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How Nvidia, SK Hynix, TSMC, and ASML, with a combined $4T+ market cap, dominate the AI supply chain, each having an 80% to 100% market share in their fields (Mark Bergen/Bloomberg)
Mark Bergen / Bloomberg: How Nvidia, SK Hynix, TSMC, and ASML, with a combined $4T+ market cap, dominate the AI supply chain, each having an 80% to 100% market share in their fields — Since ChatGPT arrived, Nvidia and its key manufacturing partners have dominated the market for AI chips. Will it last?
Mark Bergen / Bloomberg:
How Nvidia, SK Hynix, TSMC, and ASML, with a combined $4T+ market cap, dominate the AI supply chain, each having an 80% to 100% market share in their fields — Since ChatGPT arrived, Nvidia and its key manufacturing partners have dominated the market for AI chips. Will it last?
