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Mapping the semiconductor supply chain

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

Explore the map
Market+3.02%
Divergences5
Top MoverCRWV+10.42%
2026-09-04

Latest News

LAUNCH4h ago

Arm pushes agentic AI and desktop-quality graphics in next-gen phone platform

The Register
PARTNER7h ago

High-NA EUV Moves From Experiment to Manufacturing

SemiWiki

Supply Chain Layers

57 companies · 234 relationships
View:
Tap to see relationships. Double-tap to open.
Showing relationships for—
Suppliers (0)
Customers (0)

AI Infrastructure

+4.34%
6
AMZN
9 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

-4.94%
2
CDNS
9 links
Cadence
SNPS
11 links
Synopsys

Design & IP

+2.65%
9
AMD
18 links
AMD
ARM
9 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

+4.39%
6
GFS
6 links
GlobalFoundries
0981.HK
5 links
SMIC
005930.KS
18 links
Samsung Foundry
TSM
43 links
TSMC
TSEM
2 links
Tower Semiconductor
UMC
1 links
United Microelectronics Corporation

Memory

+5.23%
4
MU
10 links
Micron
000660.KS
8 links
SK Hynix
005930.KS
8 links
Samsung Memory
WDC
4 links
Western Digital

IDM (Integrated)

+2.30%
11
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
TXN
6 links
Texas Instruments

Equipment

+4.92%
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

+1.22%
3
ASX
8 links
ASE Technology
AMKR
7 links
Amkor Technology
600584.SS
3 links
JCET Group

Materials & Substrates

+3.99%
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...

Advanced Node Capacity

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

GPU Export Controls

US export controls and prioritization policies restrict high...

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) is...

NVIDIA

NVIDIA is a fabless designer of GPUs, SoCs, and APIs for gam...

Intel

No revision is strictly required. If a more comprehensive su...

© 2026·Lance Tuller·@lance0·Ko-fi
57 companies · 9 segments · 6 bottlenecks
LAUNCH11h ago

Huawei proudly shows off an entirely un-American chip

The Register
LAUNCH11h ago

Arm debuts next-gen semi-custom Neoverse CSS N4 ‘Ranger’ platform — compute subsystem packs up to 128 cores per die on TSMC N3P

Tom's Hardware
LAUNCH1d ago

Kioxia’s Flash-for-DRAM Initiative Eyes AI Workloads

EE Times
POLICY1d ago

Thailand pauses all datacenter builds and approvals

The Register
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 →