The AI value chain - chipmakers, semi-cap equipment, memory, optical/networking, AI servers and infrastructure - ranked by lowest EV/EBITDA (LTM). Recomputed daily from filings and market quotes. Not investment advice. Updated: 2026-08-14
| # | Company | Market | Sector | EV/EBITDA | P/E | ROE | Mcap, $bn |
|---|---|---|---|---|---|---|---|
| 1 | Super Micro Computer, Inc. SMCI | US | United States — large cap (SEC filings) | 7.5x | 10.4x | 8.8% | 23.2 |
| 2 | MICRON TECHNOLOGY INC MU | US | Technology | 15.5x | 21.2x | 43.5% | 1 068.6 |
| 3 | QUALCOMM INC/DE QCOM | US | Technology | 15.6x | 18.8x | 9.7% | 174.2 |
| 4 | PagerDuty, Inc. PD | US | United States — large cap (SEC filings) | 17.7x | 5.9x | 8.7% | 1.1 |
| 5 | JABIL INC JBL | US | United States — large cap (SEC filings) | 19.1x | 45.0x | 27.5% | 38.8 |
| 6 | Hewlett Packard Enterprise Co HPE | US | United States — large cap (SEC filings) | 19.9x | 50.7x | 10.0% | 78.9 |
| 7 | NetApp, Inc. NTAP | US | United States — large cap (SEC filings) | 21.6x | 32.0x | 119.6% | 40.8 |
| 8 | FLEX LTD. FLEX | US | United States — large cap (SEC filings) | 24.3x | 46.7x | 21.4% | 45.5 |
| 9 | Dell Technologies Inc. DELL | US | United States — large cap (SEC filings) | 25.0x | 38.3x | -233.2% | 322.3 |
| 10 | MODINE MANUFACTURING CO MOD | US | United States — large cap (SEC filings) | 25.7x | 74.5x | 24.6% | 10.7 |
| 11 | TEXAS INSTRUMENTS INC TXN | US | Technology | 27.7x | 41.2x | 45.5% | 249.6 |
| 12 | ANALOG DEVICES INC ADI | US | Technology | 31.6x | 56.3x | 13.9% | 186.6 |
| 13 | NVIDIA CORP NVDA | US | Technology | 33.1x | 34.3x | 132.3% | 5 475.7 |
| 14 | KULICKE & SOFFA INDUSTRIES INC KLIC | US | United States — large cap (SEC filings) | 33.2x | 47.8x | 8.7% | 5.1 |
| 15 | CALIX, INC CALX | US | United States — large cap (SEC filings) | 34.2x | 53.9x | 9.4% | 2.8 |
| 16 | WESTERN DIGITAL CORP WDC | US | United States — large cap (SEC filings) | 34.4x | 17.9x | 50.9% | 169.1 |
| 17 | RAMBUS INC RMBS | US | United States — large cap (SEC filings) | 36.8x | 44.7x | 18.9% | 10.7 |
| 18 | Ultra Clean Holdings, Inc. UCTT | US | United States — large cap (SEC filings) | 38.5x | — | 5.5% | 4.2 |
| 19 | Fabrinet FN | US | United States — large cap (SEC filings) | 40.1x | 48.1x | 7.4% | 20.2 |
| 20 | AXCELIS TECHNOLOGIES INC ACLS | US | United States — large cap (SEC filings) | 41.1x | 48.7x | 8.8% | 4.5 |
| 21 | Vertiv Holdings Co VRT | US | United States — large cap (SEC filings) | 42.9x | 63.4x | 44.2% | 109.8 |
| 22 | COHERENT CORP. COHR | US | United States — large cap (SEC filings) | 43.1x | 63.2x | 2.7% | 50.9 |
| 23 | KLA CORP KLAC | US | Technology | 45.2x | 56.6x | 89.5% | 273.6 |
| 24 | Broadcom Inc. AVGO | US | Technology | 45.5x | 69.2x | 44.4% | 2 027.7 |
| 25 | Seagate Technology Holdings plc STX | US | United States — large cap (SEC filings) | 46.6x | 63.4x | 128.4% | 201.8 |
| 26 | NOVA LTD. NVMI | US | United States — large cap (SEC filings) | 47.1x | 49.6x | 20.5% | 13.1 |
| 27 | INTEL CORP INTC | US | Technology | 47.7x | — | 3.6% | 522.2 |
| 28 | APPLIED MATERIALS INC /DE AMAT | US | Technology | 48.3x | 49.8x | 49.2% | 423.9 |
| 29 | Arista Networks, Inc. ANET | US | Technology | 55.5x | 64.2x | 34.3% | 259.8 |
| 30 | LAM RESEARCH CORP LRCX | US | Technology | 57.3x | 70.4x | 34.7% | 421.7 |
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