AI Chip Intelligence

Custom chips & links led the AI-chip chain over 21 sessions at +10.8%. 12 of 13 companies rose, so the move was broad.

This page separates chip design, manufacturing, memory, connections and factory equipment. It shows whether leadership is broad, backed by trading and still visible after removing the best company.

Completed market prices through 2026-10-09

DESIGNLINKSFACTORYMEMORYEQUIPMENTdemand reaches each part at a different speed

Leading part of the chainCustom chips & links+10.8%

Weakest part of the chainManufacturing+5.3%

Tracked chain move+7.8%Equal share for every company

Chip index move+8.2%SOXX over 21 sessions

Nasdaq move+6.1%QQQ over 21 sessions

Companies rising12 of 13Over 21 sessions

Above 50-day average11 of 13Current trend

Beating the chip index4 of 13Same window

Buying pressure positive8 of 13Price and trading agreement

Best companyMRVL+21.3%

Fastest trading paceMRVL1.6× normal

Without the best company+6.7%Tracked chain rebuilt

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Where is the chain strongest?

Design, manufacturing, memory and factory equipment can move in different directions. The group view shows where investors are placing the strongest bet now.

Part of chain	Company	Ticker	21 sessions	63 sessions	Against SOXX	50-day trend	Buying pressure	Trading pace
Chip design	AMD	AMD	+20.8%	+13.8%	+12.6%	Above	0.29	1.0×
Chip design	NVIDIA	NVDA	+5.0%	+12.8%	-3.2%	Above	-0.14	1.0×
Chip design	Arm	ARM	+4.8%	-10.9%	-3.4%	Below	-0.11	0.9×
Chip design	Qualcomm	QCOM	-0.8%	-4.1%	-9.0%	Above	-0.16	0.9×
Custom chips & links	Marvell	MRVL	+21.3%	+26.6%	+13.1%	Above	0.13	1.6×
Custom chips & links	Broadcom	AVGO	+0.4%	-5.7%	-7.8%	Below	-0.13	1.1×
Factory equipment	Applied Materials	AMAT	+11.7%	-11.8%	+3.5%	Above	0.26	0.8×
Factory equipment	KLA	KLAC	+10.4%	-11.9%	+2.2%	Above	0.26	0.9×
Factory equipment	Lam Research	LRCX	+7.1%	-3.3%	-1.1%	Above	0.20	0.8×
Factory equipment	ASML	ASML	+5.5%	+3.3%	-2.7%	Above	0.10	1.2×
Manufacturing	TSMC	TSM	+6.2%	+7.8%	-2.0%	Above	0.18	1.0×
Manufacturing	Intel	INTC	+4.4%	+1.5%	-3.8%	Above	-0.05	1.0×
Memory	Micron	MU	+5.3%	+9.8%	-2.9%	Above	0.05	0.9×

Custom chips & links leads Manufacturing by 5.6 percentage points over 21 sessions.

Is one company creating the story?

The best company is removed before the tracked chain is read again.

All tracked companies+7.8%

Without MRVL+6.7%

SOXX+8.2%

Without MRVL, the tracked supply chain moved +6.7%.