Semiconductor & AI supply-chain companies in the United Kingdom
As of 2026-10-09, wafergraph tracks 16 semiconductor and AI supply-chain companies headquartered in the United Kingdom, across 8 value-chain segments, most of them in AI & Data Center (5). The largest by market cap is Arm Holdings at $294.0B; the 3 priced companies total $518.2B. 3 hold a monopoly or leader position in their segment.
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Data as of 2026-10-09 · country = headquarters, not fab location · market caps from the daily wafergraph pipeline (Yahoo × SEC shares); unpriced companies are listed but not summed
11 of 16 companies in the United Kingdom have a nonzero supply-chain criticality score in Wafergraph's data.
Largest United Kingdom companies by market cap
| Company | Segment | Position | Market cap | Ticker |
|---|---|---|---|---|
| Arm Holdings | Semiconductor IP Licensing | leader | $294.0B | NASDAQ:ARM |
| Linde | Specialty Gases | leader | $222.1B | NASDAQ:LIN |
| Oxford Instruments | Etch | niche | $2.1B | LSE:OXIG |
All 16 companies by segment
AI & Data Center (5)
- Colt Data Centre Services — Hyperscale data-center operator across Europe and Asia.
- Fluidstack — Builds and operates AI data centers, including power acquisition, for large-scale AI compute.
- Global Switch — Large carrier-neutral data-center operator in Europe and Asia-Pacific.
- Nscale — AI GPU cloud and data-center operator.
- Yondr — Global hyperscale data-center developer and operator.
EDA & IP (4)
- Arm Holdings — CPU architecture licensed in virtually every smartphone and most edge devices.
- Alphawave Semi — High-speed connectivity SerDes IP; acquired by Qualcomm and delisted from LSE in December 2025, now a Qualcomm subsidiary.
- Agile Analog — Configurable analog IP for system-on-chips.
- Imagination Technologies — GPU and AI IP licensor, owned by Canyon Bridge.
Materials (2)
- Linde — World's largest industrial gas company; major electronics gas business.
- IQE — Leading epitaxial compound-semiconductor wafer maker (GaAs, GaN, InP).
Analog, Power, RF (1)
- Cambridge GaN Devices (CGD) — UK fabless GaN power company spun out of Cambridge University; enhancement-mode ICeGaN transistors.
Design (Fabless) (1)
- Graphcore — AI accelerator (IPU) maker; wholly-owned SoftBank subsidiary since July 2024.
Equipment (Front End) (1)
- Oxford Instruments — Plasma etch and deposition tools for compound semis and research.
IDM (1)
- Pragmatic Semiconductor — UK maker of ultra-low-cost flexible thin-film chips.
Distribution & Misc (1)
- Sondrel — Custom SoC design and turnkey ASIC services (renamed Aion Silicon, April 2025).
Tracked revenue
5 of the 16 companies report revenue in the dataset, totalling $39.6B (latest fiscal year per company, SEC EDGAR or Wikidata).
Frequently asked questions3
- How many semiconductor companies are in the United Kingdom?
- wafergraph tracks 16 semiconductor and AI supply-chain companies headquartered in the United Kingdom, across 8 segments.
- What is the largest semiconductor company in the United Kingdom?
- Arm Holdings is the largest United Kingdom company in the dataset by market cap ($294.0B, as of 2026-10-09).
- How many United Kingdom semiconductor companies have a supply-chain criticality score?
- 11 of 16 companies in the United Kingdom have a nonzero supply-chain criticality score in Wafergraph's data.
Cite as: wafergraph, “Semiconductor companies in the United Kingdom — 16 tracked, ranked by market cap”, https://wafergraph.com/country/united-kingdom/ (data as of 2026-10-09).