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Edge AI Long '24: Edge Processors
8 tickers · $2.06T total market cap
Group: Edge AI Long
The thesis for Edge AI processors as of Spring 2025 is bullish, driven by the increasing demand for on-device processing capabilities in consumer electronics and industrial applications. Companies like Renesas (6723 JP), Marvell (MRVL), Samsung (005930 KS), and MediaTek (2454 TT) are positioned to benefit from this trend as they develop specialized chips that enable efficient AI inference at the edge. As Edge AI becomes more prevalent, these companies are expected to experience significant revenue growth, driven by the need for more powerful and efficient processors that can handle AI workloads locally.
Edge AI Long '24: Edge Processors tracks 8 publicly listed stocks in this theme: 005930.KO, 2454.TW, 6723.T, ADI, AMBA, MRVL, QCOM, RMBS. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Samsung Electronics Co., Ltd.005930.KO | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 0.75% | -0.68% | 38.15% | 24.38% | $1.28T | 12.5000 |
QUALCOMM IncorporatedQCOM | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -7.76% | 19.72% | 13.59% | 8.93% | $206.17B | 12.5000 |
Analog Devices, Inc.ADI | 02/18/2026 (BMO) | 05/20/2026 (BMO) | 2.31% | — | 19.99% | — | $202.27B | 12.5000 |
MediaTek Inc.2454.TW | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -1.70% | -0.82% | 45.94% | 21.26% | $159.63B | 12.5000 |
Marvell Technology, Inc.MRVL | 03/05/2026 (AMC) | 05/27/2026 (AMC) | 18.35% | — | 96.80% | — | $154.33B | 12.5000 |
Renesas Electronics Corporation6723.T | 04/24/2026 (BMO) | 04/24/2026 (BMO) | 6.90% | -4.82% | 4.55% | 8.09% | $40.09B | 12.5000 |
Rambus Inc.RMBS | 04/27/2026 (AMC) | 04/27/2026 (AMC) | -11.31% | -29.75% | 40.13% | 9.67% | $13.20B | 12.5000 |
Ambarella, Inc.AMBA | 02/26/2026 (AMC) | 05/28/2026 (AMC) | -14.89% | — | 27.10% | — | $3.36B | 12.5000 |
| Average | -0.92% | -3.27% | 35.78% | 14.46% | $257.21B | 12.5000 | ||
| Median | -0.48% | -0.82% | 32.62% | 9.67% | $156.98B | 12.5000 | ||
| Std Dev | 9.98% | 15.78% | 26.56% | 6.91% | $393.72B | 0.0% | ||
| Min | -14.89% | -29.75% | 4.55% | 8.09% | $3.36B | 12.5000 | ||
| Max | 18.35% | 19.72% | 96.80% | 24.38% | $1.28T | 12.5000 | ||
| % Positive Tickers | 50.00% | 20.00% | 100.00% | 100.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.