wafergraph — the semiconductor & AI supply-chain graph

A free, current, neutral map of the semiconductor & AI supply chain: 531+ companies across the full value chain (materials → equipment → EDA/IP → chip design → foundry → memory → packaging → distribution → AI & data center), with financials, supply-chain dependencies, market share, and chokepoint exposure.

Value-chain segments

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Market share 2026

Major companies

  • Amazon (Annapurna Labs) — Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs.
  • Apple — Designs A/M-series SoCs and modems for its own devices; TSMC's largest customer.
  • Alphabet (Google) — Designs TPU AI accelerators and Tensor phone SoCs for internal use.
  • Microsoft — Designs Maia AI accelerators and Cobalt server CPUs for Azure.
  • Hon Hai (Foxconn) — World's largest electronics contract manufacturer; builds AI servers.
  • Samsung Electronics — World's largest memory maker, plus leading-edge foundry and Exynos design.
  • NVIDIA — Dominant AI accelerator and GPU designer; also networking via Mellanox line.
  • Meta Platforms — Designs MTIA inference accelerators for its own data centers.
  • Alibaba Group — Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips.
  • Dell Technologies — Top AI server and infrastructure systems integrator.
  • Tencent — Chinese internet and cloud giant developing in-house AI silicon.
  • Robert Bosch — Top automotive MEMS sensor maker with growing SiC fab capacity.
  • Tesla — Designs FSD and AI training chips for its vehicles and data centers.
  • TSMC — World's dominant foundry, manufacturing nearly all leading-edge chips.
  • Lenovo — Global PC and server maker; ISG builds AI servers.
  • Sony Semiconductor Solutions — Dominant CMOS image sensor maker for smartphones and cameras.
  • Wistron — Taiwanese ODM building servers and AI systems for hyperscalers.
  • IBM — Enterprise computing and cloud; designs its own Power and Telum chips.
  • Quanta Computer — Top ODM building AI servers for hyperscalers.
  • Broadcom — Networking silicon leader and main designer of hyperscaler custom AI chips.
  • SK hynix — HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND.
  • Galaxy Digital — Crypto financial firm developing the Helios AI data-center campus.
  • Oracle — Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs.
  • Cisco Systems — Networking giant supplying AI data-center switching and silicon.
  • Intel — x86 CPU IDM building an external foundry business on 18A and beyond.
  • Schneider Electric — Energy management and data-center power/cooling infrastructure.
  • Qualcomm — Leading smartphone SoC and modem designer, expanding into PC and auto.
  • Micron Technology — Only US-based DRAM/NAND maker; ramping HBM for AI accelerators.
  • WT Microelectronics — Major Asian semiconductor distributor that acquired Future Electronics.
  • Mitsubishi Electric — Power module heavyweight in industrial, rail and SiC.
  • ASML — Sole supplier of EUV lithography machines required for all leading-edge chips.
  • Pegatron — Electronics ODM for computing, networking, and servers.
  • AMD — x86 CPU and Instinct GPU designer; owns Xilinx FPGA franchise.
  • Hewlett Packard Enterprise — Enterprise servers, HPC, and AI systems (incl. Cray).
  • Linde — World's largest industrial gas company; major electronics gas business.
  • Sumitomo Electric Industries — Optical fiber, compound-semiconductor devices, and EV power modules.
  • WPG Holdings — World's largest semiconductor component distributor.
  • Daikin Industries — Fluorochemicals maker supplying etch gases and coatings alongside HVAC.
  • Air Liquide — Top industrial and electronic specialty gas supplier to fabs worldwide.
  • Arrow Electronics — Global electronic component distributor and supply chain services.