Search backplane

Search for companies, segments, bottlenecks, and pages

backplane
MapSegmentsCompareBottlenecksCompaniesNewsAbout

backplane

Mapping the semiconductor supply chain

Visualize dependencies, constraints, and leverage across the global chip ecosystem.

Explore the map
Market-3.18%
Divergences5
Top MoverWDC-10.40%
2026-03-03

Latest News

LAUNCH6h ago

Nvidia-backed photonics startup Ayar Labs fills its wallet to mass-produce CPO chiplets

The Register
SHORTAGE11h ago

The new MacBook Pro laptops are up to $400 more expensive than their predecessors, thanks to the RAM shortage

TechCrunch

Supply Chain Layers

57 companies · 213 relationships
View:
Tap to see relationships. Double-tap to open.
Showing relationships for—
Suppliers (0)
Customers (0)

AI Infrastructure

-1.03%
6
AMZN
9 links
Amazon Web Services
CRWV
3 links
CoreWeave
GOOGL
8 links
Google Cloud
—
1 links
Lambda Labs
MSFT
9 links
Microsoft Azure
ORCL
7 links
Oracle Cloud

EDA & Design Tools

+1.12%
2
CDNS
9 links
Cadence
SNPS
8 links
Synopsys

Design & IP

-2.22%
9
AMD
16 links
AMD
ARM
8 links
ARM Holdings
AAPL
13 links
Apple
AVGO
16 links
Broadcom
MRVL
8 links
Marvell
2454.TW
3 links
MediaTek
NVDA
24 links
NVIDIA
QCOM
17 links
Qualcomm
SWKS
4 links
Skyworks Solutions

Foundry & Logic

-3.82%
6
GFS
6 links
GlobalFoundries
0981.HK
5 links
SMIC
005930.KS
15 links
Samsung Foundry
TSM
39 links
TSMC
TSEM
2 links
Tower Semiconductor
UMC
1 links
United Microelectronics Corporation

Memory

-9.16%
4
MU
10 links
Micron
000660.KS
6 links
SK Hynix
005930.KS
8 links
Samsung Memory
WDC
4 links
Western Digital

IDM (Integrated)

-5.08%
10
ADI
4 links
Analog Devices
IFX.DE
6 links
Infineon
INTC
14 links
Intel
MCHP
3 links
Microchip Technology
NXPI
4 links
NXP Semiconductors
ON
4 links
ON Semiconductor
QRVO
4 links
Qorvo
6723.T
4 links
Renesas Electronics
STM
4 links
STMicroelectronics
TXN
6 links
Texas Instruments

Equipment

-5.04%
9
ASML
16 links
ASML
AMAT
12 links
Applied Materials
KLAC
8 links
KLA Corporation
LRCX
4 links
Lam Research
6920.T
3 links
Lasertec
LITE
6 links
Lumentum
7735.T
3 links
Screen Holdings
TER
4 links
Teradyne
8035.T
4 links
Tokyo Electron

Packaging & Test

-4.40%
4
ASX
8 links
ASE Technology
6857.T
5 links
Advantest
AMKR
7 links
Amkor Technology
600584.SS
3 links
JCET Group

Materials & Substrates

+1.59%
7
COHR
8 links
Coherent Corp
DD
3 links
DuPont
ENTG
3 links
Entegris
4185.T
3 links
JSR Corporation
3436.T
5 links
SUMCO
4063.T
4 links
Shin-Etsu Chemical
WOLF
5 links
Wolfspeed

Key Bottlenecks

EUV Lithography

ASML remains the sole global supplier of EUV lithography sys...

CoWoS Advanced Packaging

TSMC's CoWoS packaging remains the critical bottleneck for h...

High Bandwidth Memory

HBM supply concentrated among SK Hynix, Samsung, and Micron....

Supply Chain Layers

AI Infrastructure

Cloud providers and hyperscalers building GPU clusters for A...

EDA & Design Tools

Electronic Design Automation software used to design chips. ...

Design & IP

Companies that design chips and license intellectual propert...

Key Companies

TSMC

World's largest dedicated independent ('pure-play') semicond...

NVIDIA

NVIDIA is a fabless designer of GPUs, SoCs, and APIs for gam...

Qualcomm

Fabless designer of semiconductors, software, and services f...

© 2026·Lance Tuller·@lance0·Ko-fi
57 companies · 9 segments · 10 bottlenecks
LAUNCH12h ago

Intel's make-or-break 18A process node debuts for data center with 288-core Xeon 6+ CPU — multi-chip monster sports 12 channels of DDR5-8000, Foveros Direct 3D packaging tech

Tom's Hardware
LAUNCH13h ago

Apple unveils new MacBook Air and MacBook Pro with M5

TechCrunch
LAUNCH14h ago

Apple launches new MacBook Pros powered by M5 Pro, M5 Max, and 2x faster SSDs — new 'Super Cores' help deliver up to 30 percent performance boost

Tom's Hardware
LAUNCH14h ago

Apple unveils M5 Pro and M5 Max chips with new ‘Fusion Architecture’

TechCrunch
View all news →6 items

Key Constraints

EUV capacity constrained

ASML sole supplier of EUV lithography

CoWoS packaging backlog

Advanced packaging limiting AI chip supply

HBM supply tight

SK Hynix, Samsung at max output

TSMC concentration

92% of advanced node capacity

Geopolitical risk

Taiwan, Korea supply concentration

View all bottlenecks →