An Introduction
The largest semiconductor companies in the world recorded more than $400 billion in combined sales in 2025, driven by the explosive growth of artificial intelligence and next year promises to be even bigger. Analysts polled by FactSet estimate that the combined sales from Nvidia, Intel, Broadcom, AMD and Qualcomm will top $538 billion - and that doesn’t include revenues from Google’s TPU business or Amazon’s custom chips sales. The aforementioned being said, however, the sector faces a host of challenges, from:
- shortages of vital components such as electrical transformers,
- gas turbine hampers,
- the ultrathin layers of silicon substrate some chips require,
- memory chips, the semiconductors that feed data to AI processors and help store the results of computations, and
- answers to questions about how and when AI companies will be able to generate reliable enough profits to keep buying chips.
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