SILICON SUPERPOWERS • 2026
Top 8 Silicon & AI Empires by Value (2016–2026): HBM & GPU Boom!
Market Capitalization in Billions USD ($B)
Key takeawaySK Hynix & Micron surge 10x past $1T in the 2026 HBM boom
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2016 H1 vs 2026 H2: what changed
2016 H1 leader
Samsung $178B
2026 H2 leader
NVIDIA $4,930B
Fastest growth
NVIDIA +28.6% CAGR
| Contender | 2016 H1 | 2026 H2 | Multiplier | CAGR | Peak (year) | 2026 H2 share |
|---|---|---|---|---|---|---|
| NVIDIA | $25B | $4,930B | 197.20x | +28.61% | $4,930B (2026 H2) | 39.8% |
| TSMC | $134B | $2,103B | 15.69x | +14.01% | $2,103B (2026 H2) | 17.0% |
| Broadcom | $61B | $1,600B | 26.23x | +16.83% | $1,600B (2026 H2) | 12.9% |
| SK Hynix | $20B | $1,100B | 55.00x | +21.02% | $1,100B (2026 H2) | 8.9% |
| Micron | $14B | $1,000B | 71.43x | +22.54% | $1,000B (2026 H2) | 8.1% |
| Samsung | $178B | $919B | 5.16x | +8.13% | $919B (2026 H2) | 7.4% |
| ASML | $42B | $383B | 9.12x | +11.10% | $412B (2024 H1) | 3.1% |
| Intel | $155B | $343B | 2.21x | +3.85% | $343B (2026 H2) | 2.8% |
| Contender | 2016 H1 | 2016 H2 | 2017 H1 | 2017 H2 | 2018 H1 | 2018 H2 | 2019 H1 | 2019 H2 | 2020 H1 | 2020 H2 | 2021 H1 | 2021 H2 | 2022 H1 | 2022 H2 | 2023 H1 | 2023 H2 | 2024 H1 | 2024 H2 | 2025 H1 | 2025 H2 | 2026 H1 | 2026 H2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NVIDIA | $25B | $57B | $86B | $117B | $144B | $81B | $100B | $144B | $233B | $323B | $499B | $735B | $378B | $359B | $1,040B | $1,220B | $3,010B | $3,280B | $3,850B | $4,390B | $4,720B | $4,930B |
| TSMC | $134B | $149B | $182B | $204B | $188B | $191B | $205B | $301B | $294B | $565B | $622B | $623B | $424B | $386B | $523B | $539B | $898B | $1,020B | $1,390B | $1,740B | $1,960B | $2,103B |
| Broadcom | $61B | $70B | $95B | $105B | $104B | $103B | $114B | $126B | $127B | $178B | $196B | $274B | $197B | $233B | $358B | $522B | $747B | $1,080B | $1,280B | $1,450B | $1,540B | $1,600B |
| SK Hynix | $20B | $27B | $42B | $52B | $55B | $39B | $44B | $59B | $51B | $79B | $82B | $78B | $51B | $43B | $64B | $79B | $124B | $90B | $380B | $740B | $960B | $1,100B |
| Micron | $14B | $24B | $33B | $48B | $61B | $35B | $43B | $59B | $57B | $84B | $95B | $104B | $62B | $54B | $69B | $94B | $145B | $93B | $340B | $680B | $880B | $1,000B |
| Samsung | $178B | $212B | $275B | $325B | $298B | $230B | $242B | $289B | $262B | $498B | $479B | $438B | $304B | $294B | $366B | $398B | $354B | $258B | $460B | $690B | $830B | $919B |
| ASML | $42B | $48B | $56B | $75B | $84B | $67B | $88B | $126B | $156B | $204B | $286B | $326B | $192B | $218B | $291B | $304B | $412B | $285B | $320B | $348B | $368B | $383B |
| Intel | $155B | $172B | $160B | $216B | $231B | $214B | $213B | $260B | $254B | $204B | $228B | $209B | $153B | $109B | $139B | $211B | $132B | $85B | $165B | $245B | $305B | $343B |