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Edge Compute & Control Silicon stocks

By Scott McLeodPublished by PXS Research Updated October 12, 2026

Embedded processors and control silicon delivering intelligence near the machine.

18 mapped stocks5 company-level buy signals21 technologies

L5 capability map

Edge Compute technologies

Open a technology to understand the capability, evidence framework and every directly mapped public stock.

800G and 1.6T optical interconnect / silicon photonics / co-packaged optics

12 stocks mapped · Open research Deep Dive

Autonomous vehicle middleware and ADAS platforms

6 stocks mapped · Open research Deep Dive

Autonomy, Defense & Space

34 stocks mapped · Open research Deep Dive

Connectivity & Communications

33 stocks mapped · Open research Deep Dive

Deep-Dive Research Note: Memory-and-AI-Compute Silicon

21 stocks mapped · Open research GuideCurated

Edge AI accelerators and inference chips (NPU, TPU-edge, ASIC)

1 stock mapped · Open research Deep Dive

Edge Compute Silicon — TOPS/Watt Economics for Physical AI

6 stocks mapped · Open research Deep Dive

Embedded Microcontrollers for Real-Time Control (STM32 family)

1 stock mapped · Open research Deep Dive

FPGA-based edge inference and real-time processing

5 stocks mapped · Open research Deep Dive

GAA and backside power delivery

10 stocks mapped · Open research Deep Dive

Industrial communication processors and protocol ICs

5 stocks mapped · Open research Deep Dive

Integrated memory + AI inference infrastructure (AI Factory Platform)

6 stocks mapped · Open research Deep Dive

Magnetic current and position sensing ICs

6 stocks mapped · Open research Deep Dive

MEMS Inertial Sensors (accelerometers, gyroscopes)

5 stocks mapped · Open research Deep Dive

Motor-control ICs and gate drivers (GaN and SiC drivers, smart gate drivers)

6 stocks mapped · Open research Deep Dive

Power Electronics

21 stocks mapped · Open research GuideCurated

Power management ICs (PMICs) for AI edge and robotics

1 stock mapped · Open research Deep Dive

Power semiconductors (IGBT, MOSFET, SiC modules) for grid and motor drives

9 stocks mapped · Open research Deep Dive

Safety-certified MCUs and real-time control processors

5 stocks mapped · Open research Deep Dive

Vision SoCs and image signal processors (ISP) for robotics

6 stocks mapped · Open research Deep Dive

Water infrastructure and environmental permitting for AI data centers

9 stocks mapped · Open research

Edge Compute & Control Silicon stock picks

HIMXHimax Technologies Inc. (ADR)Display drivers & LCOS microdisplays for AR/VR, HUD & automotive Edge Compute & Control Silicon POOL●●○○○ ●●○○○ $7.50Research target 10/12/26Last reviewed LSCCLattice Semiconductor Corp.Low-power FPGAs for edge AI, industrial & automotive Edge Compute & Control Silicon POOL●●○○○ ●●○○○ $164.51Research target 10/12/26Last reviewed VSHVishay Intertechnology Inc.Passive electronic components (resistors, capacitors, inductors) Edge Compute & Control Silicon POOL●●○○○ ●●○○○ $43.85Research target 10/12/26Last reviewed SMTCSemtech800G and 1.6T optical interconnect | LoRaWAN / LPWAN connectivity Edge Compute & Control Silicon ACCUMULATE●●○○○ ●●○○○ $209.06Research target 9/17/26Last reviewed AVGOBroadcomGAA and backside power delivery | 800G and 1.6T optical interconnect Edge Compute & Control Silicon HOLD●○○○○ ●○○○○ $527.73Research target 9/15/26Last reviewed INDIindie SemiconductorAutomotive ADAS semiconductors | Radar sensing | Vision processing | In-cabin sensing Edge Compute & Control Silicon HOLD●●○○○ ●●○○○ $4.85Research target 9/15/26Last reviewed KEELKeel Infrastructure Corp.Water infrastructure and environmental permitting for AI data centers Grid, Power & Thermal InfrastructureEdge Compute & Control Silicon ACCUMULATE●○○○○ ●○○○○ $5.65Research target 9/15/26Last reviewed PENGPenguin Solutions, Inc.Integrated memory + AI inference infrastructure (AI Factory Platform) Edge Compute & Control Silicon HOLD●●○○○ ●●○○○ $81.81Research target 9/13/26Last reviewed BZAIBlaize IncEdge AI inference chip (GSP) Edge Compute & Control Silicon WATCH●○○○○ ●○○○○ $0.63Research target 9/12/26Last reviewed AMBAAmbarellaEdge AI vision processors (CVflow SoCs) Edge Compute & Control Silicon HOLD●●○○○ ●●○○○ $94.15Research target 9/10/26Last reviewed MRVLMarvell Technology IncCustom AI accelerator (XPU) silicon | 800G and 1.6T optical interconnect Edge Compute & Control Silicon HOLD●●○○○ ●●○○○ $359.92Research target 9/10/26Last reviewed MXLMAXLINEAR, INC800G and 1.6T optical interconnect Edge Compute & Control Silicon HOLD●○○○○ ●○○○○ $84.90Research target 9/10/26Last reviewed QCOMQualcommSnapdragon edge AI SoC Edge Compute & Control Silicon ACCUMULATE●●○○○ ●●○○○ $200.92Research target 9/3/26Last reviewed SYNASynaptics IncorporatedAstra embedded processors | AI-native Wi-Fi 7 / Bluetooth / Thread connectivity Edge Compute & Control Silicon HOLD●○○○○ ●○○○○ $127.88Research target 8/31/26Last reviewed ONON SemiconductorSiC and GaN power semiconductors Edge Compute & Control Silicon HOLD●○○○○ ●○○○○ $100.13Research target 8/7/26Last reviewed MBLYMobileyeADAS vision SoCs | Autonomous driving software stack | Robotaxi / fleet autonomy Edge Compute & Control Silicon ACCUMULATE●●○○○ ●●○○○ $9.21Research target 7/31/26Last reviewed STMSTMicroelectronics N.V.MEMS Inertial Sensors (accelerometers, gyroscopes) | Embedded Microcontrollers for Real-Time Control (STM32 family) Edge Compute & Control SiliconPerception & SensingActuation & Motion Control ACCUMULATE●●●○○ ●●●○○ $72.86Research target 7/10/26Last reviewed TXNTEXAS INSTRUMENTS INCAnalog and embedded processing semiconductors Edge Compute & Control Silicon WATCH●○○○○ ●○○○○ $325.64Research target 7/2/26Last reviewed

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