AI Chip Market Share by Company
Explore the companies designing the chips that power artificial intelligence. From GPUs to custom accelerators, discover who's enabling the AI revolution.
The AI Chips sector on Sterling tracks 23 companies, led by NVIDIA (86%), AMD (8%), Broadcom (TPU+ASIC) (4%) by market share.
AI Chips market share by company (2025)
AI Semiconductor Segments
GPUs & Accelerators
Companies designing AI training and inference chips: GPUs, custom ASICs, and accelerator platforms powering data centers worldwide.
NVIDIA
Dominates with H100/B200 GPUs: ~80% of the AI accelerator market.
AMD
Challenges NVIDIA with MI300X/MI350 Instinct accelerators for data centers.
Intel
Competes with Gaudi 3 accelerators and upcoming Falcon Shores.
Broadcom
Designs custom AI ASICs (Google TPU, Meta MTIA) for hyperscalers.
Qualcomm
Leads edge AI inference with Snapdragon and Cloud AI 100.
Foundries
The fabrication giants manufacturing AI chips at cutting-edge process nodes: a critical bottleneck in the AI supply chain.
TSMC
Manufactures ~90% of leading-edge AI chips at 3nm/2nm nodes.
Samsung Electronics
Second-largest foundry with 3nm GAA technology and HBM production.
Intel
Building Intel Foundry Services for external customers at Intel 18A node.
Memory (HBM)
High Bandwidth Memory is the critical bottleneck for AI accelerators: these three companies control the entire HBM market.
SK Hynix
Market leader in HBM: supplies majority of NVIDIA's HBM3E chips.
Samsung Electronics
Second-largest HBM producer, ramping HBM3E capacity aggressively.
Micron Technology
Only US memory maker: rapidly expanding HBM3E production.
Equipment
The picks-and-shovels of the AI chip boom: companies making the machines that make the chips.
ASML Holding
Monopoly on EUV lithography: every advanced AI chip requires ASML machines.
Applied Materials
Largest equipment maker: deposition and etch tools in every fab.
Lam Research
Dominates plasma etch: critical for advanced chip patterning.
AI Chip Supply Chain: Who Does What
NVIDIAAMDBroadcomIntelQualcomm
Marvell
Monolithic PowerTSMCSamsungSK HynixMicron
SandiskASMLApplied MaterialsLam Research
KLA
Teradyne
Keysight
Synopsys
Cadence
Qnity Electronics
Linde
SupermicroNVIDIAAMDBroadcomIntelQualcommMarvellMonolithic PowerTSMCSamsungSK HynixMicronSandiskASMLApplied MaterialsLam ResearchKLATeradyneKeysightSynopsysCadenceQnity ElectronicsLindeSupermicroData Center Revenue by Company
AI Revenue as % of Total Revenue
Semiconductor Capex: The Fab Investment Race
Companies in the AI Chips sector (23)
Related sectors
Frequently asked questions
What is the AI Chips sector?
Explore the companies designing the chips that power artificial intelligence. From GPUs to custom accelerators, discover who's enabling the AI revolution.
Which companies lead the AI Chips sector?
Sterling tracks 23 companies in AI Chips, led by NVIDIA (86%), AMD (8%) and Broadcom (TPU+ASIC) (4%).
How can I invest in the AI Chips sector?
Publicly traded names in AI Chips include NVIDIA (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC) and Qualcomm (QCOM). Compare them side by side on Sterling. Data last updated June 11, 2026.
