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DIGITAL
&TRENDSSemiconductor
supply
chainsand
strategiesSpotlight
reportHow
is
the
world
reacting
to
an
ever-evolving
semiconductor
industry?Key
questionsanswered
inthisreport123What
driversand
challenges
hasthesemiconductor
industry
faced?How
are
governmentssafeguardingthesupplyofsemiconductors?What
major
trendswillshapethesemiconductor
industry?•
Thesemiconductor
industrywas
valuedat
•
They
areprovidingfinancial
incentives•
Theadoptionof
AI
technologiesisexpected
tolead
semiconductor
revenuegrowth
in2024.520
billionU.S.
dollarsin2023.toencourage
companies
to
invest
insemiconductor
manufacturingandresearch.•
Increaseddemand,supplychaindisruption,andgeopolitical
tensionshaveshinedaspotlight
onthesemiconductor
industry.•
Astrong
appetitefor
advancedchipsinsmartphones
and
other
mobile
deviceswill
remain.•
Governments
areinvesting
inadditionalsemiconductor
manufacturingfacilitiestoincrease
manufacturingcapacity.•
Theworld
isheavily
reliant
onTaiwan
for•
Asmore
electricvehicles
hittheroad,thisisexpected
to
drive
futuredemandforautomotive
semiconductors.semiconductor
manufacturing.•
They
areenabling
and
promotingcollaboration
to
foster
innovation.2Whatdrivers
and
challenges
hasthesemiconductor
industry
faced?1The
semiconductor
industry
is
accustomed
to
boom
and
bust
cyclesHowever,
the
effects
over
recent
years
havebeen
feltmore
severelyIncreasedcomputingpowerAnew
way
of
livingGeopolitical
issuesaconcernAssmartphones
andcomputers
becameincreasingly
more
powerful
and
efficient,suchdevices
required
more
advancedchips.Semiconductor
demand
was
fueled
bythegrowth
incloud
computingandthe
suddenneed
for
devices
tosupportremote
workandlearning
duringthe
pandemic.Revenues
rebounded,
but
the
industryfacedadditionalcomplications
andrisks,suchasthe
Russia-Ukraine
war
and
technologyrestrictions
between
theU.S.andChina.201820192020202120222023The
early
warningsignsDiversedemandpressuresTheworld’s
growing
relianceon
semiconductors
led
toshortages,
especially
forcompanies
operating
inthemanufacturingandEmerging
end
marketsWhile
traditionaldemand
fromconsumer-driven
marketswaned,
the
rise
inAI-relatedtechnologies
putnewTheindustryexperienced
aslowdowndueto
lower
demandfrom
cloudvendors
andanoversupply
inthememory
segment.
Increased
tradetensions
alsocontributed
to
raisedconcerns
aboutthe
global
supplychain.pressures
on
the
industry.automotive
sectors.3Sources:
BCG;Deloitte;
IDC;KPMG;
McKinsey
&Company;
Reuters;SIAWhatdrivers
and
challenges
hasthesemiconductor
industry
faced?1Semiconductor
industry
faces
a
brief
decline
amid
the
economic
slowdownHowever,
reduced
demand
fromsome
markets
hashelped
to
ease
inventory
imbalancesSemiconductor
market
revenue
worldwidefrom
2018
to2023MarketrevenueinbillionU.S.dollarsWithadeteriorating
global
economy
andweakening
demand
from
consumer
endmarkets,
semiconductor
market
revenue
declined
byninepercent
in2023compared
withtheprevious
year.
Despite
the
drop,reduced
demand
from
somesectors
hasallowed
otherpartsofthemarket
torecover
from
shortages
thathaveplaguedtheindustryinrecent
years.574.12022555.92021520.12023468.82018Initiallyconcentrated
intheautomotive
industry,chipshortages
spread
to
arangeof
othersectors,
most
notablyconsumer
electronics.
Moreover,
asthedemandforelectronic
devices
continued
to
grow
withthemove
toremote
and
hybridwork,pressure
grew
onsemiconductor
manufacturerstomeet
supplycommitments.
Thisresulted
inconsiderably
longer
delivery
lead
timesfor
semiconductors.440.42020412.32019Consequently,
the
industryhassoughttomake
supplychainsbetter
suited
tocoping
withdisruptions,minimizing
riskandanyimpacton
growth
plans.Such
isthe
sophisticated
and
globalized
natureofthesemiconductor
supplychainthatithasbecome
imperative
toassess
where
improvements
toefficiency
and
capacitycanbemade.4Notes:(1)Region;Doate;
Notres
(opltiodnal);
(2)wRegion;
Daite;dNotes
(oeptional);
2018
to
2023Sources:
SIA;
WSTS;ID:266973;
Text:Gartner;ReutersWhatdrivers
and
challenges
hasthesemiconductor
industry
faced?1To
identify
bottlenecks,
the
semiconductor
supply
chain
must
be
examined
fullyAcomplex
landscapeacross
three
distinctstages:
design,fabrication,andassemblyProduction
stepsSemiconductor
companies
canbecategorized
into
threebusiness
models:
integrateddevice
manufacturers(IDMs),fablessdesign
companies,
and
foundry
companies.DesignFabricationAssembly•
IDMsareresponsible
for
allsemiconductor
manufacturingprocesses
from
designtoproduction.•
Fablesscompaniesproduce
theirdesignsforsemiconductors
butdonot
own
anyproduction
facilities.•
Theactualproduction
(orfabrication)of
semiconductors
isoutsourced
to
foundry
companies.Eachstep
inthe
semiconductor
production
process
relies
on
specificinputsfromsuppliers.•
Chipdesign,
inIDMs
or
fablesscompanies,
relies
ondesign
software
andintellectual
property.FablessFoundryOSAT•
Chipfabrication,
inIDMs
or
foundries,
dependson
specialized
manufacturingequipment
andmaterials.IDM•
Chipassembly,inIDMsor
outsourced
semiconductor
assembly
andtestcompanies(OSATs),requiresadvanced
packaging
equipment
and
chemicals.
OSATsarespecialized
businesses
that
assemble
and
testfinishedchipsdesigned
byother
firms.Business
Models5Sources:
SIAWhatdrivers
and
challenges
hasthesemiconductor
industry
faced?1Asia-Pacific
is
the
world’s
biggest
market
for
semiconductorsSemiconductor
sales
shareworldwide
from
2018
to
2023,
byregionLed
byChina,
theAsia-Pacificregion
isthelargestconsumer
ofsemiconductors
worldwide.
Arobust
electronics
manufacturingsectordemandsahighnumberof
semiconductors,components
thatarerequired
insmartphones,computers,
and
other
devices.
Agrowing
middle-classpopulationhasalsodriven
greaterconsumer
electronics
adoption,furtherfuelingsemiconductor
consumption.9%9%9%8%9%8%9%8%9%9%10%11%19%22%22%62%22%25%26%While
the
United
Statesremains
asignificantmarket
forsemiconductors,
itdoes
not
matchAsia’smanufacturing
scale
or
consumer
demand.Instead,theUnitedStatesleadsinresearch
anddevelopment-intensive
activitiessuchas
chipdesign,notablyinelectronic
design
automationandintellectual
property.63%62%60%58%55%201820192020202120222023Asia-PacificAmericasEuropeJapan6Notes:Worldwide;
2018
to
2023;
totals
may
notequal
100
percentdue
to
roundingSources:
WSTS;ID:249509:
Text:Daxue
Consulting;
GartnerWhatdrivers
and
challenges
hasthesemiconductor
industry
faced?1The
worldrelies
on
Taiwan
for
semiconductor
manufacturingSemiconductor
foundries
revenue
shareworldwide
from2019
to2023EastAsia,particularly
Taiwan
and
SouthKorea,
isattheforefront
of20%22%21%22%24%semiconductor
fabrication.
Theunequivocal
market
leader
is
TSMC,controlling
well
over
half
of
the
foundrymarket.
Thecompany
isthecontractchipmaker
foravariety
ofcustomersincludingNvidiaand
Apple.6%7%6%8%6%16%11%16%18%18%However,
there
areconcerns
abouttheheavy
reliance
onsuchasmall
numberof
regions
and
companies.
Asaresult,governments
are
takingstepsto61%59%56%53%52%addressthisdependence
byinvesting
indomestic
semiconductor
manufacturingandfostering
closer
cooperation.20192020202120222023TSMCSamsungGlobalFoundriesOther7Notes:Worldwide;
2019
to
2023;
totals
may
notequal
100
percentdue
to
rounding;
revenue
sharesshown
are
forthe
fourth
quarterof
the
corresponding
yearSources:
TrendForce;
ID:867223:
Text:BCG;Deloitte;
The
EconomistHow
aregovernments
safeguardingthesupply
of
semiconductors?2TaiwanNotable
companiesCompanyTaiwan’s
strategicposition
inthesupply
chaincontributes
significantlyto
thetechworld.
Theindustry’ssuccess
stems
from
arobust
ecosystem,
skilled
workforce,andgovernment
support.However,
geopolitical
tensionswith
China
remain
achallenge,
threatening
notjusttheterritory
but
alsotheglobal
economy
should
amilitary
conflict
occur.
Inlightof
this,
Taiwan
hastherefore
sought
to
leverage
itscentral
position
inthesemiconductor
industrytoshore
upsupportfrom
itsallies.HeadquartersBusiness
model/activityTSMCHsinchuHsinchuHsinchuKaohsiungHsinchuFoundryFablessFoundryOSATMediaTekUMCASETaiwan’s
strategy
includesafocusonmaintainingitstechnological
edge,
withlawmakers
ontheislandpassinglegislation
inearly
2023
thatallows
localchipmakers
todeduct25
percent
ofresearch
anddevelopment
expenses
from
tax.In2023,
Taiwanalso
announceda10-year
plan
thatincludesassisting
firmstoexpandtheirglobal
presence,
earmarking
375
million
U.S.
dollarstosupporttheidentification
ofadditionalcustomer
basesandsettingupnew
production
linesoverseas.
Examples
includeTSMC’scurrent
expansion
of
itsmanufacturingsiteinArizona
intheUnited
States,while
thecompany
hasalsoannounceditwill
beginbuilding
aplantinDresden
inGermany
in2024,
with
chipproduction
duetostartatthesite
by
theendof
2027.NovatekFablessSemiconductor
market
revenue
inTaiwanfrom
2018
to
2023MarketrevenueinbillionU.S.dollars31.330.125.724.723.720.22018201920202021202220238Notes:Sources:Taiwan;
2018
to
2023Market
Insights;
Text:Bloomberg;BCG;CompaniesMarketCap;
Financial
Times;
South
China
Morning
Post;The
Atlantic;
The
JapanTimesHow
aregovernments
safeguardingthesupply
of
semiconductors?2South
KoreaNotable
companiesCompanySouthKorea
isakey
endproducer
of
semiconductors,
including
some
of
theworld’s
most
advanced
chips.Thecountry
isfamedfortheproduction
ofmemorychips–essential
components
inawide
rangeof
electronic
devices,
includingsmartphones,
computers,
andservers.
However,
with
thememory
industrywellknown
to
becyclical
andvolatile,itis
warranted
thattheSouthKoreangovernment
seeks
to
safeguard
thecountry’ssemiconductor
industry.HeadquartersBusiness
model/activitySamsungSuwonIcheonIncheonBucheonSeoulIDMSKHynixIDMHanmiSemiconductorDBHiTekEquipmentFoundryFablessTheK-ChipsActof2023
increases
taxcreditsfrom
eightpercent
to15
percent
forlarge
companies
investing
inmanufacturing
facilities
forsemiconductors,
classedbythegovernment
as“nationalstrategicgoods.”
Taxbreaksforsmall
andmedium-sized
firmswill
alsorise
from16
percent
to25
percent.
Suchmeasuresareaimed
atboosting
domestic
investment
from
theleading
tech
firmsinthecountry,includingthelikes
ofSamsungandSKHynix.Inlinewith
this,the
SouthKorean
government
hasannounced
planstocreate
theworld’s
largestsemiconductor
cluster
intheSeoul
metropolitan
area,
with
Samsunginvesting
228billion
U.S.dollars
through2042.LXSemiconSemiconductor
market
revenue
inSouth
Koreafrom
2018
to2023MarketrevenueinbillionU.S.dollars20.919.919.817.317.016.42018201920202021202220239Notes:South
Korea;2018
to2023Market
Insights;
Text:BCG;CNBC;
CompaniesMarketCap;
NBR;The
DiplomatSources:How
aregovernments
safeguardingthesupply
of
semiconductors?2ChinaNotable
companiesCompanyChina
isstrivingtomaintainand
expanditsreputation
asaglobaltech
leader
inwhat
hasbecome
ahighlycompetitive
field.
However,
supplychaindisruptions,inadditiontosanctionsimposed
bytheUnited
States,havedemonstrated
thecountry’s
vulnerability,confirming
Beijing’s
belief
thatachieving
autonomy
inthesemiconductor
industryiscrucial
forChina’sfuturedevelopment.HeadquartersBusiness
model/activitySMICShanghaiShanghaiShanghaiShanghaiJiangyinFoundryFablessFablessFablessOSATHiSiliconUnisocTheChina
Integrated
CircuitIndustryInvestment
Fund,commonly
known
astheBigFund,
aimstoaccelerate
China’s
efforts
toachieve
semiconductor
self-sufficiency.Aspartof
thelatest
funding
roundunveiled
inthefirstquarterof
2024,
around27billion
U.S.dollars
was
earmarked
toaccelerate
thedevelopment
of
cutting-edgechiptechnologies.
Thiswas
afollow-up
to
announcements
in2023
where
theChinesechipindustrygained
access
to
over
40
billionU.S.
dollars,thattimewith
afocusonchipmanufacturingequipment.WillSemiconductorJCETSemiconductor
market
revenue
inChinafrom
2018
to2023MarketrevenueinbillionU.S.dollars205.5193.7Between
2020
and
2022,
China
hasledspending
onsemiconductor
manufacturingequipment,ahead
ofthelikesof
Taiwan
and
SouthKorea.
However,
with
sanctionson
thesaleof
manufacturingto
Chinese
companies
being
imposed
bynumerouscountries
worldwide,
government
supporton
thisfrontwill
bekey
ifChinaistoincrease
domestic
semiconductor
production.179.5170.8166.1156.020182019202020212022202310
Notes:Sources:China;
2018
to2023Market
Insights;
Text:BCG;Bloomberg;Business
Insider;
CompaniesMarketCap;
Reuters;SEMI;SIAHow
aregovernments
safeguardingthesupply
of
semiconductors?2United
StatesNotable
companiesCompanyTheUnitedStates’semiconductor
manufacturingcapacityhasbeen
eroded
bytheinvestments
ofother
countries
andregions.
Asaresult,chipmakers
andpolicymakers
aimtomakedomestic
semiconductor
capacitymore
self-sufficient.HeadquartersBusiness
model/activityNvidiaSanta
ClaraSanJoseFablessFablessFablessIDMTheCHIPSfor
America
fund,
signed
offinAugust
2022,
allocates
52
billionU.S.dollarstoward
domestic
semiconductor
manufacturingandresearch.
Furtherannouncements
in2023
and
2024
sawfunding
opportunities
made
availabletobothsmall
andlargecompanies,
particularlythose
involved
inchip
packagingandmaterials
activities.
Allofthisforms
partof
thewider
CHIPSandScience
Act,alsopassed
in2022,
thataimsto
boost
semiconductor
competitiveness
intheUnited
Statesbysupporting
innovationandoffering
greater
protection
to
thecountry’s
nationalsecurity,especially
regarding
China.BroadcomAMDSantaClaraSantaClaraSanDiegoIntelQualcommFablessSemiconductor
market
revenue
intheUnited
States
from
2018
to
2023MarketrevenueinbillionU.S.dollars80.5Competition
and
tension
between
theUnited
Statesand
China
exists
acrossseveral
arenas,particularly
technology.
Toprotect
itseconomic
and
securityinterests,
theUnitedStateshasimplemented
export
controls
andinvestmentrestrictions
onsemiconductor
technology
andequipment,aneffort
thathasalsobeen
joined
byJapanandtheNetherlands.70.670.260.657.754.920182019202020212022202311
Notes:Sources:United
States;
2018
to2023Market
Insights;
Text:BCG;CSIS;
CompaniesMarketCap;
ForeignPolicy;
The
New
York
TimesHow
aregovernments
safeguardingthesupply
of
semiconductors?2EuropeNotable
companiesCompanyEurope’s
chipindustryisalsolooking
todiversify,
notjustatthe
fabrication
stagebut
allpartsofthesupplychain.Key
tothisisattractingcompanies
toset
upfacilitiesinEurope,
providing
chipmakers
with
incentives
to
move
away
from
Asia.Thesuccess
ofEurope's
semiconductor
industrywill
depend
on
the
region's
abilitytoattractthenecessary
talentandsecure
higherlevels
of
investment.HeadquartersBusiness
model/activityASMLNetherlandsUnited
KingdomNetherlandsGermanyEquipmentArmIntellectual
propertyNXPIDMIDMIDMTosupportthis,theEuropean
Union
hasmobilized
43
billion
euros
of
public
andprivateinvestment
asitseeks
to
boost
itsglobalmarket
share
insemiconductorsfrom
10
percent
in2023
to20
percent
by2030.
TheEuropean
ChipsAct,whichcame
into
force
inSeptember
2023,
aimstostrengthen
Europe’s
research
andtechnology
leadership
toward
advanced
chips,reinforce
capacity,develop
adeeperunderstandingof
globalsemiconductor
supplychains,and
address
the
skillsshortage
across
the
industrybyattractingandsupportingnew
talent.InfineonSTMicroelectronicsSwitzerlandSemiconductor
market
revenue
inEurope
from
2018
to
2023MarketrevenueinbillionU.S.dollars58.153.1Thestrengthof
the
European
semiconductor
industryalsoplaysasignificant
role
inthesuccess
of
other
sectors.
A
steady
supplyofchipsisgood
news
forindustriesthatdepend
on
semiconductors,
with
demand
inEurope
particularlyhighforindustrialand
automotive
applications.50.643.941.039.420182019202020212022202312
Notes:Sources:Europe;2018
to
2023Market
Insights;
Text:CompaniesMarketCap;
DeloitteHow
aregovernments
safeguardingthesupply
of
semiconductors?2JapanNotable
companiesCompanyJapan’ssemiconductor
industryhasplayedasignificantrole
intheglobaltechlandscapefordecades.
Onceadominantforce
inthemarket
alongwith
theUnitedStates,Japan’schipindustryhasfacedchallenges
similar
tothoseof
otherregionsinrecent
years,
losing
ground
to
competitors
likeTaiwan
and
SouthKorea.HeadquartersBusiness
model/activityKioxiaTokyoAtsugiTokyoTokyoTokyoIDMSonySemiconductor
SolutionsMitsubishi
ElectricTokyoElectronRenesasIDMThekey
theme
fortheJapanesegovernment’s
semiconductor
strategy
isrevival.Thisincludesstrengthening
domestic
manufacturing
capabilityandfosteringresearch
anddevelopment
fornext-generation
semiconductor
technology
throughinternational
partnerships.
Bilateral
agreements
are
seen
as
amajor
partofthis,with
the
Japanese
government
forming
stronger
tieswith
theUnited
States.
Onesuchcollaboration
isthe
UPWARDS
Network,
aprogram
forworkforceadvancement
and
research
anddevelopment
insemiconductors,
announcedduringtheG7
summit
inHiroshima
in2023.IDMEquipmentIDMSemiconductor
market
revenue
inJapanfrom
2018
to2023MarketrevenueinbillionU.S.dollars51.948.5Additionalagreements
made
in
2023
includethe
introduction
of
export
controls
onadvanced
equipment
forsemiconductor
manufacturing,amove
thatfollows
similarstepstakenbytheU.S.government.45.539.738.736.820182019202020212022202313
Notes:Sources:Japan;
2018
to2023Market
Insights;
Text:BCG;CompaniesMarketCap;
TechHQWhatmajortrends
willshape
thesemiconductor
industry?3Smartphones
remain
an
important
market
for
the
industry,although
automotive
and
data
center
applications
are
expected
to
grow
stronglySemiconductor
market
revenue
worldwide
from
2020
to
2025,
byend
market
(inbillion
U.S.dollars)CAGR20204020237920251042020-2025Automotive21%ConsumerelectronicsIndustrialelectronicsPersonal
computingServers,datacenters,andstorageSmartphone5051607474948%14%2%1007689107136146607812%5%1173810450Wiredandwireless
infrastructure10%14
Notes:Worldwide;
2020
to
2025Source:
ASML;
ID:498265Whatmajortrends
willshape
thesemiconductor
industry?3Electric
vehicles
will
drive
future
demand
for
automotive
semiconductorsTheautomotive
industryhasadaptedtoconstrained
supplyandisbetter
prepared
than
duringprevious
shortagesElectriccar7,000
semiconductorsModern
carsaremore
akinto
computers,
vastlydifferent
fromthevehicles
thatpopulated
highwaysyears
ago.Today’s
newest
automobiles
require
asmany
as3,000
semiconductors,
controlling
avariety
of
featuresandsystems
suchasairconditioning,seat
movement,
airbag
activation,andtirepressure
monitoring.Asmore
electric
cars
hittheroads,theautomotive
semiconductor
industrywilllikely
enjoy
substantialgrowth
inthecoming
years.
Thisisduetothe
factthatelectric
vehicles
require
up
to7,000
chipsonboard
tooperate
effectively.
Theirefficiency,
safety,andfunctionality
depend
heavily
onelectronics
andsemiconductor
technology.Averagenon-electric
car1,000
semiconductorsToday’s
modern
car3,000
semiconductorsAnotableexample
is
the
shiftfromanera
of
manualdriving
to
one
ofautonomous
driving.
Such
systems
require
thedeployment
of
AI
andsensors
todetermine
theactionsthe
carmusttake,tasksthatare
dependent
on
advancedchiptechnologies
tomakeitallpossible.However,
with
thisdependency
comes
ahighdemand
forchipsfrom
carmanufacturers,
intensifyingthepressure
onsuppliers.
Therefore,
automakersmustlearn
important
lessons
from
previous
shortages.
Thetrendsofelectrification
and
autonomous
drivingwill
dramatically
altervehicle
architectures,impactingthemixandnumberof
semiconductors
used.1970s
sports
car8semiconductors15Sources:
Compound
Semiconductor;
Intel;
Lloyds;
PorscheConsulting;
The
New
YorkTimes;Text:Automoblog;
DRex
Electronics;
S&PGlobalWhatmajortrends
willshape
thesemiconductor
industry?3Data
centers
reimagined
for
the
age
of
generative
AITrainingalarge
languagemodel
demandsthousandsof
GPUsclustered
together
inadatacenterData
centersegment
revenuesof
Nvidia,
AMD,
andIntelfrom
2021
to2023RevenueinbillionU.S.dollarsDemand
forAIchipsindatacenter
environments
isaccelerating,
and
thesustainedhypearoundnew
AIapplicationswill
likely
drive
furthergrowth.
Thefront-runnersinthisspaceincludethe
U.S.firms
Nvidia,AMD,and
Intel.202120222023InFebruary
2024,
Nvidia
posted
record
quarterly
figuresfrom
itsdatacenterbusiness,which
includesproducts
developed
forAIand
machine
learning
activities.Thesegment
generated
18.4
billion
U.S.dollars
inrevenue,
upby
over
400
percentcompared
withthesame
quarterof2022.4.02.33.81.6Thefavored
chipsto
help
power
theAI
revolution
havebeen
Nvidia’s
A100
and
itssuccessor,
theH100.
Nvidia’sgraphicsprocessing
units(GPUs)havebeen
usedtotrainandrunvariouslarge
languagemodels,
most
notablytheonedeveloped
byOpenAI.ChatGPT,which
generates
human-like
responses
touserqueries
withinseconds,
was
trainedusingthousandsof
NvidiaGPUs,linked
together
inanAIsupercomputer
belonging
to
Microsoft.4.01.318.4Q46.16.74.74.44.63.71.314.5Q35.95.710.3Q21.33.81.53.81.63.81.73.61.23.31.12.90.82.44.3Q1However,
Nvidia’sfuturegrowth
prospects
havebeen
slightlytempered
byconcerns
aboutU.S.export
controls
toChina.Withthe
Chinese
market
accountingforjustunder20
percent
of
the
company’s
revenue,
restrictions
thataffectwhatthe
company
cansell
could
haveaserious
impact
onNvidia’sfinancials.Q2Q3Q4Q1Q2Q3Q4NvidiaAMDIntel16
Notes:Worldwide;
Q2
2021
toQ4
2023Sources:
AMD;Intel;
Nvidia;
Visual
Capitalist;
ID:1425087;
Text:VentureBeatWhatmajortrends
willshape
thesemiconductor
industry?3Nvidia
joins
an
elite
club
of
companies
thanks
to
AILeading
techcompanies
worldwide
in2024,
bymarket
capitalization
(inbillionU.S.
dollars)Rank
CompanyMarket
capitalizationHeadquartersUnitedStatesUnitedStatesUnitedStatesUnitedStatesUnitedStatesUnitedStatesTaiwanBy
recognizing
thetrendearly,
Nvidiaisone
ofthebiggestwinners
oftheAIboom.Thechipmaker
hasbecome
amember
of
anexclusive
clubof
techcompaniesvalued
atover
two
trillion
U.S.dollars,
joiningMicrosoft
andApple.12MicrosoftApple3,1422,6382,375Inadditionto
traditional
semiconductor
companies,
the
semiconductor
industryisnow
observing
competition
fromcloud
computing
providers
includingMicrosoftandGoogle
–
firmsthatare
looking
todevelop
theirown
in-house
chipstodiversifysupplyand
become
lessreliant
on
onesource
forAIchips.3Nvidia4Alphabet(Google)Amazon1,8711,866Anotablepartnership
includesMicrosoft's
investment
of
13
billion
U.S.
dollarsintoOpenAI,gainingaccess
to
itsadvancedAItechnologies.
Thisinvestment
hasenabled
Microsoft
todevelop
itsAIproducts
and
services
withOpenAItools.Inthecaseof
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