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.
