Who is in this industry, and what has moved
Look at who competes and how much of the split has changed, before deciding whether any one of them is worth your time.
The largest by revenue. All ten together are 79.2% of everything filed here.
| Company | Revenue | Share of the industry |
|---|---|---|
| Nvidia Corp | $130.5B | 28.1% |
| Intel Corporation | $53.1B | 11.5% |
| Broadcom Inc. | $51.6B | 11.1% |
| Applied Materials Inc | $27.2B | 5.9% |
| Advanced Micro Devices, Inc. | $25.8B | 5.6% |
| Micron Technology, Inc. | $25.1B | 5.4% |
Two things this cannot tell you
Companies in one industry differ from each other more than industries differ from one another. This narrows your search; it does not make the choice for you.
A concentrated industry is not automatically a profitable one. A company’s own share tracks its profits better than its industry’s concentration does.
Where these numbers come from
Shares are each company’s revenue as a fraction of what every company filing under this industry code reported. Revenue is a stand-in for the market: it moves with prices, and a company that owns more of its own supply chain books more of it. Tigo Energy, Inc. is left out: it files two revenue figures too far apart to choose between.
Built from public SEC filings for 2019 and 2024, on 2026-09-06. The way share movement is measured follows Morgan Stanley’s Counterpoint Global.