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The end of one-chip wonders: Why Nvidia, Intel -2-

"I think the notion of being a fab for lots of people has been very successful," Lopez said of TSMC. "This is one of the reasons you see the shift in Intel's strategy. It keeps you at full capacity all the time as a fab."

For a sense of scale, Nvidia and TSMC combined currently have come to account for more than a third -- $1.1 trillion -- of the $3 trillion market cap of the 30 companies that make up the PHLX Semiconductor Index. By comparison, the combined caps of Intel and AMD make up about 12% of the index.

-Wallace Witkowski

 

(END) Dow Jones Newswires

04-16-22 1005ET

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