There's Nvidia and everybody else. Intel? Dead meat.
What you didn't buy Nvidia stock last year? Ouch. What were you thinking?
The Value of the Global Semiconductor Industry, in One Giant Chart
January 6, 2025
By Marcus Lu, Visual Capitalist
This graphic visualizes the market capitalization of the entire global semiconductor industry as of Dec. 30, 2024. Data was accessed from Companiesmarketcap.com, and only covers publicly-traded companies.
Nvidia is currently the world’s most valuable semiconductor company, followed by Broadcom and TSMC.
Data and Key Takeaways
As of Dec. 30, 2024, American firms account for 71.5% of the industry’s global market cap, even though most advanced chips are not actually produced in the United States.
Instead, America’s leadership stems from its expertise in chip design, intellectual property (IP), and software tools. These areas account for much of the value chain’s profitability.
After the U.S., Taiwan holds the second largest share of market value, largely thanks to TSMC.
TSMC is the world’s leading semiconductor contract manufacturer, meaning it produces chips that have been designed by other companies (like Apple).
TSMC became a trillion-dollar company in late 2024 due to its dominance in manufacturing cutting-edge chips for AI, 5G, and EVs.
Semiconductors Gain Another Trillion-Dollar Company
Broadcom (Ticker: AVGO) ended 2024 with a bang after releasing a stellar earnings report in December, as well as announcing its latest partnership with Apple to produce an AI chip.
The company is working with other tech giants to design custom AI infrastructure, which could push its AI-related revenues to up to $90 billion a year by 2027 (up from $12 billion currently).
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