Semiconductor & AI supply-chain companies in Canada
As of 2026-10-09, wafergraph tracks 8 semiconductor and AI supply-chain companies headquartered in Canada, across 3 value-chain segments, most of them in AI & Data Center (4). The largest by market cap is Celestica at $45.0B; the 3 priced companies total $46.9B. 1 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
6 of 8 companies in Canada have a nonzero supply-chain criticality score in Wafergraph's data.
Largest Canada companies by market cap
| Company | Segment | Position | Market cap | Ticker |
|---|---|---|---|---|
| Celestica | Systems & ODM (AI servers) | major | $45.0B | NYSE:CLS |
| POET Technologies | Photonics & Optics | niche | $1.2B | NASDAQ:POET |
| HIVE Digital Technologies | Data Center Operators (Colo) | niche | $700M | NASDAQ:HIVE |
All 8 companies by segment
AI & Data Center (4)
- CoolIT Systems Inc. — Direct liquid cooling (DLC) systems and coolant distribution units for data centers and HPC.
- Hammond Power Solutions — Manufactures dry-type distribution transformers for the North American market.
- HIVE Digital Technologies — Data-center operator for AI/HPC (Buzz HPC) and bitcoin mining.
- Cohere — Enterprise large-language-model developer.
Distribution & Misc (3)
- Celestica — EMS/ODM supplier of data-center hardware and AI systems.
- Ranovus Inc. — Ottawa CPO startup with the monolithic ODIN electro-photonic chip platform for AI datacenter interconnects.
- POET Technologies — Optical interposer and engine maker for transceivers.
Design (Fabless) (1)
- Tenstorrent — AI accelerator and RISC-V IP company led by Jim Keller.
Tracked revenue
3 of the 8 companies report revenue in the dataset, totalling $12.7B (latest fiscal year per company, SEC EDGAR or Wikidata).
Frequently asked questions3
- How many semiconductor companies are in Canada?
- wafergraph tracks 8 semiconductor and AI supply-chain companies headquartered in Canada, across 3 segments.
- What is the largest semiconductor company in Canada?
- Celestica is the largest Canada company in the dataset by market cap ($45.0B, as of 2026-10-09).
- How many Canada semiconductor companies have a supply-chain criticality score?
- 6 of 8 companies in Canada have a nonzero supply-chain criticality score in Wafergraph's data.
Cite as: wafergraph, “Semiconductor companies in Canada — 8 tracked, ranked by market cap”, https://wafergraph.com/country/canada/ (data as of 2026-10-09).