Global | The Divine Trinity in the Chip Industry

Summary

Those who control the most powerful, smallest, and most value-added chips will have economic, political, and military hegemony in the 21st century.

Key points

• Key points:
• The US-based company NVIDIA is the largest supplier of GPUs to feed the growing Artificial Intelligence (AI) industry. Today, it has a market capitalization of nearly $3 trillion, placing it as the third most valuable company in the world.
• Taiwan Semiconductor Manufacturing Company (TSMC) is the company that makes NVIDIA's most powerful chips (and Apple's M3 chips) and is the world's leading manufacturer of all types of chips.
• Netherlands-based Advanced Semiconductor Materials Lithography (ASML) is one of the world’s leading manufacturers of photolithography machines and is currently the only one with extreme ultraviolet (EUV) technology used to manufacture chips for the AI market.
• Today, NVIDIA, TSMC, and ASML are the divine trinity of the chip industry.
• In the trade war between the United States and China for global economic supremacy, the technological battle over chips is probably the most hotly contested front. Who will win the chip battle?

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