What is Nvidia's market share in the AI chip market?

Nvidia captured an incredible 92% market share in Q1.

How is TSMC benefiting from the AI surge?

TSMC's high-performance computing (HPC) segment now makes up 60% of its revenue, up from 52% a year ago.

What new markets are Nvidia and TSMC exploring?

Nvidia is pushing into the auto segment with the advent of autonomous driving and robotaxis, while TSMC is powering top chip designers in emerging markets like autonomous driving.

Home / Business and Economy / Nvidia and TSMC Power the AI Chip Boom

Nvidia and TSMC Power the AI Chip Boom

27 Jul

•

Summary

Nvidia dominates 92% of the AI chip market
TSMC is the world's leading chip foundry, powering top designers
AI and autonomous driving are driving growth for these tech giants

Nvidia, the undisputed leader in artificial intelligence (AI) infrastructure, continues to dominate the market with a 92% share in Q1. The company's graphics processing units (GPUs) have become the backbone of AI workloads, and its CUDA software platform has cemented its position as the go-to solution for developers.

Meanwhile, Taiwan Semiconductor Manufacturing (TSMC) is the world's leading chip foundry, with most advanced chipmakers relying on its expertise for production. TSMC is benefiting from the AI surge, with high-performance computing (HPC) now making up 60% of its revenue. The company's technological lead in advanced node manufacturing keeps widening, making it an invaluable partner to top chip designers like Nvidia, AMD, Broadcom, and Apple.

As AI demand continues to grow and new markets like autonomous driving emerge, Nvidia and TSMC are poised to be long-term winners in the tech industry. Their strong competitive advantages and ability to adapt to evolving trends make them attractive investment options for those seeking breakout growth stocks.

Disclaimer: This story has been auto-aggregated and auto-summarised by a computer program. This story has not been edited or created by the Feedzop team.