Did you read the article linked by manch? Did you know Apple (when SJ is still around) bought PA semiconductor in 2008 and now Apple is considered as the largest semi company? Also, from the path that Apple has been taking, many semi are designed in-house which could include… but we don’t know because Apple doesn’t announce until the technology is ready for deployment… Don’t underestimate SJ’s best creation, Apple Inc… There is a good reason why Apple wanted to build an in-house team of semi guys… pundits could get the reasons wrong or shall I say they can only deduce from the products out but not the real motivation…
According to the article, I deduce the next generation of mega cap companies would be in:
AI Semi - NVDA (sold all atm ), AMBA (sold all atm), SYNA
Robotics - IRBT
IoT - UBNT
Big data/ cloud computing - SHOP, VEEV, NTNX, SPLK, PANW
May be SHOP and VEEV should be e-commerce?