Edge AI & Embedded Processors
Microcontrollers, embedded and edge-AI processors that run inference inside devices.
Leadership as of 2026-10-27: Lagging. Relative to SPY: 5 sessions +2.1pp, 21 sessions −7.6pp, 63 sessions −12.7pp. Participation 20%; 5 of 7 members eligible.
- 21-session excess -7.6pp
- 63-session excess -16.9pp (robust)
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%
- AI Compute Semiconductors: Lagging — 21-session vs SPY −10.1pp, participation 0%
- 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%