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Index
Custom AI Silicon ASIC Index
official“An index of public companies winning the custom-silicon wave — ASIC partners and IP suppliers powering hyperscaler in-house AI chips.”
built · 2026-04-30 21:38·rebalance · quarterly·next run · 2026-07-30
creator narrative
0/1000
backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 8
click a row to drill in ↗NameAllocationRationale
AVGOBroadcomTechnology12.50%Google TPU and Meta MTIA custom ASIC partner.MRVLMarvell TechnologyTechnology12.50%Amazon Trainium custom-silicon partner.ALABAstera LabsTechnology12.50%Cloud connectivity ICs for AI server interconnects.ARMArm HoldingsTechnology12.50%CPU IP licensed across data-center ARM and edge AI.SNPSSynopsysTechnology12.50%Largest EDA vendor enabling all custom chip design.CDNSCadence Design SystemsTechnology12.50%EDA + IP for custom AI silicon.ADIAnalog DevicesTechnology12.50%Power management and signal-chain ICs around AI ASICs.TSMTaiwan SemiconductorTechnology12.50%Manufactures every leading-edge custom AI ASIC.
weighting · equal
rebalance · quarterly