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Mapping the semiconductor supply chain

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

Explore the map
Market+5.85%
Divergences5
Top MoverARM+33.65%
2026-05-21

Latest News

FAB9h ago

Chip Industry Week In Review

Semiconductor Engineering
POLICY1d ago

EU forced to exempt banned Chinese chipmaker after auto industry warns of supply crisis — European car factories warn of imminent supply chain collapse

Tom's Hardware

Supply Chain Layers

57 companies · 227 relationships
View:
Tap to see relationships. Double-tap to open.
Showing relationships for—
Suppliers (0)
Customers (0)

AI Infrastructure

+3.26%
6
AMZN
9 links
Amazon Web Services
CRWV
3 links
CoreWeave
GOOGL
12 links
Google Cloud
—
1 links
Lambda Labs
MSFT
9 links
Microsoft Azure
ORCL
7 links
Oracle Cloud

EDA & Design Tools

+4.03%
2
CDNS
9 links
Cadence
SNPS
9 links
Synopsys

Design & IP

+7.73%
8
AMD
17 links
AMD
ARM
8 links
ARM Holdings
AAPL
13 links
Apple
AVGO
17 links
Broadcom
MRVL
9 links
Marvell
2454.TW
4 links
MediaTek
NVDA
29 links
NVIDIA
QCOM
18 links
Qualcomm

Foundry & Logic

+9.89%
6
GFS
6 links
GlobalFoundries
0981.HK
5 links
SMIC
005930.KS
17 links
Samsung Foundry
TSM
41 links
TSMC
TSEM
2 links
Tower Semiconductor
UMC
1 links
United Microelectronics Corporation

Memory

+7.90%
4
MU
10 links
Micron
000660.KS
8 links
SK Hynix
005930.KS
8 links
Samsung Memory
WDC
4 links
Western Digital

IDM (Integrated)

+3.60%
12
ADI
4 links
Analog Devices
IFX.DE
6 links
Infineon
INTC
18 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
SWKS
4 links
Skyworks Solutions
TXN
6 links
Texas Instruments
WOLF
5 links
Wolfspeed

Equipment

+7.95%
11
ASML
17 links
ASML
6857.T
5 links
Advantest
AMAT
12 links
Applied Materials
COHR
9 links
Coherent Corp
KLAC
8 links
KLA Corporation
LRCX
4 links
Lam Research
6920.T
3 links
Lasertec
LITE
7 links
Lumentum
7735.T
3 links
Screen Holdings
TER
4 links
Teradyne
8035.T
4 links
Tokyo Electron

Packaging & Test

+2.38%
3
ASX
8 links
ASE Technology
AMKR
7 links
Amkor Technology
600584.SS
3 links
JCET Group

Materials & Substrates

+3.52%
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 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...

Intel

US-based multinational semiconductor company headquartered i...

© 2026·Lance Tuller·@lance0·Ko-fi
57 companies · 9 segments · 7 bottlenecks
POLICY1d ago

Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case

Tom's Hardware
FAB1d ago

ASML CEO says Elon Musk is 'very serious' about TeraFab chipmaking megaproject, confirms direct talks — Musk targets $119 billion Texas semiconductor facility

Tom's Hardware
LAUNCH1d ago

China's new homegrown gaming GPU flops in performance and price — flagship $485 LX 7G100 can't keep pace with Nvidia's older RTX 4060

Tom's Hardware
LAUNCH1d ago

Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia

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 →