Shay Boloor(@StockSavvyShay):HOW THE WORLD’S BIGGEST SEMICONDUCTOR COMPANIES CHANGED OVER 3 DECADES It’s wild to see how completely Japanese giants dominated semiconductors in 1990 before $INTC took the crown and held it for nearly two decades. Now $NVDA sits at the top alongside $TSM as AI redistributes industry value toward the companies controlling the hardest bottlenecks across compute and manufacturing.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

가입 February 2019

325 팔로잉 중 454.1K 팬

Shay Boloor@StockSavvyShay

2026.08.31 10:40

HOW THE WORLD’S BIGGEST SEMICONDUCTOR COMPANIES CHANGED OVER 3 DECADES It’s wild to see how completely Japanese giants dominated semiconductors in 1990 before $INTC took the crown and held it for nearly two decades. Now $NVDA sits at the top alongside $TSM as AI redistributes industry value toward the companies controlling the hardest bottlenecks across compute and manufacturing.