The Global Semiconductor Industry In One Giant Chart
The global semiconductor industry has a market cap of over $12 trillion, with Nvidia accounting for 37%. The industry is concentrated in the U.S., Taiwan, South Korea, and the Netherlands. U.S. firms lead with over $7 trillion in valuation, while Taiwan's TSMC is the largest contract chipmaker. Europe's ASML is crucial for EUV lithography technology. The industry is vital for AI development and deployment.
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Key Takeaways
- The global semiconductor industry has a combined market capitalization of over $12 trillion, with Nvidia NVDA accounting for 37% of that total.
- The industry’s value is heavily concentrated in a few countries, particularly the U.S., Taiwan, South Korea, and the Netherlands.
The semiconductor industry powers nearly everything in today’s world, from smartphones to cars. In 2025, the sector’s market cap has surpassed an incredible $12 trillion, reflecting its critical role in training and deploying artificial intelligence tools.
In this graphic, we visualize the global semiconductor industry by market cap as of Nov. 24, 2025, breaking out the data by country.
Data & Discussion
The data for this visualization was sourced from CompaniesMarketCap.com. Rest of World category includes 16 companies across 11 countries.
Name | Country | Market Cap ($) |
|---|---|---|
| SMIC | 🇨🇳 China | $85,500,842,928 |
| Cambricon Technologies | 🇨🇳 China | $75,197,957,577 |
| NAURA Technology Group | 🇨🇳 China | $42,865,082,421 |
| AMEC | 🇨🇳 China | $23,969,119,889 |
| Rest of China (13) | 🇨🇳 China | $95,130,856,691 |
| Infineon | 🇩🇪 Germany | $49,249,791,919 |
| Rest of Germany (5) | 🇩🇪 Germany | $6,515,088,010 |
| Tower Semiconductor | 🇮🇱 Israel | $10,769,490,944 |
| Rest of Israel (3) | 🇮🇱 Israel | $13,623,792,624 |
| Tokyo Electron | 🇯🇵 Japan | $91,227,495,265 |
| Advantest | 🇯🇵 Japan | $87,798,266,502 |
| Disco Corp. | 🇯🇵 Japan | $29,928,064,503 |
| Renesas Electronics | 🇯🇵 Japan | $20,393,528,416 |
| Rest of Japan (10) | 🇯🇵 Japan | $46,385,709,039 |
| ASML | 🇳🇱 Netherlands | $383,420,000,000 |
| NXP Semiconductors | 🇳🇱 Netherlands | $48,295,071,744 |
| ASM International | 🇳🇱 Netherlands | $26,879,091,839 |
| BE Semiconductor | 🇳🇱 Netherlands | $11,316,401,019 |
| Samsung | 🇰🇷 South Korea | $449,743,000,000 |
| SK Hynix | 🇰🇷 South Korea | $245,339,000,000 |
| HANMI Semiconductor | 🇰🇷 South Korea | $7,643,510,309 |
| STMicroelectronics | 🇨🇭 Switzerland | $19,916,478,464 |
| u-blox | 🇨🇭 Switzerland | $1,278,470,581 |
| SEALSQ | 🇨🇭 Switzerland | $742,438,336 |
| TSMC | 🇹🇼 Taiwan | $1,476,290,000,000 |
| MediaTek | 🇹🇼 Taiwan | $60,195,775,303 |
| ASE Group | 🇹🇼 Taiwan | $30,891,462,656 |
| Rest of Taiwan (17) | 🇹🇼 Taiwan | $108,342,233,500 |
| Arm Holdings | 🇬🇧 United Kingdom | $142,927,000,000 |
| IQE plc | 🇬🇧 United Kingdom | $65,518,055 |
| NVIDIA | 🇺🇸 United States | $4,436,880,000,000 |
| Broadcom | 🇺🇸 United States | $1,784,860,000,000 |
| AMD | 🇺🇸 United States | $350,110,000,000 |
| Micron Technology | 🇺🇸 United States | $251,354,000,000 |
| Lam Research | 🇺🇸 United States | $189,634,000,000 |
| Applied Materials | 🇺🇸 United States | $183,953,000,000 |
| QUALCOMM | 🇺🇸 United States | $178,100,000,000 |
| Intel | 🇺🇸 United States | $170,718,000,000 |
| KLA | 🇺🇸 United States | $149,690,000,000 |
| Texas Instruments | 🇺🇸 United States | $146,607,000,000 |
| Analog Devices | 🇺🇸 United States | $117,774,000,000 |
| Synopsys | 🇺🇸 United States | $75,159,486,464 |
| Marvell Technology | 🇺🇸 United States | $72,243,740,672 |
| Monolithic Power Systems | 🇺🇸 United States | $42,779,512,832 |
| Microchip Technology | 🇺🇸 United States | $27,697,901,568 |
| Credo Technology | 🇺🇸 United States | $26,096,388,096 |
| Astera Labs | 🇺🇸 United States | $24,955,508,736 |
| Coherent Corp. | 🇺🇸 United States | $23,857,489,920 |
| Rest of U.S. (45) | 🇺🇸 United States | $161,547,006,550 |
| Rest of World | 🌍 Rest of World | $26,757,473,059 |
U.S. Firms Lead the Market
American companies make up the majority of the industry’s total valuation, exceeding $7 trillion combined.
Nvidia alone represents $4.4 trillion market cap, accounting for roughly 37% of the entire global sector. The company’s chips are widely used for developing and running modern AI workloads, powering everything from large language models to autonomous vehicles. Other leading U.S. players include Broadcom AVGO ($1.8 trillion) and AMD ($350 billion), both of which signed massive deals with OpenAI in 2025.
Note that all three of these companies are fabless semiconductor companies, meaning they design their chips in-house but rely on manufacturers like TSMC TSM to actually produce them.
Taiwan’s Semiconductor Powerhouse
Taiwan remains a cornerstone of global chip manufacturing, with TSMC holding the title as the world’s largest contract chipmaker. The company is currently expanding into the U.S., constructing new fabs in Arizona that are backed by billions of dollars in incentives under the Biden administration’s CHIPS and Science Act.
MediaTek, Taiwan’s second-largest semiconductor company, is a major designer of mobile and connectivity chipsets, supplying processors for smartphones, smart TVs, and automotive systems used by many leading consumer-electronics brands.
Europe’s Strategic Niche
Europe, though smaller in total market value, plays a crucial role in semiconductor equipment and design. The Netherlands’ ASML, valued at $383 billion, is the world’s sole supplier of EUV lithography technology.
ASML does not sell its most advanced lithography machines to China because of export restrictions imposed by the U.S. and supported by the Dutch government.
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