Forbes: NVIDIA, Broadcom, and AMD have become the three new semiconductor giants, with chip manufacturing being one of the hottest industries
Forbes released the 2024 Global Enterprises 2000 list, with 621 US companies on the annual list of the world's 2000 largest listed companies, up from 611 last year. The number of Chinese companies (including those from Hong Kong, Macao, and Taiwan) on the list this year is 366, a decrease from the historical record of 399 in 2022, but the number of companies still remains the second highest in the world.
According to the list, 6 out of the top 10 companies are located in the United States, and 14 out of the top 25 companies are headquartered in the United States. Among technology companies, Amazon ranks 6th, Microsoft ranks 8th, Google's parent company Alphabet ranks 10th, Apple ranks 12th, and Meta ranks 24th; In the semiconductor industry, Samsung Electronics ranks among the top, with a total ranking of 21st.
In this list, the market value of semiconductor companies has skyrocketed. As major companies compete to develop new artificial intelligence (AI) applications, chip manufacturing has become one of the hottest industries this year. Among semiconductor companies, Nvidia's market value rose to the top, with a year-on-year increase of 226.37%. Other companies, including Broadcom, SK Hynix, Micron Technology, KLA, AMD, Core Systems (MPS), Qualcomm, Marvell Electronics Technology, MediaTek, etc., all saw significant growth.
According to the list, 6 out of the top 10 companies are located in the United States, and 14 out of the top 25 companies are headquartered in the United States. Among technology companies, Amazon ranks 6th, Microsoft ranks 8th, Google's parent company Alphabet ranks 10th, Apple ranks 12th, and Meta ranks 24th; In the semiconductor industry, Samsung Electronics ranks among the top, with a total ranking of 21st.
In this list, the market value of semiconductor companies has skyrocketed. As major companies compete to develop new artificial intelligence (AI) applications, chip manufacturing has become one of the hottest industries this year. Among semiconductor companies, Nvidia's market value rose to the top, with a year-on-year increase of 226.37%. Other companies, including Broadcom, SK Hynix, Micron Technology, KLA, AMD, Core Systems (MPS), Qualcomm, Marvell Electronics Technology, MediaTek, etc., all saw significant growth.
Among them, Super Micro Computer, driven by the current AI boom, made its debut on the list and ranked 856th. Its stock price has risen by over 800% since the beginning of 2023. The company sells servers and storage devices for data centers, with a current market value of $52 billion. Its profit over the past 12 months is $1 billion, and sales are $12 billion, almost doubling within a year.
In the new semiconductor landscape, Nvidia, Broadcom, and AMD have become the three giants of new semiconductors.
Nvidia's market value has recently reached $3 trillion. Since the launch of ChatGPT in November 2022, this semiconductor design company has seen an 8-fold increase in market value, becoming the biggest winner in this wave of generative AI.
AMD rose more than 200 places in the global top 2000, ranking 343rd. AMD expects data center GPU revenue to reach $4 billion this year, which is far below Nvidia's forecast of nearly $100 billion in its class, but still surpasses all other companies. AMD's stock price rose 25% last year and 150% compared to the beginning of 2023, with a market value of $260 billion.
Another well-established enterprise, Broadcom, is enjoying the new semiconductor market landscape like a fish in water. Currently, it has signed custom chip agreements with technology giants such as Google and Meta, with lucrative profits. Last November, Broadcom acquired cloud computing company VMWare for $69 billion. Since the beginning of 2023, the company's stock price has risen by 165%, with a market value of $700 billion, setting a new historical high. It has risen 60 places in this year's ranking and ranks 74th.
Piper Sandler semiconductor analyst Kumar said, "Broadcom has its own unique business model. They don't produce ready-made chips that can be seen everywhere, on the contrary, they only collaborate with specific customers. Looking at the whole picture, I think Nvidia is on top in the GPU field, Broadcom is closely behind, AMD ranks third, and Intel can only rank fourth."
In the new semiconductor landscape, Nvidia, Broadcom, and AMD have become the three giants of new semiconductors.
Nvidia's market value has recently reached $3 trillion. Since the launch of ChatGPT in November 2022, this semiconductor design company has seen an 8-fold increase in market value, becoming the biggest winner in this wave of generative AI.
AMD rose more than 200 places in the global top 2000, ranking 343rd. AMD expects data center GPU revenue to reach $4 billion this year, which is far below Nvidia's forecast of nearly $100 billion in its class, but still surpasses all other companies. AMD's stock price rose 25% last year and 150% compared to the beginning of 2023, with a market value of $260 billion.
Another well-established enterprise, Broadcom, is enjoying the new semiconductor market landscape like a fish in water. Currently, it has signed custom chip agreements with technology giants such as Google and Meta, with lucrative profits. Last November, Broadcom acquired cloud computing company VMWare for $69 billion. Since the beginning of 2023, the company's stock price has risen by 165%, with a market value of $700 billion, setting a new historical high. It has risen 60 places in this year's ranking and ranks 74th.
Piper Sandler semiconductor analyst Kumar said, "Broadcom has its own unique business model. They don't produce ready-made chips that can be seen everywhere, on the contrary, they only collaborate with specific customers. Looking at the whole picture, I think Nvidia is on top in the GPU field, Broadcom is closely behind, AMD ranks third, and Intel can only rank fourth."