AI agents in Semiconductors & Related Devices
13 companies in SIC 3674 (Semiconductors & Related Devices) have AI-agent language in SEC filings since 2025-01-01; 6 have at least one model-judged first-party deployment.
| Company | Stage | Functions | Mkt cap | Filings | Latest |
|---|---|---|---|---|---|
| Datavault AI Inc.DVLT | Scaling | HR & recruiting, IT & security ops, Legal & compliance, Operations & supply chain, Sales & marketing, Software development | $127M | 10 | 2026-06-04 |
| NVIDIA CORPNVDA | Scaling | Customer service, IT & security ops, Operations & supply chain, Sales & marketing, Software development | $5.2T | 10 | 2026-08-26 |
| Penguin Solutions, Inc.PENG | Scaling | IT & security ops, Sales & marketing | $3.0B | 5 | 2026-10-06 |
| INTEL CORPINTC | Scaling | IT & security ops, Operations & supply chain | $483.3B | 2 | 2026-07-23 |
| NXP Semiconductors N.V.NXPI | Deployed | — | $58.8B | 2 | 2026-04-28 |
| VIAVI SOLUTIONS INC.VIAV | Deployed | — | $8.5B | 2 | 2026-08-13 |
| ADVANCED MICRO DEVICES INCAMD | Mentions only | IT & security ops, Sales & marketing, Software development | $884.2B | 2 | 2026-08-04 |
| APPLIED MATERIALS INC /DEAMAT | Mentions only | IT & security ops, Legal & compliance | $331.0B | 1 | 2026-08-20 |
| SILICON LABORATORIES INC.SLAB | Mentions only | Software development | $7.4B | 1 | 2025-11-04 |
| CIRRUS LOGIC, INC.CRUS | Mentions only | Operations & supply chain | $5.5B | 1 | 2025-08-05 |
| AMBARELLA INCAMBA | Mentions only | IT & security ops, Operations & supply chain | $2.7B | 1 | 2026-03-23 |
| Blaize Holdings, Inc.BZAI | Mentions only | IT & security ops | $38M | 1 | 2025-02-11 |
| Syntiant Corp.SYTN | Mentions only | — | — | 2 | 2026-08-31 |