Primary Leaders (Latest Snapshot: 2025-12-31)
NVIDIA
GPU Discrete: 84% | GPU DataCenter: 90%
Dominant in accelerated compute segments
AMD
GPU Discrete: 14% | CPU Client: 35% | CPU DataCenter: 38%
Strong #2 positioning across CPU and GPU
INTEL
CPU Client: 62% | CPU DataCenter: 60% | GPU Discrete: 2%
Scale leader in CPU with smaller GPU footprint
TSMC
Foundry Wafer: 61%
Largest foundry participant in current snapshot
SAMSUNG
Foundry Wafer: 13%
Major integrated competitor in foundry market
Other Foundry Players
SMIC 6% | UMC 6% | GLOBALFOUNDRIES 5% | OTHER 9%
Long-tail structure used for concentration analysis
Event Timeline Coverage
| Company |
Event Count |
Use in Domain |
| NVIDIA | 3 | Earnings and AI-cycle catalyst windows |
| AMD | 2 | Competitive response and datacenter trajectory |
| INTEL | 2 | Node roadmap and CPU-share context |
| TSMC | 1 | Foundry macro and capex context |
| QUALCOMM | 1 | Edge/mobile demand read-through |
| ASML | 1 | Equipment and leading-edge process signal |
Tracked Price Universe (14 Tickers)
Coverage includes vendor equities and benchmark ETFs for relative-performance analysis.
NVDA
AMD
INTC
TSM
AVGO
QCOM
MU
TXN
ADI
ASML
ON
SOXX
SMH
SPY
Example Competitive Query
# Compare NVDA and AMD (alias-aware) over 2024-2025
compare_companies(companies=["NVDA", "AMD"], start_year=2024, end_year=2025)
# Check concentration in discrete GPUs
get_market_concentration(market="GPU", segment="Discrete")