The Company That Controls 74% of AI Chip Manufacturing Isn’t NVIDIA
Gennaro Cuof
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2026-05-02
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via FourWeekMBA
TSMC’s $35.9B Stranglehold: The Hidden Emperor of Silicon Valley While tech CEOs posture about AI dominance, Taiwan Semiconductor Manufacturing Company (TSMC) quietly collected $35.9 billion in revenue this quarter by controlling something no American company can replicate: the physical manufacturing of every advanced AI chip on the planet. According to The Business Engineer’s earnings analysis […] The post The Company That Controls 74% of AI Chip Manufacturing Isn’t NVIDIA appeared first on FourWeekMBA .
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