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Mapping the semiconductor supply chain

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

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Market+5.53%
Divergences4
Top MoverAMKR+19.50%
2026-01-06

Latest News

POLICY14h ago

Nvidia says H200 demand in China is 'very high' as export licenses near completion — a month after the green light, Huang has high hopes for China buy-in despite political sensitivity

Tom's Hardware
LAUNCH15h ago

AMD Ryzen chief teases return of older Zen 3 chips to fight soaring RAM prices — 'That's something we're actively working on right now'

Supply Chain Layers

49 companies · 166 relationships
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Showing relationships for—
Suppliers (0)
Customers (0)

EDA & Design Tools

+3.63%
2
CDNS
7 links
Cadence
SNPS
8 links
Synopsys

Design & IP

+4.00%
19
AMD
12 links
AMD
ARM
7 links
ARM Holdings
ADI
5 links
Analog Devices
AAPL
13 links
Apple
AVGO
11 links
Broadcom
IFX.DE
6 links
Infineon
MRVL
3 links
Marvell
2454.TW
3 links
MediaTek
MCHP
3 links
Microchip Technology
NVDA
14 links
NVIDIA
NXPI
5 links
NXP Semiconductors
ON
4 links
ON Semiconductor
QRVO
4 links
Qorvo
QCOM
13 links
Qualcomm
6723.T
4 links
Renesas Electronics
STM
4 links
STMicroelectronics
SWKS
4 links
Skyworks Solutions
TXN
6 links
Texas Instruments
WOLF
6 links
Wolfspeed

Foundry & Logic

+2.62%
7
GFS
8 links
GlobalFoundries
INTC
10 links
Intel
0981.HK
5 links
SMIC
005930.KS
11 links
Samsung Foundry
TSM
34 links
TSMC
TSEM
3 links
Tower Semiconductor
UMC
1 links
United Microelectronics Corporation

Memory

+12.88%
4
MU
8 links
Micron
000660.KS
5 links
SK Hynix
005930.KS
8 links
Samsung Memory
WDC
5 links
Western Digital

Equipment

+9.53%
8
ASML
15 links
ASML
6857.T
5 links
Advantest
AMAT
11 links
Applied Materials
KLAC
7 links
KLA Corporation
LRCX
4 links
Lam Research
6920.T
3 links
Lasertec
7735.T
3 links
Screen Holdings
8035.T
4 links
Tokyo Electron

Packaging & Test

+8.44%
4
ASX
8 links
ASE Technology
AMKR
7 links
Amkor Technology
600584.SS
3 links
JCET Group
TER
4 links
Teradyne

Materials & Substrates

+8.73%
5
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

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 is concentrated among SK Hynix, Micron, and Samsu...

Supply Chain Layers

EDA & Design Tools

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

Design & IP

Companies that design chips and license intellectual propert...

Foundry & Logic

Manufacturers that fabricate chips designed by others. Advan...

Key Companies

TSMC

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

ASML

ASML Holding, Dutch supplier of photolithography systems inc...

NVIDIA

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

© 2025 backplane49 companies · 7 segments · 5 bottlenecks
Tom's Hardware
LAUNCH17h ago

Nvidia DGX Spark: A Compact Network Accessible AI Developer System

EE Times
LAUNCH18h ago

Nvidia's focus on rack-scale AI systems is a portent for the year to come — Rubin points the way forward for company, as data center business booms

Tom's Hardware
LAUNCH18h ago

Asus' Zenbook lineup gets 2026 refresh — ZenBook 14, Duo return with new AMD, Intel, and Snapdragon chips

Tom's Hardware
POLICY20h ago

China’s GPU cloud consolidates around Baidu and Huawei as domestic AI chips scale up — export controls leave gap open for homegrown solutions

Tom's Hardware
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 →