How can anyone break into a current AI semiconductor market in which TSMC dominates the foundry business and Nvidia has locked up the AI hardware and software used by developers?
What’s at stake?
Lop-sided wins by a few companies have become the norm in certain segments of the semiconductor industry, specifically Taiwan Semiconductor Manufacturing Co. (TSMC) in the foundry business and Nvidia in the AI chip market. Armed with unfair advantages they have created for themselves, these two giants leave little room for competitors to operate.
How did the industry let it happen?