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Supply Chain Layers

The semiconductor supply chain organized by function. Each layer depends on the layers below it.

30-Day Layer Performance

Cumulative performance by supply chain layer over the past 30 days.

AI Infrastructure

Cloud providers and hyperscalers building GPU clusters for AI training and inference. Key demand drivers for advanced chips, HBM, and CoWoS packaging capacity.

6
companies
-1.03%
AMZNCRWVGOOGLLambda Labs
MSFT
+1 more

Layer Position

Mid-chain (layer -2)

EDA & Design Tools

Electronic Design Automation software used to design chips. Critical IP and tools for the entire industry.

2
companies
+1.12%
CDNSSNPS

Layer Position

Design enablement (tools & IP)

Design & IP

Companies that design chips and license intellectual property. They create the architecture and logic but typically don't manufacture.

9
companies
-2.22%
AMDARMAAPLAVGOMRVL+4 more

Layer Position

Top of supply chain (end products)

Foundry & Logic

Manufacturers that fabricate chips designed by others. Advanced foundries operate at leading-edge process nodes.

6
companies
-3.82%
GFS0981.HK005930.KSTSMTSEM+1 more

Layer Position

Mid-chain (layer 1)

Memory

Companies specializing in memory chips including DRAM, NAND flash, and high-bandwidth memory (HBM).

4
companies
-9.16%
MU000660.KS005930.KSWDC

Layer Position

Mid-chain (layer 1)

IDM (Integrated)

Integrated Device Manufacturers that both design and fabricate their own chips. Typically focused on analog, power, microcontrollers, and discrete semiconductors rather than leading-edge digital logic.

10
companies
-5.08%
ADIIFX.DEINTCMCHPNXPI+5 more

Layer Position

Mid-chain (layer 1)

Equipment

Companies that build the machines used to manufacture semiconductors. Includes lithography, deposition, etch, and inspection tools.

9
companies
-5.04%
ASMLAMATKLACLRCX6920.T+4 more

Layer Position

Mid-chain (layer 2)

Packaging & Test

Companies that package finished chips and provide testing services. Advanced packaging is increasingly critical for AI chips.

4
companies
-4.40%
ASX6857.TAMKR600584.SS

Layer Position

Mid-chain (layer 3)

Materials & Substrates

Suppliers of raw materials, wafers, chemicals, and substrates used in semiconductor manufacturing.

7
companies
+1.59%
COHRDDENTG4185.T3436.T+2 more

Layer Position

Base of supply chain (raw inputs)