Gartner just released their 2023 revenue numbers:
#1 Intel at $48B
#2 Samsung $40B
#3 Qualcomm $29B
#4 Nvidia $24B
#5? AMD $22B?
Per Gartner, this is revenue from chip designers so excludes TSMC.
The growth story is dictating the stock price with Intel and Samsung shrinking while Nvidia and AMD are growing.