Akceleracja AI, geopolityka, bariery wejścia
Platforma śledzi 386 unikalnych spółek w łańcuchu dostaw AI (półprzewodniki, infrastruktura centrów danych, surowce krytyczne). Każda spółka jest oceniana przez automatyczną analizę fundamentalną: model biznesowy, przewaga konkurencyjna (moat), pozycja w cyklu kapitałowym, ekspozycja na AI, ryzyka i scenariusze. Oceny (rating 0–10) i tezy generowane są z publicznych danych finansowych i raportów branżowych.
| Ticker | Nazwa | Rating | Moat |
|---|---|---|---|
| 5802.T | Sumitomo Electric Industries, Ltd. | 7.0/10 | wide |
| 6239.TW | Powertech Technology | 7.0/10 | narrow |
| AMAT | Applied Materials | 7.0/10 | wide |
| CRDO | Credo Technology | 7.0/10 | narrow |
| DD | DuPont de Nemours, Inc. | 7.0/10 | narrow |
| ENTG | Entegris, Inc. | 7.0/10 | wide |
| KEYS | Keysight Technologies | 7.0/10 | wide |
| KLAC | KLA Corporation | 7.0/10 | wide |
| LRCX | Lam Research | 7.0/10 | narrow |
| NVMI | Nova Ltd. | 7.0/10 | wide |
| TPRO.MI | Technoprobe | 7.0/10 | wide |
| VECO | Veeco Instruments | 7.0/10 | wide |
| 4063.T | Shin-Etsu Chemical Co., Ltd. | 6.0/10 | wide |
| 6187.TWO | All Ring Tech | 6.0/10 | narrow |
| 6488.TWO | GlobalWafers Co., Ltd. | 6.0/10 | narrow |
| 6754.T | Anritsu Corporation | 6.0/10 | narrow |
| 6857.T | Advantest Corporation | 6.0/10 | wide |
| 8035.T | Tokyo Electron (TEL) | 6.0/10 | wide |
| FN | Fabrinet | 6.0/10 | narrow |
| FORM | FormFactor, Inc. | 6.0/10 | wide |
| GFS | GlobalFoundries | 6.0/10 | narrow |
| KLIC | Kulicke & Soffa | 6.0/10 | narrow |
| LASR | nLIGHT Inc. | 6.0/10 | wide |
| LITE | Lumentum Holdings | 6.0/10 | wide |
| ONTO | Onto Innovation | 6.0/10 | wide |
| PDFS | PDF Solutions | 6.0/10 | wide |
| TER | Teradyne, Inc. | 6.0/10 | wide |
| ICHR | Ichor Holdings | 5.5/10 | wide |
| 0522.HK | ASMPT | 5.0/10 | narrow |
| 3016.TW | Episil-Precision | 5.0/10 | narrow |
| 3529.TWO | eMemory Technology | 5.0/10 | narrow |
| 5016.T | JX Advanced Metals | 5.0/10 | narrow |
| 8147.TWO | Nextronics Engineering Corp. | 5.0/10 | narrow |
| ASX | ASE Technology Holding Co., Ltd. | 5.0/10 | narrow |
| BESI.AS | BE Semiconductor (Besi) | 5.0/10 | wide |
| CAMT | Camtek Ltd. | 5.0/10 | narrow |
| IQE.L | IQE plc | 5.0/10 | narrow |
| SOI.PA | Soitec | 5.0/10 | narrow |
| UCTT | Ultra Clean Holdings | 5.0/10 | narrow |
| VIAV | Viavi Solutions Inc. | 5.0/10 | narrow |
| 042700.KS | Hanmi Semiconductor | 4.0/10 | narrow |
| 3436.T | SUMCO Corporation | 4.0/10 | wide |
| AAOI | Applied Optoelectronics | 4.0/10 | narrow |
| AEHR | Aehr Test Systems | 4.0/10 | narrow |
| AXTI | AXT Inc. | 4.0/10 | narrow |
| COHR | Coherent Corp. | 4.0/10 | wide |
| COHU | Cohu Inc. | 4.0/10 | narrow |
| SILEX.ST | Silex Microsystems | 4.0/10 | narrow |
| SMTC | Semtech Corporation | 4.0/10 | narrow |
| WAF.DE | Siltronic AG | 4.0/10 | narrow |
| SIVE.ST | Sivers Semiconductors | 3.0/10 | narrow |