コンピュータ本体・サーバ・ストレージ・通信機器など、情報インフラの「物理層」を作る企業群。クラウドとAIの普及でデータセンター向けの高性能サーバ・ネットワーク機器の需要が拡大している。政府・国防向けの調達も大きく、IT基盤の供給網（サプライチェーン）の安全保障とも関わる。
注目企業（横断プロフィールあり）
連邦契約（USAspending）・SEC開示（EDGAR）・脆弱性（CISA KEV）を名寄せした、当サイトの横断プロフィールを読めます。
この業種の上場企業
| 企業 | ティッカー | 取引所 | 業種（SIC） |
|---|---|---|---|
| アップル 解説あり | AAPL | Nasdaq | Electronic Computers |
| デル 解説あり | DELL | NYSE | Electronic Computers |
| IBM 解説あり | IBM | NYSE | Computer & office Equipment |
| スーパーマイクロ 解説あり | SMCI | Nasdaq | Electronic Computers |
| 10x Genomics, Inc. | TXG | Nasdaq | Laboratory Analytical Instruments |
| A10 Networks, Inc. | ATEN | NYSE | Computer Communications Equipment |
| ACTELIS NETWORKS INC | ASNS | OTC | Communications Equipment, NEC |
| ADTRAN Holdings, Inc. | ADTN | Nasdaq | Telephone & Telegraph Apparatus |
| AEHR TEST SYSTEMS | AEHR | Nasdaq | Instruments For Meas & Testing of... |
| AGILENT TECHNOLOGIES, INC. | A | NYSE | Laboratory Analytical Instruments |
| Ainos, Inc. | AIMD | Nasdaq | Computer Peripheral Equipment, NEC |
| AIRGAIN INC | AIRG | Nasdaq | Radio & Tv Broadcasting & Communic... |
| Alamar Biosciences, Inc. | ALMR | Nasdaq | Laboratory Analytical Instruments |
| ALLIENT INC | ALNT | Nasdaq | Instruments For Meas & Testing of... |
| Allot Ltd. | ALLT | Nasdaq | Computer Communications Equipment |
| AmpliTech Group, Inc. | AMPG | Nasdaq | Communications Equipment, NEC |
| Arista Networks, Inc. | ANET | NYSE | Computer Communications Equipment |
| AstroNova, Inc. | ALOT | Nasdaq | Computer Peripheral Equipment, NEC |
| ASTROTECH Corp | ASTC | Nasdaq | Laboratory Analytical Instruments |
| AUDIOCODES LTD | AUDC | Nasdaq | Telephone & Telegraph Apparatus |
| Avantor, Inc. | AVTR | NYSE | Laboratory Analytical Instruments |
| AVIAT NETWORKS, INC. | AVNW | Nasdaq | Radio & Tv Broadcasting & Communic... |
| BIO-RAD LABORATORIES, INC. | BIO | NYSE | Laboratory Analytical Instruments |
| BIOFORCE NANOSCIENCES HOLDINGS, INC. | BFNH | OTC | Laboratory Analytical Instruments |
| Bionano Genomics, Inc. | BNGO | Nasdaq | Laboratory Analytical Instruments |
| BK Technologies Corp | BKTI | NYSE | Radio & Tv Broadcasting & Communic... |
| BlackSky Technology Inc. | BKSY | NYSE | Radio & Tv Broadcasting & Communic... |
| BOS BETTER ONLINE SOLUTIONS LTD | BOSC | Nasdaq | Computer Communications Equipment |
| BOUNDLESS GROUP | BLTG | — | Optical Instruments & Lenses |
| BRUKER CORP | BRKR | Nasdaq | Laboratory Analytical Instruments |
| Cambium Networks Corp | CMBMF | OTC | Radio & Tv Broadcasting & Communic... |
| CAMTEK LTD | CAMT | Nasdaq | Optical Instruments & Lenses |
| CareView Communications Inc | CRVW | OTC | Radio & Tv Broadcasting & Communic... |
| CERAGON NETWORKS LTD | CRNT | Nasdaq | Radio & Tv Broadcasting & Communic... |
| CIENA CORP | CIEN | NYSE | Telephone & Telegraph Apparatus |
| CISCO SYSTEMS, INC. | CSCO | Nasdaq | Computer Communications Equipment |
| Clearfield, Inc. | CLFD | Nasdaq | Telephone & Telegraph Apparatus |
| CLEARONE INC | CLRO | Nasdaq | Telephone & Telegraph Apparatus |
| COHERENT CORP. | COHR | NYSE | Optical Instruments & Lenses |
| COHU INC | COHU | Nasdaq | Instruments For Meas & Testing of... |
| COMTECH TELECOMMUNICATIONS CORP /DE/ | CMTL | Nasdaq | Radio & Tv Broadcasting & Communic... |
| CONECTISYS CORP | CONC | OTC | Radio & Tv Broadcasting & Communic... |
| Corsair Gaming, Inc. | CRSR | Nasdaq | Computer Peripheral Equipment, NEC |
| Cytek Biosciences, Inc. | CTKB | Nasdaq | Laboratory Analytical Instruments |
| DATA I/O CORP | DAIO | Nasdaq | Instruments For Meas & Testing of... |
| DIEBOLD NIXDORF, Inc | DBD | NYSE | Calculating & Accounting Machines... |
| DIGI INTERNATIONAL INC | DGII | Nasdaq | Computer Communications Equipment |
| DNA X, Inc. | SONM | Nasdaq | Telephone & Telegraph Apparatus |
| Energous Corp | WATT | Nasdaq | Radio & Tv Broadcasting & Communic... |
| ERICSSON LM TELEPHONE CO | ERIC | OTC | Radio & Tv Broadcasting & Communic... |
| ESCO TECHNOLOGIES INC | ESE | NYSE | Communications Equipment, NEC |
| Everpure, Inc. | P | NYSE | Computer Storage Devices |
| Evolv Technologies Holdings, Inc. | EVLV | Nasdaq | Computer Peripheral Equipment, NEC |
| EXTREME NETWORKS INC | EXTR | Nasdaq | Computer Communications Equipment |
| EyePoint, Inc. | EYPT | Nasdaq | Laboratory Analytical Instruments |
| F5, INC. | FFIV | Nasdaq | Computer Communications Equipment |
| Fabrinet | FN | NYSE | Telephone & Telegraph Apparatus |
| FiEE, Inc. | FIEE | Nasdaq | Telephone & Telegraph Apparatus |
| Fortinet, Inc. | FTNT | Nasdaq | Computer Peripheral Equipment, NEC |
| Foxx Development Holdings Inc. | FOXX | Nasdaq | Computer Communications Equipment |
よくある質問（FAQ）
AIで需要が伸びるのはどの製品？
データセンター向けの高性能サーバ・GPUサーバ・高速ネットワーク機器です。クラウドとAI学習の拡大が牽引しています。
代表的な企業は？
HPE・デル・シスコ・アリスタ・スーパーマイクロなどです。
政府との関わりは？
国防・行政のIT基盤調達が大きく、信頼できる製造元かというサプライチェーンの安全保障も論点になります。
出典（一次情報）
SEC（米証券取引委員会）の業種分類（SIC）に基づく整理です。分類は発行体が届け出た主要事業に基づき、企業によっては実態と差がある場合があります。