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Data-center roles
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100 companies · 15 areas · One connected chain

Financial snapshot updated (UTC): 2026-09-18. Research candidates, not a ranking. Open a company for its reporting period, growth and original earnings source.

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Global relationships, explicit trading markets

The directory follows the global AI supply chain. US listings, overseas shares and private companies are distinguished; a US OTC ADR is not a Nasdaq or NYSE listing. US exchanges and verified OTC routes are shown first; broker and account eligibility determine actual access. Coverage does not imply a buy recommendation or complete financial data.

Company logo sources

US trading routes
Synopsys SNPSDesign software used before a chip reaches the factory.Quarterly profit — Research
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Quarterly profit · $545.8M

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Separate recurring software licenses and IP royalties; check whether design activity translates into recognized revenue.
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
More design activity does not necessarily mean the same rate of revenue or profit growth.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
Reported quarterly revenue
$2.48B
Revenue growth · YoY
+42.4%
Quarterly revenue · year-over-year comparison
Revenue and growth source ↗
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Cadence Design Systems CDNSChip-design, verification and packaging software supports AI silicon development.Quarterly profit — Research
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Quarterly profit · $367.08M

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Track recurring contracts, backlog conversion and demand for advanced packaging tools.
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
Design activity is indirect exposure; customer development delays can defer revenue.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
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Arm Holdings ARMCPU architecture, IP and compute platforms support cloud and AI data centers.Quarterly profit — Research
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Quarterly profit · $270M

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Separate licenses from royalties and monitor data-center adoption and monetization.
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
Broad end-market exposure and customer designs mean AI demand is not a direct royalty forecast.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
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Entegris ENTGMaterials purification and handling can matter to manufacturing yield.Quarterly profit — Research
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Quarterly profit · $93.6M

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Check which materials and purification products gain content per wafer, and whether volumes and margins confirm it.
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
A critical process input can still face customer pricing pressure and semiconductor cyclicality.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
Reported quarterly revenue
$883.2M
Revenue growth · YoY
+11.5%
Quarterly revenue · year-over-year comparison
$792.4M
$883.2M
Revenue and growth source ↗
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ASML ASMLLithography equipment sits upstream of chip output.Quarterly profit — Research
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Quarterly profit · €2.92B

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Do orders convert to delivered equipment despite restrictions?
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
Relevant products do not establish a shortage, AI-only revenue or attractive valuation.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
Reported quarterly revenue
€9.33B
Revenue growth · YoY
+21.2%
Quarterly revenue · year-over-year comparison
€7.69B
€9.33B
Revenue and growth source ↗
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Applied Materials AMATMaterials-engineering equipment enables semiconductor wafer fabrication.Quarterly profit — Research
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Quarterly profit · $2.54B

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Check leading-edge logic and memory spending, equipment shipments and service revenue.
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
AI is one demand driver; export restrictions and fab spending cycles affect results.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
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Lam Research LRCXWafer-fabrication equipment and services enable advanced logic and memory chips.Annual profit — Research
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Annual profit · $7.27B

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Follow memory investment, technology transitions and customer equipment acceptance.
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
Customer capex pauses and trade restrictions can outweigh AI-related demand.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
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KLA KLACInspection, metrology and process control support chip yield and advanced packaging.Annual profit — Research
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Annual profit · $4.83B

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Monitor process-control spending per wafer and advanced-packaging demand.
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
Higher chip complexity does not remove semiconductor investment cyclicality.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
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Teradyne TERAutomated test equipment validates semiconductors used in compute and memory.Quarterly profit — Research
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Quarterly profit · $374.53M

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Track semiconductor test demand separately from robotics and general electronics.
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
Test-equipment demand depends on device mix, customer investment and test intensity.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
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Onto Innovation ONTOSemiconductor process-control equipment supplier.No net income recordResearch
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From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Watch shipment growth, margins, capacity and customer concentration.
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
Partner inclusion does not establish AI revenue share, order size or profitability.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
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TSMC TSMFoundry and packaging capacity connect chip designs to output; US ADR reference.Quarterly profit — Research
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Quarterly profit · NT$706.56B

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Does qualified output grow with acceptable yields and returns?
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
Relevant products do not establish a shortage, AI-only revenue or attractive valuation.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
Reported quarterly revenue
$40.2B
Revenue growth · YoY
+33.7%
Revenue and growth source ↗
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Amkor Technology AMKRPackaging helps combine logic and memory into working systems.Quarterly profit — Research
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Quarterly profit · $173.75M

Net income source ↗
Period and source details

From business evidence to an investment decision

Earnings durability

Business drivers, catalysts and valuation approach
1 · Business drivers
Track advanced-packaging qualifications, utilization and capex returns separately from legacy packaging.
2 · Follow-up indicators
Next earnings disclosure: compare growth, margins, cash conversion and guidance.
3 · Assumptions and counterevidence
Expanding capacity before customer ramps can pressure utilization and cash flow.
4 · Valuation approach
Verify annual diluted earnings, cash conversion, debt and share count; compare growth assumptions with the price investors already pay.
Research method and evidence checklist →
Reported quarterly revenue
$1.9B
Revenue growth · YoY
+26%
Revenue and growth source ↗
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Meta → Nebius · March 16, 2026: a contract is not recognized revenue

Contract revenue depends on the provider’s ability to deliver. Nebius announced dedicated capacity for Meta with delivery starting in early 2027. The announcement is not recognized revenue or proof of operating capacity.

Next questions: financing → energization → customer acceptance → revenue → cash after costs. This case illustrates the March 16, 2026 agreement, rather than subsequent delivery status.

Nebius announcement · March 16, 2026 ↗