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Mapping the semiconductor supply chain

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

Explore the map
Market-5.20%
Divergences2
Top MoverWDC-17.13%
2026-07-16

Latest News

FAB7h ago

TSMC Boosts 2026 Expansion Budget, Adds $100B to U.S. Investment

EE Times
FAB17h ago

TSMC's $265B US fab pledge is the outline of a concept of a plan

The Register

Supply Chain Layers

57 companies · 231 relationships
View:
Tap to see relationships. Double-tap to open.
Showing relationships for—
Suppliers (0)
Customers (0)

AI Infrastructure

-1.59%
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

-2.65%
2
CDNS
9 links
Cadence
SNPS
11 links
Synopsys

Design & IP

-3.68%
9
AMD
17 links
AMD
ARM
8 links
ARM Holdings
AAPL
14 links
Apple
AVGO
18 links
Broadcom
MRVL
9 links
Marvell
2454.TW
4 links
MediaTek
NVDA
30 links
NVIDIA
QCOM
18 links
Qualcomm
SWKS
4 links
Skyworks Solutions

Foundry & Logic

-5.18%
6
GFS
6 links
GlobalFoundries
0981.HK
5 links
SMIC
005930.KS
18 links
Samsung Foundry
TSM
42 links
TSMC
TSEM
2 links
Tower Semiconductor
UMC
1 links
United Microelectronics Corporation

Memory

-9.28%
4
MU
10 links
Micron
000660.KS
8 links
SK Hynix
005930.KS
8 links
Samsung Memory
WDC
4 links
Western Digital

IDM (Integrated)

-5.90%
11
ADI
4 links
Analog Devices
IFX.DE
6 links
Infineon
INTC
19 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
TXN
6 links
Texas Instruments
WOLF
5 links
Wolfspeed

Equipment

-6.57%
10
ASML
17 links
ASML
6857.T
5 links
Advantest
AMAT
12 links
Applied Materials
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

-7.45%
3
ASX
8 links
ASE Technology
AMKR
7 links
Amkor Technology
600584.SS
3 links
JCET Group

Materials & Substrates

-5.03%
6
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

Key Bottlenecks

CoWoS Advanced Packaging

TSMC's CoWoS packaging remains the critical bottleneck for h...

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 · 1 bottlenecks
LAUNCH20h ago

WAVE-P: Hardware Acceleration for the APV Professional Video Codec

SemiWiki
FAB1d ago

Nvidia and Japan unveil world's first national AI infrastructure — Noetra consortium to build a 140MW Rubin AI factory with 27,500 GPUs

Tom's Hardware
FAB1d ago

TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings

Tom's Hardware
LAUNCH1d ago

Co-Packaged Optics for Multi-Die Designs

Semiconductor Engineering
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 →