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• Microsoft is a diversified technology company spanning cloud computing, enterprise software, productivity tools, operating systems, gaming, and devices.
• Micron sits at an intersection that few companies occupy: it is a scaled manufacturer of the exact memory products that AI systems consume in large quantities.
• Meta Platforms operates a family of applications that includes Facebook, Instagram, WhatsApp, and Messenger, reaching billions of users worldwide.
• Marvell Technology is a U.S.-based semiconductor company that designs and develops a broad range of chips and related solutions for data infrastructure.
• Western Digital develops, manufactures, and sells data-storage devices built primarily on hard disk drive (HDD) technology.
• Alphabet is the parent company of Google and one of the largest technology businesses in the world.
• Alphabet is the holding company behind Google, spanning Search, YouTube, the Android operating system, the Chrome browser, Google Cloud and a set of exploratory ventures.
• Its products include indium phosphide (InP), gallium arsenide (GaAs) and germanium wafers, which serve as the foundation on which certain specialized chips are built.
• Avnet is one of the world's largest distributors of electronic components, computing products, and embedded technology solutions.
• Astera Labs is a semiconductor company focused on connectivity solutions for data centers and artificial-intelligence infrastructure.
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