AI Compute Semiconductors
Designers of GPUs, AI accelerators, CPUs and custom silicon that perform AI training and inference.
Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions +2.2pp, 21 sessions −10.1pp, 63 sessions +11.3pp. Participation 0%; 6 of 6 members eligible.
- held as Lagging since 2026-10-15: today's reading is Weakening, which must repeat on 2 consecutive sessions to change the state
- 63-session excess +4.8pp (robust) still positive
- 21-session excess -10.1pp
Economic family: Semiconductors
Member companies
Related themes
- EDA & Semiconductor IP: Lagging — 21-session vs SPY −2.8pp, participation 40%
- Analog Semiconductors: Lagging — 21-session vs SPY −5.6pp, participation 40%
- Edge AI & Embedded Processors: Lagging — 21-session vs SPY −7.6pp, participation 20%
- Power Semiconductors: Lagging — 21-session vs SPY −11.4pp, participation 14%
- Connectivity Semiconductors: Lagging — 21-session vs SPY −15.4pp, participation 0%
- Wafer Fab Equipment: Lagging — 21-session vs SPY −19.7pp, participation 0%
- Memory Semiconductors: Lagging — 21-session vs SPY −20.3pp, participation 0%
- Semiconductor Materials & Substrates: Tracked (too few stocks for a leadership state) — 21-session vs SPY −9.3pp, participation 0%