<p><em>(點擊圖片放大)</em></p>
<p><img src="https://imageproxy.pbkrs.com/https://www.visualcapitalist.com/wp-content/uploads/2025/11/Global-Semiconductor-Industry-Market-Cap_Site.webp?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.visualcapitalist.com/wp-content/uploads/2025/11/Global-Semiconductor-Industry-Market-Cap_Site.webp"/></p>
<p><strong>關鍵要點</strong></p>
<ul>
<li>全球半導體行業的總市值超過 12 萬億美元，其中 <strong>Nvidia</strong> NVDA 佔 37%。</li>
<li>該行業的價值主要集中在少數國家，特別是 <strong>美國</strong>、<strong>台灣</strong>、<strong>韓國</strong> 和 <strong>荷蘭</strong>。</li>
</ul>
<p>半導體行業幾乎驅動着當今世界的一切，從智能手機到汽車。到 2025 年，該行業的市值已超過驚人的 <strong>12 萬億美元</strong>，反映出其在培訓和部署人工智能工具中的關鍵作用。</p>
<p>在這張圖中，我們展示了截至 2025 年 11 月 24 日的全球半導體行業市值，並按國家劃分數據。</p>
<h3><strong>數據與討論</strong></h3>
<p>本次可視化的數據來源於 CompaniesMarketCap.com。其他國家類別包括來自 11 個國家的 16 家公司。</p>
<table>
<thead>
<tr>
<th>名稱</th>
<th>國家</th>
<th>市值 ($)</th>
</tr>
</thead>
<tbody>
<tr>
<td>中芯國際</td>
<td>🇨🇳 中國</td>
<td>$85,500,842,928</td>
</tr>
<tr>
<td>寒武紀科技</td>
<td>🇨🇳 中國</td>
<td>$75,197,957,577</td>
</tr>
<tr>
<td>納芯微科技集團</td>
<td>🇨🇳 中國</td>
<td>$42,865,082,421</td>
</tr>
<tr>
<td>AMEC</td>
<td>🇨🇳 中國</td>
<td>$23,969,119,889</td>
</tr>
<tr>
<td>中國其他（13）</td>
<td>🇨🇳 中國</td>
<td>$95,130,856,691</td>
</tr>
<tr>
<td>英飛凌</td>
<td>🇩🇪 德國</td>
<td>$49,249,791,919</td>
</tr>
<tr>
<td>德國其他（5）</td>
<td>🇩🇪 德國</td>
<td>$6,515,088,010</td>
</tr>
<tr>
<td>塔台半導體</td>
<td>🇮🇱 以色列</td>
<td>$10,769,490,944</td>
</tr>
<tr>
<td>以色列其他（3）</td>
<td>🇮🇱 以色列</td>
<td>$13,623,792,624</td>
</tr>
<tr>
<td>東京電子</td>
<td>🇯🇵 日本</td>
<td>$91,227,495,265</td>
</tr>
<tr>
<td>Advantest</td>
<td>🇯🇵 日本</td>
<td>$87,798,266,502</td>
</tr>
<tr>
<td>Disco Corp.</td>
<td>🇯🇵 日本</td>
<td>$29,928,064,503</td>
</tr>
<tr>
<td>瑞薩電子</td>
<td>🇯🇵 日本</td>
<td>$20,393,528,416</td>
</tr>
<tr>
<td>日本其他（10）</td>
<td>🇯🇵 日本</td>
<td>$46,385,709,039</td>
</tr>
<tr>
<td>ASML</td>
<td>🇳🇱 荷蘭</td>
<td>$383,420,000,000</td>
</tr>
<tr>
<td>NXP 半導體</td>
<td>🇳🇱 荷蘭</td>
<td>$48,295,071,744</td>
</tr>
<tr>
<td>ASM 國際</td>
<td>🇳🇱 荷蘭</td>
<td>$26,879,091,839</td>
</tr>
<tr>
<td>BE 半導體</td>
<td>🇳🇱 荷蘭</td>
<td>$11,316,401,019</td>
</tr>
<tr>
<td>三星</td>
<td>🇰🇷 韓國</td>
<td>$449,743,000,000</td>
</tr>
<tr>
<td>SK 海力士</td>
<td>🇰🇷 韓國</td>
<td>$245,339,000,000</td>
</tr>
<tr>
<td>韓美半導體</td>
<td>🇰🇷 韓國</td>
<td>$7,643,510,309</td>
</tr>
<tr>
<td>意法半導體</td>
<td>🇨🇭 瑞士</td>
<td>$19,916,478,464</td>
</tr>
<tr>
<td>u-blox</td>
<td>🇨🇭 瑞士</td>
<td>$1,278,470,581</td>
</tr>
<tr>
<td>SEALSQ</td>
<td>🇨🇭 瑞士</td>
<td>$742,438,336</td>
</tr>
<tr>
<td>台積電</td>
<td>🇹🇼 台灣</td>
<td>$1,476,290,000,000</td>
</tr>
</tbody>
</table>
<table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td>聯發科技</td>
<td>🇹🇼 台灣</td>
<td>$60,195,775,303</td>
</tr>
<tr>
<td>ASE 集團</td>
<td>🇹🇼 台灣</td>
<td>$30,891,462,656</td>
</tr>
<tr>
<td>台灣其他（17）</td>
<td>🇹🇼 台灣</td>
<td>$108,342,233,500</td>
</tr>
<tr>
<td>Arm 控股</td>
<td>🇬🇧 英國</td>
<td>$142,927,000,000</td>
</tr>
<tr>
<td>IQE plc</td>
<td>🇬🇧 英國</td>
<td>$65,518,055</td>
</tr>
<tr>
<td>NVIDIA</td>
<td>🇺🇸 美國</td>
<td>$4,436,880,000,000</td>
</tr>
<tr>
<td>博通</td>
<td>🇺🇸 美國</td>
<td>$1,784,860,000,000</td>
</tr>
<tr>
<td>AMD</td>
<td>🇺🇸 美國</td>
<td>$350,110,000,000</td>
</tr>
<tr>
<td>美光科技</td>
<td>🇺🇸 美國</td>
<td>$251,354,000,000</td>
</tr>
<tr>
<td>Lam Research</td>
<td>🇺🇸 美國</td>
<td>$189,634,000,000</td>
</tr>
<tr>
<td>應用材料</td>
<td>🇺🇸 美國</td>
<td>$183,953,000,000</td>
</tr>
<tr>
<td>高通</td>
<td>🇺🇸 美國</td>
<td>$178,100,000,000</td>
</tr>
<tr>
<td>英特爾</td>
<td>🇺🇸 美國</td>
<td>$170,718,000,000</td>
</tr>
<tr>
<td>KLA</td>
<td>🇺🇸 美國</td>
<td>$149,690,000,000</td>
</tr>
<tr>
<td>德州儀器</td>
<td>🇺🇸 美國</td>
<td>$146,607,000,000</td>
</tr>
<tr>
<td>模擬器件</td>
<td>🇺🇸 美國</td>
<td>$117,774,000,000</td>
</tr>
<tr>
<td>Synopsys</td>
<td>🇺🇸 美國</td>
<td>$75,159,486,464</td>
</tr>
<tr>
<td>Marvell 科技</td>
<td>🇺🇸 美國</td>
<td>$72,243,740,672</td>
</tr>
<tr>
<td>單片電源系統</td>
<td>🇺🇸 美國</td>
<td>$42,779,512,832</td>
</tr>
<tr>
<td>微芯科技</td>
<td>🇺🇸 美國</td>
<td>$27,697,901,568</td>
</tr>
<tr>
<td>Credo 科技</td>
<td>🇺🇸 美國</td>
<td>$26,096,388,096</td>
</tr>
<tr>
<td>Astera 實驗室</td>
<td>🇺🇸 美國</td>
<td>$24,955,508,736</td>
</tr>
<tr>
<td>Coherent 公司</td>
<td>🇺🇸 美國</td>
<td>$23,857,489,920</td>
</tr>
<tr>
<td>美國其他（45）</td>
<td>🇺🇸 美國</td>
<td>$161,547,006,550</td>
</tr>
<tr>
<td>其他國家</td>
<td>🌍 其他國家</td>
<td>$26,757,473,059</td>
</tr>
</tbody>
</table>
<h3><strong>美國公司主導市場</strong></h3>
<p>美國公司佔據了該行業總估值的絕大部分，超過 <strong>7 萬億美元</strong>。</p>
<p><strong>Nvidia</strong> 單獨就代表了 <strong>4.4 萬億美元</strong> 的市值，約佔全球整個行業的 37%。該公司的芯片廣泛用於開發和運行現代人工智能工作負載，驅動着從大型語言模型到自動駕駛汽車的各種應用。其他領先的美國公司包括 <strong>Broadcom</strong> AVGO（1.8 萬億美元）和 <strong>AMD</strong>（3500 億美元），這兩家公司在 2025 年與 OpenAI 簽署了大規模協議。</p>
<p>請注意，這三家公司都是 <strong>無晶圓半導體公司</strong>，意味着它們在內部設計芯片，但依賴於像 <strong>台積電</strong> TSM 這樣的製造商來實際生產這些芯片。</p>
<h3><strong>台灣的半導體強國</strong></h3>
<p>台灣仍然是全球芯片製造的基石，台積電是全球最大的代工芯片製造商。該公司目前正在美國擴張，在亞利桑那州建設新的晶圓廠，這些項目得到了拜登政府 CHIPS 和科學法案下數十億美元的激勵支持。</p>
<p><strong>聯發科技</strong>，台灣第二大半導體公司，是移動和連接芯片組的主要設計者，為許多領先消費電子品牌提供智能手機、智能電視和汽車系統的處理器。</p>
<h3><strong>歐洲的戰略利基</strong></h3>
<p>儘管歐洲的總市場價值較小，但在半導體設備和設計中發揮着至關重要的作用。荷蘭的 <strong>ASML</strong>，市值為 3830 億美元，是全球唯一的 EUV 光刻技術供應商。</p>
<p>由於美國施加的出口限制以及荷蘭政府的支持，ASML 不向中國出售其最先進的光刻機。</p>
<hr/>
<p><em>更多來自此作者的內容：</em></p>
<p>全球所有黃金，一圖盡覽</p>
<p>映射：2025 年全球房地產泡沫風險</p>
<p>圖表：人工智能公司的收入飆升（2023–2025）</p>

阿斯麥

2 倍做多英偉達 ETF - GraniteShares

南方兩倍做多英偉達

南方兩倍做空英偉達

英偉達期權收益策略 ETF - YieldMax

1 倍做空英偉達 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半導體 3 倍做多 - Direxion

<p>全球半導體行業的市值超過 12 萬億美元，其中英偉達佔 37%。該行業主要集中在美國、台灣、韓國和荷蘭。美國公司以超過 7 萬億美元的估值領先，而台灣的台積電是最大的代工芯片製造商。歐洲的阿斯麥在極紫外光（EUV）光刻技術中至關重要。該行業對人工智能的發展和部署至關重要</p>

<p><em>(Click on image to enlarge)</em></p>
<div class="lb-trans"><p><em>(點擊圖片放大)</em></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.visualcapitalist.com/wp-content/uploads/2025/11/Global-Semiconductor-Industry-Market-Cap_Site.webp" alt="" original-src="https://www.visualcapitalist.com/wp-content/uploads/2025/11/Global-Semiconductor-Industry-Market-Cap_Site.webp"/></p>
<p><strong>Key Takeaways</strong></p>
<div class="lb-trans"><p><strong>關鍵要點</strong></p>
</div><ul>
<li>The global semiconductor industry has a combined market capitalization of over $12 trillion, with <strong>Nvidia</strong> NVDA accounting for 37% of that total.</li>
<li>The industry’s value is heavily concentrated in a few countries, particularly the <strong>U.S.</strong>, <strong>Taiwan</strong>, <strong>South Korea</strong>, and the <strong>Netherlands</strong>.</li>
</ul>
<div class="lb-trans"><ul>
<li>全球半導體行業的總市值超過 12 萬億美元，其中 <strong>Nvidia</strong> NVDA 佔 37%。</li>
<li>該行業的價值主要集中在少數國家，特別是 <strong>美國</strong>、<strong>台灣</strong>、<strong>韓國</strong> 和 <strong>荷蘭</strong>。</li>
</ul>
</div><p>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 <strong>$12 trillion</strong>, reflecting its critical role in training and deploying artificial intelligence tools.</p>
<div class="lb-trans"><p>半導體行業幾乎驅動着當今世界的一切，從智能手機到汽車。到 2025 年，該行業的市值已超過驚人的 <strong>12 萬億美元</strong>，反映出其在培訓和部署人工智能工具中的關鍵作用。</p>
</div><p>In this graphic, we visualize the global semiconductor industry by market cap as of Nov. 24, 2025, breaking out the data by country.</p>
<div class="lb-trans"><p>在這張圖中，我們展示了截至 2025 年 11 月 24 日的全球半導體行業市值，並按國家劃分數據。</p>
</div><h3><strong>Data &amp; Discussion</strong></h3>
<div class="lb-trans"><h3><strong>數據與討論</strong></h3>
</div><p>The data for this visualization was sourced from CompaniesMarketCap.com. Rest of World category includes 16 companies across 11 countries.</p>
<div class="lb-trans"><p>本次可視化的數據來源於 CompaniesMarketCap.com。其他國家類別包括來自 11 個國家的 16 家公司。</p>
</div><table>
<thead>
<tr>
<th>Name</th>
<th>Country</th>
<th>Market Cap ($)</th>
</tr>
</thead>
<tbody>
<tr>
<td>SMIC</td>
<td>🇨🇳 China</td>
<td>$85,500,842,928</td>
</tr>
<tr>
<td>Cambricon Technologies</td>
<td>🇨🇳 China</td>
<td>$75,197,957,577</td>
</tr>
<tr>
<td>NAURA Technology Group</td>
<td>🇨🇳 China</td>
<td>$42,865,082,421</td>
</tr>
<tr>
<td>AMEC</td>
<td>🇨🇳 China</td>
<td>$23,969,119,889</td>
</tr>
<tr>
<td>Rest of China (13)</td>
<td>🇨🇳 China</td>
<td>$95,130,856,691</td>
</tr>
<tr>
<td>Infineon</td>
<td>🇩🇪 Germany</td>
<td>$49,249,791,919</td>
</tr>
<tr>
<td>Rest of Germany (5)</td>
<td>🇩🇪 Germany</td>
<td>$6,515,088,010</td>
</tr>
<tr>
<td>Tower Semiconductor</td>
<td>🇮🇱 Israel</td>
<td>$10,769,490,944</td>
</tr>
<tr>
<td>Rest of Israel (3)</td>
<td>🇮🇱 Israel</td>
<td>$13,623,792,624</td>
</tr>
<tr>
<td>Tokyo Electron</td>
<td>🇯🇵 Japan</td>
<td>$91,227,495,265</td>
</tr>
<tr>
<td>Advantest</td>
<td>🇯🇵 Japan</td>
<td>$87,798,266,502</td>
</tr>
<tr>
<td>Disco Corp.</td>
<td>🇯🇵 Japan</td>
<td>$29,928,064,503</td>
</tr>
<tr>
<td>Renesas Electronics</td>
<td>🇯🇵 Japan</td>
<td>$20,393,528,416</td>
</tr>
<tr>
<td>Rest of Japan (10)</td>
<td>🇯🇵 Japan</td>
<td>$46,385,709,039</td>
</tr>
<tr>
<td>ASML</td>
<td>🇳🇱 Netherlands</td>
<td>$383,420,000,000</td>
</tr>
<tr>
<td>NXP Semiconductors</td>
<td>🇳🇱 Netherlands</td>
<td>$48,295,071,744</td>
</tr>
<tr>
<td>ASM International</td>
<td>🇳🇱 Netherlands</td>
<td>$26,879,091,839</td>
</tr>
<tr>
<td>BE Semiconductor</td>
<td>🇳🇱 Netherlands</td>
<td>$11,316,401,019</td>
</tr>
<tr>
<td>Samsung</td>
<td>🇰🇷 South Korea</td>
<td>$449,743,000,000</td>
</tr>
<tr>
<td>SK Hynix</td>
<td>🇰🇷 South Korea</td>
<td>$245,339,000,000</td>
</tr>
<tr>
<td>HANMI Semiconductor</td>
<td>🇰🇷 South Korea</td>
<td>$7,643,510,309</td>
</tr>
<tr>
<td>STMicroelectronics</td>
<td>🇨🇭 Switzerland</td>
<td>$19,916,478,464</td>
</tr>
<tr>
<td>u-blox</td>
<td>🇨🇭 Switzerland</td>
<td>$1,278,470,581</td>
</tr>
<tr>
<td>SEALSQ</td>
<td>🇨🇭 Switzerland</td>
<td>$742,438,336</td>
</tr>
<tr>
<td>TSMC</td>
<td>🇹🇼 Taiwan</td>
<td>$1,476,290,000,000</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>名稱</th>
<th>國家</th>
<th>市值 ($)</th>
</tr>
</thead>
<tbody>
<tr>
<td>中芯國際</td>
<td>🇨🇳 中國</td>
<td>$85,500,842,928</td>
</tr>
<tr>
<td>寒武紀科技</td>
<td>🇨🇳 中國</td>
<td>$75,197,957,577</td>
</tr>
<tr>
<td>納芯微科技集團</td>
<td>🇨🇳 中國</td>
<td>$42,865,082,421</td>
</tr>
<tr>
<td>AMEC</td>
<td>🇨🇳 中國</td>
<td>$23,969,119,889</td>
</tr>
<tr>
<td>中國其他（13）</td>
<td>🇨🇳 中國</td>
<td>$95,130,856,691</td>
</tr>
<tr>
<td>英飛凌</td>
<td>🇩🇪 德國</td>
<td>$49,249,791,919</td>
</tr>
<tr>
<td>德國其他（5）</td>
<td>🇩🇪 德國</td>
<td>$6,515,088,010</td>
</tr>
<tr>
<td>塔台半導體</td>
<td>🇮🇱 以色列</td>
<td>$10,769,490,944</td>
</tr>
<tr>
<td>以色列其他（3）</td>
<td>🇮🇱 以色列</td>
<td>$13,623,792,624</td>
</tr>
<tr>
<td>東京電子</td>
<td>🇯🇵 日本</td>
<td>$91,227,495,265</td>
</tr>
<tr>
<td>Advantest</td>
<td>🇯🇵 日本</td>
<td>$87,798,266,502</td>
</tr>
<tr>
<td>Disco Corp.</td>
<td>🇯🇵 日本</td>
<td>$29,928,064,503</td>
</tr>
<tr>
<td>瑞薩電子</td>
<td>🇯🇵 日本</td>
<td>$20,393,528,416</td>
</tr>
<tr>
<td>日本其他（10）</td>
<td>🇯🇵 日本</td>
<td>$46,385,709,039</td>
</tr>
<tr>
<td>ASML</td>
<td>🇳🇱 荷蘭</td>
<td>$383,420,000,000</td>
</tr>
<tr>
<td>NXP 半導體</td>
<td>🇳🇱 荷蘭</td>
<td>$48,295,071,744</td>
</tr>
<tr>
<td>ASM 國際</td>
<td>🇳🇱 荷蘭</td>
<td>$26,879,091,839</td>
</tr>
<tr>
<td>BE 半導體</td>
<td>🇳🇱 荷蘭</td>
<td>$11,316,401,019</td>
</tr>
<tr>
<td>三星</td>
<td>🇰🇷 韓國</td>
<td>$449,743,000,000</td>
</tr>
<tr>
<td>SK 海力士</td>
<td>🇰🇷 韓國</td>
<td>$245,339,000,000</td>
</tr>
<tr>
<td>韓美半導體</td>
<td>🇰🇷 韓國</td>
<td>$7,643,510,309</td>
</tr>
<tr>
<td>意法半導體</td>
<td>🇨🇭 瑞士</td>
<td>$19,916,478,464</td>
</tr>
<tr>
<td>u-blox</td>
<td>🇨🇭 瑞士</td>
<td>$1,278,470,581</td>
</tr>
<tr>
<td>SEALSQ</td>
<td>🇨🇭 瑞士</td>
<td>$742,438,336</td>
</tr>
<tr>
<td>台積電</td>
<td>🇹🇼 台灣</td>
<td>$1,476,290,000,000</td>
</tr>
</tbody>
</table>
</div><table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td>MediaTek</td>
<td>🇹🇼 Taiwan</td>
<td>$60,195,775,303</td>
</tr>
<tr>
<td>ASE Group</td>
<td>🇹🇼 Taiwan</td>
<td>$30,891,462,656</td>
</tr>
<tr>
<td>Rest of Taiwan (17)</td>
<td>🇹🇼 Taiwan</td>
<td>$108,342,233,500</td>
</tr>
<tr>
<td>Arm Holdings</td>
<td>🇬🇧 United Kingdom</td>
<td>$142,927,000,000</td>
</tr>
<tr>
<td>IQE plc</td>
<td>🇬🇧 United Kingdom</td>
<td>$65,518,055</td>
</tr>
<tr>
<td>NVIDIA</td>
<td>🇺🇸 United States</td>
<td>$4,436,880,000,000</td>
</tr>
<tr>
<td>Broadcom</td>
<td>🇺🇸 United States</td>
<td>$1,784,860,000,000</td>
</tr>
<tr>
<td>AMD</td>
<td>🇺🇸 United States</td>
<td>$350,110,000,000</td>
</tr>
<tr>
<td>Micron Technology</td>
<td>🇺🇸 United States</td>
<td>$251,354,000,000</td>
</tr>
<tr>
<td>Lam Research</td>
<td>🇺🇸 United States</td>
<td>$189,634,000,000</td>
</tr>
<tr>
<td>Applied Materials</td>
<td>🇺🇸 United States</td>
<td>$183,953,000,000</td>
</tr>
<tr>
<td>QUALCOMM</td>
<td>🇺🇸 United States</td>
<td>$178,100,000,000</td>
</tr>
<tr>
<td>Intel</td>
<td>🇺🇸 United States</td>
<td>$170,718,000,000</td>
</tr>
<tr>
<td>KLA</td>
<td>🇺🇸 United States</td>
<td>$149,690,000,000</td>
</tr>
<tr>
<td>Texas Instruments</td>
<td>🇺🇸 United States</td>
<td>$146,607,000,000</td>
</tr>
<tr>
<td>Analog Devices</td>
<td>🇺🇸 United States</td>
<td>$117,774,000,000</td>
</tr>
<tr>
<td>Synopsys</td>
<td>🇺🇸 United States</td>
<td>$75,159,486,464</td>
</tr>
<tr>
<td>Marvell Technology</td>
<td>🇺🇸 United States</td>
<td>$72,243,740,672</td>
</tr>
<tr>
<td>Monolithic Power Systems</td>
<td>🇺🇸 United States</td>
<td>$42,779,512,832</td>
</tr>
<tr>
<td>Microchip Technology</td>
<td>🇺🇸 United States</td>
<td>$27,697,901,568</td>
</tr>
<tr>
<td>Credo Technology</td>
<td>🇺🇸 United States</td>
<td>$26,096,388,096</td>
</tr>
<tr>
<td>Astera Labs</td>
<td>🇺🇸 United States</td>
<td>$24,955,508,736</td>
</tr>
<tr>
<td>Coherent Corp.</td>
<td>🇺🇸 United States</td>
<td>$23,857,489,920</td>
</tr>
<tr>
<td>Rest of U.S. (45)</td>
<td>🇺🇸 United States</td>
<td>$161,547,006,550</td>
</tr>
<tr>
<td>Rest of World</td>
<td>🌍 Rest of World</td>
<td>$26,757,473,059</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td>聯發科技</td>
<td>🇹🇼 台灣</td>
<td>$60,195,775,303</td>
</tr>
<tr>
<td>ASE 集團</td>
<td>🇹🇼 台灣</td>
<td>$30,891,462,656</td>
</tr>
<tr>
<td>台灣其他（17）</td>
<td>🇹🇼 台灣</td>
<td>$108,342,233,500</td>
</tr>
<tr>
<td>Arm 控股</td>
<td>🇬🇧 英國</td>
<td>$142,927,000,000</td>
</tr>
<tr>
<td>IQE plc</td>
<td>🇬🇧 英國</td>
<td>$65,518,055</td>
</tr>
<tr>
<td>NVIDIA</td>
<td>🇺🇸 美國</td>
<td>$4,436,880,000,000</td>
</tr>
<tr>
<td>博通</td>
<td>🇺🇸 美國</td>
<td>$1,784,860,000,000</td>
</tr>
<tr>
<td>AMD</td>
<td>🇺🇸 美國</td>
<td>$350,110,000,000</td>
</tr>
<tr>
<td>美光科技</td>
<td>🇺🇸 美國</td>
<td>$251,354,000,000</td>
</tr>
<tr>
<td>Lam Research</td>
<td>🇺🇸 美國</td>
<td>$189,634,000,000</td>
</tr>
<tr>
<td>應用材料</td>
<td>🇺🇸 美國</td>
<td>$183,953,000,000</td>
</tr>
<tr>
<td>高通</td>
<td>🇺🇸 美國</td>
<td>$178,100,000,000</td>
</tr>
<tr>
<td>英特爾</td>
<td>🇺🇸 美國</td>
<td>$170,718,000,000</td>
</tr>
<tr>
<td>KLA</td>
<td>🇺🇸 美國</td>
<td>$149,690,000,000</td>
</tr>
<tr>
<td>德州儀器</td>
<td>🇺🇸 美國</td>
<td>$146,607,000,000</td>
</tr>
<tr>
<td>模擬器件</td>
<td>🇺🇸 美國</td>
<td>$117,774,000,000</td>
</tr>
<tr>
<td>Synopsys</td>
<td>🇺🇸 美國</td>
<td>$75,159,486,464</td>
</tr>
<tr>
<td>Marvell 科技</td>
<td>🇺🇸 美國</td>
<td>$72,243,740,672</td>
</tr>
<tr>
<td>單片電源系統</td>
<td>🇺🇸 美國</td>
<td>$42,779,512,832</td>
</tr>
<tr>
<td>微芯科技</td>
<td>🇺🇸 美國</td>
<td>$27,697,901,568</td>
</tr>
<tr>
<td>Credo 科技</td>
<td>🇺🇸 美國</td>
<td>$26,096,388,096</td>
</tr>
<tr>
<td>Astera 實驗室</td>
<td>🇺🇸 美國</td>
<td>$24,955,508,736</td>
</tr>
<tr>
<td>Coherent 公司</td>
<td>🇺🇸 美國</td>
<td>$23,857,489,920</td>
</tr>
<tr>
<td>美國其他（45）</td>
<td>🇺🇸 美國</td>
<td>$161,547,006,550</td>
</tr>
<tr>
<td>其他國家</td>
<td>🌍 其他國家</td>
<td>$26,757,473,059</td>
</tr>
</tbody>
</table>
</div><h3><strong>U.S. Firms Lead the Market</strong></h3>
<div class="lb-trans"><h3><strong>美國公司主導市場</strong></h3>
</div><p>American companies make up the majority of the industry’s total valuation, exceeding <strong>$7 trillion</strong> combined.</p>
<div class="lb-trans"><p>美國公司佔據了該行業總估值的絕大部分，超過 <strong>7 萬億美元</strong>。</p>
</div><p><strong>Nvidia</strong> alone represents <strong>$4.4 trillion</strong> 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 <strong>Broadcom</strong> AVGO ($1.8 trillion) and <strong>AMD</strong> ($350 billion), both of which signed massive deals with OpenAI in 2025.</p>
<div class="lb-trans"><p><strong>Nvidia</strong> 單獨就代表了 <strong>4.4 萬億美元</strong> 的市值，約佔全球整個行業的 37%。該公司的芯片廣泛用於開發和運行現代人工智能工作負載，驅動着從大型語言模型到自動駕駛汽車的各種應用。其他領先的美國公司包括 <strong>Broadcom</strong> AVGO（1.8 萬億美元）和 <strong>AMD</strong>（3500 億美元），這兩家公司在 2025 年與 OpenAI 簽署了大規模協議。</p>
</div><p>Note that all three of these companies are <strong>fabless semiconductor companies</strong>, meaning they design their chips in-house but rely on manufacturers like <strong>TSMC</strong> TSM to actually produce them.</p>
<div class="lb-trans"><p>請注意，這三家公司都是 <strong>無晶圓半導體公司</strong>，意味着它們在內部設計芯片，但依賴於像 <strong>台積電</strong> TSM 這樣的製造商來實際生產這些芯片。</p>
</div><h3><strong>Taiwan’s Semiconductor Powerhouse</strong></h3>
<div class="lb-trans"><h3><strong>台灣的半導體強國</strong></h3>
</div><p>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.</p>
<div class="lb-trans"><p>台灣仍然是全球芯片製造的基石，台積電是全球最大的代工芯片製造商。該公司目前正在美國擴張，在亞利桑那州建設新的晶圓廠，這些項目得到了拜登政府 CHIPS 和科學法案下數十億美元的激勵支持。</p>
</div><p><strong>MediaTek</strong>, 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.</p>
<div class="lb-trans"><p><strong>聯發科技</strong>，台灣第二大半導體公司，是移動和連接芯片組的主要設計者，為許多領先消費電子品牌提供智能手機、智能電視和汽車系統的處理器。</p>
</div><h3><strong>Europe’s Strategic Niche</strong></h3>
<div class="lb-trans"><h3><strong>歐洲的戰略利基</strong></h3>
</div><p>Europe, though smaller in total market value, plays a crucial role in semiconductor equipment and design. The Netherlands’ <strong>ASML</strong>, valued at $383 billion, is the world’s sole supplier of EUV lithography technology.</p>
<div class="lb-trans"><p>儘管歐洲的總市場價值較小，但在半導體設備和設計中發揮着至關重要的作用。荷蘭的 <strong>ASML</strong>，市值為 3830 億美元，是全球唯一的 EUV 光刻技術供應商。</p>
</div><p>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.</p>
<div class="lb-trans"><p>由於美國施加的出口限制以及荷蘭政府的支持，ASML 不向中國出售其最先進的光刻機。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多來自此作者的內容：</em></p>
</div><p>All Of The World’s Gold, In One Visual</p>
<div class="lb-trans"><p>全球所有黃金，一圖盡覽</p>
</div><p>Mapped: Global Real Estate Bubble Risk In 2025</p>
<div class="lb-trans"><p>映射：2025 年全球房地產泡沫風險</p>
</div><p>Charted: The Soaring Revenues Of AI Companies (2023–2025)</p>
<div class="lb-trans"><p>圖表：人工智能公司的收入飆升（2023–2025）</p>
</div>

全球半導體行業概覽圖