From diamond semiconductors to pure-play foundries, we break down the categories of tech companies driving innovation across the semiconductor manufacturing value chain.
Semiconductors are foundational to nearly every industry, driving progress in everything from artificial intelligence to humanoid robotics to consumer electronics. Experts predict that the semiconductor market will surpass $1T by 2030.
However, semiconductor manufacturing is immensely complex, extending across a vast value chain from the production of ultra-high-purity raw materials to chip design, assembly, and testing.
This complexity, coupled with geopolitical tensions, has made semiconductor manufacturing a focal point for national security and economic policy. Governments and industry leaders are racing to build more resilient supply chains to support critical technologies like high-performance computing and defense systems.
In the market map below, we identify 327 companies building semiconductor manufacturing solutions across 20 categories.
Please click to enlarge.
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