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Mapping the semiconductor supply chain

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

Explore the map
Market-1.45%
Divergences1
Top MoverIFX.DE-5.77%
2026-10-07

Latest News

FAB12h ago

Nvidia found $1B under the couch to help secure American scientific computing dominance

The Register
PARTNER15h ago

GlobalFoundries to produce silicon interposers for TSMC's CoWoS in the US — Five-year agreement valued at $2 billion

Tom's Hardware

Supply Chain Layers

57 companies · 240 relationships
View:
Tap to see relationships. Double-tap to open.
Showing relationships for—
Suppliers (0)
Customers (0)

AI Infrastructure

-0.42%
6
AMZN
12 links
Amazon Web Services
CRWV
3 links
CoreWeave
GOOGL
12 links
Google Cloud
—
2 links
Lambda Labs
MSFT
10 links
Microsoft Azure
ORCL
7 links
Oracle Cloud

EDA & Design Tools

-0.72%
2
CDNS
9 links
Cadence
SNPS
13 links
Synopsys

Design & IP

-0.84%
8
AMD
19 links
AMD
ARM
9 links
ARM Holdings
AAPL
14 links
Apple
AVGO
18 links
Broadcom
MRVL
10 links
Marvell
2454.TW
4 links
MediaTek
NVDA
30 links
NVIDIA
QCOM
19 links
Qualcomm

Foundry & Logic

-1.66%
6
GFS
8 links
GlobalFoundries
0981.HK
5 links
SMIC
005930.KS
19 links
Samsung Foundry
TSM
44 links
TSMC
TSEM
2 links
Tower Semiconductor
UMC
1 links
United Microelectronics Corporation

Memory

+1.35%
4
MU
10 links
Micron
000660.KS
8 links
SK Hynix
005930.KS
8 links
Samsung Memory
WDC
4 links
Western Digital

IDM (Integrated)

-2.81%
12
ADI
4 links
Analog Devices
IFX.DE
6 links
Infineon
INTC
19 links
Intel
LITE
7 links
Lumentum
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
SWKS
4 links
Skyworks Solutions
TXN
6 links
Texas Instruments

Equipment

-1.87%
9
ASML
17 links
ASML
6857.T
5 links
Advantest
AMAT
12 links
Applied Materials
KLAC
9 links
KLA Corporation
LRCX
4 links
Lam Research
6920.T
3 links
Lasertec
7735.T
3 links
Screen Holdings
TER
4 links
Teradyne
8035.T
4 links
Tokyo Electron

Packaging & Test

-2.14%
3
ASX
8 links
ASE Technology
AMKR
7 links
Amkor Technology
600584.SS
3 links
JCET Group

Materials & Substrates

-1.14%
7
COHR
9 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

High Bandwidth Memory

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

Advanced Node Capacity

Leading-edge manufacturing capacity (3nm and the upcoming 2n...

GPU Export Controls

US export controls and prioritization policies restrict high...

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

Taiwan Semiconductor Manufacturing Company Limited (TSMC, st...

NVIDIA

No revision necessary. The description remains factually acc...

AMD

Fabless developer of CPUs, GPUs, FPGAs, SoCs, microprocessor...

© 2026·Lance Tuller·@lance0·Ko-fi
57 companies · 9 segments · 3 bottlenecks
PARTNER16h ago

TSMC taps GlobalFoundries to bolster US silicon interposer production in $2B deal

The Register
LAUNCH21h ago

Rising Costs, Compute Demand Push ADAS Toward Modular AI

EE Times
PARTNER21h ago

AMD seeks 'broader partnership' with Samsung as it looks to secure memory supply

Tom's Hardware
PARTNER23h ago

Former Groq engineers sue board over $20 billion Nvidia deal

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 →