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CHIP TITANS • 2000–2026

Top 8 Chipmakers by Market Cap (2000–2026): The Rise of AI

Market capitalization in Billions USD ($B)

Key takeawayNVIDIA rose from $4B to $3.7T while Intel lost monopoly lead

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2026

2000 vs 2026: what changed

2000 leader
Intel $205B
2026 leader
NVIDIA $3,720B
Fastest growth
NVIDIA +30.3% CAGR
Contender 2000 2026 Multiplier CAGR Peak (year) 2026 share
NVIDIA $4B $3,720B 978.95x +30.33% $3,720B (2026) 52.6%
TSMC $42B $1,150B 27.38x +13.58% $1,150B (2026) 16.2%
Broadcom $26B $1,020B 39.23x +15.16% $1,020B (2026) 14.4%
ASML $14B $440B 31.43x +14.18% $440B (2026) 6.2%
AMD $5B $270B 51.92x +16.41% $270B (2026) 3.8%
Qualcomm $58B $220B 3.79x +5.26% $220B (2026) 3.1%
Texas Instr. $78B $175B 2.24x +3.16% $175B (2026) 2.5%
Intel $205B $82B 0.40x -3.46% $260B (2019) 1.2%

Full dataset (2000-2026)

Contender 200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023202420252026
NVIDIA $4B$5B$2B$3B$4B$7B$9B$20B$4B$10B$9B$9B$8B$9B$11B$18B$58B$117B$81B$144B$323B$735B$364B$1,223B$3,280B$3,550B$3,720B
TSMC $42B$36B$29B$43B$48B$51B$55B$57B$38B$54B$64B$67B$76B$88B$112B$118B$148B$205B$191B$288B$450B$620B$386B$540B$960B$1,080B$1,150B
Broadcom $26B$12B$5B$10B$11B$19B$18B$14B$9B$17B$24B$16B$18B$17B$26B$58B$71B$105B$104B$126B$176B$275B$233B$520B$780B$940B$1,020B
ASML $14B$9B$5B$8B$8B$9B$11B$15B$7B$13B$18B$18B$24B$38B$46B$41B$48B$74B$67B$124B$195B$312B$214B$305B$360B$410B$440B
AMD $5B$5B$2B$5B$9B$14B$10B$5B$1B$5B$6B$4B$2B$3B$2B$2B$11B$10B$18B$53B$111B$175B$104B$238B$215B$245B$270B
Qualcomm $58B$38B$28B$42B$70B$72B$62B$65B$59B$75B$80B$91B$104B$124B$122B$74B$96B$94B$69B$100B$173B$208B$123B$161B$185B$205B$220B
Texas Instr. $78B$49B$26B$51B$42B$52B$44B$42B$20B$31B$38B$34B$34B$47B$56B$55B$73B$102B$89B$120B$151B$174B$150B$155B$160B$170B$175B
Intel $205B$145B$102B$148B$150B$145B$118B$154B$83B$113B$115B$124B$102B$129B$173B$163B$172B$217B$215B$260B$204B$210B$108B$210B$98B$88B$82B

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