US / UK · Hot AI Themes
AI Devices & Edge
On-device AI drives a phone and PC upgrade cycle and pulls more memory per device — competing with data centers for the same DRAM.
Edge chip→Memory→Device→Apps
45
Tightness score ⓘ
#52 of 56
■ Stable
Lead time
12–24 mo
Theme 1M
−11.6%% in uptrend
33%Metric to watch
Smartphone/PC unit trends, memory content per device, and on-device model launches.
What would prove us wrong
Weakens if memory prices force device makers to cut AI features or volumes.
Dependencies
AI devices theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| AAPL Apple |
On-device AI across iPhone and Mac | NASDAQ US |
$344.6 | −1.23% | +4.3% | +13.7% | +27.1% | −1.2% | 2026-11-02 | |
| QCOM Qualcomm |
Edge AI SoCs for robots and vehicles | NASDAQ US |
$164.8 | −11.12% | −9.5% | +9.3% | −2.1% | −33.8% | 2026-11-04 | |
| ARM Arm Holdings |
CPU IP inside custom accelerators, servers and edge devices | NASDAQ UK |
$206.0 | −9.97% | −29.5% | −13.8% | +88.4% | −53.1% | 2026-11-04 |
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