Blaize

Blaize is a niche in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include TSMC, ASE Technology.

Edge AI inference processors and a software platform.

Ticker
NASDAQ: BZAI
Headquarters
United States
Revenue
$39M (FY2025)
Net income
$-207M
Operating margin
-268.8%
Market position
niche
Value-chain segment
GPU & AI Accelerators
Key products
Graph Streaming Processor (GSP), Blaize AI Software Suite

About Blaize

Blaize, headquartered in United States, operates in the GPU & AI Accelerators segment of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include Graph Streaming Processor (GSP), Blaize AI Software Suite. wafergraph maps 2 tracked suppliers for Blaize across the value chain.

Role in the chain

Blaize is a market niche in Design (Fabless) (GPU & AI Accelerators), headquartered in United States. Edge AI inference processors and a software platform.

Diligence questions

  1. The dataset records 2 tracked suppliers for Blaize. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 2 of Blaize's tracked suppliers are a monopoly or leader (including ASE Technology, TSMC). Which of those are actually single-source for the process step you care about?
  3. Blaize is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  4. Blaize trades as NASDAQ:BZAI. What does the latest reported period say about capacity and backlog versus the graph position above?
  5. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Blaize

Key products

  • Graph Streaming Processor (GSP)
  • Blaize AI Software Suite

Suppliers

More Design (Fabless) companies

Compare with

NVIDIA · AMD · Cambricon Technologies · Hygon Information Technology · MetaX Integrated Circuits (Muxi)

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Blaize — supply chain, financials & market position”, https://wafergraph.com/company/blaize (data as of 2026-09-05).

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