Which will be the 3 largest chip manufacturers in 2030?
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19
Ṁ805
2031
94%
TSMC
84%
Intel
71%
Samsung
33%
SMIC
32%
SK Hynix
30%
UMC
21%
GlobalFoundries
18%
Micron

Largest by market shares

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Is this just the foundry parts of each business? For example would you count Intel's total revenue or just revenues from IFS?

@CameronHolmes mmm... I'm not sure actually how experts calculate this. Any suggestions? What I know is that currently Intel is not currently included among the top chip manufacturers because it's only making chips for itself. The CEO recently announce they'll split the company into two and Intel Foundry will be indipendent and manufactur chips for both Intel Product and other companies. So Intel in this market refers only to Intel Foundry

@CameronHolmes anyway, in any case we are talking about the revenue coming either from the foundry company or division

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@SimoneRomeo Ok thanks yeah it's a bit tricky because some of these are pure foundries which are simple because you can just look at their total revenues. The others have got foundry segments (like you say Intel only recently carved out IFS) and might not cleanly break out those revenues.

I'm not sure of the best way to measure this objectively to be honest - it might be worth looking for a regular industry/research report and pre-agreeing to use that as the source for resolution (or it's nearest equivalent) so you don't get caught up in in the subjectivity of resolving this.

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@CameronHolmes sure, I am not investing in this myself. I think it should be clear who the three names are once we move closer to the end of 2030, but we find a way to figure out the correct answe

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