How long the AI 100's chip companies' inventory would last at their cost of sales, in days, with designers, manufacturers and equipment makers kept apart.
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71 days – 116 days over the range
94 days – 140 days over the range
130 days – 192 days over the range
Each line on its own scale.
21 companies counted for Q2 2026. Dollar figures are the trailing twelve months, or at the period end for balance-sheet items.
| Company | Cost of revenue | Average inventory | Its own figure | Share of market cap |
|---|---|---|---|---|
| NVIDIANVDA | $76.73B | $23.27B | 111 days | 41.3% |
| BroadcomAVGO | $23.94B | $3.17B | 48 days | 16.4% |
| MicronMU | $24.76B | $8.65B | 127 days | 8.6% |
| AMDAMD | $19.33B | $7.57B | 143 days | 7.0% |
| IntelINTC | $35.02B | $11.93B | 124 days | 5.3% |
| Lam ResearchLRCX | $11.51B | $4.29B | 136 days | 3.9% |
| Applied MaterialsAMAT | $15.60B | $6.19B | 145 days | 3.5% |
| KLAKLAC | $5.26B | $3.43B | 238 days | 3.3% |
| SanDiskSNDK | $5.78B | $2.39B | 151 days | 2.1% |
| QualcommQCOM | $20.17B | $7.36B | 133 days | 1.6% |
| SeagateSTX | $6.64B | $1.51B | 83 days | 1.5% |
| MarvellMRVL | $4.52B | $1.21B | 97 days | 1.4% |
| CadenceCDNS | $824.8M | $308.3M | 136 days | 0.9% |
| Astera LabsALAB | $298.9M | $86.2M | 105 days | 0.7% |
| SynopsysSNPS | $2.60B | $430.6M | 60 days | 0.6% |
| Monolithic PowerMPWR | $1.47B | $583.2M | 145 days | 0.6% |
| KeysightKEYS | $2.32B | $1.03B | 162 days | 0.4% |
| GlobalFoundriesGFS | $5.05B | $1.67B | 121 days | 0.4% |
| Credo TechnologyCRDO | $524.0M | $214.9M | 150 days | 0.3% |
| Onto InnovationONTO | $556.1M | $324.7M | 213 days | 0.2% |
| AmbarellaAMBA | $173.3M | $55.4M | 117 days | 0.0% |