broad Data Center, not GPU-only" }, { "label": "Trailing total revenue", "value": "41,305", "unit": "USD million", "period": "Twelve months ended June 27, 2026", "asOf": "2026-06-27", "evidence": "inference", "sourceIds": [ "q226read", "fy25results" ], "locator": "34639+21789−15123" }, { "label": "Cash and short-term investments; reported debt", "value": "13,111 cash/investments; 3,226 debt", "unit": "USD million", "period": "June 27, 2026", "asOf": "2026-06-27", "evidence": "company_stated", "sourceIds": [ "q226read" ], "locator": "Financial tables" }, { "label": "H1 2026 free cash flow", "value": "4,124", "unit": "USD million", "period": "Six months ended June 27, 2026", "asOf": "2026-06-27", "evidence": "company_stated", "sourceIds": [ "q226read" ], "locator": "Company-defined OCF less capital expenditure" } ], "calculations": [ { "formula": "16635+12493-6914", "result": 22214, "unit": "USD million", "meaning": "Trailing Data Center revenue" }, { "formula": "34639+21789-15123", "result": 41305, "unit": "USD million", "meaning": "Trailing total revenue" } ] }, "intel": { "path": "chips/packets/intel.json", "sha256": "6f75bf293db2584fe342c5bf55226ad7450ca1209225edf19a99c06b1b6cde54", "reviewPath": "chips/reviews/intel.json", "reviewSha256": "44a03613ecbc882b73ba01b862c957808f0c4cb2d8a91f138423783960882525", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Revenue", "value": "16,128", "unit": "USD million", "period": "Q2 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Income statement" }, { "label": "Gross profit and margin", "value": "6,509; 40.4%", "unit": "USD million; percent", "period": "Q2 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q", "i-q2pr" ], "locator": "Income statement and release" }, { "label": "Operating income", "value": "1,796", "unit": "USD million; GAAP", "period": "Q2 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Income statement" }, { "label": "Net loss attributable to Intel", "value": "11,033 loss", "unit": "USD million; GAAP", "period": "Q2 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Income statement; includes government-share remeasurement" }, { "label": "EPS, GAAP and adjusted", "value": "-2.16 GAAP; +0.42 non-GAAP", "unit": "USD per diluted share", "period": "Q2 2026", "asOf": "2026-06-27", "evidence": "company_stated", "sourceIds": [ "i-q2pr" ], "locator": "Reported measures and reconciliation" }, { "label": "Government escrow-share fair-value loss", "value": "12,529", "unit": "USD million; non-cash accounting effect", "period": "Q2 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Note 5; Note 4 and MD&A explanation" }, { "label": "Data Center and AI revenue", "value": "6,262", "unit": "USD million; not AI-only revenue", "period": "Q2 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Note 2" }, { "label": "External foundry, assembly and test revenue", "value": "293", "unit": "USD million", "period": "Q2 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Note 2; total foundry segment revenue 5,765" }, { "label": "Intel Foundry operating loss", "value": "2,089 loss", "unit": "USD million", "period": "Q2 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Note 2" }, { "label": "Cash and short-term investments", "value": "29,727 = 12,874 cash + 16,853 short-term investments", "unit": "USD million; restricted cash excluded", "period": "June 27, 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Balance sheet" }, { "label": "Short-term and long-term debt", "value": "50,537 = 1,988 + 48,549", "unit": "USD million; reported debt lines", "period": "June 27, 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Balance sheet; not a sum of all liabilities" }, { "label": "Operating cash flow", "value": "8,102", "unit": "USD million", "period": "First six months of 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Cash-flow statement" }, { "label": "Additions to property, plant and equipment", "value": "6,192", "unit": "USD million; gross cash additions", "period": "First six months of 2026", "asOf": "2026-06-27", "evidence": "filing", "sourceIds": [ "i-10q" ], "locator": "Cash-flow statement" }, { "label": "Workforce", "value": "85,100", "unit": "people", "period": "FY2025 year-end", "asOf": "2025-12-27", "evidence": "filing", "sourceIds": [ "i-10k" ], "locator": "Human capital; not an October 2026 headcount" }, { "label": "August equity offering", "value": "210,526,315 shares at $95; approximately $19.67bn expected net proceeds before any option exercise", "unit": "Priced offering; subsequent close not established", "period": "August 2026 prospectus", "asOf": "2026-08-10", "evidence": "filing", "sourceIds": [ "i-final-offering" ], "locator": "Offering terms and expected delivery date" }, { "label": "Intel Products trailing revenue", "value": "53500", "unit": "USD million; derived, not AI-only sales", "period": "Twelve months ended June 27, 2026", "asOf": "2026-06-27", "evidence": "inference", "sourceIds": [ "i-10k", "i-10q" ], "locator": "49147 + 27918 - 23565; annual plus current H1 minus prior H1" }, { "label": "Data Center and AI trailing revenue", "value": "20168", "unit": "USD million; derived, not AI-only sales", "period": "Twelve months ended June 27, 2026", "asOf": "2026-06-27", "evidence": "inference", "sourceIds": [ "i-10k", "i-10q" ], "locator": "16919 + 11314 - 8065; annual plus current H1 minus prior H1" }, { "label": "External foundry and assembly/test trailing revenue", "value": "721", "unit": "USD million; derived, not AI-only sales", "period": "Twelve months ended June 27, 2026", "asOf": "2026-06-27", "evidence": "inference", "sourceIds": [ "i-10k", "i-10q" ], "locator": "307 + 467 - 53; annual plus current H1 minus prior H1" } ], "calculations": [ { "formula": "49147+27918-23565", "result": 53500, "unit": "USD million", "meaning": "TTM Intel Products revenue" }, { "formula": "16919+11314-8065", "result": 20168, "unit": "USD million", "meaning": "TTM DCAI revenue" }, { "formula": "307+467-53", "result": 721, "unit": "USD million", "meaning": "TTM external foundry and assembly/test revenue" }, { "formula": "12874+16853", "result": 29727, "unit": "USD million", "meaning": "Cash plus short-term investments, restricted cash excluded" }, { "formula": "1988+48549", "result": 50537, "unit": "USD million", "meaning": "Reported debt lines" }, { "formula": "8877+6262+5765+701-5477", "result": 16128, "unit": "USD million", "meaning": "Q2 revenue consolidation bridge" }, { "formula": "8877/16128*100", "result": 55.04092261904761, "unit": "percent", "meaning": "CCPG share of consolidated revenue" }, { "formula": "6262/16128*100", "result": 38.82688492063492, "unit": "percent", "meaning": "DCAI share of consolidated revenue" } ] }, "broadcom": { "path": "chips/packets/broadcom.json", "sha256": "4a126fb8a88e1fefa2ce715c432518ead850c632ade992765d38228d65d23c51", "reviewPath": "chips/reviews/broadcom.json", "reviewSha256": "f7a14780e4b0af6cf2494797cd1ae3bac853e5cfdc469abda04c91628dedcb4e", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Revenue, Q3 FY 2026", "value": "29591", "unit": "USD million", "period": "Quarter ended 2026-08-02", "asOf": "2026-08-02", "evidence": "filing", "sourceIds": [ "avgo-q326-full" ], "locator": "Income statement" }, { "label": "Semiconductor revenue, Q3", "value": "20839", "unit": "USD million", "period": "Quarter ended 2026-08-02", "asOf": "2026-08-02", "evidence": "filing", "sourceIds": [ "avgo-q326-full" ], "locator": "Note 9" }, { "label": "AI semiconductor revenue, Q3", "value": "16700", "unit": "USD million; rounded company measure", "period": "Quarter ended 2026-08-02", "asOf": "2026-08-02", "evidence": "company_stated", "sourceIds": [ "avgo-q326-release-current" ], "locator": "CEO statement" }, { "label": "GAAP operating income, Q3", "value": "15955", "unit": "USD million", "period": "Quarter ended 2026-08-02", "asOf": "2026-08-02", "evidence": "filing", "sourceIds": [ "avgo-q326-full" ], "locator": "Income statement" }, { "label": "GAAP net income, Q3", "value": "13088", "unit": "USD million", "period": "Quarter ended 2026-08-02", "asOf": "2026-08-02", "evidence": "filing", "sourceIds": [ "avgo-q326-full" ], "locator": "Income statement" }, { "label": "Cash and cash equivalents", "value": "23975", "unit": "USD million", "period": "At 2026-08-02", "asOf": "2026-08-02", "evidence": "filing", "sourceIds": [ "avgo-q326-full" ], "locator": "Balance sheet" }, { "label": "Debt carrying amount", "value": "59419", "unit": "USD million; principal 61079 less discount/fees 1660", "period": "At 2026-08-02", "asOf": "2026-08-02", "evidence": "filing", "sourceIds": [ "avgo-q326-full" ], "locator": "Note 6" }, { "label": "Operating cash flow, nine months", "value": "32950", "unit": "USD million", "period": "Nine months ended 2026-08-02", "asOf": "2026-08-02", "evidence": "filing", "sourceIds": [ "avgo-q326-full" ], "locator": "Cash-flow statement" }, { "label": "Capital expenditures, nine months", "value": "1013", "unit": "USD million", "period": "Nine months ended 2026-08-02", "asOf": "2026-08-02", "evidence": "company_stated", "sourceIds": [ "avgo-q326-release-current" ], "locator": "Cash-flow table" }, { "label": "Revenue, trailing 12 months", "value": "89104", "unit": "USD million;63887+71089−45872", "period": "TTM ended 2026-08-02", "asOf": "2026-08-02", "evidence": "inference", "sourceIds": [ "avgo-q326-full", "avgo-10k-fy25" ], "locator": "Annual and Q3 revenue tables" }, { "label": "Semiconductor revenue, trailing 12 months", "value": "59435", "unit": "USD million;36858+48363−25786", "period": "TTM ended 2026-08-02", "asOf": "2026-08-02", "evidence": "inference", "sourceIds": [ "avgo-q326-full", "avgo-10k-fy25" ], "locator": "Annual and Q3 segment tables" }, { "label": "Maximum backstop upon full AI rack deployment", "value": "29000", "unit": "USD million; contingent maximum, not current cash outflow", "period": "At 2026-08-02", "asOf": "2026-08-02", "evidence": "filing", "sourceIds": [ "avgo-q326-full" ], "locator": "Note 10" }, { "label": "Conditional convertible-note facility", "value": "42000", "unit": "USD million cap; no notes issued at period end", "period": "At 2026-08-02", "asOf": "2026-08-02", "evidence": "filing", "sourceIds": [ "avgo-q326-full" ], "locator": "Note 10" } ], "calculations": [ { "label": "TTM semiconductor revenue", "formula": "36858+48363-25786", "result": 59435, "unit": "USD million", "sourceIds": [ "avgo-10k-fy25", "avgo-q326-full" ] }, { "label": "TTM total revenue", "formula": "63887+71089-45872", "result": 89104, "unit": "USD million", "sourceIds": [ "avgo-10k-fy25", "avgo-q326-full" ] }, { "label": "TTM software revenue", "formula": "27029+22726-20086", "result": 29669, "unit": "USD million", "sourceIds": [ "avgo-10k-fy25", "avgo-q326-full" ] }, { "label": "Debt carrying amount", "formula": "61079-1660=2252+57167", "result": 59419, "unit": "USD million", "sourceIds": [ "avgo-q326-full" ] } ] }, "marvell": { "path": "chips/packets/marvell.json", "sha256": "2a4275353205183a7a4da5efade6953ba89afa137b6bbcf58e1119c3e533e37e", "reviewPath": "chips/reviews/marvell.json", "reviewSha256": "38cde2b941aa996041c0b73655f23e17230055966eb5d9656cf6cbdd0938a844", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "FY2026 revenue; Data Center revenue", "value": "8,194.6; 6,100.3", "unit": "USD million", "period": "Year ended January 31, 2026", "asOf": "2026-01-31", "evidence": "filing", "sourceIds": [ "mv-10k" ], "locator": "Annual end-market table" }, { "label": "Q2 FY2027 revenue; operating income; net income", "value": "2,739.3; 459.7; 308.0", "unit": "USD million", "period": "Quarter ended August 1, 2026", "asOf": "2026-08-01", "evidence": "filing", "sourceIds": [ "mv-full-q227" ], "locator": "GAAP statements" }, { "label": "Q2 Data Center revenue", "value": "2,171.5", "unit": "USD million", "period": "Quarter ended August 1, 2026", "asOf": "2026-08-01", "evidence": "filing", "sourceIds": [ "mv-full-q227" ], "locator": "Note 3" }, { "label": "Trailing Data Center revenue", "value": "7,173.4", "unit": "USD million", "period": "Twelve months ended August 1, 2026", "asOf": "2026-08-01", "evidence": "inference", "sourceIds": [ "mv-10k", "mv-full-q227" ], "locator": "6100.3 + 4004.2 − 2931.1; includes AI and non-AI" }, { "label": "Trailing consolidated revenue", "value": "9,450.3", "unit": "USD million", "period": "Twelve months ended August 1, 2026", "asOf": "2026-08-01", "evidence": "inference", "sourceIds": [ "mv-10k", "mv-full-q227" ], "locator": "8194.6 + 5157.1 − 3901.4" }, { "label": "Cash; long-term debt", "value": "3,932.8; 4,962.9", "unit": "USD million", "period": "August 1, 2026", "asOf": "2026-08-01", "evidence": "filing", "sourceIds": [ "mv-full-q227" ], "locator": "Balance sheet" }, { "label": "Six-month operating cash flow; PPE capex", "value": "1,244.3; 282.4", "unit": "USD million", "period": "Six months ended August 1, 2026", "asOf": "2026-08-01", "evidence": "filing", "sourceIds": [ "mv-full-q227" ], "locator": "Cash-flow statement" } ], "calculations": [ { "metric": "TTM Data Center revenue USD million", "formula": "6100.3 + 4004.2 - 2931.1", "value": 7173.4 }, { "metric": "TTM total revenue USD million", "formula": "8194.6 + 5157.1 - 3901.4", "value": 9450.3 } ] }, "arm": { "path": "chips/packets/arm.json", "sha256": "c5b420a8ec94a79d5799b021ee8f7bd730aec73b78c05f6e69b277c6397c69d9", "reviewPath": "chips/reviews/arm.json", "reviewSha256": "6c06febea6e6360927eee1cac36d3d94d77ce80cdc55b4b4c92954b34abee9be", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Revenue, FY2026", "value": "$4,920M (up 23%): royalty $2,613M, license and other $2,307M", "unit": "USD", "period": "Fiscal year ended 2026-03-31", "asOf": "2026-03-31", "evidence": "filing", "sourceIds": [ "arm-20f-fy26" ], "locator": "Form 20-F FY2026, Item 5.A Results of Operations" }, { "label": "Revenue, Q1 FY2027", "value": "$1,289M (up 22%): royalty $715M, licensing $574M", "unit": "USD", "period": "Quarter ended 2026-06-30", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "letter27read", "q127news" ], "locator": "Form 6-K filed 2026-07-29 — interim financial statements and shareholder letter" }, { "label": "Data-center royalty growth", "value": "More than doubled year on year", "unit": null, "period": "Quarter ended 2026-06-30", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "letter27read", "q127news" ], "locator": "Q1 FY2027 shareholder letter" }, { "label": "Related-party revenue share", "value": "30% of revenue ($1,499M), up from 21%", "unit": "% of revenue", "period": "FY2026", "asOf": "2026-03-31", "evidence": "filing", "sourceIds": [ "arm-20f-fy26" ], "locator": "Form 20-F FY2026, Item 5.A Results of Operations" }, { "label": "Employees", "value": "9,584 (about 84% in engineering)", "unit": "people", "period": "Fiscal year-end", "asOf": "2026-03-31", "evidence": "filing", "sourceIds": [ "arm-20f-fy26" ], "locator": "Form 20-F FY2026, Item 6.D Employees" }, { "label": "Trailing total revenue", "value": "5,156", "unit": "USD million", "period": "Twelve months ended June 30, 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "arm-20f-fy26", "letter27read" ], "locator": "4920+1289−1053; total company activity, not AI-only" }, { "label": "Trailing royalty and licensing revenue", "value": "2,743 royalty; 2,413 license and other", "unit": "USD million", "period": "Twelve months ended June 30, 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "arm-20f-fy26", "letter27read" ], "locator": "2613+715−585; 2307+574−468" }, { "label": "Q1 FY2027 GAAP profitability", "value": "91 operating income; 270 net income", "unit": "USD million", "period": "Quarter ended June 30, 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "letter27read" ], "locator": "Letter pp. 1–5; GAAP rather than adjusted" }, { "label": "Neoverse cumulative core shipments", "value": "More than 1.5 billion; latest 500 million in 9 months", "unit": "cores", "period": "Company announcement July 29, 2026", "asOf": "2026-07-29", "evidence": "company_stated", "sourceIds": [ "q127news" ], "locator": "Ecosystem adoption; cores are not chips or AI-only processors" } ], "calculations": [ { "formula": "4920+1289-1053", "result": 5156, "unit": "USD million" }, { "formula": "2613+715-585", "result": 2743, "unit": "USD million" }, { "formula": "2307+574-468", "result": 2413, "unit": "USD million" } ] }, "qualcomm": { "path": "chips/packets/qualcomm.json", "sha256": "720abbfbf16bbede1e421b9fe8d97d1cd6f667c5516b8d71a8da8b966244355e", "reviewPath": "chips/reviews/qualcomm.json", "reviewSha256": "3edfc31b030f2eb6142aeb90ddcc838c9f99f2d7eb9fd7251bb12097ae812dc9", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Q3 FY2026 revenue; GAAP net income", "value": "9,947; 2,002", "unit": "USD million", "period": "Quarter ended June 28, 2026", "asOf": "2026-06-28", "evidence": "filing", "sourceIds": [ "q-10q" ], "locator": "Statements" }, { "label": "Q3 QCT revenue; segment EBT", "value": "8,504; 2,192", "unit": "USD million", "period": "Quarter ended June 28, 2026", "asOf": "2026-06-28", "evidence": "filing", "sourceIds": [ "q-10q" ], "locator": "Segment table" }, { "label": "Q3 QTL revenue; segment EBT", "value": "1,278; 881", "unit": "USD million", "period": "Quarter ended June 28, 2026", "asOf": "2026-06-28", "evidence": "filing", "sourceIds": [ "q-10q" ], "locator": "Segment table" }, { "label": "Trailing QCT revenue", "value": "38,014", "unit": "USD million", "period": "Twelve months ended June 28, 2026", "asOf": "2026-06-28", "evidence": "inference", "sourceIds": [ "q-10k", "q-10q" ], "locator": "38367 + 28193 − 28546; excludes QTL, includes non-AI chips" }, { "label": "Trailing consolidated revenue", "value": "44,069", "unit": "USD million", "period": "Twelve months ended June 28, 2026", "asOf": "2026-06-28", "evidence": "inference", "sourceIds": [ "q-10k", "q-10q" ], "locator": "44284 + 32798 − 33013" }, { "label": "Cash and marketable securities; debt", "value": "8,304; 15,270", "unit": "USD million", "period": "June 28, 2026", "asOf": "2026-06-28", "evidence": "filing", "sourceIds": [ "q-10q" ], "locator": "Liquidity table" }, { "label": "Nine-month operating cash flow; capex", "value": "8,405; 1,578", "unit": "USD million", "period": "Nine months ended June 28, 2026", "asOf": "2026-06-28", "evidence": "filing", "sourceIds": [ "q-10q" ], "locator": "Cash-flow statement" } ], "calculations": [ { "metric": "TTM QCT revenue USD million", "formula": "38367 + 28193 - 28546", "value": 38014 }, { "metric": "TTM consolidated revenue USD million", "formula": "44284 + 32798 - 33013", "value": 44069 } ] }, "mediatek": { "path": "chips/packets/mediatek.json", "sha256": "9309b522b98e7f1632f909af6a2a6432db2c73a6ce5c2f464b2c2a2a95060b6b", "reviewPath": "chips/reviews/mediatek.json", "reviewSha256": "de71e2de2cf4f66a358a0f6e426482b2111ebfb3404c316115f3cbfec6015017", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "FY2025 consolidated revenue", "value": "595,966", "unit": "TWD million", "period": "Year ended December 31, 2025", "asOf": "2025-12-31", "evidence": "company_stated", "sourceIds": [ "m-fy25-results" ], "locator": "Results p. 6; rounded to million" }, { "label": "H1 2026 consolidated revenue", "value": "301,333.121", "unit": "TWD million", "period": "Six months ended June 30, 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "m-h126-full" ], "locator": "Income statement" }, { "label": "Q2 revenue; operating income; parent-attributable net income", "value": "152,182.611; 22,867.781; 24,335", "unit": "TWD million", "period": "Quarter ended June 30, 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "m-h126-full", "m-q2pres" ], "locator": "TIFRS statements; parent profit rounded in presentation" }, { "label": "Trailing consolidated chip revenue", "value": "approximately 593,618", "unit": "TWD million", "period": "Twelve months ended June 30, 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "m-fy25-results", "m-h126-full" ], "locator": "595966 + 301333.121 − 303680.808; annual input rounded; not AI revenue" }, { "label": "September and year-to-date sales", "value": "55,399; 469,391", "unit": "TWD million", "period": "September 2026 and January–September 2026", "asOf": "2026-09-30", "evidence": "company_stated", "sourceIds": [ "m-ir-fin" ], "locator": "Unaudited monthly table; rounded figures" }, { "label": "H1 operating cash flow; property/equipment capex", "value": "6,593.980; 10,815.091", "unit": "TWD million", "period": "Six months ended June 30, 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "m-h126-full" ], "locator": "Cash-flow statement; intangible expenditure excluded from PPE capex" }, { "label": "Cash and cash equivalents", "value": "189,000.660", "unit": "TWD million", "period": "June 30, 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "m-h126-full" ], "locator": "Balance sheet; excludes other financial assets" } ], "calculations": [ { "metric": "TTM consolidated revenue TWD million", "formula": "595966 + 301333.121 - 303680.808", "unroundedResult": 593618.313, "display": "approximately 593618", "limitation": "Annual input rounded; no AI attribution." } ] }, "huawei": { "path": "infrastructure/packets/huawei.json", "sha256": "4f4cd362d0ab3cf1854370cfc8529aedc7f0e95bb30119e67fbf7b717d3099bb", "reviewPath": "infrastructure/reviews/huawei.json", "reviewSha256": "acd6a7f1c8d893548a5f25265ae4c8ce689bcfdf8f9fe552c0650b2110d6d174", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Group revenue", "value": "880,941", "unit": "CNY millions", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "hw-annual-pdf" ], "locator": "Consolidated statement and business segments" }, { "label": "ICT Infrastructure revenue; not Ascend-only", "value": "375,014", "unit": "CNY millions", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "hw-annual-pdf" ], "locator": "Business segments" }, { "label": "Net profit", "value": "68,036", "unit": "CNY millions", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "hw-annual-pdf" ], "locator": "Five-year financial highlights" }, { "label": "Research and development expenditure", "value": "192,310", "unit": "CNY millions", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "hw-annual-pdf" ], "locator": "Financial highlights and research expense" }, { "label": "Ascend ecosystem developers; company-reported registrations", "value": "4 million", "unit": "developers", "period": "Year-end 2025", "asOf": "2025-12-31", "evidence": "company_stated", "sourceIds": [ "hw-annual-pdf" ], "locator": "Computing review and business highlights" }, { "label": "Deployed SuperPoD configuration", "value": "384", "unit": "NPUs per described configuration", "period": "FY2025 disclosure", "asOf": "2025-12-31", "evidence": "company_stated", "sourceIds": [ "hw-annual-pdf" ], "locator": "Business highlights and computing review; not total installed units" } ], "calculations": [ { "calculation": "Revenue segment reconciliation", "formula": "375014+344473+32161+77312+45018+6963", "result": 880941, "unit": "CNY millions" }, { "calculation": "R&D share of group revenue", "formula": "192310/880941*100", "result": 21.830065804633907, "unit": "percent" } ] }, "alphabet": { "path": "models/packets/alphabet.json", "sha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "reviewPath": "models/reviews/alphabet.json", "reviewSha256": "8f5cfeb85b33dcb6d5e3c22f1099b5125237cb64799175199b2b6c72097ec901", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Google Cloud revenue and operating income", "value": "$24.8 billion revenue (+82% YoY); $8.8 billion operating income", "unit": "USD", "period": "Q2 2026 (quarter)", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "a-q2-issuer" ], "locator": "Q2 2026 earnings release — segment results" }, { "label": "Capital expenditures (purchases of property and equipment)", "value": "$44.9 billion in Q2 2026; $91.4 billion in FY2025", "unit": "USD", "period": "Q2 2026 (quarter); FY2025 (annual)", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "a-q2-issuer", "a-10k" ], "locator": "Cash-flow statements" }, { "label": "Gemini app monthly active users", "value": "950 million", "unit": "users", "period": "Q2 2026", "asOf": "2026-07-22", "evidence": "company_stated", "sourceIds": [ "a-q2-issuer", "a-q2remarks" ], "locator": "CEO remarks, Q2 2026" }, { "label": "Gemini direct-API token throughput", "value": "About 22 billion tokens per minute (up from 16 billion the prior quarter)", "unit": "tokens per minute", "period": "Q2 2026", "asOf": "2026-07-22", "evidence": "company_stated", "sourceIds": [ "a-q2remarks", "a-q1pr" ], "locator": "CEO remarks, Q2 2026" }, { "label": "Employees", "value": "198,933", "unit": "employees", "period": "Point in time", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "a-q2-issuer" ], "locator": "Q2 2026 earnings release" }, { "label": "Cloud backlog", "value": "approximately 514 billion", "unit": "USD; unrecognized contractual commitments", "period": "June 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "a-q2remarks" ], "locator": "CEO remarks; rounded Cloud-only figure, not recognized revenue" }, { "label": "Gemma downloads", "value": "more than 900 million", "unit": "cumulative model downloads; not unique users", "period": "July 2026", "asOf": "2026-07-22", "evidence": "company_stated", "sourceIds": [ "a-q2remarks" ], "locator": null }, { "label": "Cloud customers above annual token threshold", "value": "nearly 500", "unit": "customers processing over 1 trillion tokens each over preceding year", "period": "Trailing year reported July 2026", "asOf": "2026-07-22", "evidence": "company_stated", "sourceIds": [ "a-q2remarks" ], "locator": null }, { "label": "Antigravity weekly active users", "value": "more than 2.4 million", "unit": "users; free/paid mix undisclosed", "period": "July 2026", "asOf": "2026-07-22", "evidence": "company_stated", "sourceIds": [ "a-q2remarks" ], "locator": null } ], "calculations": [] }, "amazon": { "path": "infrastructure/packets/amazon.json", "sha256": "98643d76fac762db18f5a357f0356237b7907d81b6c64240fddf47c293d7b6b0", "reviewPath": "infrastructure/reviews/amazon.json", "reviewSha256": "6534251404a06dc84428f2636db53bb7e8a4527b2242ff6bc6ad2fab16141551", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "AWS net sales", "value": "42,232", "unit": "USD millions", "period": "Q2 2026 (quarter ended 2026-06-30)", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "amz-q2-filing" ], "locator": "Segment reporting table" }, { "label": "AWS operating income", "value": "16,621", "unit": "USD millions", "period": "Q2 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "amz-q2-filing" ], "locator": "Segment reporting table" }, { "label": "AWS contracted backlog (commitments not yet recognized, contracts over one year)", "value": "About $496 billion; weighted-average remaining life 6.4 years (up from $244 billion at 2025-12-31)", "unit": "USD", "period": "Point in time", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "amz-q2-filing", "sec-10k-fy2025" ], "locator": "Form 10-Q Q2 2026, revenue note (unearned revenue / commitments)" }, { "label": "Capital expenditure (purchases of property and equipment, net of proceeds and incentives)", "value": "$169.0 billion, trailing twelve months; free cash flow over the same period was -$7.6 billion", "unit": "USD", "period": "Trailing twelve months to 2026-06-30", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "amz-q2-issuer" ], "locator": "Q2 2026 release, free cash flow reconciliation" }, { "label": "2026 capital expenditure outlook", "value": "About $220 billion, raised from about $200 billion because of higher memory prices", "unit": "USD", "period": "FY2026 (forward guidance)", "asOf": "2026-07-30", "evidence": "company_stated", "sourceIds": [ "investing-q2-call", "cnbc-capex" ], "locator": "Q2 2026 earnings call, CFO remarks" }, { "label": "AWS AI business and chips business run rates", "value": "Each above 25,000; overlapping measures, not additive", "unit": "USD millions annualized; issuer-defined", "period": "Q2 2026", "asOf": "2026-07-30", "evidence": "company_stated", "sourceIds": [ "amz-q2-issuer" ], "locator": "Q2 highlights; distinct from recognized annual revenue" }, { "label": "Carrying value of Anthropic holdings", "value": "About $190.4 billion: $97.9 billion of convertible notes at fair value plus $92.5 billion of nonvoting preferred stock (versus about $18 billion invested)", "unit": "USD", "period": "Point in time", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "amz-q2-filing" ], "locator": "Form 10-Q Q2 2026, investments note" }, { "label": "Employees (full- and part-time)", "value": "About 1,576,000", "unit": "people", "period": "Point in time", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "sec-10k-fy2025" ], "locator": "Form 10-K FY2025, Item 1 — Human Capital" }, { "label": "AWS revenue", "value": "128,725", "unit": "USD millions", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "sec-10k-fy2025" ], "locator": "Segment reporting" }, { "label": "AWS revenue", "value": "79,819", "unit": "USD millions", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "amz-q2-filing" ], "locator": "Segment reporting" }, { "label": "Trailing AWS revenue", "value": "148,404", "unit": "USD millions", "period": "July 2025–June 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "sec-10k-fy2025", "amz-q2-filing" ], "locator": "128,725 + 79,819 − 60,140" }, { "label": "AWS property and equipment additions", "value": "90,120", "unit": "USD millions; includes finance leases", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "amz-q2-filing" ], "locator": "Segment property and equipment additions" } ], "calculations": [ { "name": "Trailing AWS revenue", "formula": "128725+79819-60140", "result": 148404, "unit": "USDm", "sourceIds": [ "sec-10k-fy2025", "amz-q2-filing" ] }, { "name": "OpenAI investment completed", "formula": "28.7+21.3", "result": 50, "unit": "USDbn", "sourceIds": [ "amz-q2-filing" ] }, { "name": "Anthropic carrying value", "formula": "92.5+97.9", "result": 190.4, "unit": "USDbn", "sourceIds": [ "amz-q2-filing" ], "classification": "balance-sheet valuation, not cash invested or AWS revenue" } ] }, "credo": { "path": "chips/packets/credo.json", "sha256": "fe61be297cabb3ba2d0db9d98093eb9682ad76102e28728b7a5f2e15c2f20294", "reviewPath": "chips/reviews/credo.json", "reviewSha256": "1a9c345f24e3c8a07dbf3909406c00607dc101ce7d3c7545a362195934388e9f", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "FY2026 revenue", "value": "1,335.116", "unit": "USD million", "period": "FY ended May 2, 2026", "asOf": "2026-05-02", "evidence": "filing", "sourceIds": [ "c-10k" ], "locator": "Annual statement of operations" }, { "label": "Q1 FY2027 revenue; operating income; net income", "value": "479.003; 120.700; 129.425", "unit": "USD million", "period": "Quarter ended August 1, 2026", "asOf": "2026-08-01", "evidence": "filing", "sourceIds": [ "c-10q" ], "locator": "Quarterly p. 6, GAAP" }, { "label": "Trailing consolidated connectivity revenue", "value": "1,591.045", "unit": "USD million", "period": "Twelve months ended August 1, 2026", "asOf": "2026-08-01", "evidence": "inference", "sourceIds": [ "c-10k", "c-10q" ], "locator": "1335.116 + 479.003 − 223.074; consolidated portfolio, not AEC-only" }, { "label": "Cash and short-term investments", "value": "764.258", "unit": "USD million", "period": "August 1, 2026", "asOf": "2026-08-01", "evidence": "inference", "sourceIds": [ "c-10q" ], "locator": "466.869 cash + 297.389 short-term investments" }, { "label": "Q1 operating cash flow; capital expenditure", "value": "90.231; 7.282", "unit": "USD million", "period": "Quarter ended August 1, 2026", "asOf": "2026-08-01", "evidence": "filing", "sourceIds": [ "c-10q" ], "locator": "Cash-flow statement p. 9" }, { "label": "FY2026 contracting-customer concentration", "value": "49% Customer A; 32% Customer B", "unit": "percent", "period": "FY ended May 2, 2026", "asOf": "2026-05-02", "evidence": "filing", "sourceIds": [ "c-10k" ], "locator": "Note 3; separate from end-user table" } ], "calculations": [ { "metric": "TTM revenue USD million", "formula": "1335.116 + 479.003 - 223.074", "value": 1591.045 }, { "metric": "Cash plus short-term investments USD million", "formula": "466.869 + 297.389", "value": 764.258 } ] }, "guc": { "path": "chips/packets/guc.json", "sha256": "b467f4d4cf1462403ad079f91bed7f051708890dfdae9704ed56b89ccb1767b8", "reviewPath": "chips/reviews/guc.json", "reviewSha256": "6b7f846a7a91a53a93df85fa98c1622aa3c6fe3d3b28152d634b5eb5a5e070a2", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Annual revenue and operating profit", "value": "34,140.978 revenue; 4,349.616 operating profit", "unit": "TWD million", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "g-ar25" ], "locator": "Annual p.117" }, { "label": "H1 revenue and net income", "value": "25,344.369 revenue; 3,201.497 net income", "unit": "TWD million", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "g-h126" ], "locator": "Income statement and note18" }, { "label": "H1 wafer-product and NRE/IP revenue", "value": "21,391.160 wafer products; 3,953.209 NRE/IP", "unit": "TWD million", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "g-h126" ], "locator": "Note18" }, { "label": "Trailing consolidated revenue", "value": "46,357.126", "unit": "TWD million", "period": "TTM to June 30, 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "g-ar25", "g-h126" ], "locator": "34,140.978 + 25,344.369 − 13,128.221; custom-chip activity, not owned packaging sales" }, { "label": "Cash and current contract liabilities", "value": "10,034.146 cash; 13,214.722 contract liabilities", "unit": "TWD million", "period": "June 30, 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "g-h126" ], "locator": "Balance sheet and note18" }, { "label": "H1 operating cash flow and asset investment", "value": "5,223.546 operating cash flow; 1,149.890 PPE/intangible investment", "unit": "TWD million", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "g-h126" ], "locator": "Cash-flow statement; 848.752 + 301.138" }, { "label": "Monthly and year-to-date revenue", "value": "7,145.236 September; 44,098.869 year to date", "unit": "TWD million", "period": "September and January–September 2026", "asOf": "2026-09-30", "evidence": "filing", "sourceIds": [ "g-twse-monthly" ], "locator": "Company3443; data month11509; original units TWD thousand" }, { "label": "Employees", "value": "916", "unit": "people", "period": "March 23, 2026; excludes fixed-term contracts", "asOf": "2026-03-23", "evidence": "filing", "sourceIds": [ "g-ar25" ], "locator": "Annual p.98" } ], "calculations": [ { "formula": "34140978+25344369-13128221", "result": 46357126, "unit": "TWD thousand", "meaning": "TTM custom-chip company revenue" }, { "formula": "5223546-848752-301138", "result": 4073656, "unit": "TWD thousand", "meaning": "H1 operating cash flow less PPE/intangible acquisitions" }, { "formula": "46687859/134011911*100", "result": 34.8385890863089, "unit": "percent", "meaning": "TSMC stake based on March annual register" } ] }, "hygon": { "path": "chips/packets/hygon.json", "sha256": "c444f1750a3c2fca7353cd9ea673549a854ac8872a4a01721ef7aee7955c5808", "reviewPath": "chips/reviews/hygon.json", "reviewSha256": "66e54dbf3cdcf242426470edd7e1b5d91913e9c2d2f44ca5b385803945d1fd47", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Operating revenue (up 66.5% year on year; net profit attributable CNY 1,798.5M, up 49.7%)", "value": "9,099.0", "unit": "CNY millions", "period": "H1 2026 (six months ended 2026-06-30)", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "h-half-full" ], "locator": "2026 half-year report — Section 2, key accounting data" }, { "label": "Share of revenue from largest customer (related party)", "value": "56.68", "unit": "percent", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "h-fy2025" ], "locator": "2025 annual report — major customers" }, { "label": "R&D spending as share of revenue (3,007 R&D staff, 80.8% of employees)", "value": "29.15", "unit": "percent", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "h-half-full" ], "locator": "2026 half-year report — Section 3 R&D" }, { "label": "Inventory (20.9% of total assets)", "value": "7,518.2", "unit": "CNY millions", "period": "End of H1 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "h-half-full" ], "locator": "2026 half-year report — risk factors (inventory impairment)" }, { "label": "FY2025 consolidated revenue", "value": "14,376.889", "unit": "CNY million", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "h-fy2025" ], "locator": "Key financial data: CNY 14,376,889,476.95" }, { "label": "Trailing consolidated processor-company revenue", "value": "18,011.675", "unit": "CNY million", "period": "Twelve months ended June 30, 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "h-fy2025", "h-half-full" ], "locator": "14,376.88947695 + 9,099.02077481 − 5,464.23505715; no CPU/DCU split" }, { "label": "H1 operating cash flow", "value": "−427.541", "unit": "CNY million", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "h-half-full" ], "locator": "Half-year report p. 8; additional inventory and procurement payments" }, { "label": "Sales to disclosed related-party group Company A", "value": "63.08", "unit": "percent of revenue", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "h-half-full" ], "locator": "5,739,642,007.69 / 9,099,020,774.81 × 100; p. 149; excludes separately disclosed distributor look-through" } ], "calculations": [ { "metric": "TTM revenue CNY million", "formula": "14376.88947695 + 9099.02077481 - 5464.23505715", "value": 18011.67519461 }, { "metric": "H1 related-party revenue share percent", "formula": "5739642007.69 / 9099020774.81 * 100", "value": 63.07977693137921 } ] }, "cerebras": { "path": "models/packets/cerebras.json", "sha256": "47c9e12e03f5c9c0c8f9eff59afa081d80fa7668d504091ab7ce60368aa400f5", "reviewPath": "models/reviews/cerebras.json", "reviewSha256": "b80fb75c9658d8b8c9e500defcc0af1e403507522e6e20ffd8829753df5ff95c", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Revenue", "value": "509.991", "unit": "USD million; GAAP", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "cb-424b4" ], "locator": null }, { "label": "Operating loss", "value": "145.862", "unit": "USD million; loss magnitude", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "cb-424b4" ], "locator": null }, { "label": "Revenue", "value": "373.516", "unit": "USD million; GAAP", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "cb-q2-ir" ], "locator": null }, { "label": "Revenue, calculated TTM", "value": "680.673", "unit": "USD million; GAAP", "period": "Twelve months ended June 30, 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "cb-424b4", "cb-q2-ir" ], "locator": "509.991 + 373.516 − 202.834" }, { "label": "Hardware revenue, calculated TTM", "value": "383.183", "unit": "USD million; GAAP", "period": "Twelve months ended June 30, 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "cb-424b4", "cb-q2-ir" ], "locator": "358.440 + 164.712 − 139.969" }, { "label": "Cloud and other services revenue", "value": "125.991", "unit": "USD million; GAAP", "period": "Q2 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "cb-q2-ir" ], "locator": null }, { "label": "Cloud and other services revenue", "value": "208.804", "unit": "USD million; GAAP", "period": "H1 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "cb-q2-ir" ], "locator": null }, { "label": "Cloud and other services revenue, calculated TTM", "value": "297.490", "unit": "USD million; GAAP category broader than inference", "period": "Twelve months ended June 30, 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "cb-424b4", "cb-q2-ir" ], "locator": "151.551 + 208.804 − 62.865" } ], "calculations": [ { "label": "GAAP cloud TTM", "formula": "151.551 + 208.804 - 62.865", "inputs": { "FY2025": 151.551, "H12026": 208.804, "H12025": 62.865 }, "result": 297.49, "unit": "USD million", "sourceIds": [ "cb-424b4", "cb-q2-ir" ] }, { "label": "GAAP total TTM", "formula": "509.991 + 373.516 - 202.834", "result": 680.673, "unit": "USD million", "sourceIds": [ "cb-424b4", "cb-q2-ir" ] }, { "label": "GAAP hardware TTM", "formula": "358.440 + 164.712 - 139.969", "result": 383.183, "unit": "USD million", "sourceIds": [ "cb-424b4", "cb-q2-ir" ] } ] }, "groq": { "path": "models/packets/groq.json", "sha256": "238fbe2e6c883f3c04ca4fb127499ad95f5bf479db76fde3b92de494c7fbc0a2", "reviewPath": "models/reviews/groq.json", "reviewSha256": "1c172d6c76a26d549139ed720ae72e40993f0e7559147e040889debf026278b1", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Operating sites", "value": "13", "unit": "data centers; company count", "period": "August 2026", "asOf": "2026-08-17", "evidence": "company_stated", "sourceIds": [ "groq-seriesa" ], "locator": null }, { "label": "Current power footprint", "value": "54", "unit": "MW; disclosed scope not standardized", "period": "August 2026", "asOf": "2026-08-17", "evidence": "company_stated", "sourceIds": [ "groq-seriesa" ], "locator": null }, { "label": "Developer community", "value": "More than 6", "unit": "million developers; not active paying users", "period": "October 2026", "asOf": "2026-10-15", "evidence": "company_stated", "sourceIds": [ "groq-spark" ], "locator": null }, { "label": "Served tokens", "value": "Trillions", "unit": "tokens per week; no exact number", "period": "October 2026", "asOf": "2026-10-15", "evidence": "company_stated", "sourceIds": [ "groq-spark" ], "locator": null }, { "label": "Historical NVIDIA licence and employee-transfer consideration", "value": "13 billion paid; 4 billion payable", "unit": "USD; payable component includes imputed interest", "period": "December 2025 transaction; 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"Huawei", "publishedDate": null, "accessedDate": "2026-10-21", "type": "company" }, { "id": "hw-bio-he-gang", "url": "https://www.huawei.com/en/executives/board-of-directors/he-gang", "title": "Official biography — He Gang (Kevin He)", "publisher": "Huawei", "publishedDate": null, "accessedDate": "2026-10-21", "type": "company" }, { "id": "hw-ascend-sept", "url": "https://www.huawei.com/en/news/2026/9/hc-agentic-thinkpro-pto-cann", "title": "Huawei advances Ascend developer tools and computing ecosystem", "publisher": "Huawei", "publishedDate": "2026-09-19", "accessedDate": "2026-10-21", "type": "press_release" } ] } } }