Semiconductors Sector Scorecard: Strategic Intelligence, Q3 2025 Update

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Nvidia possesses nearly 90% market share in AI chip design, and in 2024, it reported an annual revenue of $61 billion, an increase of 126% compared to the previous year. Despite successfully riding the generative AI tidal wave thus far, Nvidia faces threats from competitors. OpenAI, which has almost wholly depended on Nvidia graphics processing units (GPUs) until now, has diversified its supply, making multibillion-dollar deals with Broadcom and AMD. Both tech companies have enjoyed renewed confidence in their share prices.

Scope

This sector scorecard provides a top-down, comprehensive outlook for the key players in the semiconductors sector over the next two years, based on the key themes set to transform their industry landscape.

Key Highlights

ASML, based in the Netherlands, is an essential company within the semiconductor supply chain. It is the sole supplier of high-power, extreme ultraviolet (EUV) lithography equipment, without which the most advanced chips cannot be made. ASML’s CEO has said publicly that China is 10 to 15 years behind ASML. Meanwhile, China aims to prove him wrong and has implemented a national initiative with at least $43 billion in funding to develop domestic EUV lithography systems and challenge ASML’s market dominance. According to Chinese media reports, over 300 companies have already been mobilized to support EUV. Huawei, which in 2022 filed a patent for a new type of EUV light source, is considered one of the champions of EUV development in China. The company is planning to produce 5 nanometer chips without EUV in 2026.

Reasons to Buy

Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.

GlobalData's thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition and secure that all-important competitive advantage.

GlobalData has developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.

First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.

Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.

Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.

Aixtron
Alibaba
Alphabet
Amazon
Ambarella
AMD
AMS
Analog Devices
Apple
Applied Materials
Arm
ASML
Baidu
Bitmain
BrainChip
Broadcom
Cadence Design Systems
Cambricon
Cerebras
Cirrus Logic
Diodes
GlobalFoundries
Graphcore
Groq
Himax
Horizon Robotics
Huawei
IBM
Infineon
Intel
IonQ
Lam Research
Marvell
MediaTek
Melexis
Microchip
Micron
Microsoft
Monolithic Power Systems
Mythic
Nanya Tech
Nvidia
NXP
Onsemi
Qorvo
Qualcomm
Renesas
Rigetti Computing
Rohm
SambaNova
Samsung Electronics
Silicon Labs
Silicon Motion
SK Hynix
Skyworks
SMEE
SMIC
STMicroelectronics
Synopsys
SynSense
Teradyne
Tesla
Texas Instruments
Tokyo Electron
TSMC
UMC

Table of Contents

Executive Summary

Top Themes for 2025

Sector Scorecard: Semiconductors

Thematic Research Methodology

Semiconductors Sector Scorecard: Strategic Intelligence, Q3 2025 Update thematic reports
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