Memory, networking & chip foundries
HBM memory, switching and interconnect silicon, and the leading-edge fabs and packaging that make the chips
4 leading companies in memory, networking & chip foundries, one segment of ai infrastructure — Chips, data centres, power and rented cloud compute behind AI — data centre power use set to double by 2030 (IEA)
new market segment · researched 2026-11-14
AI chips & acceleratorsMemory, networking & chip foundriesData centre colocationHyperscale AI cloudNeoclouds (GPU clouds)
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Leading memory, networking & chip foundries companies
4 companies, with the scale each source states. Scale is the whole company's unless the row says otherwise.
| Company | Where | What they do | Scale |
|---|---|---|---|
| TSMC 2330.TW ↗ | Hsinchu, Taiwan since 1987 | Contract foundry that makes most leading AI accelerators, and does their advanced packaging | revenue (total company): 3.81 NTD trillions (US$122.21B as stated) (2025) ↗ |
| SK hynix 000660.KS ↗ | Icheon, South Korea since 1983 | High-bandwidth memory (HBM) stacked alongside AI accelerators | revenue (total company): 97.15 KRW trillions (US$72.49B as stated) (2025) ↗ |
| Broadcom AVGO ↗ | Palo Alto, United States since 1961 | Custom AI ASICs for hyperscalers plus data centre Ethernet switching silicon | revenue (total company, FY ended 2025-11-02): 63.887 USD billions (2025) ↗ |
| Intel INTC ↗ | Santa Clara, United States since 1968 | Xeon data centre CPUs, Gaudi AI accelerators and a foundry business | revenue (total company): 52.853 USD billions (2025) ↗ |
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The ai infrastructure market
The whole market this segment sits in.
data centre electricity consumption · world415
↗TWh (about 1.5% of world electricity) · 2024
Growth, segments, risks and every company in ai infrastructure →
Quick answers
- What are memory, networking & chip foundries?
- HBM memory, switching and interconnect silicon, and the leading-edge fabs and packaging that make the chips. They are one segment of the ai infrastructure market.
- Who are the leading memory, networking & chip foundries companies?
- TSMC (Taiwan), SK hynix (South Korea), Broadcom (United States), Intel (United States).
- Which memory, networking & chip foundries companies are publicly traded?
- TSMC (2330.TW), SK hynix (000660.KS), Broadcom (AVGO), Intel (INTC).
- How big is the ai infrastructure market?
- For the whole ai infrastructure market, not this segment alone: data centre electricity consumption (world) 415 TWh (about 1.5% of world electricity), 2024 — International Energy Agency.