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?

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)

Source: TechMeme
Source Link: http://www.techmeme.com/250320/p20#a250320p20