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Mapping the semiconductor supply chain

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

Explore the map
Market+1.82%
Divergences1
Top MoverAMKR+4.87%
2026-10-21

Latest News

LAUNCH3h ago

Micron's next-generation 3D NAND to double bit density with over 400 layers, offering extreme performance

Tom's Hardware
FAB3h ago

Solidigm confirms plans to build a fab in the US, abandons IPO plans

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

-0.71%
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

+1.37%
2
CDNS
9 links
Cadence
SNPS
13 links
Synopsys

Design & IP

+1.98%
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

+1.74%
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

+2.93%
4
MU
10 links
Micron
000660.KS
8 links
SK Hynix
005930.KS
8 links
Samsung Memory
WDC
4 links
Western Digital

IDM (Integrated)

+2.17%
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

+1.30%
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

+4.45%
3
ASX
8 links
ASE Technology
AMKR
7 links
Amkor Technology
600584.SS
3 links
JCET Group

Materials & Substrates

+2.89%
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

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....

Advanced Node Capacity

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

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

Nvidia Corporation is an American multinational technology c...

AMD

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

© 2026·Lance Tuller·@lance0·Ko-fi
57 companies · 9 segments · 5 bottlenecks
Tom's Hardware
POLICY6h ago

Illegal Nvidia Blackwell Ultra B300 GPUs found inside state-owned China Telecom's network

Tom's Hardware
SHORTAGE10h ago

Two Dollars and a Test Suite

EE Times
POLICY11h ago

Chip Industry Week In Review

Semiconductor Engineering
LAUNCH1d ago

From Cloud AI to Edge AI: How BIWIN Enables the Next Generation of Storage and Memory Solutions

EE Times
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 →