AI relationship map
23 stakes between AI and semiconductor companies, 98 customers named by the companies they buy from, 239 acquisitions and divestitures, 16 warrant or rights holdings, and 183 people sitting on the boards or management of several of them — every link from an SEC filing (13F, Schedule 13D/G, Forms 3, 4 and 5, 10-K and 10-Q, 8-K and 6-K).
Companies holding stakes in other companies
- NVIDIA holds 8.8% of Nebius (13G, Jul 13, 2026)
- NVIDIA holds 8.6% of CoreWeave (13F, Jun 30, 2026)
- Alphabet holds 8.2% of TeraWulf (13G, Sep 11, 2026)
- Intel holds 6.1% of Mobileye (13F, Jun 30, 2026)
- NVIDIA holds 4.3% of Intel (13F, Jun 30, 2026)
- Alphabet holds 4.2% of SpaceX (13F, Jun 30, 2026)
- NVIDIA holds 4.0% of Coherent (13F, Jun 30, 2026)
- NVIDIA holds 2.5% of Synopsys (13F, Jun 30, 2026)
- AMD holds 2.1% of Sanmina (13F, Jun 30, 2026)
- Alphabet holds 1.6% of GitLab (13F, Jun 30, 2026)
- Alphabet holds 1.3% of UiPath (13F, Jun 30, 2026)
- NVIDIA holds 0.93% of SpaceX (13F, Jun 30, 2026)
- Alphabet holds 0.86% of Tempus AI (13F, Jun 30, 2026)
- AMD holds 0.33% of Cerebras Systems (13F, Jun 30, 2026)
- Cisco holds 0.19% of CoreWeave (13F, Sep 30, 2026)
- Alphabet holds 0.18% of Arm Holdings (13F, Jun 30, 2026)
- Amazon holds 0.16% of Astera Labs (13F, Jun 30, 2026)
- Amazon holds 0.05% of Marvell (13F, Jun 30, 2026)
- AMD holds 0.03% of SpaceX (13F, Jun 30, 2026)
- Cisco holds 0.00% of SpaceX (13F, Sep 30, 2026)
- Galaxy Digital holds 0.00% of Marvell (13F, Jun 30, 2026)
- Galaxy Digital holds 0.00% of Amazon (13F, Jun 30, 2026)
- Galaxy Digital holds 0.00% of NVIDIA (13F, Jun 30, 2026)
Who buys from whom: customers and contracts named in filings
- Apple buys from Cirrus Logic: 91.0% of Cirrus Logic's revenue (fiscal year ended Mar 28, 2026) (10-K, May 21, 2026)
- U.S. Government buys from BWX Technologies: 87.0% of BWX Technologies' Government Operations revenue (quarter ended Jun 30, 2026) (10-Q/A, Aug 5, 2026)
- Foundry USA Pool buys from Cipher Mining: 70.0% of Cipher Mining's revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 24, 2026)
- WT Microelectronics buys from Ambarella: 60.2% of Ambarella's revenue (quarter ended Jul 31, 2026) (10-Q, Sep 4, 2026)
- Apple buys from Qorvo: 50.0% of Qorvo's revenue (fiscal year ended Mar 28, 2026) (10-K, May 8, 2026)
- T-Mobile US buys from Crown Castle: 40.0% of Crown Castle's revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 23, 2026)
- Lam Research buys from Ultra Clean: 39.5% of Ultra Clean's revenue (quarter ended Jun 26, 2026) (10-Q, Aug 4, 2026)
- U.S. Government buys from nLIGHT: 37.0% of nLIGHT's revenue (quarter ended Jun 30, 2026) (10-Q, Aug 7, 2026)
- T-Mobile US buys from SBA Communications: 31.1% of SBA Communications' revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 27, 2026)
- Microsoft buys from Applied Optoelectronics: 28.8% of Applied Optoelectronics' revenue (fiscal year ended Dec 31, 2025); supply agreement (10-K, Feb 26, 2026)
- AT&T buys from Crown Castle: 27.0% of Crown Castle's revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 23, 2026)
- SK hynix buys from FormFactor: 24.3% of FormFactor's revenue (quarter ended Jun 27, 2026) (10-Q, Aug 4, 2026)
- PHISEMI buys from Silicon Motion: 24.0% of Silicon Motion's revenue (fiscal year ended Dec 31, 2025) (20-F, Apr 30, 2026)
- Verizon buys from Crown Castle: 22.0% of Crown Castle's revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 23, 2026)
- Applied Materials buys from Ultra Clean: 21.8% of Ultra Clean's revenue (quarter ended Jun 26, 2026) (10-Q, Aug 4, 2026)
- AT&T buys from SBA Communications: 20.3% of SBA Communications' revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 27, 2026)
- Arrow Electronics buys from NetApp: 20.0% of NetApp's revenue (quarter ended Jul 31, 2026) (10-Q, Sep 2, 2026)
- Cisco buys from Fabrinet: 19.9% of Fabrinet's revenue (fiscal year ended Jun 26, 2026) (10-K, Aug 18, 2026)
- Dell buys from Intel: 19.0% of Intel's revenue (fiscal year ended Dec 27, 2025) (10-K, Jan 23, 2026)
- Westcon buys from Extreme Networks: 18.0% of Extreme Networks' revenue (fiscal year ended Jun 30, 2026) (10-K, Aug 17, 2026)
- T-Mobile US buys from American Tower: 18.0% of American Tower's revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 24, 2026)
- Apple buys from STMicroelectronics: 17.7% of STMicroelectronics' revenue (fiscal year ended Dec 31, 2025) (20-F, Feb 26, 2026)
- AT&T buys from American Tower: 17.0% of American Tower's revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 24, 2026)
- Texas AirSystem buys from AAON: 16.4% of AAON's revenue (fiscal year ended Dec 31, 2024) (10-K, Feb 27, 2025)
- NVIDIA buys from Fabrinet: 16.3% of Fabrinet's revenue (fiscal year ended Jun 26, 2026) (10-K, Aug 18, 2026)
- Jenne Inc buys from Extreme Networks: 16.0% of Extreme Networks' revenue (fiscal year ended Jun 30, 2026) (10-K, Aug 17, 2026)
- Verizon buys from SBA Communications: 15.1% of SBA Communications' revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 27, 2026)
- TD SYNNEX buys from Extreme Networks: 15.0% of Extreme Networks' revenue (fiscal year ended Jun 30, 2026) (10-K, Aug 17, 2026)
- Ambient buys from AAON: 14.9% of AAON's revenue (fiscal year ended Dec 31, 2024) (10-K, Feb 27, 2025)
- Haoseng Industrial Co Ltd buys from Kulicke & Soffa: 14.8% of Kulicke & Soffa's revenue (period ended Jul 4, 2026) (10-Q, Aug 6, 2026)
- Applied Materials buys from Benchmark Electronics: 14.0% of Benchmark Electronics' revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 24, 2026)
- Verizon buys from American Tower: 14.0% of American Tower's revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 24, 2026)
- Tianshui Huatian Technology Co., Ltd buys from Kulicke & Soffa: 13.8% of Kulicke & Soffa's revenue (period ended Jul 4, 2026) (10-Q, Aug 6, 2026)
- PACCAR buys from Cummins: 13.0% of Cummins' revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 10, 2026)
- RTX buys from nLIGHT: 12.0% of nLIGHT's revenue (quarter ended Jun 30, 2026) (10-Q, Aug 7, 2026)
- Arrow Electronics buys from Microchip: 12.0% of Microchip's revenue (fiscal year ended Mar 31, 2026) (10-K, May 21, 2026)
- Kioxia buys from Silicon Motion: 12.0% of Silicon Motion's revenue (fiscal year ended Dec 31, 2025) (20-F, Apr 30, 2026)
- Afastor buys from Silicon Motion: 12.0% of Silicon Motion's revenue (fiscal year ended Dec 31, 2025) (20-F, Apr 30, 2026)
- HP Inc. buys from Intel: 12.0% of Intel's revenue (fiscal year ended Dec 27, 2025) (10-K, Jan 23, 2026)
- Lenovo buys from Intel: 12.0% of Intel's revenue (fiscal year ended Dec 27, 2025) (10-K, Jan 23, 2026)
- Hakuto buys from Ambarella: 11.0% of Ambarella's revenue (quarter ended Jul 31, 2026) (10-Q, Sep 4, 2026)
- TSMC buys from FormFactor: 11.0% of FormFactor's revenue (quarter ended Jun 27, 2026) (10-Q, Aug 4, 2026)
- Nokia buys from Fabrinet: 10.7% of Fabrinet's revenue (fiscal year ended Jun 26, 2026) (10-K, Aug 18, 2026)
- Amazon buys from Fabrinet: 10.5% of Fabrinet's revenue (fiscal year ended Jun 26, 2026) (10-K, Aug 18, 2026)
- Changjin Technology (Shanghai) Co Ltd buys from Kulicke & Soffa: 10.4% of Kulicke & Soffa's revenue (period ended Jul 4, 2026) (10-Q, Aug 6, 2026)
- Intel buys from FormFactor: 10.3% of FormFactor's revenue (period ended Jun 27, 2026) (10-Q, Aug 4, 2026)
- GE HealthCare buys from Plexus: 10.3% of Plexus' revenue (fiscal year ended Sep 30, 2023) (10-K, Nov 14, 2025)
- Samsung Electronics buys from Qorvo: 10.0% of Qorvo's revenue (fiscal year ended Mar 28, 2026) (10-K, May 8, 2026)
- Micron buys from Silicon Motion: 10.0% of Silicon Motion's revenue (fiscal year ended Dec 31, 2025) (20-F, Apr 30, 2026)
- Telefónica buys from American Tower: 10.0% of American Tower's revenue (fiscal year ended Dec 31, 2025) (10-K, Feb 24, 2026)
- AIR Control Concepts buys from AAON: 9.2% of AAON's revenue (fiscal year ended Dec 31, 2024) (10-K, Feb 27, 2025)
- TD SYNNEX buys from Autodesk: 8.0% of Autodesk's revenue (quarter ended Jul 31, 2026) (10-Q, Aug 28, 2026)
- TSMC buys from Qnity Electronics: 8.0% of Qnity Electronics' revenue (period ended Jun 30, 2026) (10-Q, Aug 4, 2026)
- Texas AirSystems via Meriton buys from AAON: 8.0% of AAON's revenue (fiscal year ended Dec 31, 2024) (10-K, Feb 27, 2025)
- Bitdeer buys from BIT Group: BIT Structured Product Agreement (signed February 2026) (6-K, Sep 29, 2026)
- Volta Tydal AS buys from Bitdeer: lease agreement and a services agreement ($4.7B, signed August 2026) (6-K, Sep 29, 2026)
- Microsoft buys from IREN: Partner Statement of Work (5 years, signed Nov 2, 2025); multi-year GPU cloud services contract (5 years, $9.7B) (10-K, Aug 27, 2026)
- NVIDIA buys from IREN: cloud computing agreement (5 years, signed May 7, 2026); strategic partnership (5,000 MW, signed May 2026); five-year cloud services contract (5 years, $3.4B, signed May 2026) (10-K, Aug 27, 2026)
- Cerebras Systems buys from Digi Power X: Data Center Colocation and Master Services Agreement (40 MW, signed May 15, 2026); ten-year data center colocation and master services agreement (10 years, 40 MW, signed May 4, 2026); Data Center Colocation and Master Services Agreement (40 MW); 1 more (10-Q, Aug 14, 2026)
- Duke Energy buys from WhiteFiber: Capacity Agreement (24 MW) (10-Q, Aug 12, 2026)
- Nano Nuclear Energy buys from LIS Technologies Inc.: power agreement (10-Q, Aug 12, 2026)
- Nscale buys from WhiteFiber: master services agreement (signed Nov 22, 2025); Services Agreement (signed November 2025); long-term colocation agreement (10 years, 40 MW, $865.0M) (10-Q, Aug 12, 2026)
- OpenAI buys from Cerebras Systems: multi-year deal (750 MW, signed January 2026); Master Relationship Agreement (750 MW, signed December 2025); Master Relationship Agreement (750 MW, signed December 2025) (10-Q, Aug 12, 2026)
- OpenAI buys from CoreWeave: master services agreement (up to $6.5B, signed May 2025); commercial agreement (up to $11.9B, signed March 2025) (10-Q, Aug 12, 2026)
- Prime Intellect buys from WhiteFiber: new service order (signed August 2026) (10-Q, Aug 12, 2026)
- Samsung Electronics buys from Netlist: Patent Cross License Agreement (5 years, signed Aug 4, 2026); Supply Agreement (5 years, signed Aug 4, 2026); Supply Agreement (5 years, signed August 2026) (10-Q, Aug 11, 2026)
- Anthropic buys from TeraWulf: 20-year lease agreement (20 years, 401 MW, signed Jul 6, 2026); long-term datacenter lease agreement (20 years, 401 MW, signed July 2026); 20-year lease agreement (20 years) (10-Q, Aug 5, 2026)
- Fluidstack buys from TeraWulf: amended and restated limited liability company agreement (signed Oct 28, 2025); amended and restated limited liability company agreement (signed Oct 27, 2025); Abernathy Joint Venture Agreement (signed October 2025); 5 more (10-Q, Aug 5, 2026)
- GlobalFoundries buys from Cirrus Logic: new Capacity Reservation and Wafer Supply Commitment Agreement (signed Jun 30, 2026); Capacity Reservation and Wafer Supply Commitment Agreement (signed Jul 28, 2021); new Capacity Reservation and Wafer Supply Agreement (10-Q, Aug 5, 2026)
- Meta Platforms buys from AMD: multi-year agreements (10-Q, Aug 5, 2026)
- OpenAI buys from AMD: product purchase agreement (6,000 MW, signed October 2025); multi-year agreements (10-Q, Aug 5, 2026)
- TeraWulf buys from Beowulf Electricity & Data Inc.: Services Agreement (5 years, signed April 2021); Services Agreement (signed April 2021) (10-Q, Aug 5, 2026)
- Core42 buys from TeraWulf: long-term data center lease agreements (10 years, 60 MW, signed December 2024) (10-Q, Aug 5, 2026)
- Hut 8 buys from Bitmain Technologies Delaware Limited: Future Sales and Purchase Agreement (signed February 2026); On-Rack Sales and Purchase Agreement (signed Aug 5, 2025); Purchase Agreement (signed November 2024) (10-Q, Aug 4, 2026)
- Hut 8 buys from Bitmain Technologies Georgia Limited: On-Rack Sales and Purchase Agreement (signed Aug 5, 2025) (10-Q, Aug 4, 2026)
- Bitmain Technologies Delaware Limited buys from Hut 8: ASIC colocation contract (10-Q, Aug 4, 2026)
- AstraZeneca buys from Tempus AI: series of agreements (signed April 2025); expanded multi-year strategic collaborations (signed April 2025); series of agreements (signed April 2025); 1 more (10-Q, Jul 30, 2026)
- Pathos AI buys from Tempus AI: expanded multi-year strategic collaborations (signed April 2025); Master Agreement (signed Aug 19, 2021); various agreements ($2.4M); 1 more (10-Q, Jul 30, 2026)
- Arm Holdings buys from Ampere: development agreement (6-K, Jul 29, 2026)
- CoreWeave buys from Applied Digital: new datacenter lease (signed Mar 30, 2026); third data center lease (150 MW, signed Aug 28, 2025); datacenter lease (250 MW, signed May 28, 2025) (10-K, Jul 29, 2026)
- CoreWeave buys from Core Scientific: new agreement (70 MW, signed Feb 26, 2025); series of long-term contracts (200 MW, signed Jun 3, 2024); series of new contractual agreements (signed Mar 6, 2024); 5 more (10-Q, Jul 28, 2026)
- Mobileye buys from TSMC: supply agreement (10-Q, Jul 23, 2026)
- Arm Holdings buys from Ampere Computing Holdings LLC: development agreement (signed March 2026) (20-F, May 26, 2026)
- Meta Platforms buys from Nebius: long-term AI infrastructure supply agreement (5 years, signed Mar 16, 2026); Infrastructure Service Agreement ($12.0B, signed Mar 13, 2026); commercial agreement (5 years, up to $15.0B, signed Nov 1, 2025); 3 more (6-K, May 20, 2026)
- Amazon buys from Cipher Mining: 15-year data center campus lease (15 years, signed Oct 29, 2025); 15-year lease agreement (15 years, signed October 2025); 15-year lease agreement (15 years, 300 MW, signed October 2025); 1 more (10-Q, May 5, 2026)
- Fluidstack buys from Cipher Mining: Datacenter Lease (signed Sep 25, 2025); lease (10 years, signed Sep 24, 2025); lease (10 years, signed September 2025); 2 more (10-Q, May 5, 2026)
- Hatchbo, LLC buys from Solaris Energy Infrastructure: Master Equipment Rental Agreement (10 years, 500 MW, signed Feb 12, 2026) (10-Q, May 1, 2026)
- Microsoft buys from Nebius: commercial agreement (5 years, signed Sep 8, 2025); commercial agreement (5 years, signed Sep 7, 2025); multi-billion dollar agreement (signed September 2025) (20-F, Apr 30, 2026)
- Tower Semiconductor buys from Intel: supply agreement (signed September 2023) (20-F, Apr 30, 2026)
- United Microelectronics buys from Fengmiao I Offshore Wind Farm: corporate power purchase agreement (signed Dec 18, 2024) (20-F, Apr 30, 2026)
- Doosan Enerbility Co., Ltd. buys from Fermi: Forging Material Readiness Agreement (signed Oct 25, 2025); forging material readiness agreement (10-K, Mar 30, 2026)
- Snowflake buys from Observe, Inc.: vendor agreement ($1.1M, signed August 2025) (10-K, Mar 20, 2026)
- Observe, Inc. buys from Snowflake: additional customer agreement (3 years, $67.5M, signed July 2025) (10-K, Mar 20, 2026)
- Bitmain Technologies Georgia Limited buys from Hut 8: ASIC colocation contract (10-K, Feb 25, 2026)
- Tempus AI buys from Alphabet: multi-year strategic partnership (signed June 2020) (10-K, Feb 24, 2026)
- IREN buys from Dell: Purchase Agreement (signed Nov 2, 2025); cloud computing agreement (750 MW) (10-Q, Feb 5, 2026)
- AMD buys from Riot Platforms: 10-year lease agreement (10 years, 25 MW, signed Jan 16, 2026); signing of a Data Center Lease; Data Center Lease (25 MW) (8-K, Jan 16, 2026)
- Core42 Holding US LLC buys from TeraWulf: ten-year datacenter lease agreements (10 years, 72.5 MW, signed December 2024) (10-Q, Nov 10, 2025)
Who acquired whom: acquisitions and divestitures named in filings
- Lexar Europe B.V. acquired 81.0% of Penguin Solutions (completed Nov 29, 2023); Lexar Europe B.V. acquired the equity interest in Zilia Technologies from Penguin Solutions ($46.1M) (10-K, Oct 20, 2026)
- Flex agreed to acquire EPC Power Corp. (agreed Sep 3, 2026) (8-K, Oct 14, 2026)
- Skyworks acquired Qorvo (completed Oct 5, 2026) (8-K, Oct 5, 2026)
- Adobe acquired Semrush (completed Apr 28, 2026; $1.9B) (10-Q, Sep 22, 2026)
- Adobe agreed to acquire Topaz Labs Inc. (agreed Jun 24, 2026; $340.0M) (10-Q, Sep 22, 2026)
- Palo Alto Networks acquired CyberArk (completed Feb 11, 2026; $21.1B) (10-K, Sep 10, 2026)
- Palo Alto Networks acquired Chronosphere, Inc. (completed Jan 29, 2026) (10-K, Sep 10, 2026)
- Palo Alto Networks acquired Console Systems, Inc. (completed Sep 1, 2026; $500.0M) (10-K, Sep 10, 2026)
- Palo Alto Networks acquired Dig Security Solutions Ltd. (completed Dec 5, 2023) (10-K, Sep 10, 2026)
- Palo Alto Networks acquired Embrace Mobile, Inc. (completed Aug 27, 2026; $325.0M) (10-K, Sep 10, 2026)
- Palo Alto Networks acquired Koi Security Ltd. (completed Apr 14, 2026) (10-K, Sep 10, 2026)
- Palo Alto Networks acquired Portkey, Inc. (completed May 29, 2026) (10-K, Sep 10, 2026)
- Palo Alto Networks acquired Protect AI, Inc. (completed Jul 22, 2025) (10-K, Sep 10, 2026)
- Palo Alto Networks acquired Talon Cyber Security Ltd. (completed Dec 28, 2023) (10-K, Sep 10, 2026)
- Snowflake acquired Natoma Labs, Inc. (completed Jun 3, 2026; $110.0M) (10-Q, Sep 4, 2026)
- Snowflake acquired Observe, Inc. (completed Feb 2, 2026); Snowflake acquired a stake of Observe, Inc. (completed Feb 2, 2026) (10-Q, Sep 4, 2026)
- SoundHound AI acquired LivePerson, Inc. (completed Sep 4, 2026) (8-K, Sep 4, 2026)
- Zscaler acquired Airgap Networks Inc. (completed Apr 12, 2024; $124.4M) (10-K, Sep 3, 2026)
- Zscaler acquired Avalor Technologies Ltd. (completed Mar 8, 2024; $256.7M) (10-K, Sep 3, 2026)
- Zscaler acquired Red Canary, Inc. (completed Aug 1, 2025; $651.4M) (10-K, Sep 3, 2026)
- Zscaler acquired SPLXAI Inc. (completed Oct 31, 2025; $40.6M) (10-K, Sep 3, 2026)
- Zscaler acquired SquareX Holdings, Inc. (completed Feb 5, 2026; $112.8M) (10-K, Sep 3, 2026)
- Zscaler acquired Symmetry Systems, Inc. (completed May 27, 2026; $152.9M) (10-K, Sep 3, 2026)
- Argan acquired ValCor (completed Jul 31, 2026; $9.4M) (10-Q, Sep 2, 2026)
- Credo acquired CoMira Solutions, Inc. (completed Feb 25, 2026; $35.1M) (10-Q, Sep 2, 2026)
- Credo acquired DustPhotonics Ltd. (completed May 28, 2026; $770.0M) (10-Q, Sep 2, 2026)
- Credo acquired Hyperlume, Inc. (completed Sep 29, 2025; $92.0M) (10-Q, Sep 2, 2026)
- Cisco acquired Splunk (completed Mar 18, 2024) (10-K, Sep 2, 2026)
- GitLab acquired Oxeye Security Limited (completed March 2024; $20.3M) (10-Q, Sep 2, 2026)
- Keysight Technologies acquired Spirent (completed Oct 15, 2025; $1.4B) (10-Q, Sep 2, 2026)
- NetApp acquired DataPelago, Inc. (completed Jul 16, 2026; $193.0M) (10-Q, Sep 2, 2026)
- Viavi acquired the Spirent’s high-speed ethernet, network security, and channel emulation business lines from Keysight Technologies (completed Oct 16, 2025; $399.0M); Viavi acquired the high-speed ethernet, network security and channel emulation testing business from Keysight Technologies (completed Oct 16, 2025; $425.0M) (10-Q, Sep 2, 2026)
- Autodesk acquired MaintainX, Inc. (completed Aug 3, 2026; $3.5B) (10-Q, Aug 28, 2026)
- Infineon acquired the automotive ethernet business from Marvell (completed Aug 14, 2025; $2.5B) (10-Q, Aug 28, 2026)
- Marvell acquired Celestial AI, Inc. (completed Feb 2, 2026; $3.5B) (10-Q, Aug 28, 2026)
- Marvell acquired XConn Technologies Holdings, Ltd. (completed Feb 10, 2026; $469.0M) (10-Q, Aug 28, 2026)
- Salesforce agreed to acquire Contentful Global, Inc. (agreed May 2026; $1.5B) (10-Q, Aug 27, 2026)
- Salesforce agreed to acquire Intercom, Inc. (agreed June 2026; $3.6B) (10-Q, Aug 27, 2026)
- Salesforce acquired Qualified.com, Inc. (completed April 2026) (10-Q, Aug 27, 2026)
- CrowdStrike acquired Onum Technology Inc. (completed Sep 12, 2025) (10-Q, Aug 27, 2026)
- CrowdStrike acquired Pangea Cyber Corporation (completed Sep 26, 2025) (10-Q, Aug 27, 2026)
- CrowdStrike acquired 90.6% of Seraphic Algorithms Ltd. (completed Feb 3, 2026); CrowdStrike acquired Seraphic Algorithms Ltd. (completed Feb 3, 2026) (10-Q, Aug 27, 2026)
- CrowdStrike acquired SGNL.AI, Inc. (completed Feb 20, 2026) (10-Q, Aug 27, 2026)
- CrowdStrike agreed to acquire the technology assets from XM Cyber Ltd. (agreed July 2026) (10-Q, Aug 27, 2026)
- Diodes acquired ElevATE Semiconductor Inc. (completed Aug 27, 2026) (8-K, Aug 27, 2026)
- IREN acquired Ingenostrum (completed Jun 12, 2026) (10-K, Aug 27, 2026)
- IREN acquired Mirantis, Inc. (completed Aug 4, 2026) (10-K, Aug 27, 2026)
- IREN acquired Nostrum Group (completed June 2026) (10-K, Aug 27, 2026)
- GlobalFoundries acquired the Processor IP Solutions (Processor IP) business from Synopsys (completed Jun 1, 2026) (10-Q, Aug 26, 2026)
- Synopsys acquired Ansys (completed Jul 17, 2025; $34.9B) (10-Q, Aug 26, 2026)
- NextEra Energy agreed to acquire Dominion Energy (8-K, Aug 25, 2026)
- MACOM acquired the Radio Frequency ("RF") product line (the "RF Business") from Wolfspeed (completed Dec 2, 2023); MACOM acquired the assets and specified liabilities of the RF business from Wolfspeed (completed December 2023) (10-K, Aug 20, 2026)
- SMART Global Holdings, Inc acquired the certain assets and subsidiaries comprising its former LED Products segment from Wolfspeed (completed Mar 1, 2021) (10-K, Aug 20, 2026)
- Analog Devices acquired Empower Semiconductor, Inc. (completed Jul 7, 2026; $1.5B) (10-Q, Aug 19, 2026)
- Fabrinet agreed to acquire 13.8% of Raytek Semiconductor, Inc. (agreed Mar 25, 2026); Fabrinet agreed to acquire 16.0% of Raytek Semiconductor, Inc. (agreed Mar 25, 2026; TWD 1.0B) (10-K, Aug 18, 2026)
- Lumentum acquired Cloud Light Technology Limited (completed Nov 7, 2023) (10-K, Aug 17, 2026)
- Core Scientific acquired Polaris DS LLC (completed Aug 13, 2026) (8-K, Aug 14, 2026)
- Soluna acquired Briscoe Wind Farm, LLC (completed Apr 1, 2026) (10-Q, Aug 13, 2026)
- Viavi acquired the substantially all of the assets from Direct Optical Research Company (completed Jul 9, 2026) (10-K, Aug 13, 2026)
- Viavi acquired Inertial Labs, Inc. (completed Jan 28, 2025) (10-K, Aug 13, 2026)
- Viavi acquired Jackson Labs Technologies, LLC (completed Oct 5, 2022) (10-K, Aug 13, 2026)
- CoreWeave acquired Monolith AI Limited (completed November 2025) (10-Q, Aug 12, 2026)
- CoreWeave acquired Weights and Biases, Inc. (completed May 5, 2025) (10-Q, Aug 12, 2026)
- Nebius acquired Eigen AI Labs (completed Jun 10, 2026) (6-K, Aug 12, 2026)
- Nano Nuclear Energy acquired Secured Transportation Services LLC (completed May 2026) (10-Q, Aug 12, 2026)
- WhiteFiber acquired Enovum Data Centers Corp (completed Oct 11, 2024) (10-Q, Aug 12, 2026)
- Stony Brook University acquired the two PVT150™ units from CVD Equipment (completed October 2025) (10-Q, Aug 12, 2026)
- Galaxy Digital acquired Alluvial Finance (completed Nov 25, 2025) (10-Q, Aug 10, 2026)
- Galaxy Digital acquired Fierce Technology, Inc. (completed Dec 9, 2024; $12.5M) (10-Q, Aug 10, 2026)
- Galaxy Digital acquired GK8 (completed February 2023) (10-Q, Aug 10, 2026)
- Galaxy Digital acquired Meridian Labs LLC (completed Jun 5, 2025) (10-Q, Aug 10, 2026)
- onsemi agreed to acquire Synaptics (agreed Jun 25, 2026; $7.0B) (10-K, Aug 10, 2026)
- SoundHound AI acquired Amelia Holdings, Inc. (completed Aug 6, 2024) (10-Q, Aug 10, 2026)
- SoundHound AI acquired Interactions Corporation (completed Sep 3, 2025) (10-Q, Aug 10, 2026)
- SoundHound AI acquired SYNQ3 (completed Jan 3, 2024; $15.8M) (10-Q, Aug 10, 2026)
- Oklo acquired ARMEC, LLC (completed Jun 4, 2026) (10-Q, Aug 7, 2026)
- Oklo acquired Atomic Alchemy Inc. (completed Feb 28, 2025) (10-Q, Aug 7, 2026)
- Oklo acquired Creative Engineers, Inc. (completed Jun 15, 2026) (10-Q, Aug 7, 2026)
- Axcelis Technologies agreed to acquire Veeco (agreed Sep 30, 2025) (10-Q, Aug 6, 2026)
- Constellation Energy acquired Calpine (completed Jan 7, 2026; $22.0B) (10-Q, Aug 6, 2026)
- MACOM acquired ENGIN-IC, Inc. (completed Nov 5, 2024; $14.4M) (10-Q, Aug 6, 2026)
- Cloudflare acquired Kivera Corporation (completed Oct 7, 2024; $28.0M) (10-Q, Aug 6, 2026)
- Cloudflare acquired Replicate, Inc. (completed Dec 1, 2025; $57.4M) (10-Q, Aug 6, 2026)
- Cloudflare acquired VoidZero, Inc. (completed Jun 1, 2026; $164.2M) (10-Q, Aug 6, 2026)
- Onto Innovation acquired Semilab USA LLC (completed Nov 17, 2025; $526.6M) (10-Q, Aug 6, 2026)
- PDF Solutions acquired SecureWise LLC (completed Mar 7, 2025; $130.0M) (10-Q, Aug 6, 2026)
- PDF Solutions agreed to acquire the SecureWise business from Telit IOT Solutions Inc. (agreed Feb 19, 2025) (10-Q, Aug 6, 2026)
- Solaris Energy Infrastructure acquired Global Energy Services Alliance, Inc. (completed Jul 1, 2026) (10-Q, Aug 6, 2026)
- SiTime acquired the timing business from Renesas Electronics (completed Jul 1, 2026) (10-Q, Aug 6, 2026)
- AMD acquired ZT Systems (completed Mar 31, 2025; $4.4B) (10-Q, Aug 5, 2026)
- BWX Technologies acquired Aerojet Ordnance Tennessee, Inc. (completed Jan 3, 2025; $101.1M) (10-Q/A, Aug 5, 2026)
- BWX Technologies acquired Kinectrics Holdings Inc. (completed May 20, 2025) (10-Q/A, Aug 5, 2026)
- BWX Technologies acquired Precision Components Group, LLC (completed Jul 1, 2026) (10-Q/A, Aug 5, 2026)
- Caterpillar acquired RPMGlobal Holdings Limited (completed Feb 17, 2026) (10-Q, Aug 5, 2026)
- Primoris Services acquired PayneCrest Electric, Inc. (completed May 1, 2026; $404.7M) (10-Q, Aug 5, 2026)
- Sanmina acquired the ZT Manufacturing Business from AMD (completed Oct 27, 2025); Sanmina acquired the data center infrastructure manufacturing business from AMD (completed October 2025) (10-Q, Aug 5, 2026)
- TeraWulf acquired Beowulf Electricity & Data Inc. (completed May 21, 2025) (10-Q, Aug 5, 2026)
- TeraWulf acquired Industrial Equity Partners LLC (completed May 2026) (10-Q, Aug 5, 2026)
- Nordic Capital agreed to acquire the medical business from BWX Technologies (agreed Jul 31, 2026) (10-Q/A, Aug 5, 2026)
- FormFactor acquired Keystone Photonics (completed Dec 15, 2025; $20.6M) (10-Q, Aug 4, 2026)
- SpaceX acquired X.AI Holdings Corp. (completed Feb 2, 2026) (10-Q, Aug 4, 2026)
- Seagate acquired Intevac, Inc. (completed Mar 31, 2025; $119.0M) (10-K, Aug 4, 2026)
- Cohu acquired Tignis, Inc. (completed Jan 7, 2025) (10-Q, Jul 31, 2026)
- Flex acquired Electrical Power Products, Inc. (completed May 1, 2026; $1.2B) (10-Q, Jul 31, 2026)
- Qualcomm acquired Modular Inc (completed Jul 28, 2026) (8-K, Jul 31, 2026)
- BCP VI Summit Holdings LP acquired the Thermal Management business from nVent (completed Jan 30, 2025; $1.7B) (10-Q, Jul 31, 2026)
- BigBear.ai acquired Ask Sage, Inc. (completed Dec 31, 2025) (10-Q, Jul 30, 2026)
- Grid Dynamics acquired Ekumen Inc. (completed May 19, 2026; $18.4M) (10-Q, Jul 30, 2026)
- Modine acquired LBW Holding Corp. (completed May 31, 2025) (10-Q, Jul 30, 2026)
- MasTec acquired Electrical Specialists, Inc. (completed July 2026) (10-Q, Jul 30, 2026)
- MasTec acquired 86.0% of McKee Utility Contractors, LLC (completed January 2026) (10-Q, Jul 30, 2026)
- MasTec acquired Superior (completed July 2026) (10-Q, Jul 30, 2026)
- Tempus AI acquired Ambry Genetics Corporation (completed Feb 3, 2025; $692.3M) (10-Q, Jul 30, 2026)
- Tempus AI acquired Paige.AI, Inc. (10-Q, Jul 30, 2026)
- Arm Holdings acquired DreamBig Semiconductor, Inc. (completed Jul 1, 2026; $265.0M) (6-K, Jul 29, 2026)
- Cadence acquired the Artisan foundation IP business, consisting of standard cell libraries, memory compilers, and general-purpose I/Os from Arm Holdings (completed Aug 26, 2025); Cadence acquired the Artisan foundation IP business from Arm Holdings (completed Aug 26, 2025; $128.5M) (6-K, Jul 29, 2026)
- Cadence acquired the design and engineering (“D&E”) business from Hexagon Smart Solutions AB (completed Feb 23, 2026); Cadence agreed to acquire the D&E business from Hexagon Smart Solutions AB (agreed Sep 4, 2025); Cadence agreed to acquire the design and engineering business from Hexagon Smart Solutions AB (agreed Sep 4, 2025) (10-Q, Jul 29, 2026)
- Microsoft acquired Activision Blizzard (completed Oct 13, 2023; $75.4B) (10-K, Jul 29, 2026)
- Qualcomm acquired Alphawave (completed Dec 18, 2025; $2.3B) (10-Q, Jul 29, 2026)
- Vertiv acquired Purge Rite Intermediate, LLC (completed Dec 4, 2025) (10-Q, Jul 29, 2026)
- Aehr Test Systems acquired Incal Technology, Inc. (completed Jul 31, 2024) (10-K, Jul 27, 2026)
- Celestica acquired NCS Global Services LLC (completed Apr 26, 2024; $39.6M) (10-Q, Jul 27, 2026)
- Lattice Semiconductor acquired AMI TopCo, Inc. (8-K, Jul 27, 2026)
- Sanmina acquired ZT Systems (completed Oct 27, 2025; $1.6B) (10-Q, Jul 27, 2026)
- SK hynix acquired the NAND memory technology and manufacturing business from Intel (completed Dec 29, 2021); SK hynix acquired the NAND flash memory and storage business from Intel (10-Q, Jul 24, 2026)
- Texas Instruments agreed to acquire Silicon Labs (agreed Feb 4, 2026) (10-Q, Jul 24, 2026)
- Comfort Systems USA acquired Century Contractors, LLC (completed Jan 1, 2025; $84.2M) (10-Q, Jul 23, 2026)
- Comfort Systems USA acquired Feyen-Zylstra Holdings, LLC (completed Oct 1, 2025; $109.8M) (10-Q, Jul 23, 2026)
- Comfort Systems USA acquired Meisner Electric, Inc. (completed Oct 1, 2025; $74.9M) (10-Q, Jul 23, 2026)
- Comfort Systems USA acquired Right Way Plumbing & Mechanical LLC (completed May 1, 2025; $65.0M) (10-Q, Jul 23, 2026)
- Mobileye acquired Mentee Robotics (completed Feb 3, 2026) (10-Q, Jul 23, 2026)
- Tempus AI agreed to acquire Personalis (agreed Jul 20, 2026) (8-K, Jul 20, 2026)
- Jabil acquired Mikros Technologies LLC (completed Oct 1, 2024) (10-Q, Jun 30, 2026)
- Jabil acquired Pharmaceutics International, Inc (completed Feb 3, 2025) (10-Q, Jun 30, 2026)
- Jabil acquired Rebound Technologies Group Holdings Limited (completed Sep 1, 2025) (10-Q, Jun 30, 2026)
- SpaceX agreed to acquire Anysphere, Inc. (agreed Jun 16, 2026) (8-K, Jun 16, 2026)
- HIVE Digital acquired Zunz S.A. (completed Mar 17, 2025) (10-K, Jun 2, 2026)
- Allegro MicroSystems acquired Crocus (completed Oct 31, 2023) (10-K, May 21, 2026)
- Flex acquired JetCool (completed Nov 14, 2024) (10-K, May 20, 2026)
- Nebius acquired AlphaAI Technologies, Inc. (completed Feb 19, 2026) (6-K, May 20, 2026)
- Nebius agreed to acquire the patent portfolio from ClarifAI, Inc. (6-K, May 20, 2026)
- Nebius agreed to acquire Eigen AI (agreed May 1, 2026) (6-K, May 20, 2026)
- Core Scientific acquired Telios Quinlan One, LLC (completed May 5, 2026) (10-Q, May 6, 2026)
- Fiber Finco, LLC acquired the Company's fiber solutions business from Crown Castle (completed May 1, 2026) (8-K, May 1, 2026)
- Alphabet acquired Intersect (completed Mar 10, 2026; $5.9B) (10-Q, Apr 30, 2026)
- Nebius acquired Tavily (completed February 2026) (20-F, Apr 30, 2026)
- Tower Semiconductor acquired 51.0% of TowerJazz Panasonic Semiconductor Co., Ltd. (completed March 2014) (20-F, Apr 30, 2026)
- IBM acquired Confluent (10-Q, Apr 23, 2026)
- TSMC acquired 52.0% of Global Unichip Corporation (completed January 2003) (20-F, Apr 16, 2026)
- TSMC acquired 51.2% of Xintec, Inc. (completed January 2007) (20-F, Apr 16, 2026)
- VNET Group acquired Beijing TenxCloud Technology Ltd. (completed Jul 15, 2021) (20-F, Apr 16, 2026)
- VNET Group agreed to acquire HLA Data Ltd. (agreed January 2025; CNY 266.7M) (20-F, Apr 16, 2026)
- ASE Technology acquired the manufacturing subsidiaries from Infineon (20-F, Apr 1, 2026)
- ASE Technology acquired Goodcare Holdings Inc. (20-F, Apr 1, 2026)
- POET Technologies acquired BB Photonics Inc. (completed Jun 22, 2016) (20-F, Mar 31, 2026)
- POET Technologies acquired DenseLight Semiconductor Pte (completed May 11, 2016) (20-F, Mar 31, 2026)
- POET Technologies acquired 24.8% of Super Photonics Xiamen Co., Ltd (20-F, Mar 31, 2026)
- Fermi acquired Firebird Equipment HoldCo, LLC (completed Jul 29, 2025) (10-K, Mar 30, 2026)
- Himax Technologies acquired Emza Visual Sense Ltd. (completed June 2018) (20-F, Mar 27, 2026)
- Semtech acquired HieFo Corporation (completed Mar 3, 2026; $34.0M) (10-K, Mar 23, 2026)
- Solaris Energy Infrastructure acquired Genco (8-K, Mar 20, 2026)
- Snowflake acquired Crunchy Data Solutions, Inc. (completed Jun 6, 2025; $164.5M) (10-K, Mar 20, 2026)
- Snowflake acquired Datavolo, Inc. (completed Nov 25, 2024) (10-K, Mar 20, 2026)
- Snowflake acquired LeapYear Technologies, Inc. (completed Feb 10, 2023; $62.0M) (10-K, Mar 20, 2026)
- Snowflake acquired Mountain US Corporation (completed Feb 10, 2023; $76.3M) (10-K, Mar 20, 2026)
- Snowflake acquired Neeva Inc. ($185.4M) (10-K, Mar 20, 2026)
- Snowflake acquired Samooha, Inc. (completed Dec 20, 2023) (10-K, Mar 20, 2026)
- Camtek acquired FRT GmbH (completed October 2023) (20-F, Mar 19, 2026)
- inTEST acquired Alfamation S.p.A (completed Mar 12, 2024) (10-K, Mar 12, 2026)
- MongoDB acquired Voyage AI Innovations, Inc. (completed Feb 17, 2025) (10-K, Mar 11, 2026)
- CrowdStrike acquired Flow Security Ltd. (completed Mar 26, 2024) (10-K, Mar 5, 2026)
- Grid Dynamics acquired JUXT Ltd. (completed September 2024) (10-K, Mar 5, 2026)
- Grid Dynamics acquired Mobile Computing S.A. (completed Oct 4, 2024; $16.0M) (10-K, Mar 5, 2026)
- Grid Dynamics acquired Mutual Mobile Inc. (completed Dec 23, 2022; $16.1M) (10-K, Mar 5, 2026)
- BigBear.ai acquired Pangiam Intermediate Holdings, LLC (completed Feb 29, 2024) (10-K, Mar 2, 2026)
- Salesforce acquired Informatica (completed November 2025; $9.6B) (10-K, Mar 2, 2026)
- Salesforce acquired Own Data Company Ltd. (completed November 2024) (10-K, Mar 2, 2026)
- Salesforce acquired Regrello Corp. (completed October 2025) (10-K, Mar 2, 2026)
- Salesforce acquired Spiff, Inc. (completed February 2024) (10-K, Mar 2, 2026)
- Salesforce acquired Zoomin Software Ltd. (completed November 2024) (10-K, Mar 2, 2026)
- CoreWeave acquired OpenPipe (completed September 2025) (10-K, Mar 2, 2026)
- GlobalFoundries acquired Advanced Micro Foundry Pte. Ltd (completed Nov 18, 2025) (20-F, Feb 27, 2026)
- GlobalFoundries acquired InfiniLink Inc. (completed Nov 14, 2025; $48.0M) (20-F, Feb 27, 2026)
- GlobalFoundries acquired MIPS Holding, Inc. (completed Aug 13, 2025) (20-F, Feb 27, 2026)
- GlobalFoundries acquired MIPS Holdings Inc. (completed Aug 13, 2025) (20-F, Feb 27, 2026)
- GlobalFoundries acquired Silicon Manufacturing Partners Pte Ltd. (completed Jan 2, 2025) (20-F, Feb 27, 2026)
- Solaris Energy Infrastructure acquired HVMVLV, LLC (completed Aug 15, 2025) (10-K, Feb 27, 2026)
- Solaris Energy Infrastructure acquired Mobile Energy Rentals, LLC (completed Sep 11, 2024) (10-K, Feb 27, 2026)
- Cumulus Coin LLC acquired 25.0% of TeraWulf (completed Oct 2, 2024) (10-K, Feb 27, 2026)
- EPAM acquired First Derivative Ltd (completed Dec 2, 2024; $300.7M) (10-K, Feb 26, 2026)
- EPAM acquired Neoris N.V. (completed Nov 1, 2024; $626.3M) (10-K, Feb 26, 2026)
- STMicroelectronics acquired the MEMS sensors business from NXP Semiconductors (completed Feb 2, 2026) (20-F, Feb 26, 2026)
- Hut 8 acquired 50.0% of TZRC LLC (completed Nov 25, 2022) (10-K, Feb 25, 2026)
- TransAlta agreed to acquire the 310 MW portfolio of four natural gas-fired power plants in Ontario, Canada from Hut 8 (agreed November 2025) (10-K, Feb 25, 2026)
- Constellation Energy acquired NRG South Texas LP (completed November 2023) (10-K, Feb 24, 2026)
- Tempus AI acquired Arterys, Inc. (completed October 2022) (10-K, Feb 24, 2026)
- Tempus AI acquired Highline Consulting, LLC (completed January 2022) (10-K, Feb 24, 2026)
- Tempus AI acquired Paige AI, Inc. (completed August 2025) (10-K, Feb 24, 2026)
- Cadence acquired BETA CAE Systems International AG (completed May 30, 2024) (10-K, Feb 19, 2026)
- Cadence acquired Intrinsix Corporation (completed Oct 2, 2023) (10-K, Feb 19, 2026)
Warrants, convertibles and preferred shares
- Anthropic holds warrants or rights on 387,051 shares of Akamai (8-K, Sep 24, 2026)
- Amazon holds warrants or rights on 1.7M shares of Generac (8-K, Sep 16, 2026)
- Alphabet holds warrants or rights on 41.0M shares of TeraWulf (13G, Sep 11, 2026)
- Amazon holds warrants or rights on 25.0M shares of Qualcomm (8-K, Sep 8, 2026)
- Alphabet holds warrants or rights on 59.0M shares of Marvell (8-K, Aug 19, 2026)
- AMD holds warrants or rights on 30.0M shares of Core Scientific (8-K, Jul 28, 2026)
- SK Telecom Co., Ltd. holds warrants or rights on 6.1M shares of Penguin Solutions (13D, Jul 27, 2026)
- NVIDIA holds warrants or rights on 21.1M shares of Nebius (pre-funded) (13G, Jul 13, 2026)
- D. E. Shaw holds warrants or rights on 1.1M shares of CleanSpark (13G, Jul 10, 2026)
- Elon R. Musk holds warrants or rights on 350.0M shares of SpaceX (13G, Jun 30, 2026)
- Sunrise Partners Limited Partnership holds warrants or rights on 18.1M shares of Bitdeer (13G, May 28, 2026)
- MMCAP International Inc. SPC holds warrants or rights on 19.0M shares of POET Technologies (6-K, May 18, 2026)
- NVIDIA holds warrants or rights on 18.0M shares of Corning (pre-funded) (8-K, May 6, 2026)
- YA II PN, Ltd. holds warrants or rights on 2.4M shares of Soluna (8-K, Apr 17, 2026)
- Generate Strategic Credit Master Fund I-B, L.P. holds warrants or rights on 2.7M shares of Soluna (pre-funded) (8-K, Apr 3, 2026)
- Meta Platforms holds warrants or rights on 160.0M shares of AMD (8-K, Feb 24, 2026)
People on several boards
- Mary G. Puma: Penguin Solutions (Director); Allegro MicroSystems (Director); Ciena (Director); Entegris (Director)
- Necip Sayiner: Axcelis Technologies (Director); Rambus (Director); Sandisk (Director); Teradyne (Director)
- Rick Clemmer: Seagate (Director); Skyworks (Director); HP Inc. (Director); Qorvo (Director)
- Abhijit Y. Talwalkar: Lam Research (Director); TE Connectivity (Director); AMD (Director)
- Bethany Mayer: Astera Labs (Director); Hewlett Packard Enterprise (Director); Lam Research (Director)
- Chris Koopmans: Marvell (President and COO); Skyworks (Director); Qorvo (Director)
- David Jeffrey Richardson: Ambarella (Director); Kulicke & Soffa (Director); Lattice Semiconductor (Director)
- Jorge Titinger: Ichor (Director); Axcelis Technologies (Director); FormFactor (Director)
- Judy Bruner: Seagate (Director); Applied Materials (Director); Qorvo (Director)
- Karen Blasing: GitLab (Director); Zscaler (Director); Autodesk (Director)
- Karen Marie Rapp: Plexus (Director); Microchip (Director); Cohu (Director)
- Mark Adams: Core Scientific (Director); Cadence (Director); Seagate (Director)
- Mercedes Johnson: Teradyne (Director); Synopsys (Director); Analog Devices (Director)
- Michael E. Hurlston: Lumentum (President and CEO · Director); Astera Labs (Director); Flex (Director)
- Moshe Gavrielov: NXP Semiconductors (Director); Cadence (Director); TSMC (Director)
- Robert A. Bruggeworth: Skyworks (Director); Entegris (Director); Qorvo (President and CEO · Director)
- Steve Sanghi: Microchip (President, CEO and Chair of Bd · Director); Impinj (Director); Intel (Director)
- Thomas St Dennis: Veeco (Director); Axcelis Technologies (Director); FormFactor (Director)
- Thomas T. Edman: TTM Technologies (Director); Ultra Clean (Director); Jabil (Director)
- Victor Peng: KLA (Director); Rambus (Director); Microchip (Director)
- Aart de Geus: Synopsys (EXECUTIVE CHAIR · Director); Applied Materials (Director)
- Akash J. Palkhiwala: Qualcomm (EVP, CFO & COO); Applied Materials (Director)
- Alan S. Lowe: Modine (Director); Qorvo (Director)
- Alex Gorsky: IBM (Director); Apple (Director)
- Alexander M. Davern: Cirrus Logic (Director); Ultra Clean (Director)
- Amie Thuener O'Toole: Broadcom (Chief Financial Officer); Alphabet (VP, Chief Accounting Officer)
- Andrea Goldsmith: Crown Castle (Director); Intel (Director)
- Andreas W. Mattes: Wolfspeed (Director); Cohu (Director)
- Anirudh Devgan: Cadence (President and CEO · Director); Lam Research (Director)
- Ann Livermore: Hewlett Packard Enterprise (Director); Qualcomm (Director)
- Anna C. Simons: Autodesk (Director); Micron (Director)
- Annette Clayton: NXP Semiconductors (Director); Duke Energy (Director)
- Anthony Guzzi: EMCOR (Chairman, President and CEO · Director); Hubbell (Director)
- Aparna Bawa: Palo Alto Networks (Director); Intel (EVP, CLO & CPO)
- Arnold W. Donald: Salesforce (Director); GE Vernova (Director)
- Bill McDermott: ServiceNow (Chairman & CEO · Director); Intuit (Director)
- Boise April Miller: Intel (EVP and Chief Legal Officer); Trane (Director)
- Brian C. White: FormFactor (Director); Allegro MicroSystems (Director)
- Bruce E. Kiddoo: onsemi (Director); Western Digital (Director)
- Bruce R. Chizen: Synopsys (Director); Oracle (Director)
- Chantelle Yvette Breithaupt: Ambarella (Director); Arista Networks (Senior Vice President, CFO)
- Charles H. Giancarlo: Zscaler (Director); Arista Networks (Director)
- Charles J. Meyers: Equinix (Director · Executive Chairman); American Electric Power (Director)
- Christine Y. Yan: Modine (Director); onsemi (Director)
- Christopher B. Paisley: Ambarella (Director); Equinix (Director)
- Craig H. Barratt: Astera Labs (Director); Intel (Director)
- Cristiano Amon: Qualcomm (President & CEO · Director); Adobe (Director)
- Dale E. Klein: NuScale (Director); Southern Company (Director)
- Daniel JL Liao: Photronics (Director); Amkor (Director)
- Daniel P. Huttenlocher: Corning (Director); Amazon (Director)
- Darryl L. Wilson: NextEra Energy (Director); Eaton (Director)
- David Grain: Dell (Director); Southern Company (Director)
- David Reeder: Entegris (President & CEO · Director); Celestica (Director)
- Deborah L. Stahlkopf: Cisco (EVP and Chief Legal Officer); NextEra Energy (Director)
- Derek T. Kan: Fortinet (Director); Oklo (Director)
- Dev Ittycheria: MongoDB (Interim President and CEO · Director); Datadog (Director)
- Devinder Kumar: Ciena (Director); Sandisk (Director)
- Douglas R. Bettinger: Lam Research (Chief Financial Officer & EVP); Lattice Semiconductor (Director)
- Edward H. Baine: Dominion Energy (EVP - Util. Ops and Pres - DEV); Hubbell (Director)
- Edward H. Frank: SiTime (Director); Analog Devices (Director)
- Edward H. Kennedy: Extreme Networks (Director); Lightwave Logic (Director)
- Elizabeth M. Schwarting: Ambarella (Director); Lattice Semiconductor (Director)
- Eric Meurice: IPG Photonics (Director); Intel (Director)
- Eric S. Musser: Wolfspeed (Director); Corning (Retired President)
- Eric S. Yuan: ServiceNow (Director); Intuit (Director)
- Ernest E. Maddock: Ultra Clean (Director); Teradyne (Director)
- Fariba Danesh: Aehr Test Systems (Director); Credo (Director)
- Fidelma Russo: Equinix (Director); Hewlett Packard Enterprise (EVP, GM, Hybrid Cloud & CTO)
- Forrest Eugene Norrod: AMD (EVP & GM DSG); Intuit (Director)
- Frank D. Yeary: Mobileye (Director); Intel (Director)
- Ganesh Moorthy: SiTime (Director); GlobalFoundries (Director)
- Gerald Johnson: Caterpillar (Director); Eaton (Director)
- Godfrey Sullivan: GitLab (Director); CrowdStrike (Director)
- Greg Dougherty: IPG Photonics (Director); MaxLinear (Director)
- Gregg A. Lowe: Silicon Labs (Director); Power Integrations (Director)
- Gregory Michael Fischer: Semtech (Director); Navitas (Director)
- Herman E. Bulls: Fluence (Director); Comfort Systems USA (Director)
- Hock E. Tan: Broadcom (President and CEO · Director); Meta Platforms (Director)
- Hong Q. Hou: Semtech (President and CEO · Director); Wolfspeed (Director)
- Ita M. Brennan: Cadence (Director); Lam Research (Director)
Holders · Who owns the AI companies? · All tracked companies