Visualizing semiconductor companies by market cap.
All of these companies are among the top 200 largest companies in the world by market cap.
While $NVIDIA Corp(NVDA)$ has the most to gain from AI, most of these companies will benefit from AI innovation.
$NVIDIA Corp(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$
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Historically, the semiconductor market cap graph has tended to be fairly static, but that started changing towards the end of the last decade. We are now in the midst of some big changes. This graph is going to look quite a bit different about a year from now.
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