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.
EDA & Design Tools
Electronic Design Automation software used to design chips. Critical IP and tools for the entire industry.
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.
Foundry & Logic
Manufacturers that fabricate chips designed by others. Advanced foundries operate at leading-edge process nodes.
Memory
Companies specializing in memory chips including DRAM, NAND flash, and high-bandwidth memory (HBM).
Equipment
Companies that build the machines used to manufacture semiconductors. Includes lithography, deposition, etch, and inspection tools.
Packaging & Test
Companies that package finished chips and provide testing services. Advanced packaging is increasingly critical for AI chips.
Materials & Substrates
Suppliers of raw materials, wafers, chemicals, and substrates used in semiconductor manufacturing.