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
NVIDIAAMDBroadcomIntelQualcommTSMCSamsungSK HynixMicronASMLApplied MaterialsLam ResearchSolid bars = active in this stage. Faded = notable relationship but not primary business. Hover for details.
Data Center Revenue by Company
Quarterly data center segment revenue in $ billions. Sources: company earnings reports (NVIDIA fiscal calendar shifted to align with calendar quarters).
AI Revenue as % of Total Revenue
AI-related revenue as a percentage of total company revenue. Higher = more dependent on AI demand. Sources: company earnings reports, analyst estimates.
Semiconductor Capex: The Fab Investment Race
Annual capital expenditure in $ billions. Samsung figures include total semiconductor division capex (memory + foundry). 2025E = estimates. Sources: company annual reports, earnings calls.