If you can’t beat it, join the US company’s supply chain
Twenty-five years ago, Intel made history by becoming one of the first two tech companies to be included in the Dow Jones Industrial Average. Now, Nvidia — also a chip company — has replaced Intel in the blue-chip index following a seven-fold gain in its share price over the past two years. This is just the beginning of the shake-up facing the chip sector. Demand for artificial intelligence chips that power generative AI technologies remains strong, with high-end AI chips still in short supply.
Intel has a negligible presence in the contract chip manufacturing business — an especially lucrative segment as Nvidia outsources the manufacturing of its physical chips — compared with TSMC’s 62 per cent market share. The same goes for Samsung, which has fallen behind SK Hynix in making high-bandwidth memory chips — a critical part of all Nvidia AI chips. SK is expected to account for a market share of over 52 per cent this year, according to TrendForce data, overtaking Samsung.
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