Briefings

Data-driven research notes on the semiconductor & AI supply chain — auto-generated from the wafergraph dataset, sourced and dated. No editorializing.

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State of the Chain · Featured

State of the Supply Chain — October 2026

Oct 4, 2026

An auto-generated, data-only snapshot of the semiconductor & AI supply chain as of 2026-10-02: 615 companies, $45.67T tracked market cap, the segment leaders, top chokepoints, the capex race, and the biggest deals on record. No editorializing — every figure is computed from the dataset.

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Analysis · Featured

NVIDIA Wasn't on Advantest's Customer List Last Year. Now It's 20% of Revenue.

Jul 29, 2026

A year ago, NVIDIA didn't clear the 10% disclosure threshold in Advantest's securities filing. This year it's ¥243.7 billion and the company's largest named customer — one line in a test-equipment maker's filing that captures the whole AI build-out, plus OpenAI's ten-supplier map, the EUV monopoly running through three companies' own words, and what four industry giants still won't disclose.

Read briefing →This Week in the Chain

This Week in the Chain — Oct 4, 2026

Oct 4, 2026

Andes Technology +28.9%. 21Vianet -22.8%. Source: the wafergraph dataset, updated weekly.

Read briefing →Data Study

The Biggest Chokepoints in the Semiconductor & AI Supply Chain (2026)

Sep 27, 2026

TSMC is the single biggest chokepoint in the semiconductor & AI supply chain: 98 tracked companies depend on it as a key supplier — more than any other firm. It is followed by ASE Technology (72), Broadcom (45), and NVIDIA and Vertiv (45 each). A chokepoint here is measured by supplier in-degree: how many of the 615 tracked companies list a firm among their key suppliers, computed directly from the wafergraph supplier graph. Edge coverage is partial, so every count is a lower bound. Data as of 2026-09-25.

Read briefing →Data Study

Where the AI Supply Chain Is at Risk by Geography (2026)

Sep 27, 2026

The semiconductor and AI supply chain has three documented geographic single points of failure: Taiwan (home to TSMC and ASE Technology, the #1 and #2 chokepoints by supplier in-degree in the wafergraph graph — 98 and 72 dependencies respectively), China (the dominant producer of gallium ~99%, silicon metal ~85%, rare earths ~69%, and indium ~70% per USGS 2025, with export controls on gallium and germanium since 2023), and the Netherlands (ASML — the sole EUV lithography supplier, classified "monopoly" in the dataset). This study is built from the wafergraph supplier-edge graph (all 615 companies have a country field) and USGS Mineral Commodity Summaries 2025. Data as of 2026-09-25.

Read briefing →This Week in the Chain

This Week in the Chain — Sep 27, 2026

Sep 27, 2026

Since Sep 20, 2026, the standout is Vicor +26.6%. Also this week: Innoscience -10.7%. Nothing above is an estimate. If a number is wrong, the data underneath it is public and you can prove it.

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This Week in the Chain — Sep 20, 2026

Sep 20, 2026

Vicor +21.1%. ITEQ -7.2%.

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This Week in the Chain — Sep 16, 2026

Sep 16, 2026

Start with the biggest thing on the board. SFA Semicon +52.9%. Underneath it: MetaX Integrated Circuits (Muxi) -30.7%.

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This Week in the Chain — Aug 31, 2026

Aug 31, 2026

Start with the biggest thing on the board. Awinic Technology +29.0%. Underneath it: Aehr Test Systems -22.3%.

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This Week in the Chain — Aug 24, 2026

Aug 24, 2026

Aug 17, 2026 to now: VeriSilicon -25.1%. Sumitomo Metal Mining +15.5%. Nothing above is an estimate. If a number is wrong, the data underneath it is public and you can prove it.

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This Week in the Chain — Aug 17, 2026

Aug 17, 2026

Netlist +49.6%. Chilisin Electronics -20.0%. Computed, not written — you can rebuild any number in this email from the free exports.

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This Week in the Chain — Aug 10, 2026

Aug 10, 2026

Oxford Instruments +10800.0%. Cipher Mining -22.2%. Every figure above is computed from the live wafergraph dataset, not typed in by hand.

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This Week in the Chain — Aug 3, 2026

Aug 3, 2026

Tongfu Microelectronics -32.9%. Since Jul 27, 2026: Ambarella +29.7%, 50 new companies.

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This Week in the Chain — Jul 27, 2026

Jul 27, 2026

Zhongke Feice Technology +27.6%. Wolfspeed -21.2%. Source: the wafergraph dataset, updated weekly.

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This Week in the Chain — Jul 20, 2026

Jul 20, 2026

What changed in the semiconductor & AI supply chain since Jul 13, 2026: Aehr Test Systems +13.1%, Ningbo Jiangfeng Electronic Material (Konfoong) -37.4%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

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This Week in the Chain — Jul 13, 2026

Jul 13, 2026

What changed in the semiconductor & AI supply chain since Jul 6, 2026: MetaX Integrated Circuits (Muxi) +33.4%, Taiyo Yuden -35.3%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

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This Week in the Chain — Jul 6, 2026

Jul 6, 2026

What changed in the semiconductor & AI supply chain since Jun 29, 2026: indie Semiconductor +34.7%, MK Electron -31.3%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

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This Week in the Chain — Jun 29, 2026

Jun 29, 2026

What changed in the semiconductor & AI supply chain since Jun 22, 2026: Wiwynn +181.1%, onsemi -32.1%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Read briefing →This Week in the Chain

This Week in the Chain — Jun 22, 2026

Jun 22, 2026

What changed in the semiconductor & AI supply chain since Jun 19, 2026: Super Micro Computer +24.1%, Taiyo Yuden -9.3%, 3 new deals, 34 new companies. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Read briefing →This Week in the Chain

This Week in the Chain — Baseline established (Jun 19, 2026)

Jun 19, 2026

The wafergraph weekly tracker is now live. Baseline snapshot as of 2026-06-19: 531 companies, 71 sourced deals, $42.23T tracked market cap. From next week, this briefing will report exactly what changed.

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Industry headlines

Curated links to reputable semiconductor & AI industry sources. Headlines link out to the publisher — wafergraph does not reproduce article text.