canar.ai
Rankings/Layers/L1
Layer 1

Raw Materials & Mining

Companies extracting and processing rare earth elements, silicon, and other materials essential for semiconductor manufacturing.

L2 →
Companies
8
Total Market Cap
$279.7B
Revenue Multiple
2.5x
AI Fair Value
$27.3B
Avg AI Revenue
10%
Avg 24h
+0.3%
Avg 7d
+8.2%
Avg 30d
+1.3%
AI Fair Value
$27.3Bcurrent · 8 companies
Largest by Market Cap
AI
AIQUF
Air Liquide (ADR)
$95.0B
Highest AI Exposure
CO
COHR
Coherent Corp.
24.02% AI revenue
Top 30d Performer
MK
MKSI
Mks Inc
+9.1%
Worst 30d Performer
MP
MP
MP Materials
-17.9%

Market Cap Distribution

COHR
$47.5B
17.0%
AIQUF
$95.0B
34.0%
SHECY
$68.0B
24.3%
ENTG
$17.6B
6.3%
MKSI
$15.9B
5.7%
SUMCY
$8.0B
2.9%
DD
$18.6B
6.7%
MP
$9.1B
3.3%

All Layers

L1Raw Materials8L2Semiconductor Equipment11L3Chip Design12L4Hardware12L5Cloud12L6Data Infrastructure9L7AI Frameworks7L8AI Software14L9AI Applications51

All Companies in Raw Materials & Mining

#Company
37
32-38
CO
COHR
COHR
Coherent Corp.
44
42-59
AI
AIQUF
AIQUF
Air Liquide (ADR)
53
45-61
SH
SHECY
SHECY
Shin-Etsu Chemical (ADR)
78
72-76
EN
ENTG
ENTG
Entegris Inc
84
79-80
MK
MKSI
MKSI
Mks Inc
88
84-99
SU
SUMCY
SUMCY
SUMCO Corp (ADR)
99
92-99
DD
DD
DD
DuPont de Nemours, Inc.
106
MP
MP
MP
MP Materials
Source
24%
[20-28%]
+1.26$11.4B
Derived
Med
+0.7%$47.5B
6%
[3-11%]
0.00$5.9B
Estimated
Low
+0.5%$95.0B
7%
[4-13%]
0.00$5.0B
Estimated
Low
+1.4%$68.0B
9%
[7-11%]
+0.30$1.6B
Estimated
Med
+2.5%$17.6B
8%
[6-10%]
+0.35$1.3B
Estimated
Low
+0.5%$15.9B
14%
[8-23%]
0.00$1.2B
Estimated
Low
+0.0%$8.0B
4%
[3-5%]
+0.36$682.0M
Estimated
V.Low
-0.1%$18.6B
4%
[3-5%]
+0.97$343.6M
Estimated
Med
-3.3%$9.1B
Showing 8 of 8 companies